Use Excel reports for Operational Reporting

This document provides details about how to use the Excel version of the system supplied reports with Operational Reporting.

Note: This feature is not supported if your PPM runs on a PostgreSQL database.

Operational Reporting introduction

Operational Reporting for OpenText™ Project and Portfolio Management (PPM) enables you to provide rich, interactive reports on PPM data. You can use it to distribute weekly reports, provide customers with personalized service offerings, or to integrate business-critical information into corporate portals.

This document is written for end users, particularly users who act as direct managers, resource managers, and project managers. Readers are assumed to be familiar with the functionality of all the products.

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Preconfigured Excel reports

The following preconfigured Excel reports are available:

  • Demand VS Capacity report
  • Project Status List report
  • Financial Summary report
  • Time Sheet Compliance report
  • ETL Job History report

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Software Requirements

You should meet the following requirements to use PPM-supplied Excel reports:

  • PPM version 9.12 or later

  • Operational Reporting Content Pack 4.0 or later

    For information about installing or upgrading to Operational Reporting Content Pack, seeOperational Reporting Administrator Guide for Content Pack.

  • Microsoft Excel® 2007-2013

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