> Reports / Report Types / Project / Portfolio Report

Portfolio Report

This report provides a list of projects and associated information. The report options give you complete control over the columns included in the report.

To open the Draft Bill setup screen, open the Reports view in the left-hand pane.
Click Project in the left-hand pane.
Click Portfolio Report in the left-hand pane.
The report setup window opens in the main desktop. Specify the report options you require.

The checkboxes enable you to control which columns are included in the report.

You can use project analysis groups to control which projects are included in the report.
Click Submit to generate the report.

Contents of the Report

Column	Description
Client	The client name.
Project	The project name.
Start Date	Project start date. (This is specified in the Project Details screen.)
Bill Date	The project billing date. (This is specified in the Project Details screen.)
Due Date	The project's due date. (This is specified in the Project Details screen.)
Budget Hours	Total budget hours for the project.
Budget Amount	Monetary value of the budget hours for the project.
Budget Fee	Fee value of the budget for the project.
Total Invoiced	Total amount invoiced in the project.
Recovery	Total recovery amount for the project.
Pre-Determined Recovery	The Recovery % value in the Project Details screen.
Manager Project Manager Project Type Status Supervisor Type	These columns specify the project analysis groups to which each listed project belongs.

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