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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 2020. 

Report Recipes

# Sample Visualization Report
1 Allocated_cost_by_role.png Allocated Cost by Role - See the total allocated cost for each role
2 work intake pipeline.png Intake Pipeline - Shows a list of requests with key status information
3 Requests Value vs Risk.png Intake Request Risk vs. Value - Shows overall requests score breakdown by Risk and Value
4 Create Project Permission Profiles.png Permission Profiles allowing Create Project - Shows which permission profiles grant the ability to create projects (what profiles have what permissions)
5 Planned vs Actuals.png Planned vs. Actuals - Compare planned versus actuals data across a set of projects
6 port proj status.png Portfolio Project Status - See a portfolio of projects with key status information
7 Roadmap.png Portfolio Roadmap - View the roadmap of a portfolio's projects by start and target date, including key project details
8 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
9 donut_projlogs_cat.png Project Logs - See how many different project logs or issues exist for a project or set of projects
10 Project Overview Stacked List.png Project Overview - A simple project overview containing key information in a stacked display format
11 project permissions report.png Project Permissions - Shows who has what permissions on projects (who has what permissions on an entity)
12 Project scores with details.png Project Scores with Details - Shows not only overall project score, but also scoring criteria selections by scorer
13 Heatmap.png Projects by Type and Business Objective -  View a heatmap distribution of projects given two attributes, such as Type and Business Objective
14 resource permissions.png Resource Permissions - Shows what permissions a resource has on one or more entities
15 res role and alloc.png Resource Roles and Allocations - See all of your resource role and other details as well as project allocations
16 fin compare.png Simple Project Financials Comparison - Compare simple financial measures across a set of projects
17 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
18 Timesheet Entry.png Timesheet Entries by Project-Task-Resource - Shows timesheet entries for projects, tasks, or resources
19 Labor and Non-Labor.png Total Forecasts and Actuals - Shows a crosstab of project total forecasts and actuals
20 Unit hierarchy.png Unit Hierarchy - Shows the organizational unit hierarchy with unit manager and membership details