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Planview Customer Success Center

Standard Reports List

Reports List

Note:

Since both the folders and the reports themselves are customizable you may see different folders and / or different report locations then those listed here.

Table of Contents

Budget

All Milestones Exceeding Budget Managed by Me

Description Show all milestones managed by me where Actual cost is bigger than the Budgeted Cost
Additional Help
Attributes
Available to
  1. Financial user
Filters
# Class Field Data Type Filter Type Operator Value/From To
#1 Milestone Object FieldComparison Equals ConstraintFixedValue
#2 Milestone Manager Reference To Object FieldComparison Equals ConstraintSpecialValue
#3 Milestone State Pick List FieldComparison In ConstraintMultipleValues
Columns
Column Name Class Field Data Type Additional Help
Status Milestone TrackStatus Pick List
Conflicts Milestone Conflicts Long
State Milestone State Pick List
Importance Milestone Importance Pick List
Belong to Critical Path Milestone OnCriticalPath Boolean
ID Milestone SYSID String
Name Milestone Name String
Project Milestone Project Reference To Object
Duration Milestone Duration TimeEffort
Start Date Milestone StartDate DateTime
Due Date Milestone DueDate DateTime
% Complete Milestone PercentCompleted Double
Actual Cost Milestone ActualCost Money
Budgeted Cost Milestone PlannedBudget Money
Actual Effort Milestone ActualEffort TimeEffort2
Remaining Effort Milestone RemainingEffort TimeEffort2
Manager Milestone Manager Reference To Object
% Completeness Uncertain Milestone CompletnessDefinition Long
% Completeness Uncertain Milestone CompletnessDefinition Long

All Milestones Exceeding Budget per Project

Description Show all milestones where ‘Actual Cost’ is bigger than the Budgeted Cost’ in a specific project (you will be requested to set the project after you run the report)
Additional Help
Attributes
Available to
  1. Financial user
Filters
# Class Field Data Type Filter Type Operator Value/From To
#1 Milestone ActualCost Money FieldComparison MoreThan ConstraintFieldValue
#2 Milestone Project Reference To Object FieldComparison Equals ConstraintRuntimeValue
#3 Milestone State Pick List FieldComparison In ConstraintMultipleValues
Columns
Column Name Class Field Data Type Additional Help
Status Milestone TrackStatus Pick List
Conflicts Milestone Conflicts Long
State Milestone State Pick List
Importance Milestone Importance Pick List
Belong to Critical Path Milestone OnCriticalPath Boolean
ID Milestone SYSID String
Name Milestone Name String
Duration Milestone Duration TimeEffort
Start Date Milestone StartDate DateTime
Due Date Milestone DueDate DateTime
% Complete Milestone PercentCompleted Double
Actual Cost Milestone ActualCost Money
Budgeted Cost Milestone PlannedBudget Money
Actual Effort Milestone ActualEffort TimeEffort2
Remaining Effort Milestone RemainingEffort TimeEffort2
Manager Milestone Manager Reference To Object
% Completeness Uncertain Milestone CompletnessDefinition Long
% Completeness Uncertain Milestone CompletnessDefinition Long

All Projects Exceeding Budget

Description Show all projects where Actual cost is bigger than the Budgeted Cost
Additional Help
Attributes
Available to
  1. Financial user
Filters
# Class Field Data Type Filter Type Operator Value/From To
#1 Project Object FieldComparison Equals ConstraintFixedValue
#2 Project State Pick List FieldComparison In ConstraintMultipleValues
Columns
Column Name Class Field Data Type Additional Help
Status Project TrackStatus Pick List
Conflicts Project Conflicts Long
State Project State Pick List
ID Project SYSID String
Name Project Name String
Duration Project Duration TimeEffort
Start Date Project StartDate DateTime
Due Date Project DueDate DateTime
% Complete Project PercentCompleted Double
Actual Cost Project ActualCost Money
Budgeted Cost Project PlannedBudget Money
Actual Effort Project ActualEffort TimeEffort2
Remaining Effort Project RemainingEffort TimeEffort2
Manager Project Manager Reference To Object
% Completeness Uncertain Project CompletnessDefinition Long
% Completeness Uncertain Project CompletnessDefinition Long

All Tasks Exceeding Budget Managed by Me

Description Show all tasks managed by me where Actual cost is bigger than the Budgeted Cost
Additional Help
Attributes
Available to
  1. Financial user
Filters
# Class Field Data Type Filter Type Operator Value/From To
#1 GenericTask Object FieldComparison Equals ConstraintFixedValue
#2 GenericTask Manager Reference To Object FieldComparison Equals ConstraintSpecialValue
#3 GenericTask State Pick List FieldComparison In ConstraintMultipleValues
Columns
Column Name Class Field Data Type Additional Help
Status GenericTask TrackStatus Pick List
Conflicts GenericTask Conflicts Long
State GenericTask State Pick List
Importance GenericTask Importance Pick List
Belong to Critical Path GenericTask OnCriticalPath Boolean
ID GenericTask SYSID String
Name GenericTask Name String
Project GenericTask Project Reference To Object
Duration GenericTask Duration TimeEffort
Start Date GenericTask StartDate DateTime
Due Date GenericTask DueDate DateTime
% Complete GenericTask PercentCompleted Double
Actual Cost GenericTask ActualCost Money
Budgeted Cost GenericTask PlannedBudget Money
Actual Effort GenericTask ActualEffort TimeEffort2
Remaining Effort GenericTask RemainingEffort TimeEffort2
Manager GenericTask Manager Reference To Object
% Completeness Uncertain GenericTask CompletnessDefinition Long
% Completeness Uncertain GenericTask CompletnessDefinition Long
Instance Number GenericTask Object

Budget Utilization vs Progress

Description Show all projects where budget is utilized faster than progress i.e. where % of actual cost out of budgeted cost is greater than % complete
Additional Help
Attributes
Available to
  1. Financial user
Filters
# Class Field Data Type Filter Type Operator Value/From To
#1 Project Object FieldComparison Equals ConstraintFixedValue
#2 Project State Pick List FieldComparison In ConstraintMultipleValues
Columns
Column Name Class Field Data Type Additional Help
Status Project TrackStatus Pick List
Conflicts Project Conflicts Long
State Project State Pick List
ID Project SYSID String
Name Project Name String
Duration Project Duration TimeEffort
Start Date Project StartDate DateTime
Due Date Project DueDate DateTime
% Complete Project PercentCompleted Double
Actual Cost Project ActualCost Money
Budgeted Cost Project PlannedBudget Money
Actual Effort Project ActualEffort TimeEffort2
Remaining Effort Project RemainingEffort TimeEffort2
Manager Project Manager Reference To Object
% Completeness Uncertain Project CompletnessDefinition Long
% Completeness Uncertain Project CompletnessDefinition Long

Budget Utilization vs Progress Managed by Me

Description Show all work items managed by me where budget is utilized faster than progress i.e. where % of actual cost out of budgeted cost is greater than % complete
Additional Help
Attributes
Available to
  1. Financial user
Filters
# Class Field Data Type Filter Type Operator Value/From To
#1 Work Item Object FieldComparison Equals ConstraintFixedValue
#2 Work Item Manager Reference To Object FieldComparison Equals ConstraintSpecialValue
#3 Work Item State Pick List FieldComparison In ConstraintMultipleValues
Columns
Column Name Class Field Data Type Additional Help
Status Work Item TrackStatus Pick List
Conflicts Work Item Conflicts Long
State Work Item State Pick List
ID Work Item SYSID String
Name Work Item Name String
Duration Work Item Duration TimeEffort
Start Date Work Item StartDate DateTime
Due Date Work Item DueDate DateTime
% Complete Work Item PercentCompleted Double
Actual Cost Work Item ActualCost Money
Budgeted Cost Work Item PlannedBudget Money
Actual Effort Work Item ActualEffort TimeEffort2
Remaining Effort Work Item RemainingEffort TimeEffort2
Manager Work Item Manager Reference To Object
% Completeness Uncertain Work Item CompletnessDefinition Long
% Completeness Uncertain Work Item CompletnessDefinition Long

Cost & Revenue forecast all Customers

Description Show Cost & Revenue forecast by all Customers in specific timeframe. The calculation of the "Forecast Cost" takes the “Planned Expenses” plus the maximum between "Budgeted Cost" and "EAC", and multiplies by the "Cost Allocation (%)" (defined in the customer level on a project). The calculation of the "Forecast Revenue" takes the “Planned Billed Expenses” plus the maximum between "Expected Revenue" and "Revenue EAC", and multiplies by the "Cost Allocation (%)" (defined in the customer level on a project).
Additional Help
Attributes
  1. Summary Report
  2. Customizable
Available to
  1. Financial user
Columns
Column Name Class Field Data Type Additional Help
Customer Customer Name String
Customer ID Customer SYSID String
Internal Customer ID Customer InternalId String
Project Project Name String
Project ID Project SYSID String
Internal ID Project InternalId String
Customer Allocation (%) CustomerLink CostAllocation Double
Currency Type Project CostCurrencyType Pick List
אוקטובר,2012 Project Object
נובמבר,2012 Project Object
דצמבר,2012 Project Object

Cost & Revenue forecast all Projects

Description Show Cost & Revenue forecast by all Projects in specific timeframe. The calculation of the "Forecast Cost" takes the “Planned Expenses” plus the maximum between "Budgeted Cost" and "EAC", and multiplies by the "Cost Allocation (%)" (defined in the customer level on a project). The calculation of the "Forecast Revenue" takes the “Planned Billed Expenses” plus the maximum between "Expected Revenue" and "Revenue EAC", and multiplies by the "Cost Allocation (%)" (defined in the customer level on a project).
Additional Help
Attributes
  1. Summary Report
  2. Customizable
Available to
  1. Financial user
Columns
Column Name Class Field Data Type Additional Help
Project Project Name String
Project ID Project SYSID String
Internal ID Project InternalId String
Currency Type Project CostCurrencyType Pick List
אוקטובר,2012 Project Object
נובמבר,2012 Project Object
דצמבר,2012 Project Object

Cost & Revenue forecast by Customer

Description Show Cost & Revenue forecast by Customer in specific timeframe. The calculation of the "Forecast Cost" takes the “Planned Expenses” plus the maximum between "Budgeted Cost" and "EAC", and multiplies by the "Cost Allocation (%)" (defined in the customer level on a project). The calculation of the "Forecast Revenue" takes the “Planned Billed Expenses” plus the maximum between "Expected Revenue" and "Revenue EAC", and multiplies by the "Cost Allocation (%)" (defined in the customer level on a project).
Additional Help
Attributes
  1. Summary Report
  2. Customizable
Available to
  1. Financial user

Cost & Revenue forecast by Project

Description Show Cost & Revenue forecast by Project in specific timeframe. The calculation of the "Forecast Cost" takes the “Planned Expenses” plus the maximum between "Budgeted Cost" and "EAC", and multiplies by the "Cost Allocation (%)" (defined in the customer level on a project). The calculation of the "Forecast Revenue" takes the “Planned Billed Expenses” plus the maximum between "Expected Revenue" and "Revenue EAC", and multiplies by the "Cost Allocation (%)" (defined in the customer level on a project).
Additional Help
Attributes
  1. Summary Report
  2. Customizable
Available to
  1. Financial user

Customer Billing

Description This report displays only the billing information for a specific customer based on the hours reported by the users and related expenses. Report provides users' rates used to calculate totals. Note: only approved hours are included. To see also unsubmitted hours use the Customer Summary report.
Additional Help
Attributes
  1. Summary Report
  2. Customizable
Available to
  1. Financial user

Customer Expense Summary

Description Show customer expense summary from all projects within a given date range
Additional Help
Attributes
  1. Summary Report
  2. Customizable
Available to
  1. Financial user

Project Expenses Summary

Description Show all expenses of specific project
Additional Help This report gives you a summary of all Approved Expenses for a Project in a Specific Timeframe – useful for monthly payroll re-imbursements and customer billing operations. When generating the report either manually or via customizations you can select the projects and the timeframe. Each project is displayed on a separate worksheet.
Totals for Billing and Re-imbursement are calculated per project. The report links each expense to its related Work Item, Owner and Expense Sheet, and lists the Expense Description and Category, the Date Incurred and the Date Invoiced, the Local Amount and Exchange Rate Amount, the Billing Amount and whether it should be Reimbursed and whether it has an attached Receipt.
Advanced:
  • With a Custom Action or Scheduled Rule this report can enable a Project Manager to send project expenses to a finance team even if the project manager does not have Financial Permissions.
  • Combined with Interact’s capability of attaching an email’s attached document to a work item, you could attach a monthly expenses snapshot to a project by sending the report to the project giving the Project Manager an insight into project financials without giving them full financial permissions.
Attributes
  1. Summary Report
  2. Customizable
Available to
  1. Financial user

Projects with an Unfavorable Cost Variance

Description Show projects in a specific state with the "unfavorable" cost variance condition ("Negative" Cost Variance).
Additional Help Shows list of projects by selected state (Active, Draft, on-hold, etc.) where the project cost variance has a negative value.
The Cost Variance measures the difference between the earned value (The Earned Value [EV] is used to measure the progress of projects by calculating how much of the budget has been used) and the actual cost. The results are shown on the results tab with a set of selected relevant project financial measures, like: budgeted cost, actual cost, %invested, Cost Variance, Earned value, CPI, project manager, project start and due date.
Attributes
Available to
  1. Financial user
Filters
# Class Field Data Type Filter Type Operator Value/From To
#1 Project CostVariance Money FieldComparison Before ConstraintFixedValue
#2 Project State Pick List FieldComparison Equals ConstraintRuntimeValue
Columns
Column Name Class Field Data Type Additional Help
ID Project SYSID String
Name Project Name String
Budgeted Cost Project PlannedBudget Money
Actual Cost Project ActualCost Money
% Invested Project PercentInvested Double
Cost Variance Project CostVariance Money
Earned Value Project EarnedValue Money
CPI Project CPI Double
Project Manager Project ProjectManager Reference To Object
Start Date Project StartDate DateTime
Due Date Project DueDate DateTime

Projects with Cost Overruns

Description Show projects in a specific state with the cost of completing the work higher than planned (Cost Performance Index less than 1.0).
Additional Help This report takes one parameter which allows the choice of one lifecycle state (Active, Cancelled, Completed, Draft, On Hold). All projects in the chosen state and a Cost Performance Index (CPI) less than 1.0 will be returned in the Clarizen report. The CPI formula is calculated as the Expected Value / Actual Revenue; those projects with a low CPI have an unfavorable cost efficiency. This report is useful for identifying projects which are over budget.
Attributes
Available to
  1. Financial user
Filters
# Class Field Data Type Filter Type Operator Value/From To
#1 Project CPI Double FieldComparison Before ConstraintFixedValue
#2 Project State Pick List FieldComparison Equals ConstraintRuntimeValue
Columns
Column Name Class Field Data Type Additional Help
ID Project SYSID String
Name Project Name String
Budgeted Cost Project PlannedBudget Money
Actual Cost Project ActualCost Money
% Invested Project PercentInvested Double
Cost Variance Project CostVariance Money
Earned Value Project EarnedValue Money
CPI Project CPI Double
Project Manager Project ProjectManager Reference To Object
Start Date Project StartDate DateTime
Due Date Project DueDate DateTime

Total Due by Customer for a Selected Timeframe

Description For a specific customer, this report displays all hours reported within a given timeframe on billable work items, and calculates the amount due according to the rates set for each resource or work item specifically. The report will include hours which have been approved during the specific timeframe. Work items with a fixed price which have been marked as completed during the selected timeframe will also be included.
Additional Help
Attributes
  1. Summary Report
  2. Customizable
Available to
  1. Financial user
Columns
Column Name Class Field Data Type Additional Help
Customer ID Work Item SYSID String
Customer Work Item Name String
Project ID Work Item SYSID String
Project Work Item Name String
Work Item ID Work Item SYSID String
Work Item Name Work Item Name String
Total Hours Work Item Object
Total for Billing Timesheet Object

Total due by project for a selected timeframe

Description For a specific project, this report displays all hours reported within a given timeframe on billable work items, and calculates the amount due according to the rates set for each resource or work item specifically. The report will include only hours which have been approved. Work items with a fixed price which have been marked as completed during the selected timeframe will also be included.
Additional Help
Attributes
  1. Summary Report
  2. Customizable
Available to
  1. Financial user
Columns
Column Name Class Field Data Type Additional Help
Project ID Work Item SYSID String
Project Work Item Name String
Project ID Work Item SYSID String
Project Work Item Name String
Work Item ID Work Item SYSID String
Work Item Name Work Item Name String
Total Hours Work Item Object
Total for Billing Timesheet Object

User Expense Summary

Description Show user expense summary from all projects within a given date range
Additional Help This is an ideal report to aggregate all expenses for a specific user and is often used for reimbursements. When running this report you will be prompted to select one specific user and a date range. The report will show all expenses for that user across all projects. The columns produced by the report include the expense description, whether the expense is billable to a customer, the work item and project IDs, the work item state, the expense category, date incurred, date invoiced, amount of the expense, whether the expense is reimbursable, whether there is a receipt, and the ID of the corresponding worksheet.
Attributes
  1. Summary Report
  2. Customizable
Available to
  1. Financial user
Columns
Column Name Class Field Data Type Additional Help
State Expense Sheet State Pick List
Billable Expense Entry Billable Boolean
Project ID Work Item SYSID String
Project Work Item Name String
Work Item ID Work Item SYSID String
Work Item Work Item Name String
Expense Category Expense Entry Category Pick List
Date Incurred Expense Entry DateIncurred Date
Date Invoiced Expense Entry DateInvoiced Date
Local Amount Expense Entry LocalAmount Money
Exchange Rate Expense Entry ExchangeRate Double
Amount Expense Entry Object
Billing Amount Expense Entry BillingAmount Money
Reimburse Expense Entry Reimburse Boolean
Receipt Expense Entry Receipt Boolean
Description Expense Entry Description String
Expense Sheet ID Expense Sheet SYSID String

Customer

Projects in the Works per Customer

Description Show all projects in Active or Draft states managed for a specific customer (you will be requested to set the customer after you run the report)
Additional Help Retrieves all of the projects linked to the selected customer, that are of draft or active state, the projects' data includes financial data (that appears empty for non-financial users)
Attributes
Available to
  1. Financial user
  2. Internal user
  3. Super user
  4. Administrator
Filters
# Class Field Data Type Filter Type Operator Value/From To
#1 Customer Text FieldComparison Equals ConstraintRuntimeValue
#2 Project State Pick List FieldComparison In ConstraintMultipleValues
Columns
Column Name Class Field Data Type Additional Help
Status Project TrackStatus Pick List
Conflicts Project Conflicts Long
State Project State Pick List
ID Project SYSID String
Name Project Name String
Duration Project Duration TimeEffort
Start Date Project StartDate DateTime
Due Date Project DueDate DateTime
% Complete Project PercentCompleted Double
Actual Cost Project ActualCost Money
Budgeted Cost Project PlannedBudget Money
Manager Project Manager Reference To Object
% Completeness Uncertain Project CompletnessDefinition Long

Issues

All Issues Assigned to a Specific Person

Description Show all types of the issues assigned to specific person (you will be requested to set a person after you run the report)
Additional Help
Attributes
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
# Class Field Data Type Filter Type Operator Value/From To
#1 Case AssignedTo Reference To Object FieldComparison Equals ConstraintRuntimeValue
Columns
Column Name Class Field Data Type Additional Help
All Issue Types Identifier Case Text
Entity Type Case EntityType Pick List
State Case State Pick List
ID Case SYSID String
Assigned to Case AssignedTo Reference To Object
Resolved In Project Case PlannedFor Reference To Object
Title Case Title String

All Assigned Issues by Group, Job Title, or Skill

Description Search for all issues that are assigned to certain resources by their related group, job title or a skill
Additional Help
Attributes
  1. Customizable
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Columns
Column Name Class Field Data Type Additional Help
State Case State Pick List
Importance Case Severity Pick List
Entity Type Object
Case ID Case SYSID String
Title Case Title String
Due date Case DueDate DateTime
Assigned to User Object
Owner User Object
Resolved In Project Project Name String

All Issues in a Specific State

Description Show all types of the issues in specific state (you will be requested to set a state after you run the report)
Additional Help
Attributes
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
# Class Field Data Type Filter Type Operator Value/From To
#1 Case State Pick List FieldComparison Equals ConstraintRuntimeValue
Columns
Column Name Class Field Data Type Additional Help
All Issue Types Identifier Case Text
Entity Type Case EntityType Pick List
State Case State Pick List
ID Case SYSID String
Assigned to Case AssignedTo Reference To Object
Resolved In Project Case PlannedFor Reference To Object
Title Case Title String

All Issues to be Resolved in a Project

Description Show all issues that are to be resolved in a specific project
Additional Help
Attributes
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
# Class Field Data Type Filter Type Operator Value/From To
#1 Case EntityType Pick List FieldComparison Equals ConstraintRuntimeValue
#2 Case PlannedFor Reference To Object FieldComparison In ConstraintRuntimeValue
Columns
Column Name Class Field Data Type Additional Help
Entity Type Case EntityType Pick List
State Case State Pick List
ID Case SYSID String
Title Case Title String
Importance Case Severity Pick List
Priority Case Priority Integer
Assigned to Case AssignedTo Reference To Object
Resolved In Project Case PlannedFor Reference To Object

All Opened Issues Committed to Customers

Description Show all opened issues committed to customers
Additional Help
Attributes
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Columns
Column Name Class Field Data Type Additional Help
Entity Type Case EntityType Pick List
State Case State Pick List
ID Case SYSID String
Title Case Title String
Importance Case Severity Pick List
Priority Case Priority Integer
Assigned to Case AssignedTo Reference To Object
Customer Name Customer Name String
Committed date CaseCustomerLink CommittedDate Date

All Opened Issues per Customer

Description Show all opened issues submitted by or committed to customer
Additional Help
Attributes
Available to
  1. Financial user
  2. Internal user
  3. Super user
  4. Administrator
Filters
# Class Field Data Type Filter Type Operator Value/From To
#1 Case EntityType Pick List FieldComparison Equals ConstraintRuntimeValue
#2 Customer Text FieldComparison Equals ConstraintRuntimeValue
Columns
Column Name Class Field Data Type Additional Help
Entity Type Case EntityType Pick List
State Case State Pick List
ID Case SYSID String
Title Case Title String
Importance Case Severity Pick List
Priority Case Priority Integer
Assigned to Case AssignedTo Reference To Object
Customer Name Customer Name String
Submitted CaseCustomerLink Submitted Boolean
Resolution committed CaseCustomerLink Committed Boolean
Committed date CaseCustomerLink CommittedDate Date

All Project Related Work

Description Show all issues that have related work within a project
Additional Help
Attributes
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
# Class Field Data Type Filter Type Operator Value/From To
#1 Case EntityType Pick List FieldComparison Equals ConstraintRuntimeValue
#2 Work Item Project Reference To Object FieldComparison In ConstraintRuntimeValue
Columns
Column Name Class Field Data Type Additional Help
Entity Type Case EntityType Pick List
State Case State Pick List
ID Case SYSID String
Title Case Title String
Importance Case Severity Pick List
Priority Case Priority Integer
Assigned to Case AssignedTo Reference To Object
Project Work Item Project Reference To Object
Name Work Item Name String

Issues of a Specific Type Assigned to a Person

Description Show all issues assigned to specific person (you will be requested to set a specific issue type and a person after you run the report)
Additional Help
Attributes
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
# Class Field Data Type Filter Type Operator Value/From To
#1 Case EntityType Pick List FieldComparison Equals ConstraintRuntimeValue
#2 Case AssignedTo Reference To Object FieldComparison Equals ConstraintRuntimeValue
Columns
Column Name Class Field Data Type Additional Help
All Issue Types Identifier Case Text
Entity Type Case EntityType Pick List
State Case State Pick List
ID Case SYSID String
Assigned to Case AssignedTo Reference To Object
Resolved In Project Case PlannedFor Reference To Object
Title Case Title String

Issues of a Specific Type in a Certain State

Description Show all issues in specific state (you will be requested to set a specific issue type and a state after you run the report)
Additional Help
Attributes
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
# Class Field Data Type Filter Type Operator Value/From To
#1 Case EntityType Pick List FieldComparison Equals ConstraintRuntimeValue
#2 Case State Pick List FieldComparison Equals ConstraintRuntimeValue
Columns
Column Name Class Field Data Type Additional Help
All Issue Types Identifier Case Text
Entity Type Case EntityType Pick List
State Case State Pick List
ID Case SYSID String
Assigned to Case AssignedTo Reference To Object
Resolved In Project Case PlannedFor Reference To Object
Title Case Title String

Number of a Specific Issue Type (e.g. Bugs, Risks) by State

Description Number of a Specific Issue Yype (ie. Bugs, Risks) by State
Additional Help
Attributes
  1. Graphical
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
# Class Field Data Type Filter Type Operator Value/From To
#1 Case EntityType Pick List FieldComparison In ConstraintRuntimeValue
Columns
Column Name Class Field Data Type Additional Help
State Case State Pick List
COUNT Case Object

Number of Customer Issues by State

Description Number of issues per state for a specific customer
Additional Help
Attributes
  1. Graphical
Available to
  1. Financial user
  2. Internal user
  3. Super user
  4. Administrator
Filters
# Class Field Data Type Filter Type Operator Value/From To
#1 Customer Text FieldComparison In ConstraintRuntimeValue
Columns
Column Name Class Field Data Type Additional Help
State Case State Pick List
COUNT Case Object

Number of Issues by State

Description Number of all types of issues per state
Additional Help
Attributes
  1. Graphical
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Columns
Column Name Class Field Data Type Additional Help
State Case State Pick List
COUNT Case Object

Number of Project Issues by State

Description Number of issues per state for a specific project
Additional Help
Attributes
  1. Graphical
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
# Class Field Data Type Filter Type Operator Value/From To
#1 Case PlannedFor Reference To Object FieldComparison Equals ConstraintRuntimeValue
Columns
Column Name Class Field Data Type Additional Help
State Case State Pick List
COUNT Case Object

Open Issues Assigned to a Specific Person

Description Show all not closed issues assigned to specific person (you will be requested to set a specific issue type and a person after you run the report)
Additional Help
Attributes
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
# Class Field Data Type Filter Type Operator Value/From To
#1 Case EntityType Pick List FieldComparison Equals ConstraintRuntimeValue
#2 Case AssignedTo Reference To Object FieldComparison Equals ConstraintRuntimeValue
#3 Case State Pick List FieldComparison NotEqual ConstraintFixedValue
Columns
Column Name Class Field Data Type Additional Help
All Issue Types Identifier Case Text
Entity Type Case EntityType Pick List
State Case State Pick List
ID Case SYSID String
Assigned to Case AssignedTo Reference To Object
Resolved In Project Case PlannedFor Reference To Object
Title Case Title String

Risk Register

Description This report shows all risk registers per project
Additional Help
Attributes
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
# Class Field Data Type Filter Type Operator Value/From To
#1 Risk PlannedFor Reference To Object FieldComparison In ConstraintRuntimeValue
Columns
Column Name Class Field Data Type Additional Help
ID Risk SYSID String
Title Risk Title String
Category Risk Category String
% Probability Risk PercentProbability Double
Impact Risk Impact Integer
Risk Rate Risk RiskRate Double
Due date Risk DueDate DateTime
Owner Risk Owner Reference To Object
Resolved In Project Risk PlannedFor Reference To Object
Risk Strategy Risk RiskState Pick List
Response Plan Description Risk MitigationPlan String
Contingency Plan Risk ContingencyPlan String

Risks Sorted by Risk Rate

Description Show all opened risks with Risk Probability and Impact sorted by Risk Rate
Additional Help
Attributes
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Columns
Column Name Class Field Data Type Additional Help
State Risk State Pick List
ID Risk SYSID String
Title Risk Title String
Importance Risk Severity Pick List
Priority Risk Priority Integer
% Probability Risk PercentProbability Double
Impact Risk Impact Integer
Risk Rate Risk RiskRate Double
Assigned to Risk AssignedTo Reference To Object
Resolved In Project Risk PlannedFor Reference To Object

Projects

All Projects at Risk

Description Show all Projects with At risk status
Additional Help
Attributes
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
# Class Field Data Type Filter Type Operator Value/From To
#1 Project TrackStatus Pick List FieldComparison Equals ConstraintFixedValue
#2 Project State Pick List FieldComparison In ConstraintMultipleValues
Columns
Column Name Class Field Data Type Additional Help
Status Project TrackStatus Pick List
Conflicts Project Conflicts Long
State Project State Pick List
ID Project SYSID String
Name Project Name String
Duration Project Duration TimeEffort
Start Date Project StartDate DateTime
Due Date Project DueDate DateTime
% Complete Project PercentCompleted Double
Actual Cost Project ActualCost Money
Budgeted Cost Project PlannedBudget Money
Actual Effort Project ActualEffort TimeEffort2
Remaining Effort Project RemainingEffort TimeEffort2
Manager Project Manager Reference To Object
% Completeness Uncertain Project CompletnessDefinition Long
% Completeness Uncertain Project CompletnessDefinition Long

All Projects off Track

Description Show all Projects with Off track status
Additional Help
Attributes
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
# Class Field Data Type Filter Type Operator Value/From To
#1 Project TrackStatus Pick List FieldComparison Equals ConstraintFixedValue
#2 Project State Pick List FieldComparison In ConstraintMultipleValues
Columns
Column Name Class Field Data Type Additional Help
Status Project TrackStatus Pick List
Conflicts Project Conflicts Long
State Project State Pick List
ID Project SYSID String
Name Project Name String
Duration Project Duration TimeEffort
Start Date Project StartDate DateTime
Due Date Project DueDate DateTime
% Complete Project PercentCompleted Double
Actual Cost Project ActualCost Money
Budgeted Cost Project PlannedBudget Money
Actual Effort Project ActualEffort TimeEffort2
Remaining Effort Project RemainingEffort TimeEffort2
Manager Project Manager Reference To Object
% Completeness Uncertain Project CompletnessDefinition Long
% Completeness Uncertain Project CompletnessDefinition Long

Resource Load

Resource Availability

Description This report displays the resources work load and available time for the selected time frames, by groups and/or skills.
Additional Help This report enables you to monitor and control the resource utilization in your organization by showing you resource load and availability in different timeframes and scales grouped by different groups or skills sets. It is especially useful for Agile project management processes and is a big addition to the Clarizen Agile solution.
When generating the report, either manually or via workflow rules, the user can choose what groups, skills, or specific users to include in the report, as well as the date range, time scales (days, weeks, and months), and units (hours, days) to generate it by. Additionally, the user can choose to run the report either by planned or remaining efforts of the selected resources.
Attributes
  1. Customizable
Available to
  1. Financial user
  2. Internal user
  3. Super user
  4. Administrator
Columns
Column Name Class Field Data Type Additional Help
Resource Name Object
Work Time (= total hours - exceptions) User Object
Work load User Object
Available time User Object

Resource Overload

Description Show resources with total load greater than 100% in any day within a given date range
Additional Help
Attributes
  1. Customizable
Available to
  1. Financial user
  2. Internal user
  3. Super user
  4. Administrator

Resource Overload per Task

Description Show resources and task details with total load greater than 100% in any day within a given date range
Additional Help
Attributes
  1. Customizable
Available to
  1. Financial user
  2. Internal user
  3. Super user
  4. Administrator

Resource Underuse

Description Show resources with total load lower than 100% in any day within a given date range
Additional Help
Attributes
  1. Customizable
Available to
  1. Financial user
  2. Internal user
  3. Super user
  4. Administrator

Resource Underuse per Task

Description Show resources and task details with total load lower than 100% in any day within a given date range
Additional Help
Attributes
  1. Customizable
Available to
  1. Financial user
  2. Internal user
  3. Super user
  4. Administrator

Tasks

All Assigned Tasks by Group, Job Title, or Skill

Description Search for all tasks that are assigned to certain resources by their related group, job title or a skill
Additional Help
Attributes
  1. Customizable
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Columns
Column Name Class Field Data Type Additional Help
Status Work Item TrackStatus Pick List
State Work Item State Pick List
Importance Work Item Importance Pick List
Belong to Critical Path Work Item OnCriticalPath Boolean
ID Work Item SYSID String
Name Work Item Name String
Project Work Item Name String
Start Date Work Item StartDate DateTime
Due Date Work Item DueDate DateTime
Manager Work Item Manager Reference To Object
Resources Object
% Complete Work Item PercentCompleted Double
Expected Progress Work Item ExpectedProgress Double

All Tasks at Risk Managed by Me

Description Show all Tasks with At risk status where I am the manager
Additional Help
Attributes
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
# Class Field Data Type Filter Type Operator Value/From To
#1 GenericTask TrackStatus Pick List FieldComparison Equals ConstraintFixedValue
#2 GenericTask Manager Reference To Object FieldComparison Equals ConstraintSpecialValue
#3 GenericTask State Pick List FieldComparison In ConstraintMultipleValues
Columns
Column Name Class Field Data Type Additional Help
Status GenericTask TrackStatus Pick List
Conflicts GenericTask Conflicts Long
State GenericTask State Pick List
Importance GenericTask Importance Pick List
Belong to Critical Path GenericTask OnCriticalPath Boolean
ID GenericTask SYSID String
Name GenericTask Name String
Project GenericTask Project Reference To Object
Duration GenericTask Duration TimeEffort
Start Date GenericTask StartDate DateTime
Due Date GenericTask DueDate DateTime
% Complete GenericTask PercentCompleted Double
Actual Cost GenericTask ActualCost Money
Budgeted Cost GenericTask PlannedBudget Money
Actual Effort GenericTask ActualEffort TimeEffort2
Remaining Effort GenericTask RemainingEffort TimeEffort2
Manager GenericTask Manager Reference To Object
% Completeness Uncertain GenericTask CompletnessDefinition Long
% Completeness Uncertain GenericTask CompletnessDefinition Long
Instance Number GenericTask Object

All Tasks Last Updated by Project

Description Show the last time active tasks where updated in specific project and by whom.
Additional Help
Attributes
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
# Class Field Data Type Filter Type Operator Value/From To
#1 GenericTask Project Reference To Object FieldComparison Equals ConstraintRuntimeValue
#2 GenericTask State Pick List FieldComparison Equals ConstraintFixedValue
Columns
Column Name Class Field Data Type Additional Help
Status GenericTask TrackStatus Pick List
Conflicts GenericTask Conflicts Long
State GenericTask State Pick List
ID GenericTask SYSID String
Name GenericTask Name String
Project GenericTask Project Reference To Object
Duration GenericTask Duration TimeEffort
Start Date GenericTask StartDate DateTime
Due Date GenericTask DueDate DateTime
% Complete GenericTask PercentCompleted Double
Manager GenericTask Manager Reference To Object
Last Updated By GenericTask LastUpdatedBy Reference To Object
Last Updated On GenericTask LastUpdatedOn DateTime
% Completeness Uncertain GenericTask CompletnessDefinition Long
Instance Number GenericTask Object

All Tasks Last Updated by User

Description Show all tasks a user has updated.
Additional Help
Attributes
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
# Class Field Data Type Filter Type Operator Value/From To
#1 GenericTask LastUpdatedBy Reference To Object FieldComparison Equals ConstraintRuntimeValue
Columns
Column Name Class Field Data Type Additional Help
Status GenericTask TrackStatus Pick List
Conflicts GenericTask Conflicts Long
State GenericTask State Pick List
ID GenericTask SYSID String
Name GenericTask Name String
Project GenericTask Project Reference To Object
Duration GenericTask Duration TimeEffort
Start Date GenericTask StartDate DateTime
Due Date GenericTask DueDate DateTime
% Complete GenericTask PercentCompleted Double
Manager GenericTask Manager Reference To Object
Last Updated By GenericTask LastUpdatedBy Reference To Object
Last Updated On GenericTask LastUpdatedOn DateTime
% Completeness Uncertain GenericTask CompletnessDefinition Long
Instance Number GenericTask Object

All Tasks off Track Managed by Me

Description Show all Tasks with Off track status where I am the manager
Additional Help
Attributes
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
# Class Field Data Type Filter Type Operator Value/From To
#1 GenericTask TrackStatus Pick List FieldComparison Equals ConstraintFixedValue
#2 GenericTask Manager Reference To Object FieldComparison Equals ConstraintSpecialValue
#3 GenericTask State Pick List FieldComparison In ConstraintMultipleValues
Columns
Column Name Class Field Data Type Additional Help
Status GenericTask TrackStatus Pick List
Conflicts GenericTask Conflicts Long
State GenericTask State Pick List
Importance GenericTask Importance Pick List
Belong to Critical Path GenericTask OnCriticalPath Boolean
ID GenericTask SYSID String
Name GenericTask Name String
Project GenericTask Project Reference To Object
Duration GenericTask Duration TimeEffort
Start Date GenericTask StartDate DateTime
Due Date GenericTask DueDate DateTime
% Complete GenericTask PercentCompleted Double
Actual Cost GenericTask ActualCost Money
Budgeted Cost GenericTask PlannedBudget Money
Actual Effort GenericTask ActualEffort TimeEffort2
Remaining Effort GenericTask RemainingEffort TimeEffort2
Manager GenericTask Manager Reference To Object
% Completeness Uncertain GenericTask CompletnessDefinition Long
% Completeness Uncertain GenericTask CompletnessDefinition Long
Instance Number GenericTask Object

All Tasks on a Critical Path Managed by Me

Description Show all tasks which are part of a critical path where I am the manager
Additional Help
Attributes
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
# Class Field Data Type Filter Type Operator Value/From To
#1 GenericTask OnCriticalPath Boolean FieldComparison Equals ConstraintFixedValue
#2 GenericTask Manager Reference To Object FieldComparison Equals ConstraintSpecialValue
#3 GenericTask State Pick List FieldComparison In ConstraintMultipleValues
Columns
Column Name Class Field Data Type Additional Help
Status GenericTask TrackStatus Pick List
Conflicts GenericTask Conflicts Long
State GenericTask State Pick List
Importance GenericTask Importance Pick List
Belong to Critical Path GenericTask OnCriticalPath Boolean
ID GenericTask SYSID String
Name GenericTask Name String
Project GenericTask Project Reference To Object
Duration GenericTask Duration TimeEffort
Start Date GenericTask StartDate DateTime
Due Date GenericTask DueDate DateTime
% Complete GenericTask PercentCompleted Double
Actual Cost GenericTask ActualCost Money
Budgeted Cost GenericTask PlannedBudget Money
Actual Effort GenericTask ActualEffort TimeEffort2
Remaining Effort GenericTask RemainingEffort TimeEffort2
Manager GenericTask Manager Reference To Object
% Completeness Uncertain GenericTask CompletnessDefinition Long
% Completeness Uncertain GenericTask CompletnessDefinition Long
Instance Number GenericTask Object

All Tasks on a Critical Path per Project

Description Show all tasks on the critical path in a specific project (you will be requested to set the project after you run the report)
Additional Help
Attributes
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
# Class Field Data Type Filter Type Operator Value/From To
#1 GenericTask OnCriticalPath Boolean FieldComparison Equals ConstraintFixedValue
#2 GenericTask Project Reference To Object FieldComparison Equals ConstraintRuntimeValue
#3 GenericTask State Pick List FieldComparison In ConstraintMultipleValues
Columns
Column Name Class Field Data Type Additional Help
Status GenericTask TrackStatus Pick List
Conflicts GenericTask Conflicts Long
State GenericTask State Pick List
Importance GenericTask Importance Pick List
Belong to Critical Path GenericTask OnCriticalPath Boolean
ID GenericTask SYSID String
Name GenericTask Name String
Duration GenericTask Duration TimeEffort
Start Date GenericTask StartDate DateTime
Due Date GenericTask DueDate DateTime
% Complete GenericTask PercentCompleted Double
Actual Cost GenericTask ActualCost Money
Budgeted Cost GenericTask PlannedBudget Money
Actual Effort GenericTask ActualEffort TimeEffort2
Remaining Effort GenericTask RemainingEffort TimeEffort2
Manager GenericTask Manager Reference To Object
% Completeness Uncertain GenericTask CompletnessDefinition Long
% Completeness Uncertain GenericTask CompletnessDefinition Long
Instance Number GenericTask Object

All Tasks per Project

Description Show all tasks in a given project (you will be requested to set the project after you run the report)
Additional Help
Attributes
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
# Class Field Data Type Filter Type Operator Value/From To
#1 GenericTask Project Reference To Object FieldComparison Equals ConstraintRuntimeValue
#2 GenericTask State Pick List FieldComparison In ConstraintMultipleValues
Columns
Column Name Class Field Data Type Additional Help
Status GenericTask TrackStatus Pick List
Conflicts GenericTask Conflicts Long
State GenericTask State Pick List
Importance GenericTask Importance Pick List
Belong to Critical Path GenericTask OnCriticalPath Boolean
ID GenericTask SYSID String
Name GenericTask Name String
Duration GenericTask Duration TimeEffort
Start Date GenericTask StartDate DateTime
Due Date GenericTask DueDate DateTime
% Complete GenericTask PercentCompleted Double
Actual Cost GenericTask ActualCost Money
Budgeted Cost GenericTask PlannedBudget Money
Actual Effort GenericTask ActualEffort TimeEffort2
Remaining Effort GenericTask RemainingEffort TimeEffort2
Manager GenericTask Manager Reference To Object
% Completeness Uncertain GenericTask CompletnessDefinition Long
% Completeness Uncertain GenericTask CompletnessDefinition Long
Instance Number GenericTask Object

All Tasks Starting in a Given Time Range

Description Show all tasks starting in a given time range (you will be requested to set the dates after you run the report)
Additional Help
Attributes
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
# Class Field Data Type Filter Type Operator Value/From To
#1 GenericTask StartDate DateTime BetweenComparison Between ConstraintRuntimeValue ConstraintRuntimeValue
#2 GenericTask State Pick List FieldComparison In ConstraintMultipleValues
Columns
Column Name Class Field Data Type Additional Help
Status GenericTask TrackStatus Pick List
Conflicts GenericTask Conflicts Long
State GenericTask State Pick List
Importance GenericTask Importance Pick List
Belong to Critical Path GenericTask OnCriticalPath Boolean
ID GenericTask SYSID String
Name GenericTask Name String
Project GenericTask Project Reference To Object
Duration GenericTask Duration TimeEffort
Start Date GenericTask StartDate DateTime
Due Date GenericTask DueDate DateTime
% Complete GenericTask PercentCompleted Double
Actual Cost GenericTask ActualCost Money
Budgeted Cost GenericTask PlannedBudget Money
Actual Effort GenericTask ActualEffort TimeEffort2
Remaining Effort GenericTask RemainingEffort TimeEffort2
Manager GenericTask Manager Reference To Object
% Completeness Uncertain GenericTask CompletnessDefinition Long
% Completeness Uncertain GenericTask CompletnessDefinition Long
Instance Number GenericTask Object

All Tasks with a Certain Status

Description Show all tasks with a specific status (you will be requested to set the status after you run the report)
Additional Help
Attributes
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
# Class Field Data Type Filter Type Operator Value/From To
#1 GenericTask TrackStatus Pick List FieldComparison Equals ConstraintRuntimeValue
Columns
Column Name Class Field Data Type Additional Help
Conflicts GenericTask Conflicts Long
State GenericTask State Pick List
Importance GenericTask Importance Pick List
Belong to Critical Path GenericTask OnCriticalPath Boolean
ID GenericTask SYSID String
Name GenericTask Name String
Project GenericTask Project Reference To Object
Duration GenericTask Duration TimeEffort
Start Date GenericTask StartDate DateTime
Due Date GenericTask DueDate DateTime
% Complete GenericTask PercentCompleted Double
Actual Cost GenericTask ActualCost Money
Budgeted Cost GenericTask PlannedBudget Money
Actual Effort GenericTask ActualEffort TimeEffort2
Remaining Effort GenericTask RemainingEffort TimeEffort2
Manager GenericTask Manager Reference To Object
% Completeness Uncertain GenericTask CompletnessDefinition Long
% Completeness Uncertain GenericTask CompletnessDefinition Long
Instance Number GenericTask Object

All Tasks with no Resource Assignment

Description Show all tasks with no resource assigned in all projects across the organization
Additional Help
Attributes
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
# Class Field Data Type Filter Type Operator Value/From To
#1 Human Resource Object FieldComparison Equals ConstraintSpecialValue
#2 GenericTask State Pick List FieldComparison In ConstraintMultipleValues
Columns
Column Name Class Field Data Type Additional Help
Status GenericTask TrackStatus Pick List
Conflicts GenericTask Conflicts Long
State GenericTask State Pick List
Importance GenericTask Importance Pick List
Belong to Critical Path GenericTask OnCriticalPath Boolean
ID GenericTask SYSID String
Name GenericTask Name String
Project GenericTask Project Reference To Object
Duration GenericTask Duration TimeEffort
Start Date GenericTask StartDate DateTime
Due Date GenericTask DueDate DateTime
% Complete GenericTask PercentCompleted Double
Actual Cost GenericTask ActualCost Money
Budgeted Cost GenericTask PlannedBudget Money
Actual Effort GenericTask ActualEffort TimeEffort2
Remaining Effort GenericTask RemainingEffort TimeEffort2
Manager GenericTask Manager Reference To Object
% Completeness Uncertain GenericTask CompletnessDefinition Long
% Completeness Uncertain GenericTask CompletnessDefinition Long
Instance Number GenericTask Object

All Tasks with no Resource Assignment per Project

Description Show all tasks with no resource assigned in a specific project (you will be requested to set the project after you run the report)
Additional Help
Attributes
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
# Class Field Data Type Filter Type Operator Value/From To
#1 Human Resource Object FieldComparison Equals ConstraintSpecialValue
#2 GenericTask Project Reference To Object FieldComparison Equals ConstraintRuntimeValue
#3 GenericTask State Pick List FieldComparison In ConstraintMultipleValues
Columns
Column Name Class Field Data Type Additional Help
Status GenericTask TrackStatus Pick List
Conflicts GenericTask Conflicts Long
State GenericTask State Pick List
Importance GenericTask Importance Pick List
Belong to Critical Path GenericTask OnCriticalPath Boolean
ID GenericTask SYSID String
Name GenericTask Name String
Duration GenericTask Duration TimeEffort
Start Date GenericTask StartDate DateTime
Due Date GenericTask DueDate DateTime
% Complete GenericTask PercentCompleted Double
Actual Cost GenericTask ActualCost Money
Budgeted Cost GenericTask PlannedBudget Money
Actual Effort GenericTask ActualEffort TimeEffort2
Remaining Effort GenericTask RemainingEffort TimeEffort2
Manager GenericTask Manager Reference To Object
% Completeness Uncertain GenericTask CompletnessDefinition Long
% Completeness Uncertain GenericTask CompletnessDefinition Long
Instance Number GenericTask Object

Date Variance Report for Actual Tasks of a Specific Project

Description Show actually executed tasks from a specific project with Duration Variance less than zero “0”.
Additional Help
Attributes
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
# Class Field Data Type Filter Type Operator Value/From To
#1 GenericTask DurationVariance TimeEffort2 FieldComparison Before ConstraintFixedValue
#2 GenericTask ChildrenCount Integer FieldComparison Equals ConstraintFixedValue
#3 GenericTask Project Reference To Object FieldComparison Equals ConstraintRuntimeValue
Columns
Column Name Class Field Data Type Additional Help
State GenericTask State Pick List
Status GenericTask TrackStatus Pick List
Importance GenericTask Importance Pick List
ID GenericTask SYSID String
Name GenericTask Name String
Start Date GenericTask StartDate DateTime
Actual Start Date GenericTask ActualStartDate DateTime
Start Date Variance GenericTask StartDateVariance TimeEffort2
Due Date GenericTask DueDate DateTime
Actual End Date GenericTask ActualEndDate DateTime
Due Date Variance GenericTask DueDateVariance TimeEffort2
Work GenericTask Work TimeEffort2
Duration GenericTask Duration TimeEffort
Actual Duration GenericTask ActualDuration TimeEffort
Duration Variance GenericTask DurationVariance TimeEffort2
Instance Number GenericTask Object

My Tasks this Week

Description Show active tasks, where I am a resource, which I haven’t completed yet (including tasks starting during this week).
Additional Help
Attributes
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
# Class Field Data Type Filter Type Operator Value/From To
#1 GenericTask State Pick List FieldComparison Equals ConstraintFixedValue
#2 GenericTask StartDate DateTime FieldComparison LessThan ConstraintSpecialValue
#3 User Text FieldComparison Equals ConstraintSpecialValue
#4 Human Resource ResourceRole Pick List FieldComparison Equals ConstraintFixedValue
Columns
Column Name Class Field Data Type Additional Help
Status GenericTask TrackStatus Pick List
Conflicts GenericTask Conflicts Long
State GenericTask State Pick List
Importance GenericTask Importance Pick List
Belong to Critical Path GenericTask OnCriticalPath Boolean
ID GenericTask SYSID String
Name GenericTask Name String
Project GenericTask Project Reference To Object
Duration GenericTask Duration TimeEffort
Start Date GenericTask StartDate DateTime
Due Date GenericTask DueDate DateTime
% Complete GenericTask PercentCompleted Double
Actual Cost GenericTask ActualCost Money
Budgeted Cost GenericTask PlannedBudget Money
Actual Effort GenericTask ActualEffort TimeEffort2
Remaining Effort GenericTask RemainingEffort TimeEffort2
Manager GenericTask Manager Reference To Object
% Completeness Uncertain GenericTask CompletnessDefinition Long
% Completeness Uncertain GenericTask CompletnessDefinition Long
Instance Number GenericTask Object

Resource Planned Work per Project

Description This report provides Resource Planned Work of Tasks per a specific project and resource(s)
Additional Help
Attributes
  1. Summary Report
  2. Customizable
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator

Time Tracking

All Customer's Summary

Description This report displays a Cost, Billing and Profitability summary view for a all customer's across all projects based on the hours reported by the users and related expenses. Includes resources' cost and billing rates used to calculate totals.
Additional Help
Attributes
  1. Summary Report
  2. Customizable
Available to
  1. Financial user
Columns
Column Name Class Field Data Type Additional Help
Customer Customer Name String
Internal Customer ID Customer InternalId String
Customer ID Customer SYSID String
State Timesheet State Pick List
Billable Work Item Billable Boolean
Billing Type Work Item Object
Internal ID Work Item InternalId String
Project ID Work Item SYSID String
Project Work Item Name String
Work Item ID Work Item SYSID String
Work Item Work Item Name String
Resource User FirstName String
Total Hours Timesheet Object
Total Cost (regular + overtime) Timesheet Object
Total for Billing (regular + overtime) Timesheet Object
Profitability Timesheet Object
Profitability (%) Timesheet Object
Regular Hours Timesheet Object
Regular Cost Rate Timesheet Object
Regular Billing Rate Timesheet Object
Total Cost for Regular Hours Timesheet Object
Billing for Regular Hours Timesheet Object
Overtime Hours Timesheet Object
Overtime Cost Rate Timesheet Object
Overtime Billing Rate Timesheet Object
Total Cost for Overtime Timesheet Object
Billing for Overtime Timesheet Object
% Complete Work Item PercentCompleted Double
Customer Allocation (%) CustomerLink CostAllocation Double

All Reported Hours in a Specific Project

Description This report displays all hours reported by all users for a specific project. The report displays both billable and non-billable hours.
Additional Help
Attributes
  1. Summary Report
  2. Customizable
Available to
  1. Financial user
  2. Internal user
  3. Super user
  4. Administrator
Columns
Column Name Class Field Data Type Additional Help
Main Project ID Work Item SYSID String
Main Project Work Item Name String
Project ID Work Item SYSID String
Project Work Item Name String
Billable Work Item Billable Boolean
Work Item ID Work Item SYSID String
Work Item Name Work Item Name String
Total Hours Work Item Object

Customer Summary

Description This report displays a Cost, Billing and Profitability summary view for a customer across all projects based on the hours reported by the users and related expenses. Includes resources' cost and billing rates used to calculate totals.
Additional Help
Attributes
  1. Summary Report
  2. Customizable
Available to
  1. Financial user

Detailed Report by Customer for a Selected Timeframe

Description This report presents detailed information on the hours invested for a specific customer. The report includes hours reported during the specific timeframe, date, resource that fulfilled the work and his comments.
Additional Help
Attributes
  1. Summary Report
  2. Customizable
Available to
  1. Financial user

Project Summary

Description This report displays a Cost, Billing and Profitability summary view for a specific project based on the hours reported by the users and related expenses. Report provides users' cost and billing rates used to calculate totals.
Additional Help
Attributes
  1. Summary Report
  2. Customizable
Available to
  1. Financial user

Project Utilization

Description This report will display work utilization by project and resource within a selected time frame
Additional Help This report provides visibility to the resource utilization by project in your organization.
Basically this means that the report gives you an easy and readable way to compare what you planned for each resource to do in each project for a specific timeframe, with what has actually been done during that same time.
In the report you can choose the selected time frame, and time scale (weekly, monthly), the status of the reported time to include (submitted, approved), the status of the projects to include (active, completed, etc.) and the report type.
Attributes
  1. Summary Report
  2. Customizable
Available to
  1. Financial user
  2. Internal user
  3. Super user
  4. Administrator

Resource Summary

Description This report displays all work items and total hours reported by a specific user in the selected timeframe, including cost, billing and profitability information.
Additional Help
Attributes
  1. Summary Report
  2. Customizable
Available to
  1. Financial user
Columns
Column Name Class Field Data Type Additional Help
State Timesheet State Pick List
Billable Work Item Billable Boolean
Billing Type Timesheet Object
Project ID Work Item SYSID String
Project Work Item Name String
Work Item ID Work Item SYSID String
Work Item Work Item Name String
Reported By User FirstName String
Total Hours Timesheet Object
Total Cost (regular + overtime) Timesheet Object
Total for Billing (regular + overtime) Timesheet Object
Total Cost Timesheet Object
Total for Billing Timesheet Object
Profitability Timesheet Object
Profitability (%) Timesheet Object
Regular Hours Timesheet Object
Regular Cost Rate Timesheet Object
Regular Billing Rate Timesheet Object
Total Cost for Regular Hours Timesheet Object
Billing for Regular Hours Timesheet Object
Overtime Hours Timesheet Object
Overtime Cost Rate Timesheet Object
Overtime Billing Rate Timesheet Object
Total Cost for Overtime Timesheet Object
Billing for Overtime Timesheet Object
% Complete Work Item PercentCompleted Double

Resource(s) Hourly Report

Description This report provides hourly report of user(s) in the timesheet within specific timeframe
Additional Help
Attributes
  1. Summary Report
  2. Customizable
Available to
  1. Financial user
  2. Internal user
  3. Super user
  4. Administrator
Columns
Column Name Class Field Data Type Additional Help
Reported Date Timesheet ReportedDate Date
State Timesheet State Pick List
Project ID Work Item SYSID String
Project Work Item Name String
Work Item ID Work Item SYSID String
Work Item Work Item Name String
Reported By User FirstName String
Total Hours Timesheet Object
Regular Hours Timesheet Object
Overtime Hours Timesheet Object
Comment Timesheet Comment Text

Total Hours Reported by a User for a Selected Timeframe

Description This report will display all work items and total hours reported by a specific user in the selected timeframe
Additional Help
Attributes
  1. Summary Report
  2. Customizable
Available to
  1. Financial user
  2. Internal user
  3. Super user
  4. Administrator
Columns
Column Name Class Field Data Type Additional Help
User User FirstName String
State Timesheet State Pick List
Billable Work Item Billable Boolean
Project ID Work Item SYSID String
Project Work Item Name String
Work Item Work Item SYSID String
Work Item Work Item Name String
Total Hours Timesheet Duration TimeEffort

Total Reported Hours by User Per Project

Description This report will display total hours reported by user per project within a selected time frame
Additional Help
Attributes
  1. Customizable
Available to
  1. Financial user
  2. Internal user
  3. Super user
  4. Administrator

Total weekly reported hours by selected users

Description This report will display total hours reported by selected users per date within a selected time frame
Additional Help
Attributes
  1. Customizable
Available to
  1. Financial user
  2. Internal user
  3. Super user
  4. Administrator

Total weekly reported hours by user

Description This report will display total hours reported by user per date within a selected time frame
Additional Help
Attributes
  1. Customizable
Available to
  1. Financial user
  2. Internal user
  3. Super user
  4. Administrator
Columns
Column Name Class Field Data Type Additional Help
First Name User FirstName String
Last Name User LastName String
State User State Pick List
External User User ExternalUser Boolean
Total work time (hours) User Object
Total User Object

Users

Total Number of non - working hours by user

Description Total Number of non - working hours by user
Additional Help
Attributes
  1. Customizable
Available to
  1. Financial user
  2. Internal user
  3. Super user
  4. Administrator
Columns
Column Name Class Field Data Type Additional Help
User Object
Direct Manager Object
User Group Object
Email Object
ינואר,0001 Object
Total Hours Object
Total Organization Days Object

Users & Licenses Summary

Description This report will display users and licenses summary
Additional Help
Attributes
  1. Customizable
Available to
  1. Administrator
Columns
Column Name Class Field Data Type Additional Help
External User User ExternalUser Boolean
First Name User FirstName String
Last Name User LastName String
Email User Email String
Office Phone User OfficePhone String
Allow Emails User AllowEmails Boolean
User Type OrganizationLicenseSubscriptions Pick List
Purchase Date OrganizationLicenseSubscriptions Date
Expiration Period (Days) OrganizationLicenseSubscriptions Double
Expiration Date OrganizationLicenseSubscriptions Date
State OrganizationLicenseSubscriptions State Pick List
Renewal Date OrganizationLicenseSubscriptions Date
Auto Renewal OrganizationLicenseSubscriptions Boolean

Work Items

All Work Items with a Specific Manager

Description Show all work items with a specific manager across all projects (you will be requested to set the manager after you run the report)
Additional Help
Attributes
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
# Class Field Data Type Filter Type Operator Value/From To
#1 Work Item Manager Reference To Object FieldComparison Equals ConstraintRuntimeValue
#2 Work Item State Pick List FieldComparison In ConstraintMultipleValues
Columns
Column Name Class Field Data Type Additional Help
Status Work Item TrackStatus Pick List
Conflicts Work Item Conflicts Long
State Work Item State Pick List
ID Work Item SYSID String
Name Work Item Name String
Duration Work Item Duration TimeEffort
Start Date Work Item StartDate DateTime
Due Date Work Item DueDate DateTime
% Complete Work Item PercentCompleted Double
Actual Cost Work Item ActualCost Money
Budgeted Cost Work Item PlannedBudget Money
Actual Effort Work Item ActualEffort TimeEffort2
Remaining Effort Work Item RemainingEffort TimeEffort2
% Completeness Uncertain Work Item CompletnessDefinition Long
% Completeness Uncertain Work Item CompletnessDefinition Long

All Work Items with a Specific Manager per Project

Description Show all work items with a specific manager in a specific project (you will be requested to set the manager and project after you run the report)
Additional Help
Attributes
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
# Class Field Data Type Filter Type Operator Value/From To
#1 Work Item Manager Reference To Object FieldComparison Equals ConstraintRuntimeValue
#2 Work Item Project Reference To Object FieldComparison Equals ConstraintRuntimeValue
#3 Work Item State Pick List FieldComparison In ConstraintMultipleValues
Columns
Column Name Class Field Data Type Additional Help
Status Work Item TrackStatus Pick List
Conflicts Work Item Conflicts Long
State Work Item State Pick List
ID Work Item SYSID String
Name Work Item Name String
Duration Work Item Duration TimeEffort
Start Date Work Item StartDate DateTime
Due Date Work Item DueDate DateTime
% Complete Work Item PercentCompleted Double
Actual Cost Work Item ActualCost Money
Budgeted Cost Work Item PlannedBudget Money
Actual Effort Work Item ActualEffort TimeEffort2
Remaining Effort Work Item RemainingEffort TimeEffort2
% Completeness Uncertain Work Item CompletnessDefinition Long
% Completeness Uncertain Work Item CompletnessDefinition Long

All Work Items with a Specific Resource

Description Show all work items with a specific resource (you will be requested to set the resource after you run the report)
Additional Help
Attributes
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
# Class Field Data Type Filter Type Operator Value/From To
#1 ResourceEntity Text FieldComparison Equals ConstraintRuntimeValue
#2 Work Item State Pick List FieldComparison In ConstraintMultipleValues
Columns
Column Name Class Field Data Type Additional Help
Status Work Item TrackStatus Pick List
Conflicts Work Item Conflicts Long
State Work Item State Pick List
ID Work Item SYSID String
Name Work Item Name String
Duration Work Item Duration TimeEffort
Start Date Work Item StartDate DateTime
Due Date Work Item DueDate DateTime
% Complete Work Item PercentCompleted Double
Actual Cost Work Item ActualCost Money
Budgeted Cost Work Item PlannedBudget Money
Actual Effort Work Item ActualEffort TimeEffort2
Remaining Effort Work Item RemainingEffort TimeEffort2
Manager Work Item Manager Reference To Object
% Completeness Uncertain Work Item CompletnessDefinition Long
% Completeness Uncertain Work Item CompletnessDefinition Long

Date Variance for Specific Project(s)

Description Show work items from a specific project(s) with Duration Variance less than zero “0”.
Additional Help
Attributes
Available to
  1. Financial user
  2. External user
  3. Internal user
  4. Super user
  5. Administrator
Filters
# Class Field Data Type Filter Type Operator Value/From To
#1 Work Item DurationVariance TimeEffort2 FieldComparison Before ConstraintFixedValue
#2 Work Item Project Reference To Object FieldComparison In ConstraintRuntimeValue
Columns
Column Name Class Field Data Type Additional Help
State Work Item State Pick List
Status Work Item TrackStatus Pick List
ID Work Item SYSID String
Name Work Item Name String
Start Date Work Item StartDate DateTime
Actual Start Date Work Item ActualStartDate DateTime
Start Date Variance Work Item StartDateVariance TimeEffort2
Due Date Work Item DueDate DateTime
Actual End Date Work Item ActualEndDate DateTime
Due Date Variance Work Item DueDateVariance TimeEffort2
Work Work Item Work TimeEffort2
Duration Work Item Duration TimeEffort
Actual Duration Work Item ActualDuration TimeEffort
Duration Variance Work Item DurationVariance TimeEffort2