Who can use this feature?
- Users with access to Work Management (TDNext) and the Projects Application can view this report.
- Available on TDX Work Management
The Plan(s) Summary Report is a Projects Application report that shows several key project metrics.
- This report only includes active, unclosed projects with project plans.
Viewing the Plan(s) Summary 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 Plan(s) Summary Report.
By default, the report will show task milestones for all projects. To filter down to a specific plan:
- In the Plan(s) Summary Report, select a Project.
- Click Run Report.
Depending on the info in the selected project, you'll see up to three sections in the report.
| Section |
Data Shown |
| General Stats |
- Starts (Earliest Task Start Date)
- Ends (Latest Task End Date)
- Duration (Duration from earliest plan start date to latest plan end date)
- % Days Used
- (Total) Estimated Hours
- (Total) Actual Hours
- Hours Over/Under (Estimated Hours - Actual Hours)
- Hours Used (Actual Hours / Estimated Hours)
- Estimated Percent Complete (of all plans)
- Total Tasks
- Open Tasks
- Completed Tasks
- Milestones
- Milestones Complete
|
| Hours Chart |
Shows the following info in a bar graph:
- Estimated Hours (Dark Blue)
- Actual Hours (Light Blue)
|
| Percent Complete Chart |
Shows the following info in a bar graph:
- Days Used (Dark Blue)
- Hours Used (Light Blue)
- Tasks Complete (Orange)
|