View Master Project Schedule Report

Modified on Thu, 5 Jun at 2:47 AM

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

Roles and Permissions: The Master 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 drop-down.
Click 'Master Project' on the top, then 'Schedule' on the left
Select the desired master project from the drop-down menu

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 name of the subproject. Click the name to open the 'Schedule' module of the respective subproject. 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 any project 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, and manage personalized and customized views of the table. Use the links below to learn more about these:

View Groups and Subtotals

You can get totals and subtotals of numerical data for any selected set of records by grouping and applying nested grouping. Use the icon at the top right to organize the data by column headers.
The system automatically aggregates relevant numerical values, giving a structured breakdown and a clear view of the grand total distribution. See Group and Organize Items in a List View for more details

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. See Download List Views and Logs in Excel Format for more details.