Organizational Unit Reports

These reports are generated from the Organizational Unit Report menu by right clicking on any Organizational Unit Workspace and selecting Organizational Unit Reports.  

Notes: They share the same report structure, and include a blend of Projects, Tasks, and Tickets.

 

Work Performed is a listing of all:

 

My Work Closed is a listing of all:

 

My Active Work is a listing of all:

 

This is the common format for these 3 reports:

 

Report Contents

Each of the columns on the report shows information pertinent to that line:

A Project will be listed without content in the Task Name and Ticket Name fields.  The ID # column will show the Project Number (from the Project Edit page).

A Task will show the Project Name and Task Name, with the Ticket Name column blank.  The Responsible/% Assigned lists the Task Roster with allocation details, and the remaining fields are taken from the Task itself.  The ID # column will show the Task's WBS number, if entered.  

A Ticket will show the related Project and Task Names.  If it is related to a Project but no task, the Task Name column will be blank.  If the ticket is not related to a project or task, the Project/Queue Name field will show the Queue Name where the Ticket is physically located.  The ID # shows the Ticket Number, and the My Estimated Hours column shows the Ticket's Hours to Complete.  The Planned End Date is the Ticket's Due Date, and the Revised Planned End Date is the Ticket's Estimated Completion Date.