Planning Reports Overview

Use the Vision Planning reports to see different views of employee assignments and the data in project plans. Project managers, team leaders, and other managers in your firm can review historical, forecast, and performance data by project plan or by resource.

If you use Vision CRM, you can also use the Project Planning Visualization report for a detailed, graphical display of planning information.

The Planning-related reports are:

  • Labor Plan Earned Value Tracking (EVT) Charts

  • Labor Plan Charts

  • Labor Plan Summary

  • Labor Resource Actuals

  • Labor Resource Forecast

  • Labor Resource Planned/Actuals

  • Labor Resource Requirements

  • Project Planning Analysis

  • Project Planning List

  • Project Planning Performance

  • Project Planning Schedule

  • Resource Utilization by Organization