Portfolio Financials

The Project Portfolio Status report analyzes the health of your entire portfolio of projects.  Dive into portfolio details for schedule, costs, work, issues, risks, and more.  Review the filtered Gantt to visually see the timeline of some or all projects.  This report will typically be seen by those users who are portfolio managers, program managers, and project managers, who will view and analyze multiple projects for health, status, etc.

This Financials report page displays displays financial data from the OnePlan Financial Planer.  Costs are summarized by cost type (i.e. Budget, Forecast, Actual), by cost categories, and capital or operational expense types.  

This report page requires a OnePlan subscription.