Reports
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Topics
- Reports and Report Tiles
- Information on managing tiles in general and on working with specific report tiles.
- Pages: 21
- Review the WRK14 Project Highlight Report
- This article goes over accessing the Project Highlight Report tile. This article applies to Planview Enterprise 14.
- Understand the Active Lifecycle Steps Tile
- This article explains what is shown in the Active Lifecycle Steps tile on different Portfolio and Resource Management menus.
- Use the Milestones Due This Period Tile
- This article goes over the organization and functions of the Milestones Due This Period tile.
- Overview: Report Tiles 14
- This article provides an overview of report tile functionality. This article applies to Planview Enterprise 14.
- View Additional Tiles and Reports
- The articles in this collection show how to work with reports and report tiles. This article applies to Planview Enterprise 14.
- Manage Ribbon, Tiles and Column Sets Version 14
- The information here will help you make the best use of the ribbon, tile, and column set functionality in the Planview Enterprise user interface. It explains how the more... tile is used to add tiles to the ribbon. This article applies to Planview Enterprise 14.
- Access RPM Analytics Reports within Planview Enterprise
- This article goes over report tiles based on RPM analytics in Planview Enterprise. This article applies to Planview Enterprise 14.
- Access RPM Work Dashboards
- This article goes over the organization and functions of RPM Work dashboards. This article applies to Planview Enterprise 14.
- Use the In Progress Timesheets Tile
- This article goes over the organization and functions of the In Progress Timesheets tile. This article applies to Planview Enterprise 14.
- Review the Not Staffed Work Tile
- This article goes over the organization and functions of the Not Staffed Work tile. This article applies to Planview Enterprise 14.
- Review the Scheduled vs. Actual Variances Tile
- This article goes over the organization and functions of the Scheduled vs. Actual Variances tile. This article applies to Planview Enterprise 14.
- Understand Resource Report Tiles
- This article provides an introduction to Resource Report tiles. This article applies to Planview Enterprise 14.
- Use the Active Risks, Active Issues, and Active Change Requests Tiles
- This article goes over the organization and functions of the Active Risks, Active Issues, and Active Change Requests Tiles. This article applies to Planview Enterprise 14.
- Use the Analyze Tile to Create Configurable Chart Tiles Version 14
- This article describes the keystroke steps to create configurable chart tiles. This article applies to Planview Enterprise 14.
- Use the Assignments Requested Tile
- This article shows how to use the Assignments Requested tile to approve resource requests. This article applies to Planview Enterprise 13.
- Use the Projects Over Budget Tile
- This article goes over the organization and functions of the Projects Over Budget tile. This article applies to Planview Enterprise 14.
- Use the Requirements to Fill Tile
- This article describes how to fill requirements using the Requirements to Fill tile. This article applies to Planview Enterprise 14.
- Use the Work Effort Tile within the Work View
- This article goes over the organization and functions of the Work Effort Tile within the Work View. This article applies to Planview Enterprise 14.
- View Resource Assignment Status with the Pending Assignments Tile
- This article shows how to use the Pending Assignments tile to view the status of resource assignments as well as details of the work item. This article applies to Planview Enterprise 14.
- Reports and Report Tiles: For More Information
- Supplemental information for Reports and Report Tiles.
- Pages: 1
- Using Tiles vs. Dashboards for Reporting Analytics
- As of Planview Enterprise 11.5, most reporting needs can be met using only tiles, as opposed to configuring dashboards in the portal. This best practice explains why tiles are often the most practical way of presenting RPM Analytics and when portal dashboards are an appropriate choice.
- Live PowerPoint Files and Live Analytics
- Using Live PowerPoint slides and Live analytics from Planview Enterprise.
- Pages: 4
- Live PowerPoint Slides and Live Analytics (Introduction)
- This article describes exporting from Planview Enterprise to Microsoft PowerPoint to create live PowerPoint slides that a presenter can use to interact with a Planview Enterprise roadmap or screen in a PowerPoint presentation.
- Using Live PowerPoint Slides and Live Analytics Slides in Microsoft PowerPoint
- This article describes accessing a Microsoft PowerPoint presentation so that you can view and interact data exported from Planview Enterprise as live PowerPoint slides or live Analytics slides.
- Export to PowerPoint Live
- This article explains how to export a report to PowerPoint Live. This article applies to Planview Enterprise 13.
- Exporting from Planview Enterprise to Microsoft PowerPoint
- This article describes exporting data from Planview Enterprise to Microsoft PowerPoint to create slides that can be viewed in a PowerPoint presentation. You can also edit the slides in PowerPoint. In some cases, data is exported as live PowerPoint slides. Modifying such slides in PowerPoint also automatically updates Planview Enterprise with those changes.
Content
This course provides general information on reports and report tiles, as well as information on some of the more commonly used reports. For more on the use of the Active Lifecycle Steps tile, see the Work Lifecycles class in the Government and Lifecycles course.