Create a Simple PM Report

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Description


 

This action creates a simple PM Report based on parameters provided through the prompt. After completing, permissions may still need to be adjusted in "Utilities" -> "PM Report Designer" on the "Permissions" tab.

 

Note: This action honors Project Roles Filtering. Form more details read this article CLICK HERE.

 

 

Prompt


 

General

Title of the report (required) - the new name given to the report
Orientation (required) - the direction in which the new report will print. Portrait or Landscape mode is supported
Print Project Name on Line above Column Metrics (required)
Only Print WBS (do not show transaction) - the level of detail the report displays
Periods or Time Frames - Number of periods displayed in the report
Date Range - Choose between a date range or as-of date

 

Other Parameters

Column Headings
Column Metrics
Column Periods