System Settings → Report Templates → System Reports → Program Planning and Operational Tracking

Program Planning and Operational Tracking

This report helps users plan and track work items. The report shows planning and operational costs and variances for a specific work item or a group of work items in the hierarchy.

The user configurable parameters for the report are:

Fields

Descriptions for the fields that are available in this report can be found in the following table.

Field Description
Investment / Title

The name of the work item, log item, or discussion.
Labor

The amount of money that is spent to produce something of value.
Non Labor

The total non-labor costs for all non-labor hours in the project.
State

The current state of the project, such as Cancelled or In Process.
Total

The total costs of all labor and non-labor in the project.
Variance

Variance is the difference between two data points, such as the difference between the amount of planned work and the amount of actual work. Users can choose to show or hide the variance between the dimensions chosen. If the purpose of the report is planning more than operational tracking, some users may choose not to display the variance. Unless an investment is tracking actuals, there may not be any meaningful basis for variance analysis. Filter options: Hide, and Show.

Screen Shot

Screen shot of the Program Planning and Operational Tracking system report.

Adding a report that uses the Program Planning and Operational Tracking report template

To add a report that uses the Program Planning and Operational Tracking report template, open the New Report dialog box from the My Reports tab and then follow the steps below.

To add a report that uses the Program Planning and Operational Tracking template
  1. Open the Tools module.
  2. Select the My Reports tab.
  3. Click New Report, select Investment, and then click OK.

    New Reports dialog box.

  4. In the New Report dialog box, type a name for the report.
  5. On the General tab, from the Report Template drop-down, select Program Planning and Operational Tracking, enter a description (optional), and indicate whether you want to run the report immediately (after you are finished creating it).

    Choose a report.

  6. Under Associate Report With, click the ellipses button and then use the Select Investments dialog box to identify the items that will be included in the report data.

    Choose an investment (or group of investments) to which the report will be associated.

  7. On the Schedule tab, select Run this report on a schedule if you want the report to be run on a periodic basis. Once selected, you can define how frequently you want the report to be run, the format in which the report will be presented, and how many previous instances of the report you want to store.

    Indicate whether you want to run the report on a scheduled basis.

  8. If you have chosen to run the report on a scheduled basis, you can use the Recipients tab to select the users, security groups, and security roles who will receive a notification when this report is run. After you have chosen the recipients, click Add.
  9. If you have chosen to run the report on a scheduled basis, you can use the Template tab to define parameters for the email notification. You can define the title (as it will appear in the subject line). You can add the Timestamp and Report Name attributes into the title or the template (the message body). You can add a URL link into the message body that will allow any recipient to link directly to the report.

    Indicate whether you want to run the report on a scheduled basis.

  10. When finished, click OK.

View

You can view the Program Planning and Operational Tracking report directly after adding it by selecting the Run this report immediately option in the New Report dialog box. (Reports can also be run from the My Reports tab in the Tools module or the Reports tabs in the Projects module.) Set the filter options and click Apply Icon Apply.

The filters that are available for the Program Planning and Operational Tracking report.

Filter options:

Filter Description
Capex / OpEx

A capital expense is a cost of doing business that is typically associated with expenditures for fixed asset work item that are understood to have a benefit to the organization that exceeds one year> For example, such as buildings and equipment are considered to be capital expenses, whereas rent, office supplies, or utility expenses (such as electricity or Internet access) are not considered to be capital expenses. If an expense is not a capital expense, it is considered to be an operational expense. Filter options: Hide, and Show.
Cost Dimension

The dimension for which you want to view data. Reports require two dimensions to be selected so that data for each dimension can be compared, such as comparing the amount of planned work to the amount of actual work. Filter options: Actual, Baseline, None, Plan, Target, or any custom dimension that your organization may have added.
Current State

The working state for the work items that will be shown in the report. Filter options: Active, Active and Proposed, All, and Proposed.
End Date

The date on which the reporting period ends. Use the calendar picker to select this date.
Start Date

The date from which the reporting period begins. Use the calendar picker to select this date.
Variance

Variance is the difference between two data points, such as the difference between the amount of planned work and the amount of actual work. Users can choose to show or hide the variance between the dimensions chosen. If the purpose of the report is planning more than operational tracking, some users may choose not to display the variance. Unless an investment is tracking actuals, there may not be any meaningful basis for variance analysis. Filter options: Hide, and Show.

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