Who can use this feature?
- Users with access to Work Management (TDNext) and the Project Application can view this report.
- Available on TDX Work Management
The Tasks Summary By Plan Report is a Projects Application report that displays progress metrics for project plans.
- Only active projects are included in this report.
Viewing the Tasks Summary By Plan Report
To view this report:
- In the Work Management Toolbar, click View Applications.
- Click the Projects application tile.
- Under the Standard Plan Reports section of the navigation menu, click Tasks Summary By Plan Report.
- (OPTIONAL) Select a specific Project to report on.
- By default, the report runs for All projects.
- Click Run Report.
You'll see the following info for each project plan:
- Plan: Plan name
- Start: Start date (earliest task start date)
- End: End date (latest task end date)
- Tasks: Total number of tasks
- Clsd: Number of closed tasks
- Clsd %: Percentage of closed tasks to total tasks
- Opn: Number of open tasks
- Opn %: Percentage of open tasks to total tasks
- Est Hrs: Total estimated hours
- Act Hrs: Total hours of time reported against tasks on this plan
- +- Hrs: Hours over/under the estimate
- % Wrkd: Percent of hours worked
- MS: Number of milestones
- MS % Comp: Number of milestones complete
- Est % Comp: Estimated percent complete of all tasks
- % Days Used: Percent of days used
Calculations
- Clsd % = (Closed Tasks) / (Total Tasks)
- Opn % = (Open Tasks) / (Total Tasks)
- +- Hrs = (Estimated Hours) - (Actual Hours)
- % Wrkd = (Actual Hours) / (Estimated Hours)