Reports - People - Periodic - Forecast Comparative Bar Chart

Overview

This chart can be run to provide a forecast of cost or revenue information in a Monthly, Quarterly or Yearly bar chart format - comparing two periods.   The chart can optionally be run with Budget (aka Assignment) or Plan information, and can also optionally include Actuals through a particular date.  Each bar in the chart can represent Hours, FTE, Margin or Total Charges for that period. If actuals are included, the report includes financial document labor, expense, and item transactions.

Click Through for Details

You can click on a bar within the chart to run a Forecast report for the one period represented by the bar, showing one line per person that contributed to the period's metrics.

Roles

This report is available to users having any of the following roles:  Administrator, HR Administrator, P&R Administrator, Manager and Viewer.

License

This report is available with the Project Portfolio family of licenses.

 

Topics covered on this help page include:

 

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Selection Criteria

Field Descriptions (click on a link below for additional information)

 

 


Example Chart Output

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