Availability: Some of the features described in this article are only available in the Pro and Premium Edition.
Below you can find an overview of all fields available in pivot reports.
- General
- Capacity, Allocation and Actuals Fields
- Project Fields
- Roles/Resources Fields
- Financial Data Fields
- Scenario Comparison Fields
General
To configure your report, open the Field Chooser in the toolbar and select the fields you need. Depending on field type, you can also define whether a field is displayed as a row or column, or a filter or grouping field. Reports contain only rows and columns with at least one data entry so they remain clear and are easily understood.
Once the fields are added to the report, you can drag and drop them without opening the field chooser.
You can find more details on the calculation and availability of system fields in the article System Fields for Project Information.
Field Types (Icons)
Data Field: numerical value available as a data field.
Single Filter/Grouping Field: text field available for filtering and grouping.
Composite Filter/Grouping Field: date field or OBS sub-structure available for filtering and grouping. These fields are multi-level: for dates, you can group by year, quarter and/or month. For OBS, you can group by the top level and each sub-level. OBS levels will be numbered.
Capacity, Allocation and Actuals Fields
Field Name | Available in Projects, Allocations, Capacity Reports | Available in Financial Reports | Description |
x | x (only costs) | Sum of a project's actual time worked, either in allocation unit or as allocation costs | |
x | x (only costs) | Planned allocations per resource, team, or role | |
x | x (only costs) | Of resources, teams, or roles; learn here how resource, team, and role capacity is calculated | |
x | x (only actuals costs) | Planned Allocations Total minus Actual Time Worked or Cost | |
x |
Capacity minus Allocation; this will be negative if allocation exceeds capacity in the observed period; only applies to projects above the cut-off line (regardless of filters) |
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x | Display project allocations within and over capacity | |
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x | A resource's or teams's role on a project | |
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x | Adds a time dimension to the report; the time unit can changed in the toolbar |
Project Fields
Field Name | Available in Projects, Allocations, Capacity Reports | Available in Financial Reports | Description |
x | A project's approved total effort entered in the corresponding field | ||
x | Sum of Actual Time Worked and allocations until today + Remaining Allocations from Today | ||
x | Number of projects | ||
x | Sum of a project's planned allocations | ||
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x | x | Name of the business goal the project is assigned to |
x | x | Programs sorted by names | |
x | Programs sorted by rank | ||
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x | Shows if a project is part of the portfolio selected in the header bar | |
x | x | A project's cost type (CapEx or OpEx) | |
x | x | Resource selected as project manager in the corresponding field | |
x | x | Projects sorted by name | |
x | x | Projects sorted by rank | |
x | x | Sum of all priority score contributions in project fields relevant to the priority score | |
x | x | The project type that the project is assigned to | |
x | x | Project's position in the Portfolio Designer; can be changed by moving the project in the Portfolio Designer or the Board view | |
x | x |
By default, this field filters out projects below the Cut-Off line. |
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x | x | System field; you can change its single select options under Manage > Custom Project Fields | |
x | x | Composite grouping fields with year/quarter/month | |
x | x | Composite grouping fields with year/quarter/month | |
x | x | Composite grouping fields with year/quarter/month |
Roles/Resources Fields
Field Name | Available in Projects, Allocations, Capacity Reports | Available in Financial Reports | Description |
x | Number of resources and teams that are, for example, allocated to a specific project | ||
x | A resource's city/country/postal code | ||
x | A resource's email address | ||
x | Filter by internal or external resources | ||
x | A resource's or a team's primary role | ||
x | The cost type of a resource's or teams's primary role | ||
x | Resource that was set as the resource manager for a resource, team, or role | ||
x | Display the names of resources and teams | ||
x | Filter by resource status: active, inactive or future | ||
x | Filter by resource type: resource, team, or role | ||
x | Shows if a resource or team is part of the portfolio selected in the header bar | ||
x | Composite grouping field with all OBS levels |
Financial Data Fields
Field Name | Available in Projects, Allocations, Capacity Reports | Available in Financial Reports | Description |
x | A project's approved budget entered in the Approved Budget field | ||
x | A project's approved CapEx budget entered in the Approved CapEx Budget field | ||
x | A project's approved OpEx budget entered in the Approved OpEx Budget field | ||
Planned Benefit |
x | x | Planned Financial Events of the Benefit type plus Planned Allocation Benefit |
x | Financial events and allocations of the CapEx type | ||
x | A project's financial events costs of the OpEx and CapEx type | ||
x | x | Planned Benefit minus Project Total Planned Costs | |
x | Financial events and allocations of the OpEx type | ||
x | x | a project's planned allocation costs and financial events costs (both CapEx and OpEx) | |
x | Sum of future financial events costs, future allocation costs, past financial events costs and actual allocation costs plus allocation costs until today | ||
x | The difference between actual and planned net value | ||
x | The difference between actual and planned benefit | ||
x | Actual Benefit minus Actual Costs | ||
x | Sum of actual financial events costs and actual allocation costs | ||
x | Actual Financial Events of the Benefit type plus Actual Allocation Benefit | ||
x | Source of financial figures: Allocation or (financial) Event | ||
x | In combination with the Allocation/Event field: displays either the resource/team/role that incurred the costs (allocations), or the content of the description field of the financial event (events) | ||
x | Category of a financial event; can be changed under Manage > Advanced | ||
x | Can be either CapEx, OpEx or Benefit | ||
x | Sum of CapEx and OpEx planned in the Portfolio Budget (this field cannot be displayed with the week time unit) | ||
x | Benefit planned in the Portfolio Budget (this field cannot be displayed with the week time unit) | ||
x | Planned Benefit minus Planned Costs of the Portfolio Budget (this field cannot be displayed with the week time unit) |
Reports and Financial Fields
Users without access to financials can still view Reports of the type "Projects, Allocations and Capacities" with financial and currencies; these fields will however not be shown to them. Saving this configuration deletes these fields and currencies for all users from the report. Learn more about user rights in the article Manage User Groups.
Scenario Comparison FieldsPro Premium
Some of the previously listed data fields also have scenario comparison counterparts which can be configured in a report in scenario comparison mode. You can also configure difference fields in the mode, which display the difference in value between the two compared scenarios. To display these values, enter scenario comparison mode and configure the desired compared scenario KPIs. Learn more in the article Scenario Comparison.