Reports on your entire project portfolio

SECURITY  Refer to Required Permission for each report

NAVIGATION  Refer to Path for each report. Note that LiveReports may be published to any report category or multiple report categories, or may not be published at all in your Autotask instance. To publish a LiveReport, refer to Publishing LiveReports.

Standard reports

Project portfolio profit & loss

Required Permission Security level with access to Reports > Projects category and permission to view Project Types
Path > Reports > Report Categories > Projects >  Project Portfolio section
Description Analysis of profit and loss at the project portfolio level, filtered by project status and date range.

Project portfolio status

Required Permission Security level with access to Reports > Projects category, permission to view Project Types
Path > Reports > Report Categories > Projects >  Project Portfolio section
Projects Dashboard > My Projects Summary > Project Portfolio Status (requires security level permission to view legacy projects dashboard)
Description List of projects, filtered by project type and/or end date. Can include fields related to project status and financial information.
 
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Back to project-related reports