[en] Project Dashboards reports (Consolidated)

[en] Please find below the description of the consolidated themes and reports available in the Project Dashboards workspace for projects whose Nature is "Program" or "Product" with connected sub-projects.

[en] Project Monitoring theme

[en] The Project Monitoring theme provides a series of reports that allow users to review the overall situation regarding the sub-projects of the selected Program or Product.

[en]Report

[en]Description

[en]Specificity

[en]Project Status Overview

[en] The Status Overview report has been designed to help Project Managers to keep track of the Status of the selected Program or Product sub-projects (in terms of Workflow State, Status Report, and Health Score).

[en] The Connections feature is used, and the selected project is connected to sub-projects.

[en] This report is relevant when the Status Report and/or Health Score features are used.

[en]Performance

[en] The Performance report aims at providing all the relevant information regarding the selected Program or Product sub-projects shift as compared to their Baseline values.

[en] The Connections feature is used, and the selected project is connected to sub-projects.

[en] This report is only relevant when the Baseline feature is used.

[en]Workload Overview

[en] The Workload Overview report allows the user to view the selected Program or Product Total Effort per project and organization.

[en] The Connections feature is used, and the selected project is connected to sub-projects.

[en] Agile theme

[en] The Agile theme allows the user to review the selected Product or Program sub-projects for which the Agile feature is enabled.

[en]Report

[en]Description

[en]Specificity

[en]Releases

[en] The Releases report allows the user to review the progress of the Releases, and more specifically the status of the Iterations attached to the Releases.

[en] Iteration and Releases.

[en]Epics

[en] The Epics report allows the user to review the progress of the Epics, and more specifically the status of the Backlog Items belonging to those Epics.

[en] Backlog Items and Epics.

[en] Finance theme

[en] The Finance theme provides a series of reports dedicated to reviewing financial information regarding the selected Program or Product sub-projects.

[en]Report

[en]Description

[en]Specificity

[en]Overview

[en] The Overview report compares the consolidated budget of the Program or Product with the combined cost/effort of the sub-projects.

[en]Cash Flow

[en] The Cash Flow report shows the breakdown of the Program or Product sub-projects Cash Flow over the selected time frame.

El flujo de fondos se calcula de la siguiente manera: Ganancias - Costo total.

[en]Billing

[en] The Billing report provides the Billing forecast of the selected Program or Product sub-projects.

[en] The Billable elements are sorted as follows: Billed, Confirmed, and Planned.

Para tener en cuenta un proyecto, este debe tener ingresos, la función Facturación activada (opciones de Configuración) y el Modo de facturación establecido en un valor distinto de «Ninguno».

[en]Savings

[en] The Savings report provides a time-distributed view of the selected Program or Product sub-projects Savings (Project Savings and Transactions whose Type is “Savings”).

Para tener en cuenta un proyecto, este debe tener ingresos, la función Facturación activada (opciones de Configuración) y el Modo de facturación establecido en un valor distinto de «Ninguno».

Las Ganancias del proyecto se introducen en el espacio de trabajo Finanzas del proyecto.