Reporting

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Project & Portfolio Reporting

Reporting is a very popular capability of our commercial products adding great value and saving PM’s loads of time.

Your methods contain lots of project data in plans, logs, registers and other custom sources from MS Project, Planner or Excel files. When you request a report the system extracts the latest available data from your specified sources, processes it and uses this as the basis for the report. Depending on the type of report requested it may also include status and commentary information provided by the PM as well as properties and assurance data it has been auto generating.

Reports are then presented to you for review in either HTML, Word or Excel format and you can then print, save or use the Publish capability to share them with defined members of your project team via automated email notification links.

Branding and styling of reports can be modified as can the data sources used and the types of analysis undertaken giving you both an easy to use and powerfully extensible capability.

Permissions and licence types control which users have access to report production but with publishing these users can easily share generated reports with a much wider audience. This is very popular for project boards and line of business reporting.

As is usually the case with PROJECT in a box we give you a great solution off the shelf and the opportunity to take it further if you wish. Your standard system includes a set of report layouts and pre packaged saved report types with align with the data collected from projects based on the standard Method Templates. When you are ready to go further you can switch on and off items, change the views which control plan, resource, risk and issue report content and simply save your new report definition for private use or for others to use too. You can also go much further with your own layouts and custom content, much of it you can do yourselves or we can assist.

Example Project & Portfolio Reports (Version 4)

Use the links here to view some of the reports as published from various PROJECT in a box multi-user editions:

Project Report (PDF) - default style created to word for final edit, set up for project team meeting.
Project Report (PDF) - poster style created to word for final edit, set up for poster use or sponsor.
Portfolio Report (PDF) - poster style, word then edit and PDF, set up for department or account manager.
Portfolio Report (PDF) - poster style, word then edit and PDF, alternate format with further detail.
Portfolio Issue Analysis (PDF) - detailed analysis on issues in a portfolio
Project Document Assurance (xls) - assurance and usage data of project docs, filter and sort as you wish.
Custom spreadsheet example (PDF) - Showing how the PM can include custom data from Excel files in the project automatically into the reports.

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Reporting (23m)

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Reporting

No reporting provided except that within Planner.

Core reporting supported including producing dashboards, project and portfolio reports and project document assurance. The report publishing capability is not available on Personal Edition.

Full reporting capability supported on Small Team Edition. Only two users will be able to produce reports and can then publish them to the Report Library to share with the rest of the team.

Full reporting capability, you choose how many ‘Manager’ type users you want to have the ability to produce and publish reports.