Project Planning Performance
Use the Project Planning Performance report to review project plan schedules and all aspects of plan performance: history, forecasts, hours, costs, and profitability.
Settings
The contents of this report depend upon whether or not the following options are selected on the Plan Settings tab of the Resource Planning Settings form:
- Enable Expense Planning
- Enable Consultant Planning
- Enable Unit Planning
If Enable Unit Planning is not selected, actual hours and amounts for units are included in the expenses or consultants sections of the report.
Match JTD Option
This report is affected by the Match JTD option, which you set on the Project Planning form.
For any plan that is mapped to a project, use the Match JTD option on the Default WBS Mapping dialog box in Planning to specify the level of matching between job-to-date information and work breakdown structure (WBS) levels. (To display that dialog box, click Default WBS Mapping on the Options menu on the Project Planning form.) When you select that option for a level, all subsequent levels are automatically selected. When a level is not selected, Deltek calculates the job-to-date value as the sum of values from lower levels.
For example, suppose you have two plans, both of which are mapped to the same project. However, plan 1 is mapped to phase A of that project and plan 2 is mapped to phase B. If you select Match JTD for the phase level, Deltek accumulates actual values at the phase level, rather than at the project level. As a result, the job-to-date values are accurate for each of the plans. If you do not select Match JTD for the phase level, Deltek accumulates job-to-date values at the project level. In that case, job-to-date values for plan 1 could incorrectly include actual activity for phase B, and those for plan 2 could incorrectly include actual activity for phase A.
Options Dialog Box
Use the Options dialog box to specify reporting options for a report. Depending on the report, the dialog box contains one or more of the following tabs: General, Sorting/Grouping, Columns, Budget, Metrics, User Defined Sections, Activity, Drill Down, Layout, and Graph.