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Planview Customer Success Center

Project Delivery Custom PowerPoint Report

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Available by request from KeyedIn support request, your designated consultant, or via this Support Portal post, there is a new custom report that was built by our developers to generate a PowerPoint presentation file with project timelines and milestones/deliverables associated to the projects.

The report is imported as a traditional report, not as a PowerPoint template, and is designed to be run at level 2 or above in the project hierarchy. 

NOTE: Upon request you will receive a .KRP report file that can be uploaded into your system as a custom enhanced report using the Upload Report Package File option from the Report List.

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Figure 1-Reports view displaying the uploaded custom report.

After the report is imported you can define report properties such as:

  • Report Name
  • Title
  • Group
  • Description
  • Log Usage, Active, and Protected settings.
  • Access rights
  • Context Areas where the report can be run within the application.

NOTE:  Although the report is output to PowerPoint using the same technology as our PowerPoint Template functionality, this report is a custom report and cannot be modified or updated by customers due to the complications in page breaks and design requirements.

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Report properties that can be defined by report administrator.

Feature Usage


To run the report, navigate to the desired level 2 or above project container and select the report from the Context Area report menu.

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Figure 3 - Context Area Report menu for access to the report.

The report specifications include:

  • Displaying the start and end dates taken from the project record as timeline Gantt style bars.
  • Displays records associated to a dynamic rolling period (5 months before and after the current month of report generation)
  • Calendar Year sections and marker with white space.
  • Includes a marker for Today as a dotted red line.
  • Larger bar timelines representing the project levels.
  • Smaller bar timelines representing the Level 1 projects.
  • Includes any milestones/deliverables within the reporting period displayed as Confirmed, Provisional, Complete or Overdue icons and names.
  • Incorporates the system Display Settings | Display Theme designated colours for Banner and System into the header and title bars within the report. 

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