System Settings → Report Templates → System Reports → Project Portfolio Progress

Project Portfolio Progress

This report shows overall health and cost status of all projects in the report..

The user-configurable parameters in this report are:

Fields

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

Field Description
Investment

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

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

The total labor hours (labor and non-labor) for the project.
Non-Labor

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

The health of the project, shown as a stoplight. Green for costs coming in better than planned, yellow for costs coming in near the plan, and red for costs coming in worse than planned.
Total

The total costs of all labor and non-labor in the project.
% Labor Complete

The amount of work that has been completed for a task (or a task plan), expressed as a percentage (of 100%).
% Total Complete

The amount of work that has been completed for a project, expressed as a percentage (of 100%). If the percentage is over 100%, then the amount of actual work exceeds the amount of planned work.

Screen Shot

Screen shot of the Project Portfolio Progress Report system report.

Adding a report that uses the Project Portfolio Progress Report report template

To add a report that uses the Project Portfolio Progress Report 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 Project Portfolio Progress Report 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 Project Portfolio Progress Report, 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 Project Portfolio Progress 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 Project Portfolio Progress report.

Filter options:

Filter Description
% Complete

The progress made against a task (or a task plan), expressed as a percentage (of 100%). Filter options: Hide and Show.

Copyright © 2003–2011 Serena Software, Inc. All rights reserved.