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Planview Customer Success Center

Project Financials by Business Objective for a Portfolio

This report gives you a visual picture of various financial costs and revenue values given a specific project property, for all projects in a portfolio. For example, see a spiderweb showing financials of Total Cost, Labor Cost, and Projected Benefits, summarized by a project property such as Business Objective, for all projects in a portfolio:

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Design View Selection Comments

Topic: Project

Type: Spiderweb

Title: <enter a meaningful title>


Other report Types that work well include Area: Basic, Bar: Basic, Column: Basic, and Line.

If the selected financial data fields do not overlap, then the Area: Stacked, Bar: Stacked, and Column: Stacked may also be of interest.


Group By: <1 discrete project field, such as a lookup list for Business Objective, Priority, Status, and so on>

Values: <up to 10 financial fields, such as Total Cost, Projected Benefits, 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.

Display Set desired Display options.  
Variable Settings

Scope: Portfolio


Selecting the Portfolio Scope will cause this report to be available on Portfolio Report grids. You can select other Scope options if you want this report to be shown 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.