Project Portfolio Reports

Running Project Portfolio Reports

The Enterprise Project Portfolio Reports are a collection of reports run from either:

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.  

For a more detailed explanation of Management Reports and their role in Enterprise Project Portfolio Reporting, click here.

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.

 

How to run Enterprise Project Portfolio Reports

  1. Right click on any personal workspace, and select Enterprise Project Portfolio Reports. This option is also found on any user menu or project menu.

  2. You will be presented with the Project Picker. This function allows you to select a group of projects for inclusion in the report.

  3. 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.

  4. 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.

  5. 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.

  6. Step 4: From the right side, de-select any projects not required in the report.

  7. 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.

  8. Step 6: Click the Submit button.

  9. The report will show up in a new window.  

 

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