Project Portfolio Report

The Project Portfolio Report (PPR) provides visibility into the health of projects and provides information available in the Project Dashboard in a familiar report format. Use this report to discover how projects are performing by viewing profitability, percent complete, and comparisons to budget, estimates at completion, progress to date, and much more. Like the Engagement Portfolio Report, the PPR is designed to provide high-level summary information of all projects open at a particular time. It does not provide time-phased (e.g. week-by-week) data like the Ginsu Report does. Once you have identified a project that requires further analysis, use a more detailed report like the Ginsu to drill into the details.

Additional Resources

The Topic of the Day: Budgets webinar is a great resource to learn about best practices around creating, tracking and monitoring budgets in Projector. We also talk about the Project Portfolio Report to track budgets (go to 51:00)

Who this report is for

This report was designed to provide executives and delivery managers with a high-level overview of the performance of current projects, regardless of when they started or when they are projected to finish.

Questions this report can answer

Question
Where is there revenue leakage in my projects?
Which project managers are performing to budget?
How closely do my budgets match reality?

Permissions and Settings

The Project Portfolio report requires the cost center permission Run Project Portfolio Report.

Prebuilt Reports

The following prebuilt reporters may be available in your installation.

Report	Description
Project Performance to Budget	Much as the report's name implies, shows performance to your proposed budget.
Project Performance to Budget Chart	The same as the regular report, but in the form of a horizontal bar chart.
Engagement Revenue Recognition Summary	Show revenue recognized, revenue left to be recognized, and the percent difference. Shows you engagement progress measured by revenue recognition.
Backlog by Project Report	View chargeable hours backlog and billing adjusted revenue backlog broken down by project and project manager. Shows committed work that has not yet been delivered.
Rate Realization by Engagement Chart	A stacked bar chart that shows you a visualization of rate loss due to discounting, write downs, and contract terms.
Project Earned Value Report	Shows your schedule variance and performance to your budget. Identifies projects that are under or over performing.
Project Portfolio Overview	An overview of project performance, subtotaled by engagement.