OnePlan

Dashboard

Updated Jun 04, 2020

The Financial Planning Report analyzes the health of your entire portfolio of projects, focusing on the financial metrics & health.  This report aligns to the Portfolio Planning solution configuration.  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 financial & work health, status, etc.

This Dashboard report page displays a summary view for comparing totals between planned & actual costs.  View which projects have the highest budgets.  Filter data by Expense Type, Portfolio, Program, and Project State.

Next Article Projects Health Summary