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Planview Customer Success Center

Project % Complete

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This simple gauge report shows a project's percent complete progress. You can build this report using the design settings in the table below. Alternatively, you can download this report definition and upload it to your PPM Pro instance.

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Design View Selection Comments
General

Topic: Project

Type: Gauge

Title: <enter a meaningful title>

 

You can create a Gauge report for any entity by changing the Topic, for example to portfolio, task, project log, and so on. This example is for project.
Data

Progress Field: Select any numeric field you are measuring the progress of, for example, % Complete. To change the field title/heading value Display Name and Display Data as options, you can use the Field Options modal. 

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Measurement Field: Do not select any field here if you are using % Complete or another field that is of % format. If the Progress Field is not a % field, then you will need to select any numeric field you are measuring the progress against, to derive a % value as the gauge displays according to % (measurement field gauged against progress field).

 
Display

Configure desired options within the Display tab, such as Headings, Data, Gauge Progress Color, Minimum/Maximum Boundaries display options, Drilldown, or Aggregation.

  • For Gauge Progress Color:
    • Select the Maximum Color Value for the Gauge to use when there are no other color range values or that should be the color displayed when the highest range value is exceeded, for example, green.
    • Optionally configure additional color range values, for example:
      • Up to 25% display a red color
      • Up to 50% display a orange color 
      • Up to 75% display a yellow color
  • For Aggregation, make sure that the aggregation method makes sense, such as Average for progress fields that are % and Sum for other numeric fields. For example, ensure the aggregation makes sense when run not only for a single instance, such as a single project, but also across a set of instances, like all projects in a portfolio.

Note that the Gauge report only displays one color at a time. It will display the configured color based on the % of progress field to measurement field, or, in the case of a progress field that is % based itself, then based on that % value.

 
Variable Settings

Scope: Project

 

Selecting the Project Scope will cause this report to be available on Project Report grids and subsequently can be added to project Dashboards. You can select other Scope options if you want this report to be shown in other entity grids as well, such as Portfolio to run across a set of projects belonging to a portfolio (again, make sure your Aggregation selection makes sense given the possible Scopes).

As needed, you can also include Filters.

If you want to allow the user to change to a different Scope and/or Filter before running the report or when viewing the report, select the relevant checkboxes for Allow changing.