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Report Descriptions

Cash Flow Charts

[SUPERSEDED BY CHART BFA IN THE FINANCIAL MODULE]   A summary chart and a chart for each visible project showing forecast of cumulative revenue minus cumulative cost; i.e. shows Break Even point.

Cost Shale Charts

[SUPERSEDED BY CHART COST SHALE IN THE FINANCIAL MODULE]   A summary chart and a chart for each visible project showing for each period non-labor costs summarized by non-labor category.

Demand Summary Report

Summarizes Effort Forecast assignments by Required Skill, Resource Nodes, or project field values, OR a combination of two of them. For each summary row there is a count of assignments of type Skill Employee, Contractor, and To Be Hired. In addition to the 4 count columns, there is a set of 4 columns each for Demand, Allocation, and Shortfall. Finally there is a set of the 4 columns with totals of Count, Demand, Allocation, and Shortfall.

The values can be toggled between FTE and $.

Effort Rates Report

A copy of the current Effort Forecasts sheet with the applicable cost rate or the cost rate times effort in each cell

Export PDW Sheets

A dialog presents a checkbox for every sheet on all open PDWare Portfolio modules; an MS Excel workbook is created with a copy of all selected sheets.

Product Development Pipeline

Plots visible projects against the available phases and indicates which phase a project falls into.

Project Custom Report Template

[DECOMMITTED]     A template that can be used to create a customized project report template for the organization. When a user selects the Create Report command, a new workbook is created with a worksheet for every visible project on the Project Data sheet. The format and fields for the report sheets is copied from the custom template.

Project Resource Snapshot

Summarizes allocation percent, demand, and shortfall for resources by node.

Resource Utilization Report

Plots total resource demand, shortfall, capacity, availability and unallocated availability for all resources versus the current checkout dates.

Shale Charts

Produces an area chart of project demand. This results in a layered view of project demand showing the relative percentage of total demand any project consumes during any date in the checked out time period.

Time To Market

Plots projects against the total time remaining until a chosen phase is reached.

User Defined Reports

Choose a set of custom reports to display. Custom reports are defined through the main PDW Portfolio application, and include combinations of Resource Data, Project Data, and Effort Forecast fields.

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