Planning

This folder stores standard Planning reports and dashboards for the project planners and others with project roles.

The contents of this folder are available to the following user groups:

• CER All
• CER Planning (Projects)
• CER Planning (Projects) Secure

You can supplement standard Costpoint Planning reports with:

• Predefined reports in the reporting package

• Production reports that you create for your company using Costpoint Business Intelligence and the Planning model

• Ad hoc reports that you create for specialized or one-time reporting needs

This chapter also provides procedures for reconciling data on the Costpoint Business Intelligence reports with data in Costpoint Planning

Attention: Due to performance issues, the Org Mgr Planning Performance Analytics and PM Planning Performance Analytics dashboards that resided in the Planning folder in previous versions of CBI have been replaced with dashboards in the SMART AI area. You can access these dashboards in Team Content > SMART AI Admin > SMART AI > Planning. Refer to the Costpoint Business Intelligence SMART AI Guide for more information.