Reports List
Note:
Since both the folders and the reports themselves are customizable you may see different folders and / or different report locations then those listed here.
Table of Contents
Budget
All Projects Exceeding Budget
| Description | Show all projects where Actual cost is bigger than the Budgeted Cost | ||||||||
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| Additional Help | |||||||||
| Attributes | |||||||||
| Available to |
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| Filters | |||||||||
| # | Class | Field | Data Type | Filter Type | Operator | Value/From | To | ||
| #1 | Project | Object | FieldComparison | Equals | ConstraintFixedValue | ||||
| #2 | Project | State | Pick List | FieldComparison | In | ConstraintMultipleValues | |||
| Columns | |||||||||
| Column Name | Class | Field | Data Type | Additional Help | |||||
| Status | Project | TrackStatus | Pick List | ||||||
| Conflicts | Project | Conflicts | Long | ||||||
| State | Project | State | Pick List | ||||||
| ID | Project | SYSID | String | ||||||
| Name | Project | Name | String | ||||||
| Duration | Project | Duration | TimeEffort | ||||||
| Start Date | Project | StartDate | DateTime | ||||||
| Due Date | Project | DueDate | DateTime | ||||||
| % Complete | Project | PercentCompleted | Double | ||||||
| Actual Cost | Project | ActualCost | Money | ||||||
| Budgeted Cost | Project | PlannedBudget | Money | ||||||
| Actual Effort | Project | ActualEffort | TimeEffort2 | ||||||
| Remaining Effort | Project | RemainingEffort | TimeEffort2 | ||||||
| Manager | Project | Manager | Reference To Object | ||||||
| % Completeness Uncertain | Project | CompletnessDefinition | Long | ||||||
| % Completeness Uncertain | Project | CompletnessDefinition | Long | ||||||
All Tasks Exceeding Budget Managed by Me
| Description | Show all tasks managed by me where Actual cost is bigger than the Budgeted Cost | ||||||||
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| Additional Help | |||||||||
| Attributes | |||||||||
| Available to |
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| Filters | |||||||||
| # | Class | Field | Data Type | Filter Type | Operator | Value/From | To | ||
| #1 | GenericTask | Object | FieldComparison | Equals | ConstraintFixedValue | ||||
| #2 | GenericTask | Manager | Reference To Object | FieldComparison | Equals | ConstraintSpecialValue | |||
| #3 | GenericTask | State | Pick List | FieldComparison | In | ConstraintMultipleValues | |||
| Columns | |||||||||
| Column Name | Class | Field | Data Type | Additional Help | |||||
| Status | GenericTask | TrackStatus | Pick List | ||||||
| Conflicts | GenericTask | Conflicts | Long | ||||||
| State | GenericTask | State | Pick List | ||||||
| Importance | GenericTask | Importance | Pick List | ||||||
| Belong to Critical Path | GenericTask | OnCriticalPath | Boolean | ||||||
| ID | GenericTask | SYSID | String | ||||||
| Name | GenericTask | Name | String | ||||||
| Project | GenericTask | Project | Reference To Object | ||||||
| Duration | GenericTask | Duration | TimeEffort | ||||||
| Start Date | GenericTask | StartDate | DateTime | ||||||
| Due Date | GenericTask | DueDate | DateTime | ||||||
| % Complete | GenericTask | PercentCompleted | Double | ||||||
| Actual Cost | GenericTask | ActualCost | Money | ||||||
| Budgeted Cost | GenericTask | PlannedBudget | Money | ||||||
| Actual Effort | GenericTask | ActualEffort | TimeEffort2 | ||||||
| Remaining Effort | GenericTask | RemainingEffort | TimeEffort2 | ||||||
| Manager | GenericTask | Manager | Reference To Object | ||||||
| % Completeness Uncertain | GenericTask | CompletnessDefinition | Long | ||||||
| % Completeness Uncertain | GenericTask | CompletnessDefinition | Long | ||||||
| Instance Number | GenericTask | Object | |||||||
| Description | Show customer expense summary from all projects within a given date range | |||||||
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| Additional Help | ||||||||
| Attributes |
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| Available to |
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| Description | Show projects in a specific state with the cost of completing the work higher than planned (Cost Performance Index less than 1.0). | ||||||||
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| Additional Help | This report takes one parameter which allows the choice of one lifecycle state (Active, Cancelled, Completed, Draft, On Hold). All projects in the chosen state and a Cost Performance Index (CPI) less than 1.0 will be returned in the Clarizen report. The CPI formula is calculated as the Expected Value / Actual Revenue; those projects with a low CPI have an unfavorable cost efficiency. This report is useful for identifying projects which are over budget. | ||||||||
| Attributes | |||||||||
| Available to |
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| Filters | |||||||||
| # | Class | Field | Data Type | Filter Type | Operator | Value/From | To | ||
| #1 | Project | CPI | Double | FieldComparison | Before | ConstraintFixedValue | |||
| #2 | Project | State | Pick List | FieldComparison | Equals | ConstraintRuntimeValue | |||
| Columns | |||||||||
| Column Name | Class | Field | Data Type | Additional Help | |||||
| ID | Project | SYSID | String | ||||||
| Name | Project | Name | String | ||||||
| Budgeted Cost | Project | PlannedBudget | Money | ||||||
| Actual Cost | Project | ActualCost | Money | ||||||
| % Invested | Project | PercentInvested | Double | ||||||
| Cost Variance | Project | CostVariance | Money | ||||||
| Earned Value | Project | EarnedValue | Money | ||||||
| CPI | Project | CPI | Double | ||||||
| Project Manager | Project | ProjectManager | Reference To Object | ||||||
| Start Date | Project | StartDate | DateTime | ||||||
| Due Date | Project | DueDate | DateTime | ||||||
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