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Running Project Portfolio
Reports
The Enterprise Project Portfolio Reports are a collection of reports run from either:
The static information found in the most recent Management Report for each project, or
The live project details.
The reports have expanding areas that show additional
detail embedded within the report. Clicking
on the project name takes the user to the project's menu, providing access
to the current project data.
The Project Picker enables the
user to select from a list of all the corporate level projects (i.e. projects
that live in an organizational unit's
Projects
folder) for inclusion in the Enterprise
Project Portfolio Reports.

Right click on any
personal workspace, and select Enterprise
Project Portfolio Reports. This option is also found
on any
user menu or
project menu.
You will be presented with the Project Picker. This function allows you to select a group of projects for inclusion in the report.
Step 1: Select project groups from the left-side "tree". This structure should resemble the organization chart, so the scope of portfolio reports can match the shape of the organization.
Step 2: Select filters for the state, type, risk, and priority. The filters for Start and End Date Range apply to the project Start and End dates.
Step 3: Hit the Generate Project List button. This will generate a list on the right side of the page with all projects within the organizational scope from the left side, filtered as specified in the middle.
Step 4: From the right side, de-select any projects not required in the report.
Step 5: Select the desired report from the drop-down list. By default, the report will be run from static Management Report data. However, most Portfolio reports also have an option to be run from live Project Data by changing the second drop-down value in Step 5.
Step 6: Click the Submit button.
The report will show up in a new window.