Projects report

Manual — Projects · chapter 12 of 13

For a view of all the projects with their progress side by side — for the site meeting, for the client, for the board —, use Overview › Reports, Reports tab, Projects item in the sidebar. The menu requires the Reports right in the profile.

Figure 28. Overview › Reports › Projects: the site filter and the table with status, manager, planned dates, tasks and progress of the three example projects.

1. 1Projects item in the reports sidebar.
2. 2Site filter — All sites or one site (with search by name).
3. 3Status, Manager, Planned start and Planned end.
4. 4Tasks and Progress.
5. 5Columns and Export.

Column	What it shows
ID / Name	the project.
Code	the project code, when there is one (hidden at first).
Status	the project state.
Site	the site, with the full path (hidden at first).
Manager	the manager.
Planned start / Planned end	the planned dates.
Tasks	how many tasks the project has.
Progress	the %, according to the progress mode of each project (chapter 3).

• The site filter follows the site chosen in the header: when you change the site there, the list follows.
• Sort by ID, Name, Planned start, Planned end or Progress.
• Export brings all the projects of the filter, not only the open page.
• Deleted projects are not included.
• For the details of a project — schedule, slack, S-curve — use the Gantt PDF (chapter 4).