Pre-defined BI Publisher Reports

This section lists and describes the pre-defined BI Publisher reports that are supplied with P6. You can use these reports to display various types of project and portfolio data you need. Your administrator can modify the list of reports available for your use, including removing pre-defined reports or adding additional reports to your view.

Report Name

Description

Parameters

Activity Reports

Activity Look Ahead

Displays activities, along with dates and status, occurring within specified weeks for the selected projects.

Project ID, Number of Weeks

Schedule Report with Notebooks

Provides a list of activities for the selected projects along with all associated notebook topics.

Project ID

Cross Project Relationships

Lists the projects and associated activities that are predecessors or successors to the selected project, providing visibility into cross project impacts.

Project ID

Duration Analysis

Compares planned and actual duration of the activities for the selected projects along with upper and lower thresholds to analyze duration estimates.

Project ID

Activity Relationships

Lists the activities for the selected projects along with their predecessors and successors. Report includes relationship type and lag along with dates and float of the related activities.

Project ID

Project Reports

High Level Planning Assignments

A 9 month look ahead of high level resources and roles assigned to the selected projects through the resource planning spreadsheet. Information includes effort, commitment status and dates.

Project ID

Qualitative Risk Report

Reports on all risks for the select projects. Includes risk information, risk impact assessment, impacted activities, and risk response plans.

Project ID

Issues

Lists all issues identified for the selected projects, grouped by status. The issue details include priority, criticality, and issue description, if provided.

Project ID

Document Assignments

Provides a list of all documents assigned to activities and WBSs within the specified project, grouped by document category.

Project ID

Project Earned Value

Displays monthly actual cost, earned value, and planned value in both a bar chart along with a table for the selected projects.

Project ID

Project Status Report

Provides a project overview that includes project code values, project costs, issues, risks, status of the milestones, and a list of notebook topics.

Project ID, Project Status

Project Governance Non-Compliance Report

Lists all projects and their critical project-level settings. Settings that deviate from the standard are highlighted in the report.

Project ID

Weekly Schedule Performance

Compares the activity actual finish date to the baseline finish date. Activities are grouped by week and project. The report will display information starting 4 weeks prior to the date set in the report parameters.

Project ID, 4 Weeks Prior To: <date>

Risk Scoring

Report of the project risk scoring matrix. Includes threshold definitions grouped by type (Probability, Schedule, Cost, User-defined, and Tolerance) and numeric and alphanumeric probability and impact diagrams (PIDs).

Project ID

Project Plan Hierarchy

Displays the project plan which lists all WBSs and activities for the selected project. The activity details include the status, start and finish dates, and the associated activity steps.

Project ID

Portfolio Reports

Investment Alignment Chart

Displays a bubble chart that plots selected projects against their strategic and financial rating with the bubble size representing the At Completion Cost.

Project ID

Code Assignments

Provides a list of projects for the specified portfolio along with the code values assigned for the selected project code.

Project Code, Portfolio Name

Project Portfolio Review

Identifies issues and risks within the selected portfolio and groups them by project. Includes status and priority of the issue or risk along with project-level information.

Portfolio Name

Portfolio Counts

Provides a count of all projects and activities within the selected portfolio. In addition, two pie charts display representing the number of open and closed issues and risks.

Portfolio Name

Administrative Reports

Timesheets

Timesheets Status without Notes

Lists timesheets for resources along with the status, submitted and reviewed dates, and name of the last reviewer.

NA

Timesheets Status with Notes

Lists timesheets for resources along with the status, submitted and reviewed dates, name of the last reviewer, and associated timesheet notes.

Number of Weeks

Timesheets with Detailed Hours

Lists timesheets for the specified date range. For each timesheet, the activities and detailed hours per day are provided.

Start Date, End Date

Timesheet Compliance

Displays a bar chart of timesheets status by resource team for a given period. Includes a tabular view with total number of approved hours as well as percentage completed versus those either not started, in progress, or rejected.

Timesheet Period Start, Timesheet Period Finish

Project Template Management

Lists all project templates along with status, division, and added by person and date.

NA

Calendar Use

Lists all Global, Project, and Resource calendars, including identification of the projects and resources using each calendar.

NA

Project Governance Non-Compliance Report

Lists core project-level settings for each project, highlighting setting values that are not compliant.

Project ID

Users

Lists all users and their personal name along with their associated resource and global security profile.

NA

Profile Privileges

Lists the privileges that are enabled for each global and project-level security profile.

NA

Users Project Assignments

Displays OBS elements along with the corresponding security profile, EPSs, and Projects assigned to selected users.

User Name

Users OBS Assignments

Displays all OBS elements along with the corresponding security profile assigned to selected users.

User Name

Resource Reports

Resource Allocation by Project

Displays a stacked histogram that shows effort (in hours) for selected resources, stacking bars by project within the start and end date ranges.

Project ID, Start Date, End Date, Resource ID

Resource Role Skill Sets

Lists all resources along with their assigned roles. The primary role and proficiency level is identified for each role.

NA

Activity Resource Assignments

Lists resources assigned to each activity in the selected projects. Information includes start and finish dates along with duration.

Project ID

Resource Stacked Histogram

Displays a stacked histogram that shows effort (in hours) for selected resources, stacking bars by resource within the start and end date ranges.

Project ID, Start Date, End Date, Resource ID

FTE (headcount) report

Displays a list of roles assigned to the selected project(s) along with the amount of time-phased effort for each role, in full time equivalents, for the specified date range.

Project ID, Start Date, End Date

Resource Code Assignments

Displays a list all resource codes and resource code values along with the resources assigned to each code value.

NA

Resource Role Associations

Displays a list of all roles in the system and the resources assigned to each role. The primary role and proficiency level is identified for each resource.

NA


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