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Planview Customer Success Center

Project Overview

This report show a simple project overview containing key information in a stacked display format, which can be used across a set of projects or per project for use on a project status dashboard:

Project Overview Stacked List.png

Design View Selection Comments
General

Topic: Project

Type: List: Stacked

Title: <enter a meaningful title>

 

You can also provide an overview for any entity by changing the Topic, for example for portfolios, tasks, project logs, and so on. This example is for a List: Stacked report type, but you could instead simply use a List: Basic if you prefer all the information in a single row for each entity.

Data

List Fields: Whichever of the following and others would be of value, for example relevant financial fields, such as

  • Project > Title
  • Project > Priority
  • Project > Owner
  • Project > Type
  • Project > Status
  • Project > Target Date
  • Project > % Complete
  • Project > Overall RAG

To change the field title values and/or field value format for the report stacks, you can use the Field Options modal. For example, to change "Overall RAG" to "Health" and show it as "Color on top of value", within the List Fields area title select the edit icon for "Show Field Options" and in the resulting "Field Options" modal, edit the field "Display Name".

Screen Shot 2020-11-17 at 3.31.50 PM.png

field options.png

When selecting fields, the order in which they appear is how they are distributed across the number of stacks you display (see Display tab below for setting the number of stacks). For example, if in the selected List Fields you have in order Field 1, Field 2, Field 3, Field 4, Field 5, and Field 6, then when:

2 Stacks are displayed -

  • the first stack will contain Field 1, then Field 3, and then Field 5
  • the second stack will contain Field 2, then Field 4, and then Field 6

3 Stacks are displayed -

  • the first stack will contain Field 1 and then Field 4
  • the second stack will contain Field 2 and then Field 5
  • the third stack will contain Field 3 and then Field 6

Note that if the number of selected List Fields do not evenly distribute across the number of stacks, the last field(s) will span stacks. This may not be a bad thing, depending on your design intent, just something to consider and play with using the Preview.

Display

Configure desired options within the Display tab, such as Stacks, Sorting, or Drilldown.

  • Select the Number of Stacks from 1-4, keeping in mind how the selected List Fields are distributed per the Data comment above
  • Select to have fixed width Titles within a stack and/or fixed width Values, providing the number of pixels for the display width, if you do not want these to be automatically resized based on browser width 

Note that you can hide a stack's titles or values completely by setting a Fixed Width of 0. For example, if you would like your overview to simply show the project Title, Status, and Description with only these values displayed, set the relevant stack's Title to Fixed Width with a value of 0:

no titles.png

Variable Settings

Scope: Project

Filters: optionally include project filters

 

Selecting the Project Scope will cause this report to be available on Project Report grids. You can select other Scope options if you want this report to be shown in other entity grids as well, such as Portfolio to run across a set of projects belonging to a portfolio.

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.