Portfolio Report Components

Create reports for the entire organization


Portfolio insights are used to create reports on your entire organization. Look through the list below, and find the components that match the needs of the report. You can create as many reports as you'd like.

forecast_insights-portfolio

 

Budget List

List of financial data for each project in your portfolio. Select between money and hours in the dropdown.

forecast_insights-portfolio-budgetlist

 

Task List

Configurable list of task data, e.g. title, progress, time reported, and deadline.

forecast_insights-cardlist

 

Client List

Configurable list of client data for the entire account, e.g. client name, budget, and spend.​

forecast_insights-portfolio-clientlist

 

Monthly Utilization

Monthly Utilization shows you how your team members are being utilized. Edit the report to define the colors and percentage values you want to use.

forecast_insights-monthlyutilization-1

 

Notes

Notes field to use for commenting and providing information.

forecast_insights-notes

 

People List

Configurable list of people data for the entire account, e.g. person, default role, permissions, and time reported.​

forecast_insights-portfolio-peoplelist

 

Project List

Configurable list of project data for the entire account, e.g. project name, progress, time reported, and budget.

forecast_insights-portfolio-projectlist

 

Reported Time

Configurable list of time registration data for the entire account, e.g. person, time reported, and spend.

forecast_insights-portfolio-reportedtime

 

Utilization Bar Chart

Utilization chart showing number of available hours and allocated hours.

forecast_insights-portfolio-utilizationbarchart

 

Utilization List

Configurable list of people utilization data for the entire account, e.g. available, scheduled, and registered hours.​

forecast_insights-portfolio-utilizationlist

 

Weekly Time

Weekly Time shows you the time reported by team members versus the time they have available in a given week.

forecast_insights-weeklytime