Project Activity by Phase 
This report provides a value-based summary of project activity by phase within a project type. A manager can quickly see what percentage of projects is in each phase and review progress through the project pipeline.
You can filter this report by the following:
Project Status: Filter the report by a specific status as defined on the Project Header tab. To include all projects regardless of status, choose None.
Include Projects Closed After and Projects Closed Before: Limits the inclusion of closed projects to those that were closed within the date range you enter.
Project Activity by Phase Chart
This section includes a vertical bar graph comparing the estimated value by Project Type in each Phase. Each bar represents the estimated value for all the projects of a Project Type in a given phase.
Project Activity by Phase
This section shows a list of projects organized by Project Type/Phase. Within each phase, projects are listed in descending Estimated Value.
Note
The Project Type and Phase are listed in display order, not alphabetical order. Projects in a Closed status are listed last within a Project Type and Cancelled projects are excluded.
Field |
Description |
|---|---|
Project Type |
The name of the project type. |
Phase |
The current phase of this project as defined on the project's Schedule tab. |
Project Name |
The project name. Click the link in this column to display the project document. |
Owner |
The owner name. |
Category |
The product category name. |
Estimated Value |
The estimated value entered on the document's Header tab. |
Estimated Value (Base Currency) |
The estimated value entered on the document's Header tab shown in the base currency. |
Status |
The state or progress of this project. |
Risk Indicator |
The level of risk associated with project. |
Phase Totals
This section includes totals by phase within a project type.
Field |
Description |
|---|---|
Phase Total |
A count of the number of projects in this specific phase for this project type. |
Estimated Value (Base Currency) |
Total Estimated value for all active projects in this phase and project type shown in the base currency. |
% of Project Type |
Shows what portion of the estimated value projects in Phase X represent relative to all projects in this Project Type. (Total Estimated Value for Projects in Phase / Total Estimated Value of All Projects in this Project Type) * 100 |
Closed Totals
This section includes totals for the closed projects within a project type.
Field |
Description |
|---|---|
Closed Total |
A count of the number of projects in this specific phase for this project type. |
Estimated Value (Base Currency) |
Total Estimated value for all active projects in this phase and project type shown in the base currency. |
% of Project Type |
Shows what portion of the estimated value projects in Phase X represent relative to all projects in this Project Type. (Total Estimated Value for Projects in Phase / Total Estimated Value of All Projects in this Project Type) * 100 |
Project Type Totals
This section includes totals by project type.
Field |
Description |
|---|---|
Project Type Total |
A count of the number of projects in this specific phase for this project type. |
Estimated Value (Base Currency) |
Total Estimated value for all active projects in this phase and project type shown in the base currency. |
Grand Total
This section includes totals for all project types.
Field |
Description |
|---|---|
Grand Total |
A count of the number of projects in this specific phase for this project type. |
Estimated Value (Base Currency) |
Total Estimated value for all active projects in this phase and project type shown in the base currency. |