Getting Started

9. Viewing default Reports


Report Name Description
For Executives  
Budget Allocations Monthly Budget allocations across projects
Projects (by Schedule) All projects by schedule status.
Revenue per Client Year to Date revenue per client
Project Portfolio Analysis Portfolio analysis showing benefit and overall alignment
For Managers  
My Projects A list of my ongoing projects
Tasks Status Status of all tasks across my projects
Project Status (Top level Tasks) Project Status report showing all top level tasks that are upcoming, recently completed or need my attention.
Project Status (Gantt) Project Status report showing cross project gantt view
Cost Overruns Status of all my active tasks across my projects where actual costs exceed the budget/estimates.
Who's Doing What Summary of resources and their current task assignments across my projects
Resource Load Gives tabulated and color-coded information of resource allocations to project work items.
Resource Utilization Comparison of planned and actual resource utilization.
Resource Capacity  
Incomplete Timesheets Shows a list of all users who have logged less than expected hours.
Activity Stream View of all your projects, workitems, documents and discussions in one global feed.
Discussions Ongoing discussions in my projects
Documents List of all documents related to my projects
Open Issues All open issues across my projects
Open Bugs All open bugs across my projects
My To Dos My current to dos
For Teams  
My Tasks My ongoing tasks
My Expenses My recent expenses
My Time Entries My recent time entries
My Open Items My open app items
Activity Stream  
Discussions  
Documents  
For Clients  
Project Status Client Projects and their status
Project Documents Project related documents
Project Discussions Ongoing discussions in my projects
My Existing Requests All open app items requested by me
   
For Administrative (All reports are YTD)  
Billing Summary Year to Date open balances per client
Billed Time A chronological list of all invoiced time entries
Billed Expenses A chronological list of all invoiced expenses
   
For Project Specific  
Unassigned Tasks All unassigned tasks in this project
Tasks (List) Tasklist for this project
Discussions All discussions in this project
Documents All documents in this project
Issues All issues in this project
Bugs All bugs in this project
   
   
Import Apps  
Project Approval Requests All open project approval requests in the system
Open Risks All open and occured risks across my projects
Risk Register (This is Project Specific) All risks in this project
Open Change Requests All open change requests across my projects

 


Comments 1

  • Avatar
    Amber Chambers

    Related to Revenue, where is the best place to record revenue per project?  How is Revenue per client derived?