Pipeline Report

Use the Pipeline report to list fields that are mapped across ideas, proposals, and projects. You can also use this report to display common custom fields across entities.

Filter Parameters

You can filter on module, initiative, project basics, project dates, project organization hierarchy, project classification fields, project custom fields, proposal basics, proposal team, proposal organization hierarchy, proposal classification fields, proposal custom fields, idea basics, idea organization hierarchy, idea custom fields, program, and program organization hierarchy.

Output (Output Parameters)

You can select the report format, primary output column to sort by, primary sort direction, maximum number rows to display per report, and if the output should be compressed.

The output choices are CSV, HTML and MS Excel.

Output (Output Columns)

You can select project, proposal, idea, and roles custom fields to display in the output.

Note: One output column is used to display custom fields that are mapped across entities.

Sample Report

See Also

Listing Reports

Idea Listing Report

Proposal Listing

Project Listing

Last Modified Date Report

Project Listing Report with Activity List

Resource Listing

Project Status

Resource Status

Activity Detail Report

Metrics Listing Report

Project & Metrics Template

Non-WBS Activity Report

Status Report Listing

Alignment Tree Report

Deleted Records Report

Program Listing

Field Change History Report

Linked Projects

Proposal Team Listing

Program Eval Report

Program Non-WBS Activity Report



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Last Published Tuesday, June 9, 2020