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.
Budget List
List of financial data for each project in your portfolio. Select between money and hours in the dropdown.
Task List
Configurable list of task data, e.g. title, progress, time reported, and deadline.
Client List
Configurable list of client data for the entire account, e.g. client name, budget, and spend.
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.
Notes
Notes field to use for commenting and providing information.
People List
Configurable list of people data for the entire account, e.g. person, default role, permissions, and time reported.
Project List
Configurable list of project data for the entire account, e.g. project name, progress, time reported, and budget.
Reported Time
Configurable list of time registration data for the entire account, e.g. person, time reported, and spend.
Utilization Bar Chart
Utilization chart showing number of available hours and allocated hours.
Utilization List
Configurable list of people utilization data for the entire account, e.g. available, scheduled, and registered hours.
Weekly Time
Weekly Time shows you the time reported by team members versus the time they have available in a given week.
