Compares allocated, scheduled, and actual costs over time for your portfolios.
Specialty: Time Series
Type: List: Time Series
Title: <enter a meaningful title>
Other report Types that work well include Crosstab.
List Fields: Add whichever of the following and others would be of value, such as:
Time Series Fields: Only available fields that have '(Time Series)' appended to their titles can be added to this section. Add whichever of the following and others that would be of value, such as:
To change the data field Display Name or Display Data As, for example from "$0,000.00" to "$0,000", within the List Fields or Time Series Fields area titles select the edit icon for "Show Field Options" and in the resulting "Field Options" modal, edit the field options.
To change the field settings, for example if you wanted to add "Allocation Cost" twice and then edit the field settings for one field to consider "Staffed" allocation costs and the other field to consider
Configure desired options within the Display tab, such as Drill Down.
Within the Preview pane, select the Title column's options menu and "Show Hierarchy" to represent the portfolio hierarchy.
Set desired Time Series options, such as:
Date Range: Is this year
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.
Provide relevant filters, for example if you only want to see portfolios for certain categories. If you want to allow the user to change to a different Filter before running the report or when viewing the report, select the relevant checkboxes for Allow changing.