1. Reporting Data Display for Project Schedule

Reporting is available only when a project is in Phase 4 Execution Phase.  There are two sections for displaying schedule data in the status report.

 

  • Project Schedule
    • Table view
    • Gantt view
  • Milestone Summary 

 

 

 

9.2.1 Reporting Project Schedule

 

  1. To view schedule data in the status report, navigate to Project Tile on the Home Page and select the project from the ‘Project Dashboard’ section.   

2. Once a project is selected, Click ‘’Reports” tab from the sidebar


3. To view schedule task data either select existing report in draft mode or create a new report and ensure the “Appendix Project Schedule” is included.  Refer Manage Project Report Template for creating new reports.

 

4. Navigate to the Project Schedule, user has the option at individual report level to override the default project settings via the dropdown lists in the top righthand corner of the Project Schedule section.

  • Gantt View – select between WBS level 1 – 6(All)
  • Table View – no filters table will output WBS 6(All) 

 

Gantt View

 

5. Comments can be added within the comment field or Add Comment flag removed and comment box will be hidden

 

 

9.2.2 Reporting Milestone Summary

 

The Milestone Summary section within reporting is the same as the Milestone Summary section displayed in the Schedule Module.

 

  1. Once a project is selected, Click ‘’Reports” tab from the sidebar
  2. To view Milestone Summary table either select existing report in draft mode or create a new report and ensure the “Milestone Summary” section is included.  Refer Manage Project Report Template for creating new reports.
  3. Comments can be added within the comment field or Add Comment flag removed and comment box will be hidden