This report allows you to compare planned values versus actuals across a set of projects. For example, build a column chart showing Estimated and Actual Hours, for all projects in a portfolio. 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.
Type: Column: Basic
Title: <enter a meaningful title>
Other report Types that work well include Area: Basic, Bar: Basic, Line, and Spiderweb.
If the selected data fields do not overlap, then the Area: Stacked, Bar: Stacked, and Column: Stacked may also be of interest.
Bottom Axis: Title
Left Axis: <up to 10 comparable fields, such as Actual Hours, Labor Hours (Display Name in this example changed to "Planned Hours"), Estimated Hours, Scheduled Hours, Total Budget, Total Cost, Total Capitalized Costs, Total Non-Capitalized Costs, and so on>
Per above, if the selected fields are complementary and do not overlap, you could use a Stacked report Type. Otherwise you would want to use a Basic report Type.
To change the data field labels for the Legend, for example from "Estimated Hours" to "Planned Hours", within the Left Axis area title select the edit icon for "Show Field Options" and in the resulting "Field Options" modal, edit the field "Display Name".
|Display||Configure Display options.|
Filters: optionally include a project filter
Selecting the Portfolio Scope will cause this report to be available on Portfolio Report grids so it can be run for associated portfolios. You can select other Scope options if you want this report to be show in other entity grids as well.
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.