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Portfolio Report

The Portfolio Report is a summary of status information across a complete portfolio. Some of the numerical data can be aggregated across all the projects, and you can drill down from the report to individual project reports.

The report data is prepared from the information specify in the Portfolio Summary Info form, and can include data read from spreadsheets and plans.

This form allows you to specify the Portfolio Report Options.

Output

Output is available either as an HTML report or as a spreadsheet that contains some numerical portfolio analysis.

 

Projects

Specify the projects from this portfolio that you want to include in the report.

 

Project Report Options

Specify which of the options you want in the individual project reports.

 

Logs

Specify which of the main logs/registers you want to include.

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