Reports & Dashboards

This knowledge base section deals with reports and dashboards in detail.

Note: We’ve been working around the clock to bring you a new PPO experience. With that said, there'll never be enough hours in the day to keep everything 100% current. Updating impacted articles and screenshots will take some time but we'd hate to keep you in the dark & encourage you to follow the changes here.

  • Administration Reports

    This article provides detailed explanations of the Administration Reports available in PPO: Custom Lists Report; Data Fields Report; Logical Access Report; Public Holidays. Custom Lists Report The Custom Lists Report shows the name of the custom...

  • Approval Reports

    This article provides detailed explanations of the Approval Reports available in PPO: Approval Detail Report; Outstanding Approvals Report. Approval Detail Report The report includes all the fields on the Approvals entity for all approval record...

  • Benefit Reports

    This article provides detailed explanations of the Benefit Reports available in PPO: Benefit Realisation Report; Benefit Detail Report. Benefit Realisation Report The report shows all the benefits captured on the Benefits entity, and clearly sh...

  • Comment Reports

    This article provides detailed explanations of the Comment Reports available in PPO: Comment Detail Report; Comment History Report. Comment Detail Report The report includes all the fields on the Comments entity for all comment records and proje...

  • Cost Dashboards

    This article provides detailed explanations of the cost dashboards available in PPO: Cost S-Curve; Costs Dashboard. Cost S-Curve The S-Curve is an important but often overlooked and misunderstood project management tool. The Costs S-Curve is app...

  • Cost Reports

    This article provides detailed explanations of the Cost Reports available in PPO: Cost Detail Report; Finance Data Report. Cost Detail Report The report includes all the fields on the Costs entity for all cost records and projects. If the “Inclu...

  • Decision Reports

    This article provides detailed explanations of the Decision Reports available in PPO: Decision Detail Report; Decisions Report. Decision Detail Report The report includes all the fields on the Decisions entity for all decision records and projec...

  • Document Reports

    This article covers: Document Detail Report; Unclassified Documents Report. Document Detail Report The report includes all the fields on the Documents entity for all document records and projects. If the “Include Project Information” checkbox is...

  • Employee Reports

    This article provides detailed explanations of the Employee Reports available in PPO: Address List; Birthday List; Employee Detail Report; Phone List; Resource Sheet. Address List The Address List shows the physical, postal and e-mail address of...

  • Health Indicator Reports

    The Health Indicator Detail report includes all the fields on the Health indicator entity for all health indicator records and projects. If the “Include Project Information” checkbox is selected, the report will also include all the fields on the ...

  • Issue Reports

    This article provides detailed explanations of the Issue Reports available in PPO: Issue Detail Report; Issue History Report; Issue Report. Issue Detail Report The report includes all the fields on the Issues entity for all issue records and pro...

  • Lead Reports

    This article provides detailed explanations of the Lead Reports available in PPO: Lead Detail Report; Lead Status Report; Sales Pipeline Report. Lead Detail Report The report includes all the fields on the Leads entity for all lead records and p...

  • Lesson Reports

    This article provides detailed explanations of the Lesson Reports available in PPO: Lesson Detail Report; Lessons Learnt Report. Lesson Detail Report The report includes all the fields on the Lessons entity for all lesson records and projects. I...

  • Planning Dashboard - Employees

    This dashboard provides a high-level overview of resource planning / allocation in your organisation from an employee perspective. Depending on the parameters selected, it will show either the total planned hours or the % of capacity per employee ...

  • Planning Dashboard - Projects

    This dashboard provides a high-level overview of resource planning / allocation in your organisation from a project perspective.  Depending on the parameters selected, it will show either the total planned hours or the Planned percentage of capaci...

  • Planning Reports

    This article provides an overview of the Planning Reports available on PPO that will help you to understand how your resources are being utilised. The reports are: Capacity vs Planned report; Daily Planning Detail report; Monthly Planning Detail ...

  • Portfolio Dashboards

    This article provides detailed explanations of the portfolio dashboards available in PPO: Portfolio Dashboard; Portfolio Health; Portfolio View; Portfolio Card View. Portfolio Dashboard The dashboard tracks and measures the status of the project...

  • Programme Dashboard

    The purpose of the programme dashboard is to display high level project information for the projects that form part of a particular programme. This is ideal for use during portfolio or programme meetings or to communicate high level status informa...

  • Programme Reports

    The Programme Detail Report includes all the fields on the Programme entity for all programme records. This report is only available in a datasheet view.

  • Project & Project Related Entity Dashboards

    This article provides detailed explanations of all the other project dashboards available in PPO: Project Manager Dashboard; Parent Project Dashboard; Risks Dashboard; Issues Dashboard; Customer Dashboard. These dashboards provide real-time proj...

  • Project Reports

    This article provides an overview of the Project Reports available on PPO that will help you to understand how your projects are being utilised. The reports are: Project reports; Alert and reminder report; Cost portfolio report; Data completeness...

  • Report And Dashboard Parameters

    This article provides detailed explanations on the report and dashboard parameters available in PPO: Project List; Project Filter; Project Filter Combo; Entity List; Entity Filters; Group By; Sort By; Date Parameter; Drop Down List; Check Box. P...

  • Report And Dashboard Views

    PPO allows users to extract reports and dashboards in four different views or formats. The views available for a specific report or dashboard is displayed below the reports' parameters as action buttons, once a report has been selected. Report / ...

  • Reports And Dashboards

    PPO comes standard with a suite of reports and dashboards which covers all the project knowledge areas to fulfill any project or portfolio reporting need a user might have.  You can access the list of reports or dashboards from their respective me...

  • Risk Reports

    This article provides detailed explanations of the Risk Reports available in PPO: Risk Detail Report; Risk History Report; Risk Report. Risk Detail Report The report includes all the fields on the Risks entity for all risk records and projects. ...

  • Scope Change Reports

    This article provides detailed explanations of the Scope Change Reports available in PPO: Scope Change Detail Report; Scope Change Summary Report; Individual Scope Change Report. Scope Change Detail Report The report includes all the fields on t...

  • Scrum - Sprint Backlog (Kanban Board)

    This dashboard is used during the daily scrum meetings, the weekly sprint review meetings, and is also used on a day to day basis to monitor the progress of the sprint. It provides details of the sprint, a burndown chart and various graphs to show...

  • Task Reports

    This article provides detailed explanations of the Task Reports available in PPO: Task Detail Report; Task Progress Report; Task Variance Report; Tasks Not Completed Report; Milestone Certificate; Upcoming Tasks Report. Task Detail Report The re...

  • Time Entry Dashboards

    This article provides detailed explanations of the time entry dashboards available in PPO: Time Entry Status Dashboard; Time Entry Summary Dashboard. Time Entry Status Dashboard The Time Entry Status Dashboard shows a project filter combo, an e...

  • Time Entry Reports

    This article provides detailed explanations of the Time Entry Reports available in PPO: Daily Time Entries; Monthly Timesheet Detail Report; Monthly Timesheet Report; Time Entry Detail Report; Weekly Time Sheet. Daily Time Entries The report sho...