Reports and outputs

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Beyond timesheeting: work management adoption pathway

2. Design and set up

3. Capability usage

4. Reports and outputs

Audience	PMO, project manager, portfolio manager
Objective	Gain insights into work planning and work execution through reports, dashboards, and analytics.

How are we able to understand when key planning events are forecast?

Work Portfolio – Portfolio Manager – Customizable Column Set	Screen	Custom column sets provide an overview of work items in a portfolio and their details, such as synced AgilePlace boards, start and finish dates, and percentage complete.
Plan	Screen	The Plan screen for a project details the work breakdown schedule (WBS) for the project with the tasks, milestones, dates, resource assignments, and related attributes to accurately track all details of the project schedule.
Milestones Due This Period	Tile	This tile is available for a single project or portfolio of projects. It shows all open milestones for the projects and highlights variances from baseline dates and late milestones.
FastTrack Power BI Showcase Dashboards – Work Portfolio – Portfolio Status	Power BI Dashboard	This dashboard provides an overview of the work portfolio with overall project count and costs, along with visualizations of lifecycle stage, work status, overall status assessment, projects over or under budget, and projects on time or late. It also includes a table of project details that can be sliced by data from the visualizations, such as lifecycle stage or overall status.
FastTrack Power BI Showcase Dashboards – Work Portfolio – Milestone Details	Power BI Dashboard	This dashboard provides insight into the overall health of a work portfolio and its KPIs, and includes a high-level status and timeline view along with cost and investment visualizations. Work portfolio milestone metrics can be categorized by type, identifier, and due date, and displayed in a Gantt chart or detailed table view.

How are we able to understand the impact of resource constraints on our ability to deliver?

Plan – Schedule and Assignments – Gantt and Baseline View	Screen	Using the Gantt and Baseline view in the Schedule and Assignments screen allows you to compare how the current schedule and milestone dates vary from the selected baseline, and adjust as appropriate.
RES03 – Resource Portfolio Supply and Demand	Analytic	This analytic provides an organizational view of resource capacity versus demand. Demand is based on requirements, reserves, and allocations in project schedules, and data can be pivoted by different resource dimensions. This analytic allows you to identify teams or resources that are under- or over-utilized, and improve project delivery estimations based on available capacity.

How are we able to understand when work and key events vary from the agreed timeline?

Work Portfolio – Portfolio Manager – Customizable Column Set	Screen	Custom column sets provide an overview of work items in a portfolio and their details, such as synced AgilePlace boards, start and finish dates, and percentage complete.
Plan – Schedule and Assignments – Gantt and Baseline View	Screen	Using the Baseline and Gantt view in the Schedule and Assignments screen allows you to compare how the current schedule and milestone dates are varying from the selected baseline, and adjust as appropriate.
WRK14 – Project and Portfolio Highlight Report	Analytic	This report summarizes key project information into a one-page report for stakeholders and project review meetings. The report includes the following: Project attributes                Assigned owners and responsibility information              Dates and milestones               Trend of project condition, RAG, or RYG status Financial summaries            Change requests           List of risks and issues               Descriptions              Additional commentary            You can run the report for a single project or across the portfolio. The portfolio report includes an executive summary on the first page, followed by one-page summaries for each project on individual pages.
FastTrack Power BI Showcase Dashboards – Work Portfolio – Portfolio Status	Power BI Dashboard	This dashboard provides an overview of the work portfolio with overall project count and costs, along with visualizations of lifecycle stage, work status, overall status assessment, projects over or under budget, and projects on time or late. It also includes a table of project details that can be sliced by data from the visualizations, such as lifecycle stage or overall status.
FastTrack Power BI Showcase Dashboards – Work Portfolio – Milestone Details	Power BI Dashboard	This dashboard provides insight into the overall health of a work portfolio and its KPIs, and includes a high-level status and timeline view along with cost and investment visualizations. Work portfolio milestone metrics can be categorized by type, identifier, and due date, and displayed in a Gantt chart or detailed table view.

How are we able to understand the impact of time reported against remaining forecast?

Work Portfolio – Portfolio Manager – Customizable Column Set	Screen	Custom column sets provide an overview of work items in a portfolio and their details, such as synced AgilePlace boards, start and finish dates, and percentage complete.
WRK14 – Project and Portfolio Highlight Report	Analytic	This report summarizes key project information into a one-page report for stakeholders and project review meetings. The report includes the following: Project attributes Assigned owners and responsibility information Dates and milestones Trend of project condition, RAG, or RYG status Financial summaries Change requests List of risks and issues Descriptions Additional commentary You can run the report for a single project or across the portfolio. The portfolio report includes an executive summary on the first page, followed by one-page summaries for each project on individual pages.
WRK28 – Portfolio/Project Scheduled vs. Actual Effort Analysis	Analytic	This report visualizes planned effort vs. actual or reported effort. It provides the resource activity, weekly-level details of the hours planned for each activity, and the hours reported.
FastTrack Power BI Showcase Dashboards – Work Portfolio – Financial Summary	Power BI Dashboard	This dashboard gives an overview of costs and benefits of the work portfolio, including baseline, actual/forecast, and variance data. It also contains visualizations of cost and benefits that can be sliced by data such as capital, expense, labor, cost savings, and investment benefits.

How are we able to view the status commentary and variance measures of work being delivered?

Work Portfolio – Portfolio Manager – Customizable Column Set	Screen	Custom column sets provide an overview of work items in a portfolio and their details, such as synced AgilePlace boards, start and finish dates, and percentage complete.
Work View – Project Status Summary	Screen	This screen is used to enter the status assessments of a project with RYG or RAG statuses and summary descriptions for the defined assessment areas. Details here are also used in the WRK14 Project Highlight Report.
Red and Yellow Projects	Tile	This work portfolio tile shows all projects that are reporting an overall status of red and yellow or amber from the Project Status Summary screen.
WRK14 – Project and Portfolio Highlight Report	Analytic	This report summarizes key project information into a one-page report for stakeholders and project review meetings. The report includes the following: Project attributes Assigned owners and responsibility information Dates and milestones Trend of project condition, RAG, or RYG status Financial summaries Change requests List of risks and issues Descriptions Additional commentary You can run the report for a single project or across the portfolio. The portfolio report includes an executive summary on the first page, followed by one-page summaries for each project on individual pages.
FastTrack Power BI Showcase Dashboards – Work Portfolio – Portfolio Status	Power BI Dashboard	This dashboard provides an overview of the work portfolio with overall project count and costs, along with visualizations of lifecycle stage, work status, overall status assessment, projects over or under budget, and projects on time or late. It also includes a table of project details that can be sliced by data from the visualizations, such as lifecycle stage or overall status.

How are we able to view the progress of work and upcoming key events?

Work Portfolio – Portfolio Manager – Gantt View	Tile	Selecting the Gantt view within the Portfolio Manager tile will create a visual representation of the baseline and current schedule for all projects in the portfolio.
Plan – Schedule and Assignments – Gantt and Baseline View	Screen	Using the Baseline and Gantt view in the Schedule and Assignments screen allows you to compare how the current schedule and milestone dates are varying from the selected baseline, and adjust as appropriate.
Milestones Due This Period	Tile	This tile is available for a single project or portfolio of projects. It shows all open milestones for the projects and highlights variances from baseline dates and late milestones.
FastTrack Power BI Showcase Dashboards – Work	Power BI Dashboard	This dashboard displays a range of out-of-the-box Power BI visualizations for the Financial Summary, Portfolio Balance Count, and Portfolio Balance Cost dashboards. Detailed information for each visualization is provided, highlighting the configuration steps required to recreate the visualization.
WRK35 – Milestone Trend Analysis	Analytic	This report monitors and provides insight into date changes on milestones in project schedules. This project portfolio-based report drives on-time project delivery and is based on snapshots taken by the Progression Engine.
FastTrack Power BI Showcase Dashboards – Work Portfolio – Portfolio Status	Power BI Dashboard	This dashboard provides an overview of the work portfolio with overall project count and costs, along with visualizations of lifecycle stage, work status, overall status assessment, projects over or under budget, and projects on time or late. It also includes a table of project details that can be sliced by data from the visualizations, such as lifecycle stage or overall status.
FastTrack Power BI Showcase Dashboards – Work Portfolio – Milestone Details	Power BI Dashboard	This dashboard provides insight into the overall health of a work portfolio and its KPIs, and includes a high-level status and timeline view along with cost and investment visualizations. Work portfolio milestone metrics can be categorized by type, identifier, and due date, and displayed in a Gantt chart or detailed table view.

How are we able to understand when work is under- or overperforming against time and financial targets?

Work Portfolio – Portfolio Manager – Financial Variance Column Set	Screen	The Work Portfolio – Portfolio Manager – Financial Variance Column Set gives you an overview of the work items in a portfolio. This allows you to see negative and positive variances in costs and effort, along with access to the details of each work item.
WRK14 – Project and Portfolio Highlight Report	Analytic	This report summarizes key project information into a one-page report for stakeholders and project review meetings. The report includes the following: Project attributes Assigned owners and responsibility information Dates and milestones Trend of project condition, RAG, or RYG status Financial summaries Change requests List of risks and issues Descriptions Additional commentary You can run the report for a single project or across the portfolio. The portfolio report includes an executive summary on the first page, followed by one-page summaries for each project on individual pages.
WRK32 – Project/Work Portfolio Financial Burndown Comparison	Analytic	This report compares versions of project and work portfolio financial plan data, with effort represented as FTEs, days, and hours, and financials as cost, benefits, and revenue. The report includes the following: Burndown chart for the work portfolio and each project Portfolio-based and summary time-phased chart showing the financial profile across the whole portfolio, based on versions of the financial plan Project-level and time-phased chart showing the financial profile for each project, based on versions of the financial plan Detailed data tables
FastTrack Power BI Showcase Dashboards – Work – Projects Over and Under Budget	Power BI Dashboard	This dashboard allows for a side-by-side comparison of projects that are over or under budget, their total and baseline cost, and the time horizon. The report also includes a table that can be used to see individual project information such as status assessment, project manager, cost variance, and more.
FastTrack Power BI Showcase Dashboards – Work Portfolio – Portfolio Status	Power BI Dashboard	This dashboard provides an overview of the work portfolio with overall project count and costs, along with visualizations of lifecycle stage, work status, overall status assessment, projects over or under budget, and projects on time or late. It also includes a table of project details that can be sliced by data from the visualizations, such as lifecycle stage or overall status.
FastTrack Power BI Showcase Dashboards – Work Portfolio – Financial Summary	Power BI Dashboard	This dashboard gives an overview of costs and benefits of the work portfolio, including baseline, actual/forecast, and variance data. It also contains visualizations of cost and benefits that can be sliced by data such as capital, expense, labor, cost savings, and investment benefits.