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Portfolio Roadmap

View the roadmap of a portfolio's projects by start and target date, including key project details. For example, show columns for project Title (with drilldown to the project entity), Priority, Start Date, and Target Date, with a Gantt showing each project's progress using the project's % Complete and also showing the project Business Sponsor:

Roadmap.png

Design View Selection Comments
General

Topic: Project

Type: Gantt

Title: <enter a meaningful title>

 

 

Data

Gantt Bars: Set Bar #1 Start Date to the project Start Date field, and, Bar #1 End Date to the project Target Date field (or whatever fields you want to represent the beginning and end of the Gantt bar)

List Fields: Whichever of the following and others would be of value, such as

  • Title
  • Owner
  • Business Sponsor
  • Type
  • Priority
  • Status
  • Start Date
  • Target Date
  • % Complete
  • Budget Cost
  • Actual Cost
  • Overall RAG

Note that a Gantt bar, whether Bar #1 or Bar #2 only shows if both the selected Start and End date fields have values.

If you would like to show a second bar, you can:

  • Set Bar #2 Start Date to the project Start Date field, and, Bar #1 End Date to the project Completion Date field
  • Distinguish between Bar #1 and Bar #2 by entering Hover Details Labels, such as "Planned" for Bar #1 and "Actual" for Bar #2
Display and Preview List Columns

Configure desired options within the Display tab, such as Grouping, Sorting, Aggregation or Drilldown. For example, set the Title Drill Down option to Entity in order to allow your report viewers to click a project title to open that project in another tab.

Within the Preview pane, select each column's options menu to set specific display options such as:

  • To change a column's title, select "Change Display Name" or double-click on the column to open the title editor
  • For lookup list fields that have colors or icons configured, optionally set "Display Data As" such as "Value on top of Color" for Priority
  • For date fields, optionally set "Display Data As" to a desired format such as "dd-MMM-yyyy" for Target Date
  • For monetary fields, optionally set "Display Data As" to show or hide decimal values such as "$0,000" for Budget Cost and Actual Cost

Within the Preview pane, select the Gantt "Color by" droplist option, for example, to color by Overall RAG. You can also select the gear icon to configure other Gantt settings, such as

  • Show 'Color by' legend
  • Gantt Bar Label, such as project Business Sponsor
  • Show % Complete based on, such as project % Complete

Note that if you want to use a field for a Gantt property and do not need it to show up in the List portion, add it to the List but then deselect the field on the "Show Columns" column property, so that the column is hidden in the rendered List.

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Variable Settings

Scope: Organization, Portfolio

Filters: optionally include project filters

 

Selecting the Organization and Portfolio Scopes will cause this report to be available on the Organization Report and Portfolio Report grids so it can be run per the organization or portfolio, respectively.

As needed, you can also include Project 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.