Reports (Beta) Cookbook
The purpose of this topic is to provide an example set of reports and steps to configure them (recipes) within the new reporting beta, so that you can get a feel for the possible and also backwards engineer various report types and topics. If you have any questions about any of the following or other new beta report needs not addressed here, are looking for a specific recipe that has not yet been included, or have a recipe you would like to share, please contact productmanagement-ppmpro@planview.com. Feel free to download the stylized Cookbook pdf shown at Horizons 2020.
Report Recipes
| # | Sample Visualization | Report |
|---|---|---|
| 1 |  |
Allocated Cost by Role - See the total allocated cost for each role |
| 2 |  |
Applications by DBMS - Shows the number of applications broken out by database management system |
| 3 |  |
Financial Entries by Category - Compare forecasts to actuals by category across projects |
| 4 |  |
Intake Pipeline - Shows a list of requests with key status information |
| 5 |  |
Intake Request Risk vs. Value - Shows overall requests score breakdown by Risk and Value |
| 6 |  |
Permission Profiles allowing Create Project - Shows which permission profiles grant the ability to create projects (what profiles have what permissions) |
| 7 |  |
Planned vs. Actuals - Compare planned versus actuals data across a set of projects |
| 8 |  |
Portfolio Budget and Projects - Shows budget broken out by portfolio, overlaid with the number of projects per portfolio |
| 9 |  |
Portfolio Project Status - See a portfolio of projects with key status information |
| 10 |  |
Portfolio Roadmap - View the roadmap of a portfolio's projects by start and target date, including key project details |
| 11 |  |
Project Financial Entries - Shows all of a project's financial entries, hierarchically by forecast with actuals |
| 12 |  |
Project Financials by Business Objective - Get a visual picture of various financial costs and revenue given a specific project property, for all projects in a portfolio |
| 13 |  |
Project Logs - See how many different project logs or issues exist for a project or set of projects |
| 14 |  |
Project Overview - A simple project overview containing key information in a stacked display format |
| 15 |  |
Project Permissions - Shows who has what permissions on projects (who has what permissions on an entity) |
| 16 |  |
Project Scores with Details - Shows not only overall project score, but also scoring criteria selections by scorer |
| 17 |  |
Projects by Type and Business Objective - View a heatmap distribution of projects given two attributes, such as Type and Business Objective |
| 18 |  |
Resource Permissions - Shows what permissions a resource has on one or more entities |
| 19 |  |
Resource Roles and Allocations - See all of your resource role and other details as well as project allocations |
| 20 |  |
Simple Project Financials Comparison - Compare simple financial measures across a set of projects |
| 21 |  |
Simple Project Time Series - View financial or other field values over a date range for a set of projects |
| 22 |
|
Tiles - Shows one or more numeric aggregated values for a portfolio, project, task, or other entity |
| 23 |  |
Timesheet Entries by Project-Task-Resource - Shows timesheet entries for projects, tasks, or resources |
| 24 |  |
Total Cost of Ownership - View total costs broken out by their discrete categories |
| 25 |  |
Total Forecasts and Actuals - Shows a crosstab of project total forecasts and actuals |
| 26 |  |
Unit Hierarchy - Shows the organizational unit hierarchy with unit manager and membership details |
