Getting Started with Project and Portfolio Management Center Reports

Project and Portfolio Management Center (PPM) provides a predefined set of reports that allow you to view (in a Web browser) the current status of your PPM data.

Tip: Within PPM, the term "report" has multiple meanings based on its context. You can create and submit a "report" that is actually a query. In response to this query, PPM provides a "report" that is actually the result of the query.

To submit and view report queries you must have the System: Submit Reports access grant. Additionally, submitting and viewing report results may be further limited by your:

  • Product licenses

  • Security group assignments

When you prepare to submit a report, you are presented with a set of filter fields from which you can specify the criteria for the report. The resulting report shows only the data that matches the criteria. describes how to create and submit report queries, as well as how to access and view the results. Report Types provides information about report types, the mechanism you can use to create reports tailored to meet your business needs.

The majority of the PPM reports are submitted and viewed from the standard interface. Another type of report in PPM (not discussed in this document) are server reports, which gather administrative diagnostics and are submitted and viewed from the PPM Workbench. For information about server reports, see the Installation and Administration Guide.

Running and Viewing Reports in a Multilingual User Interface

If you run a report on a PPM instance that supports multiple languages, the report is displayed in the language you selected at logon (your session language). Because a report is generated only once, the language used to display the contents does not change, and any user who later views the report sees it in its original language. For information about multilingual support in PPM, see the Multilingual User Interface Guide.

Report Categories

The following report categories are provided in PPM and include the Micro Focus-supplied reports. Any reports created for your company should also be found in these categories.

  • Administrative. These reports focus on administrative tasks and are available to users with a variety of licenses (depending on the report) and are detailed in Administrative Reports.

    Also included in this category are reports related to the Micro Focus Open Interface. For more information about these reports, see the Open Interface Guide and Reference.

  • Deployment Management. These reports are available to users with an Deployment Management application license and are detailed in Deployment Management Reports.

  • Demand Management. These reports are available to users with an Demand Management application license and are detailed in Demand Management Reports.

  • Financial Management.Financial Management reports are available to users with different licenses (depending on the report). These reports appear in multiple categories and are described in Project Management Reports.

  • Portfolio Management. No Micro Focus-supplied reports are provided for Portfolio Management. However, this category is provided as a place to organize your company's portfolio management reports.

  • Program Management. No reports are supplied for Program Management, but the category is provided for your convenience.

  • Project Management. These reports are available to users with an Project Management application license and are detailed in Project Management Reports.

  • Resource Management. These reports are available to users with different licenses (depending on the report). These reports appear in multiple categories and are described in Administrative Reports and Time Management Reports.

  • Time Management. These reports are available to users with an Time Management application license and are detailed in Time Management Reports.

  • Extension. These reports are available to users with the applicable Deployment Management Extension license.

    Extension-related reports are included in the relevant Extension documentation.

  • PPM Operational. These reports are Excel reports provided for Operational Reporting.

    Operational-related reports are included in the Operational Reporting User Guide.