Report project for review and analysis

As your project is running, you may want to prepare reports for the project data. The data enables different people to review the project progress and health and perform analysis.

Create shared dashboard pages for your project

PPM provides a set of portlets for the Project Management to display project execution related information. To share the information, you can create a module, add portlets in one or separate dashboard pages in the module, and make the module accessible to a specific group of people. Then these people can view your project information in their shared dashboard pages.

For details on creating and sharing a module, see Creating Portlets and Modules.

Export your project and work plan

You can export your project and work plan to PDF, PowerPoint, or Excel files and share project information with others.

Action	Details
Export project overview to PDF	To export project overview to PDF, in the top-right of the project overview page, click the Export to PDF button . What is displayed in the exported PDF depends on your selection in the PDF Settings window and the Project Overview Layout policy. Note: Every time you export your project to PDF, PPM reads the project name and reflects the name in the PDF title. If you change the PDF title to be different than the project name, PPM saves the title in the database, and uses the saved title in the future PDF exports.
Export project overview to PowerPoint	Prerequisite: Your administrator enables the feature by turning on the Export Dashboard to PowerPoint (PPTX) feature toggle. For details, see Use feature toggles to turn on/off features. To export project overview to PowerPoint: Click the Export to PPTX button in the top-right of the project overview page. Choose the portlets to export. Click Export and save the PowerPoint file. Note: When exporting the project overview to PowerPoint, portlets are saved as screen captures, capturing only the displayed content.
Export project work plan to PDF	To export project work plan to PDF, in the work plan toolbar, click the Export Work Plan to PDF icon. What is displayed in the exported PDF depends on your selection in the PDF Export Options window.
Export project work plan to Excel	To export project work plan to Excel, in the work plan toolbar, click the Export Work Plan to Microsoft Excel icon. Only what is currently displayed in the work plan is exported to Excel. Note: When exporting a work plan to both PDF and Excel files, if the work plan has a task with a name that contains double-byte numbers, the exported PDF file differs from the exported Excel file. In the exported PDF file, the task name does not contain the double-byte numbers.

Note: When exporting a work plan to both PDF and Excel files, if the work plan has a task with a name that contains double-byte numbers, the exported PDF file differs from the exported Excel file. In the exported PDF file, the task name does not contain the double-byte numbers.