Projects Summary Report

In the panel, you can view pending tasks by due date category. Pending tasks are any tasks not in the complete state.

You can click these links to view pending tasks that are due:

• This week
• This Month
• Next 30 Days
• Overdue

The page displays the following columns for each task:

Column	Definition
Name	The task name.
	The state of the task.
	The number of deliverables for the task.
Slip Days	The number of days that the task is late.
State	The lifecycle state of the task.
% Complete	The percentage completed for the task. You can change the percentage by clicking the bar.
Project	The project this task belongs to.
Est Start	The estimated start date of the task.
Estimated Finish Date	The estimated finish date of the task.
Act Finish	The actual finish date of the task.
Program	The program that the project belongs to.

The panel shows pending deliverables. Pending deliverables are deliverables of tasks and phases that are not in the complete state.

You can click these links to view pending deliverables that are due:

• This week
• This Month
• Next 30 Days
• Overdue

The page displays the following columns for each deliverable:

Column	Definition
Name	The deliverable name.
Title	The title of the deliverable.
	The files for the deliverable. Click the deliverable icon to open or save the files. If you hover over a deliverable icon a tooltip will display the names of the files.
State	The lifecycle state of the deliverable.
Rev	The revision of the deliverable.
Ver	The version number of this deliverable.
Type	The type of the deliverable.
Task Name	The name of the task that the deliverable is attached to.
Description	The description of the deliverable.

The panel shows pending issues for each project.

You can click these links to view pending issues that are due:

• This week
• This Month
• Next 30 Days
• Overdue

The page displays the following columns for each issue:

Column	Definition
Name	The issue name.
	The state of the issue.
Type	The type of issue.
Description	The issue description.
State	The lifecycle state of the issue.
Escalation Required	Whether the issue requires escalation.
Estimated	The estimated start and finish dates for the issue.
Actual	The actual start and finish dates for the issue.
Reported Against	The project this issue is reported against.
Owner	The owner of the issue.
Priority	The issue priority.

The panel includes an assessment chart that indicates the health of a project.

In the chart, each bar represents the last assessment made for that project. If there are no assessments, there is no bar chart for that project.

The chart shows the assessment status for each of the 5 attributes defined on the assessment:

• Summary
• Resource
• Schedule
• Finance
• Risk

For each attribute, these colors indicate the status of the assessment:

• Red indicates that the project needs immediate attention.
• Orange indicates the project is on schedule but has a high risk that must be watched and managed.
• Green indicates the project is in good shape.

If there is no color-coding, no overall status has been assigned.

If you click on any of the 5 columns, the assessment table of that project will be displayed in the table on the left.

You can hover over the icons to see the assessment date and comments.

The details section displays the following columns for each assessment:

Column	Definition
Name	The assessment name.
	Click to subscribe to assessment notifications.
Author	The author who created the assessment.
Role	The author's role in the project.
Date	The date of the assessment.
Resource	The status of the project's resources. See above for the meaning of the color-coding.
Schedule	The status of the project's schedule. See above for the meaning of the color-coding.
Finance	The status of the project's finances. See above for the meaning of the color-coding.
Risk	The status of the project's risks. See above for the meaning of the color-coding.

The panel includes efforts in the actual, planned, and progress states for each project.

In the chart, each row represents the actual, progress and planned effort for the project.

• Actual. The days of effort that have been submitted through weekly time sheets against the task.
• Progress. Calculated by multiplying the planned effort by the percent complete of the assigned tasks.
• Planned. The total number of days planned for all tasks in the project. Only tasks that have been assigned are considered as planned and used in this calculation.

Using the Efforts chart, you can compare the planned efforts against the actual efforts (driven by the weekly time sheets) and the expected effort based on the project progress (determined by the percent complete information).

You can hover over the bars to see the real numbers of the actual, progress, and planned efforts.

The details section displays the following columns for each effort: