System Settings → Report Templates → System Reports → Tasks by Investment

Tasks by Investment

This report lists tasks by work item showing start date, finish date, work duration, and labor costs for both plan and actual dimension, comparing them based on cost and schedule.

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
Actual Finish

The date by which work on a task (or a task plan) actually finished.
Actual Labor Cost

The cost of labor for a task in a task plan.
Actual Start

The date on which work on a task (or a task plan) actually started.
Actual Work

The amount of work that has been completed, to-date, by all resources who have been assigned to a task (or a task plan).
Baseline Finish

The original, planned finish date for a task (or a task plan).
Baseline Labor Cost

The original, planned cost for a task (or a task plan).
Baseline Start

The original, planned start date for a task (or a task plan).
Baseline Work

The original, planned work for a task (or a task plan).
Cost Status

The status of a cost, or the status of the amount of money that is spent to produce something of value.
Cost Variance

The difference between a planned or baseline labor cost and the actual labor cost.
Finish (Plan)

The date on which a task is scheduled to finish.
Labor Cost (Plan)

The amount of money that is spent to produce something of value.
Schedule Status

The current status of a project.
Start (Plan)

The date on which a task is scheduled to start.
Task Name

The name of the task.
Work (Plan)

The total amount of work that has been scheduled for a task.

Screen Shot

Screen shot of the Tasks by Investment system report.

Adding a report that uses the Tasks by Investment report template

To add a report that uses the Tasks by Investment 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 Tasks by Investment 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 Tasks by Investment, 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 Tasks by Investment 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 Tasks by Investment report.

Filter options:

Filter Description
Actuals

Indicates whether to show actual data (start, finish, work, and labor cost) plus cost variance (as compared the original plan or baseline data) and cost status. Filter options: Hide and Show.
Compare To

The data from which the report is based and with which you can then make comparisons with actual and variance data. Filter options: Plan, Baseline, and any of ten project-specific baselines.
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.

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