Reporting & Analysis

Project Dashboards

• Introduction to Project Dashboards
• How to create or edit project dashboards
• How to access saved project dashboards
• How to customise charts on the Resource Dashboard
• How to Set up a Project Dashboard as the Default View

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• Configurable Components on Project Dashboards
• How to manage resource pool allocation and capacity planning
• Export to PDF using the PDF or Print Page Options

Exporting Project Data to Excel

• Exporting Project Data to Excel
• Financials: Financial Detailed Export
• Financials: Financial Export
• Financials: Financial FYF Detailed Export
• Financials: Financial Actuals Only

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• Financials: Financial Forecast Only
• Financials: Financial Cap Amort Export
• Project Health: Project Details
• Project Health: Status Report
• Project Health: Project Impacts
• Project Health: Schedule Report
• Funding: Project Funding
• Documents
• Project Benefits
• Project Ongoing Costs

Exporting Project Data to Word or PowerPoint

• Build a custom report template using Word or PowerPoint
• Project Template Glossary
• Include sub project data in your Word or PowerPoint template
• How to include Attachments in Word/PowerPoint templates
• Using Date Range Filters in Reports

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• How to build a template with SORTBY filter
• How to build a project template for Actions/Decisions RAG Status
• How to build a template with Limit Rows filter
• Build a Powerpoint project template grouped by RAG Status for Sub-Project data
• Create a Report with Multiple Project Lists

FAQ

• Are the document type values in the dropdown when uploading a template static or configurable?
• Why can I not see my images/logos on my Word/Powerpoint export?
• How do I create a dashboard view of all of my projects in a specific program, including the program container?