View Portfolio Schedule Report

The Project Portfolio Schedule report offers a detailed statistical summary of schedule items across various statuses, providing a comprehensive view of all your active projects. Additionally, it includes direct shortcuts to each project's schedule module for quick access and streamlined navigation

Roles and Permissions: The Project Portfolio report is available only to users with 'View' permission for the portfolio reports enabled in their role.

To view the portfolio schedule report

• Ensure that you are in the portfolio console.

• To return to the portfolio console from any other part of the platform:
  • Click the App Launcher buttonin the top-right corner and select "Portfolio" from the dropdown.
• Click 'Schedule' on the top

The 'Default View' shows all the standard columns. However, you have the flexibility to customize the table by removing unwanted columns, and re-arranging the columns in the order you want to view. Additionally, you can save your customizations as a personalized view to quickly access your preferred table layout in the future. See Customize Columns in List Views for more details. Following is the list of all possible columns:

• Project Name - The label to identify the project. Click the name to open the 'Schedule' module of the respective project. See The Schedule interface for more details.
• Total Schedule Items - The total count of line items in the current schedule version, encompassing all levels of the project's Work Breakdown Structure (WBS). 
• Total Plan Hours - The cumulative effort hours estimated for all the task items.
• Progress - The overall progress of the project in percentage.
• Critical Items - The total number of critical tasks identified using the critical path method (CPM) calculation.
• Status

• Draft - The number of line items added to the schedule but not yet published for assignment to a subcontractor or pushed to the field.
• Scheduled - The count of task items that have been published and scheduled for field work but have not yet started.
• In Progress - The number of task items currently being executed in the field.
• Completed - The total count of task items that have reached 100% completion.
• Published
  • Yes - The grand total number of tasks that are published, pulled for field work, under execution and/or completed.
  • No - The total number of task items that have been added to the schedule but are yet to be published. This includes parent items and child items in the WBS as separate entries. 
• Delay - The number of tasks that are actually started and /or progressing beyond the estimated end dates. 

Search and filter options:

• Use the 'Search' box located at the top left to find baseline versions using any value from the table as search criteria 
• Right-click the column header and customize the display and order of the columns as you wish 
• The options at the top right allow you to filter the entries, create nested groups of entries, and manage personalized and customized views of the table. Use the links below to learn more about these:
  • Customize Columns in List Views
  • Filter Options in List Views
  • Group and Organize Items in a List View
  • Manage Custom List Views

Download as Excel Sheet

• Click the button at the top-right to save a local copy of the list in Excel format for sharing and record-keeping.

• By default, the filename is set to the current date, but you can customize it by entering a preferred name in the text box.
• Click 'Direct Download' to save the file on your device.