Project Plan Report

The Project Plan report on tha tab Follow-up - Reports is available when using the Project and Resource Planning module. The Project and Resource Planning module provides the possibility to plan projects and their resources. If you do not have this module active and are interested in knowing more about it, please contact Milient Software support. You can also read more about the module in our tutorials.

The Project Plan report always shows the planned time for a selected period. Select Period by entering the start and end dates or use the calendar selection function located on the right next to each date field.

The report can be generated for all projects or limited to all projects for a specific project manager or invoice manager. The report can also be limited to present all resources used in projects belonging to a particular project manager by selecting the project manager in the Project leader selection list.

Additional filters available in the project planning report are Customer. You can either select a customer from the Customer drop-down list or enter the customer number in the Customer No. field. The result in the report will then be limited to the planned time in the projects associated with the selected customer.

It is also possible to limit the report using the filter on Group by selecting the group in the selection list for this. The planned time in the report will then be limited so that the planned time per project is only covered by the people included in the selected group.

It is possible to present the report per week or per month by selecting the interval in the drop-down list for this.

Click on the OK button to generate the report in PDF format.

Example of project plan report with presentation of planned time per project and month.

The report presents the planned time in each project with the number of hours scheduled in each project broken down by week or by month.

It is available to all users with access to Follow-up - Reports. There are no other restrictions in the report itself. The persons accessing the report can extract all the data contained in it