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Planview Customer Success Center

Reports Cookbook

The purpose of this topic is to provide an example set of reports and steps to configure them (recipes), so that you can get a feel for what's possible and also reverse-engineer various report types and topics. A report definition file is also included with each recipe, which you can use to directly upload the report into PPM Pro and start working.

While many of these reports reference a project or portfolio or other entity, they can often be modified for other entity levels. If you have any questions about any of the following or other reporting 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

Report Recipes

# Type Sample Visualization Report
1 Pie: Basic Actual Hours.png Actual Hours by Project Category for Past 3 Months - Displays the total actual hours recorded over the past 3 months and broken out by project category
2 Pie: Basic cost by role.png Allocated Cost by Role - See the total allocated cost for each role
3 Pie: Basic Alloc Hours.png Allocated Hours by Project Category for Next 3 Months - Displays the total allocated hours to project over the next 3 months and broken out by project category
4 Bar: Basic alloc hr by proj.png Allocated Hours by Projects - See all allocated hours across a set of projects
5 Bar: Basic app by dbms.png Applications by DBMS - Shows the number of applications broken out by database management system
6 List: Time Series Cap Dem Project-Role-Resource.png Capacity and Demand: Project-Role-Resource - Shows a capacity and demand report with levels of project, role, and resource, for allocated hours/FTE (demand, staffed, unstaffed) and scheduled hours/FTE (demand, staffed, unstaffed)
7 List: Time Series Cap dem resource-project-role.png Capacity and Demand: Resource-Project-Role - Shows a capacity and demand report with levels of resource, project, and role, for capacity, event, allocated, and scheduled hours/FTE
8 List: Time Series Cap Dem Role-Project.png Capacity and Demand: Role-Project - Shows a capacity and demand report with levels of role and project, for capacity, event, allocated (demand, staffed, unstaffed) hours/FTE, scheduled (demand, staffed, unstaffed) hours/FTE, and remaining HTC
9 Combination: Stacked Area, Stacked Column, Line BOR report cropped.png Capacity vs. Project Allocations vs. Timesheet Hours - Compares staffed project hours, optionally broken out by proposed and active projects, versus timesheet hours and capacity hours
10 Line Fin Entries by Category.png Financial Entries by Category - Compare forecasts to actuals by category across projects
11 List: Time Series Fin Sum report.png Financial Summary Full Structure - Displays project financial summary structures with budgets, forecasts, and actuals over time, for entire financial summary hierarchy/all levels
12 List: Time Series top-level fin suum.png Financial Summary Top-Level Structure - Displays project financial summary top-level fields only, with budgets, forecasts, and actuals over time
13 List: Basic Group Membership.png Group Membership - Show all groups and their members, including resources, other groups, and units
14 List: Basic work intake pipeline.png Intake Pipeline - Shows a list of requests with key status information
15 Bubble Requests Value vs Risk.png Intake Request Risk vs. Value - Shows overall requests score breakdown by Risk and Value
16 List: Basic 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)
17 Column: Basic Planned vs Actuals.png Planned vs. Actuals - Compare planned versus actuals data across a set of projects
18 Combination: Area, Column, Line Portfolio Budget and Projects.png Portfolio Budget and Projects - Shows budget broken out by portfolio, overlaid with the number of projects per portfolio
19 List: Time Series Portfolio Costs Over Time.png Portfolio Costs Over Time - Compares allocated, scheduled, and actual costs over time for portfolios' projects
20 List: Basic Screen Shot 2022-05-19 at 3.28.04 PM.png Portfolio Hierarchy with Project Details Considering % to Include - Shows by category a portfolio hierarchy with projects linked to each portfolio and details, including numeric values based on the % of the project to include in the portfolio (very useful if you have projects with % to include less than 100% associated to one or more portfolios)
21 List: Basic port proj status.png Portfolio Project Status - See a portfolio of projects with key status information
22 Gantt Roadmap.png Portfolio Roadmap - View the roadmap of a portfolio's projects by start and target date, including key project details
23 Gauge percent complete.png Project % Complete - Shows a project's % complete
24 Gauge act vs est hours.png Project Actuals vs. Estimated Hours - View the progress of actual hours to estimated hours
25 List: Basic Project Financial Entries.png Project Financial Entries - Shows all of a project's financial entries, hierarchically by forecast with actuals
26 Spiderweb 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
27 Donut proj logs.png Project Logs - See how many different project logs or issues exist for a project or set of projects
28 List: Stacked Project Overview Stacked List.png Project Overview - A simple project overview containing key information in a stacked display format
29 List: Basic project permissions report.png Project Permissions - Shows who has what permissions on projects (who has what permissions on an entity)
30 Spiderweb spiderweb scoring criteria.png Project Scores by Scoring Category - Shows individual scoring category scores for a project or projects
31 List: Basic Project scores with details.png Project Scores with Details - Shows not only overall project score, but also scoring criteria selections by scorer
32 List: Time Series Staffing report.png Project Staffing - Displays resource allocations on a project, mimicking the Project/Staffing view
33 Heatmap Proj by Pri and stat.png Projects by Priority and Status -  View a heatmap distribution of projects given two attributes, such as Type and Business Objective
34 Column: Stacked Projects by Category with Priority Stacks.png 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
35 Crosstab Resource Average Days per Request Action.png Resource Average Days per Request Action - Per resource, see the total number of days requests spend before the person took a specific action, the overall average days for all actions for a resource, and overall average days for all resources per action
36 Crosstab Resource Average Days Per Gate.png Resource Average Days at Request Gate - Per resource, see the total number of days requests spend at each workflow gate before the person took action, the overall average days at gates for a resource, and overall average days for all resources per gate
37 List: Basic resource permissions.png Resource Permissions - Shows what permissions a resource has on one or more entities
38 List: Basic res role and alloc.png Resource Roles and Allocations - See all of your resource role and other details as well as project allocations
39 List: Time Series Bottom half resource workbench.png Resource Workbench Allocations aka Bottom Half of Home/Resources View - Displays resource allocations on projects, mimicking the bottom half of Home/Resources view (also known as the Resource Workbench). This report is a great drill-down report from the Resource Workbench Utilization report (which mimics the top half of the Home/Resources view).
40 List: Time Series Top half resource workbench.png Resource Workbench Utilization aka Top Half of Home/Resources View - Displays resource utilization, *almost* mimicking the top half of Home/Resources view (also known as the Resource Workbench). *Almost* because the Resource Workbench automatically filters out Implied Closed projects, whereas this report will display allocation percents based on all projects. So if you have resources allocated to one or more closed projects for the time period displayed, the values will not exactly match what is in the Resource Workbench top half of the grid.
41 Combination: Area, Column, Line Resources - Alloc vs Cap.png Resources - Allocated vs Capacity Hours Time Series - Compare allocated hours versus capacity hours for your resources for a given time period
42 List: Basic req assoc project w status.png Request Associated Projects with Status - Show each request's associated projects and their project statuses
43 Crosstab Request Average Days at Gates.png Request Average Days at Gates - Per request, see the total number of days it spent at each workflow gate and the overall average days at gates and overall average days for all requests per gate
44 List: Basic Request Gate Actions.png Request Gate Actions - Show the actions taken at each gate in its workflow including the date, actor, action, and days before action was taken
45 Combination: Area, Column, Line Role - Alloc vs Cap Hrs.png Role - Allocated vs Capacity Hours Time Series - Compare allocated hours versus capacity hours for your roles for a given time period
46 Area: Basic fin compare.png Simple Project Financials Comparison - Compare simple financial measures across a set of projects
47 Line 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, such as Total Actual Cost of Work by Completion Date
48 List: Basic Task Hierarchy.png Task Hierarchy - Shows a project's task hierarchy with key details
49 Tile


Tiles - 2.png

Tiles - Shows one or more numeric aggregated values for a portfolio, project, task, or other entity 
50 List: Basic timesheet entry cat and type.png Timesheet Entries for a Resource by Category and Entry Type - Provides a list of resource timesheet entries with entry category (Admin, Project, Portfolio) and entry type (Project or Admin type), grouped by resource
51 Crosstab Timesheet Entry.png Timesheet Entries by Project-Task-Resource - Shows timesheet entries for projects, tasks, or resources
52 List: Basic All Timesheet Entries for this Week.png Timesheet Entries for this Week - Shows all timesheet entries in the current week for a set of resources
53 List: Basic Screen Shot 2022-04-21 at 2.15.39 PM.png Timesheet Entries Totaled by Project and Resource - Shows timesheet entries aggregated by project and resource
54 List: Basic All Timesheets for this Week.png Timesheets for this Week - Shows resource timesheet details for timesheet start dates in the current week or any specific time period, resource, or other property
55 Column: Stacked Total Cost of Ownership.png Total Cost of Ownership - View total costs broken out by their discrete categories
56 Crosstab Labor and Non-Labor.png Total Forecasts and Actuals - Shows a crosstab of project total costs from Financial Entries Forecasts and Actuals along with Staffing Forecasts and Timesheet Actuals, broken out by project priority and summarized by project category
57 List: Basic Unit hierarchy.png Unit Hierarchy - Shows the organizational unit hierarchy with unit manager and membership details
58 List: Basic User Login Info.png User Login Information - Shows various user information, including the last time users actually logged in