Project Summary Reports

You can generate customized project summary reports using the filter and output options.

Note: Your report may look different based on the filter and output parameters you selected.

Finance Summary Report

Based on your filters, this report displays the finance summary. Before running this report, you must choose a Finance Template and the Finance Type (Plan or Actual) from the Filter tab. The output choices are CSV, PDF and HTML.

Project Summary by Organization

Based on your filters, this report displays the finance summary by organization. Before running this report, you must choose a Finance Template from the Filter tab. The output choices are CSV, PDF and HTML.

Project Summary by Alignment Report

Based on your filters, this report displays the project summary by alignment. It displays the processes, project count (active and closed) and the project finances. Before running this report, you must choose a Finance Template, the Finance Type (Plan or Actual), the Alignment List and Note from the Filter tab. The output choices are CSV, PDF and HTML.

Project Summary by Project Source

Based on your filters, this report displays the finance summary by project source. It displays project source, project count (active and closed) and project finances. Before running this report, you must choose a Finance Template from the Filter tab. The output choices are CSV, PDF and HTML.

Project Summary by Program

Based on your filters, this report displays the finance summary by program. It displays programs, project count (active and closed) and project finances. Before running this report, you must choose a Finance Template from the Filter tab. The output choices are CSV, PDF and HTML.

Project Summary by External Factors

Based on your filters, this report displays the finance summary by external factors. It displays the external factors, project count (active and closed) and project finances. Before running this report, you must choose a Finance Template from the Filter tab. The output choices are CSV, PDF and HTML.

Project Summary by Process Area

Based on your filters, this report displays the finance summary by process area. It displays the external factors, project count (active and closed) and project finances. Before running this report, you must choose a Finance Template from the Filter tab. The output choices are CSV, PDF and HTML.

Project Summary Stats by Role

Based on your filters, this report displays the project summary statistics by resource roles. Before running this report, you must choose an Initiative and Resource Role from the Filter tab. The output choices are CSV, PDF and HTML.

Closed Project Listing

Based on your filters, this report displays all closed projects. It displays the initiative, project number, name and close date and project type. The output choices are CSV, PDF and HTML.

Active/Close Project Report

Based on your filters, this report displays all active and closed projects. It displays the initiative, project number, name and close date and project type. It also displays the finances associate with the project. The output choices are CSV, PDF and HTML.