Create Custom Portfolio Reports
Objective
To create a custom report that provides a more organized, real-time view of project-specific data. For example, an owner or project manager might want to create a custom report that highlights critical project dates, as well as the name of the key stakeholders.
Things to Consider
- Required User Permissions:
- To create, edit, or delete a custom Portfolio report, 'Admin' level permissions on the Portfolio tool.
- To view a custom Portfolio report, 'Read Only' level permissions or higher on the Portfolio tool.
Note: To view data from the 'Total Value' field (also called 'Estimated Value' in some accounts) in a custom Portfolio report, 'Admin' level permissions to the Project level Directory tool are required. Users without adequate permissions can view a report that contains data from this field, but will not see values from that field populated in the report. - To create a custom Portfolio report, 'Admin' level permissions on the Project level Admin tool for one or more projects
- Prerequisites:
- If you want to include custom project roles in your reports, complete the steps in Add a Custom Project Role.
- If you want to include custom project dates in your reports, complete the steps in Add Custom Project Dates.
- If you want to include custom owner types in your reports, complete the steps in Add a Custom Owner Type.
- Additional Information:
- There is no limit to the number of custom reports you can create.
Steps
Important! Before you create a custom report, you may want to first add custom data fields that can be included in your reports. For example, you may want to add a field for highlighting key project roles and dates. See the Prerequisites above for details.
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- This reveals the Portfolio page.
- Choose one of these options to launch the custom report feature:
- Next to Custom Reports, click New.
OR - First, click Configure Settings
. Next, click Custom Reports and then click Create Custom Report.
This opens the Create Custom Portfolio Report page.
- Next to Custom Reports, click New.
- Do the following:
- Filters. Apply the following filters to your report:
- Click Save.
The system generates your report using your specified settings.