Planning Reports

Planning reports display control account and work package information that you can use to analyze performance.

You can generate the following Planning reports:

  • Project Data: Use this report to view control account and work package information such as dates, progress techniques, summarized totals on budget, actual, and earned. This report also displays information on performance indicators on the criteria.
  • Apportionment Mapping: Use this report to view source and target rules for apportionment set in the project under Apportionment Mapping. This report is blank if apportionment is not established in the project.
  • Pivot: Use this report to select various criteria that you want to load in a pivot table.  The pivot table displays the criteria by column and row. You can use the pivot table to arrange the criteria that are displayed by column and row.
  • CAP: Use this report to view information on both the control account/work package and the time-phased data against each control account/work package. The time-phased information displays only 12 periods regardless of the calendar you select from the Report Wizard.