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Planview Customer Success Center

Reports Cookbook

The purpose of this topic is to provide an example set of reports and steps to configure them (recipes), 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 reporting 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 Feel free to download the stylized Cookbook pdf shown at Horizons 2020. 

Report Recipes

# Sample Visualization Report
1 cost by role.png Allocated Cost by Role - See the total allocated cost for each role
2 alloc hr by proj.png Allocated Hours by Projects - See all allocated hours across a set of projects
3 app by dbms.png Applications by DBMS - Shows the number of applications broken out by database management system
4 Fin Entries by Category.png Financial Entries by Category - Compare forecasts to actuals by category across projects
5 work intake pipeline.png Intake Pipeline - Shows a list of requests with key status information
6 Requests Value vs Risk.png Intake Request Risk vs. Value - Shows overall requests score breakdown by Risk and Value
7 Create Project Permission Profiles.png Permission Profiles allowing Create Project - Shows which permission profiles grant the ability to create projects (what profiles have what permissions)
8 Planned vs Actuals.png Planned vs. Actuals - Compare planned versus actuals data across a set of projects
9 Portfolio Budget and Projects.png Portfolio Budget and Projects - Shows budget broken out by portfolio, overlaid with the number of projects per portfolio
10 Portfolio Costs Over Time.png Portfolio Costs Over Time - Compares allocated, scheduled, and actual costs over time for portfolios' projects.
11 port proj status.png Portfolio Project Status - See a portfolio of projects with key status information
12 Roadmap.png Portfolio Roadmap - View the roadmap of a portfolio's projects by start and target date, including key project details
13 Project Financial Entries.png Project Financial Entries - Shows all of a project's financial entries, hierarchically by forecast with actuals
14 Fin by Biz Obj.png 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
15 donut_projlogs_cat.png Project Logs - See how many different project logs or issues exist for a project or set of projects
16 Project Overview Stacked List.png Project Overview - A simple project overview containing key information in a stacked display format
17 project permissions report.png Project Permissions - Shows who has what permissions on projects (who has what permissions on an entity)
18 Project scores with details.png Project Scores with Details - Shows not only overall project score, but also scoring criteria selections by scorer
19 Heatmap.png Projects by Type and Business Objective -  View a heatmap distribution of projects given two attributes, such as Type and Business Objective
20 resource permissions.png Resource Permissions - Shows what permissions a resource has on one or more entities
21 res planning.png Resource Planning by Allocated Role Time Series - Compare cost and hours for resource allocations, demand, and actuals, by project/role/resource over time.
22 res role and alloc.png Resource Roles and Allocations - See all of your resource role and other details as well as project allocations
23 Resources - Alloc vs Cap.png Resources - Allocated vs Capacity Hours Time Series - Compare allocated hours versus capacity hours for your resources for a given time period
24 fin compare.png Simple Project Financials Comparison - Compare simple financial measures across a set of projects
25 Screen Shot 2020-06-09 at 11.27.32 AM.png Simple Project Time Series - View financial or other field values over a date range for a set of projects


Tiles - 2.png

Tiles - Shows one or more numeric aggregated values for a portfolio, project, task, or other entity 
27 Timesheet Entry.png Timesheet Entries by Project-Task-Resource - Shows timesheet entries for projects, tasks, or resources
28 Total Cost of Ownership.png Total Cost of Ownership - View total costs broken out by their discrete categories
29 Labor and Non-Labor.png Total Forecasts and Actuals - Shows a crosstab of project total forecasts and actuals
30 Unit hierarchy.png Unit Hierarchy - Shows the organizational unit hierarchy with unit manager and membership details