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Planview Customer Success Center

Reports (Beta) Cookbook

The purpose of this topic is to provide an example set of reports and steps to configure them (recipes) within the new reporting beta, so that you can get a feel for the possible and also backwards engineer various report types and topics. If you have any questions about any of the following or other new beta report needs not addressed here, are looking for a specific recipe that has not yet been included, or have a recipe you would like to share, please contact Feel free to download the stylized Cookbook pdf shown at Horizons. 

Report Recipes

Sample Visualization Report
Allocated_cost_by_role.png Allocated Cost by Role - See the total allocated cost for each role
Planned vs Actuals.png Planned vs. Actuals - Compare planned versus actuals data across a set of projects
port proj status.png Portfolio Hierarchy Project Status - See a portfolio hierarchy of projects with key status information
Fin by Biz Obj.png Project Financials by Business Objective - Get a visual picture of various financial costs and revenue given a specific project property, for all projects in a portfolio
donut_projlogs_cat.png Project Logs - See how many different project logs or issues exist for a project or set of projects
Heatmap.png Projects by Type and Business Objective -  View a heatmap distribution of projects given two attributes, such as Type and Business Objective
res role and alloc.png Resource Roles and Allocations - See all of your resource role and other details as well as project allocations
fin compare.png Simple Project Financials Comparison - Compare simple financial measures across a set of projects
Screen Shot 2020-06-09 at 11.27.32 AM.png Simple Project Time Series - View financial or other field values over a date range for a set of projects
Labor and Non-Labor.png Total Forecasts and Actuals - Shows project total forecasts and actuals
Roadmap.png Portfolio Roadmap - View the roadmap of a portfolio's projects by start and target date, including key project details
work intake pipeline.png Intake Pipeline - Shows a list of requests with key status information
Timesheet Entry.png Timesheet Entries by Project-Task-Resource - Shows timesheet entries for projects, tasks, or resources