[en] Project Dashboards reports (Single-Selection)

[en]Project Dashboard

[en] The Project Dashboard report provides similar information as the Status Report, allowing the user to review the project’s key information.

[en] The available information is conditioned by the Status Report Preferences.

[en]Evaluation

[en] The Evaluation report gathers descriptions and scoring indicators that helped the Project Manager to assess and score his/her project.

[en] The project “Evaluation” setup option is activated.

[en] Evaluation-related data is entered in the project Home Page workspace, Evaluation tab.

[en]Work Package Overview

[en] The Work Package Overview report allows the user to review the Project’s Work Packages and their status.

[en] The project "Work Packages" setup option is activated.

[en]Milestone Trend Analysis

[en] The Milestone Trend Analysis report allows the user to review the Monitored Milestones of the selected project.

[en] The "Project Milestone Monitoring" setup option is activated.

[en] Monitored Milestones only (i.e., Tasks whose Duration is equal to 0 and that have been added to the Watch List, or Tasks whose Workflow has been set to “Gate”).

[en]Performance

[en] The Performance report allows the user to compare the Baseline values with the current ones in terms of dates (start and finish), effort, and costs. This view comes with a series of indicators highlighting the shift and, therefore, the overall health of the project.

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

[en]Health Indicators

[en] The Health Indicators report allows the user to review the tasks that encounter one of the following problems: Late by more than 2 weeks, Remaining Effort in the past, and Tasks missing hard assignments.

[en] The Late by more than 2 weeks indicator is based on the Baseline Finish; therefore, it is only relevant when using the Baseline feature.

[en]Baseline Comparison

[en] The Baseline Comparison report gives the user the opportunity to compare two different Baselines in terms of dates, effort, and cost.

[en] This report is only relevant when multiple Baselines have been saved.

[en]Effort Distribution

[en] The Effort Distribution report provides a spreadsheet displaying the task Name and Total Effort, followed by the time distributed effort values, allowing the user to review how the effort is distributed during the project duration.

[en]Dates Details

[en] The Dates Details report provides a spreadsheet allowing the user to compare the two selected baseline values regarding the Start and Finish dates of the project tasks, as well as the corresponding Gap.

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

[en]Overview

[en] The Overview report provides a series of charts allowing the user to review at a glance the current state of the selected project Deliverables.

[en] The project Deliverables setup option is activated.

[en] Project Deliverables are mainly managed in the Work workspace, Work Items tab.

[en]Deliverables List

[en] The Deliverables List report provides a spreadsheet listing the selected project Deliverables with their main attributes.

[en] The project Deliverables setup option is activated.

[en] Project Deliverables are mainly managed in the Work workspace, Work Items tab.

[en]Estimated vs Completed

[en] The Estimated vs Completed report allows the user to compare the number of Estimated and Completed Deliverables (according to the entered Estimated and Completed dates) over time.

[en] The project Deliverables setup option is activated.

[en] Project Deliverables are mainly managed in the Work workspace, Work Items tab.

[en]Overview

[en] The Overview report allows the user to visualize the information regarding the Allocation Requests, the Allocated Effort, and the Actual Effort for the selected project through the concise recap charts.

[en] The "Allocations" project Setup option is enabled.

[en]Allocations vs Assignments

[en] The Allocations vs Assignments report allows the user to compare the Allocated and the Assigned Effort for each resource.

[en] The "Allocations" project Setup option is enabled.

[en]Requests vs Allocations

[en] The Requests vs Allocations report allows the Requested effort and the Allocated Effort.

[en] The "Allocations" project Setup option is enabled.

[en] Use of the Allocation Requests feature.

[en]Commitments Utilization

[en] The Commitments Utilization report helps identify expiring commitments so that the Project Manager can request for either more time or more effort in case the work has not been completed.

[en] Use of the Requests & Commitments feature.

[en]Requests Effort

[en] The Requests Effort report provides a spreadsheet that allows the user to easily compare Request Effort, Committed Effort, and Total Effort.

[en] Use of the Requests & Commitments feature.

[en]Overview

[en] The Overview report provides a series of charts for the user to analyze the costs from different sources (Labor, Cost Items, Transactions).

[en] Some charts are conditioned by the use of the corresponding feature.

[en]Budget

[en] The Budget report allows the user to compare the Budget to the Costs, taking into account the different sources of the budget: Direct, Indirect, and Delegated.

[en] Indirect and Delegated Budget come from the use of the Connections feature.

[en]Cost Breakdown

[en] The Cost Breakdown report displays a time-distributed spreadsheet that lists the selected project Costs versus the Savings. The user can thus get a better idea of the Cash Flow of the Project.

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

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

[en]Earned Value

[en] The Earned Value report provides the Earned Value indicators as well as charts to illustrate them.

[en] Most Earned Value indicators are only relevant when the Baseline feature is used.

[en]Billing

[en] The Billing report provides the Billing forecast of the selected project.

[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 project 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.

[en]Buffer Status

[en] The Buffer Status report allows the user to analyze the selected project's Buffer Status (both Project Buffer and Feeding Buffers).

[en] Project Schedule Method is set to “Critical Chain”.

[en] This report is only relevant when some buffers have been inserted in the schedule.

[en]Fever Chart

[en] The Fever Chart report provides a Fever Chart of the project, allowing the user to compare the % Critical Chain Complete with the % Project Buffer Incursion.

[en] Project Schedule Method is set to “Critical Chain”.

[en] This report is only relevant when some buffers have been inserted in the schedule.

[en]Resource Alerts

[en] The Resource Alerts report provides the list of hard assignments of tasks not yet started.

[en] Project Schedule Method is set to “Critical Chain”.

[en]Resource Leveling

[en] The Resource Leveling report highlights the tasks impacted by the Level Resources command.

[en] Project Schedule Method is set to “Critical Chain”.

[en] This report is only relevant if the "Save baseline 10 before leveling" option has been turned on while leveling resources. Otherwise, it will be blank.

[en]Upcoming Tasks by Project

[en] The Upcoming Tasks by Project report displays the list of uncompleted tasks which started before the selected date, and the list of tasks scheduled to start after the selected date.

[en] Project Schedule Method is set to “Critical Chain”.

[en]Upcoming Tasks by Resource

[en] The Upcoming Tasks by Resource report displays the list of uncompleted tasks which started before the selected date, and the list of tasks scheduled to start after the selected date grouped by Resource.

[en] Project Schedule Method is set to “Critical Chain”.