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Product Development Pipeline


When you first launch the pipeline report (or Refresh Data from the right click menu) bubbles may overlay each other. Left click a bubble and drag it to the vertical position that works best but don’t be concerned about horizontal position.

When you are finished with positioning, right click and select Align Bubbles; the correct horizontal position will be restored.


Right click on a worksheet cell (not on a drawing object like a bubble) and select Options.

  • Value Source:          Bubble size is set from the selected field (column).
  • Project Selection:     Projects with any value are plotted
  • As Of Date:             The date “as of” which the projects are in the phase as charted
  • Movement Periods:   Number of periods to calculate the length of the progress (movement) arrow
  • Project Phases:        First and last phase to include in the chart


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