Below you can find an overview of all fields available in pivot reports.

• General
  • Field Types (Icons)
• 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.

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
Actual Time Worked or Cost	x	x (only costs)	Sum of a project's actual time worked, either in allocation unit or as allocation costs
Allocation	x	x (only costs)	Role/Resource Allocations
Capacity	x	x (only costs)	Of roles and resources; learn here how role and resource capacity is calculated
Deviation of Actual Time Worked or Cost from Plan	x	x (only actuals costs)	Planned Allocations Total minus Actual Time Worked or Cost
Remaining Capacity	x		Capacity minus Allocation; this will be negative if allocation exceeds capacity in the observed period. For roles, allocation includes unstaffed allocations
Allocation Within Capacity	x		Display project allocations within and over capacity
Project Role	x		A resource's role on a project
Date	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
Project Approved Total Effort	x		A project's approved total effort entered in the corresponding field
Project Allocation EAC	x		Sum of Actual Time Worked and allocations until today plus the Remaining Allocations from Today
Project Count	x		Number of projects
Project Planned Allocations	x		Sum of a project's allocations
Business Goal Name	x	x	Name of the business goal the project is assigned to
Program by Name	x	x	Programs sorted by names
Program by Rank	x		Programs sorted by rank
Project in Portfolio	x		Shows if a project is part of the portfolio selected in the header bar
Project Cost Type	x	x	A project's cost type (CapEx or OpEx)
Project Manager	x	x	Resource selected as project manager in the corresponding field
Project by Name	x	x	Projects sorted by name
Project by Rank	x	x	Projects sorted by rank
Project Score	x	x	Sum of all project score contributions in project fields relevant to the project score
Project Type	x	x	The project type that the project is assigned to
Rank	x	x	Project's position in the Portfolio Designer; can be changed by moving the project in the Portfolio Designer
Rank Category	x	x	By default, this field filters out projects below the Cut-Off line.
Status	x	x	System field; you can change its single select options under Manage > Custom Project Fields
Start/Finish Date	x	x	Composite grouping fields with year/quarter/month
Project OBS	x	x	Composite grouping fields with year/quarter/month
Custom fields of the types Checkbox, Single-Select, Text (single line), Resource, Date	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
Resource Count	x		Number of resources that are, for example, allocated to a specific project
City / Country / Postal Code	x		A resource's city/country/postal code
Email	x		A resource's email address
Internal / External	x		Filter by internal or external resources
Primary Role	x		A resource's primary role
Resource Cost Type	x		The cost type of a resource's primary role
Resource Manager	x		Resource that was set as the resource manager for a role or resource
Resource Name	x		Display the resources' names
Resource Status	x		Filter by resource status: active, inactive or future
Resource Type	x		Filter by resource type: role or resource
Resource in Portfolio	x		Shows if a resource is part of the portfolio selected in the header bar
Resource OBS	x		Composite grouping field with all OBS levels

Financial Data Fields

Field Name	Available in Projects, Allocations, Capacity Reports	Available in Financial Reports	Description
Project Approved Budget	x		A project's approved budget entered in the Approved Budget field
Project Approved CapEx Budget	x		A project's approved CapEx budget entered in the Approved CapEx Budget field
Project Approved OpEx Budget	x		A project's approved OpEx budget entered in the Approved OpEx Budget field
Project Benefit	x	x	Planned Financial Events of the Benefit type plus Planned Allocation Benefit
Project Planned CapEx	x		Financial events and allocations of the CapEx type
Project Financial Events Costs	x		A project's financial events costs of the OpEx and CapEx type
Project Planned Net Value	x	x	Planned Benefit minus Project Total Planned Costs
Project Planned OpEx	x		Financial events and allocations of the OpEx type
Project Total Planned Costs	x	x	Sum of CapEx and OpEx costs
Project Cost EAC	x		Sum of future financial events costs, future allocation costs, past financial events costs and actual allocation costs plus allocation costs until today
Deviation of Actual Net Value from Plan		x	The difference between actual and planned net value
Deviation of Actual Benefit from Plan		x	The difference between actual and planned benefit
Actual Net Value		x	Actual Benefit minus Actual Costs
Actual Costs		x	Sum of actual financial events costs and actual allocation costs
Actual Benefit		x	Actual Financial Events of the Benefit type plus Actual Allocation Benefit
Allocation / Event		x	Source of financial figures: Allocation or (financial) Event
Description		x	In combination with the Allocation/Event field: displays either the resource/role that incurred the costs (allocations), or the content of the description field of the financial event (events)
Finance Category		x	Category of a financial event; can be changed under Manage > Advanced
Finance Type		x	Can be either CapEx, OpEx or Benefit
Portfolio Budget Planned Costs		x	Sum of CapEx and OpEx planned in the Portfolio Budget (this field cannot be displayed with the week time unit)
Portfolio Budget Planned Benefit		x	Benefit planned in the Portfolio Budget (this field cannot be displayed with the week time unit)
Portfolio Budget Planned Net Value		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.