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This chart can be run to provide a forecast of cost or revenue information in a Daily, Weekly, Monthly or Quarterly bar and line chart format. The chart can be run showing Budget (aka Assignment), Plan and Actuals information for each period (bar format), and can also optionally include cumulative values for each type of time (line format) . Each bar/line in the chart can represent Hours, FTE, Margin or Total Charges. Cumulative values reflect the sum of the individual bars from the beginning of the charts date range.
Click Through for Details
You can click on a bar within the chart to run a Periodic Performance report for the one period represented by the bar. You can click on a data point in the cumulative line to run a Periodic Performance report for a date range defined by the first period in the chart through the end of the period represented by the clicked data point. The report will be configured to show all types of time (plan/assignment/actual) included in the chart regardless of the bar/link clicked. The report will show one line per person that contributed to the period's metrics.
This report is available to users having any of the following roles: Administrator, HR Administrator, P&R Administrator, Manager and Viewer.
This report is available with the Project Portfolio family of licenses.
Topics covered on this help page include:
Selection Criteria (options available to tailor chart output)
You may also be interested in:
Dashboard Management (charts can be added to one of your dashboards)
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