Post

2 followers Follow
0
Avatar

Baseline vs Actual Report

Is there a simple way to create a report that shows baseline vs actual project performance? I see it in the Road Map but I'd like to have it as a report.

Pam Dye Completed

Please sign in to leave a comment.

6 comments

0
Avatar

Pam, 

The data for Baseline vs Actuals are separate fields in the system so you can easily create a Project Performance report that shows both regular fields such as Start Date, Due Date, Duration, Work, etc as well as the Baseline fields for these.

Boris Krutiy 0 votes
0
Avatar

Hi, I'm still having problems with this report. I've sat through 2 Office Hour Sessions and they recommended trying a custom view instead of a report. Neither the report or the View is working. I've included the screenshots of setting up the reports. Maybe you can give me some insights to this.  Thanks.

 

Pam Dye 0 votes
0
Avatar

Pam, 

We may need to take this offline within a ticket but can explain what the expected/desired outcome of the View/Report is? What do you want to see and how? Also, you did not provide the output you are seeing and what you do not like about it. If the information is sensitive, feel free to open a ticket and we can help you directly. 

Thank you

Boris Krutiy 0 votes
0
Avatar

Thanks, Boris. What I am trying to create is a report to compare the actual duration of each of the project milestones compared to the baseline. I realize thei is similar to the Roadmap but for our executives I want to have a report they can generate at any time, for any project so they can get a snapshot view comparing the baseline and what actually happened. It needs to be a little more comprehensive than the Roadmap. Some projects are repeated yearly so this would be a good comparison report for future projects. My output was empty so I'm sure I did not properly define the filters (see below).

The information is not confidential and I'd be happy to put in a ticket if need be to help me set up this report.

Pam Dye 0 votes
0
Avatar

Boris-should I submit a ticket on this or wait for your suggestions? I'll continue to work on this.

Pam Dye 0 votes
0
Avatar

Pam, 

I agree that a view may work better than a report because it will give you the raw datat by Project or within the Project (i.e. Actuals vs. Baseline). In a report, you create it based filters and basing the report on filters could throw off the data. 

For further help you can either find self-help resources by joining our Office Hours Webinars or you can open a ticket. 

Boris Krutiy 0 votes