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Planview Customer Success Center

Projects by Category with Priority Stacks

Show the total number of projects by Category (or some other factor such as Business Objective, Department, and so on), where each column stack consists of counts per priority:

Projects by Category with Priority Stacks.png

Design View Selection Comments
General

Topic: Project

Type: Column: Stacked

Title: <enter a meaningful title>

 

Other report Types that work well include Area: Stacked, Bar: Stacked, Line, and Spiderweb.

Data

Bottom Axis: Category, or some other meaningful field such as Business Objective, Owner, Department, and so on.

Left Axis: Add the Count field multiple times based on the filter option values. For example, to show count by priority within a stack, add the Count field the same number of times as there are possible Priority values; add the Count field four times if the Priority has four values (Immediate, High, Medium, Low). Can do other filter fields instead, such as Status. After adding the Count field multiple times, click each field's gear icon to change the Display label and apply an appropriate filter:

Screen Shot 2021-08-18 at 12.45.53 PM.png

Screen Shot 2021-08-18 at 12.46.10 PM.png

 

Display Configure Display options.   
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.