Reports - People - Periodic - Performance


This report can be run to provide a forecast of cost or revenue information in a Daily, Weekly, Monthly or Quarterly layout.   Using the available selection criteria, you can summarize the output by a variety of attributes (eg. by Project, Person, Labor Category, etc), the output can include Hours, Bill, Cost, Margin, % Margin or FTE information, and a capability to display results at various levels within your Task WBS.


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


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


Topics covered on this help page include:


Selection Criteria

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



Example Report Output

Report Tips

The Use Probability Percent control has a dual purpose.  

a. It affects the amounts (Hours * Rate) shown for the PLANS only.  The amounts shown are the result of the following calculation: (Hours * Rate * Probability %), where Probability % is entered in the Project > Profile > Budget.

b. It also can function as a filter for including projects in the report output.  Any project that has Probability % <= the specified value will NOT be included in the output.


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