Project Planning Reports

Vision's planning reports offer multiple views of your project plans and employee assignments. Project managers, team leaders, and other managers in your firm may want to review historical, forecast, and performance data by project plan and/or by resource.

• Labor Plan Charts — Use this report to compare planned and baseline estimates against actual results and to identify areas of the plan that may require extra effort or more money. This report can also help you analyze the accuracy of plan forecasts to improve future planning efforts.

• Labor Plan EVT Charts — Use this report to compare planned, compensation, baseline, and Estimate at Completion (EAC) amounts against earned value amounts, based on a formula that you select. This report can help you analyze the accuracy of plan forecasts to improve future planning efforts.

• Labor Plan Summary — Use this report to compare planned and baseline hours against Estimate at Completion (EAC) hours, to analyze the plan's percent complete status.

• Labor Resource Actuals — Use this report to review actual labor hours for projects. You might do this to analyze past performance, develop more accurate estimates for upcoming plans/opportunities, or improve performance on similar projects in the future.

• Labor Resource Forecast — Use this report to review forecasted hours, costs, and billing amounts by project plan, employee, and labor category. You can use this report to review project assignments and determine if you need to make any adjustments in resource utilization.

• Labor Resource Planned/Actuals — Use this report to review both planned and actual labor hours for projects. You might do this to determine if projects are on target, to understand the reasons why or why not, and to improve performance on similar projects in the future.

• Labor Resource Requirements — Use this report to review the hours and costs required to meet the resource assignments specified in current plans, to balance staffing requirements across project plans, and to verify reasonable resource utilization.

• Project Planning Analysis — Use this report to compare Job to Date actuals (hours and amounts) with planned and Estimate to Complete (ETC) hours and amounts.

• Project Planning List — Use this report to see a list of all of your project plans.

• Project Planning Performance — Use this report to review project plan schedules and all aspects of plan performance, including history, forecasts, hours, costs, and profitability.

• Project Planning Schedule — Use this report to review project plan schedules. The schedules are presented in Gantt Chart format and display by the task levels set up for the plan.

• Resource Utilization by Organization — Use this report to review employee utilization data entered through the Project Planning and Resource Management applications.

• Project Planning Visualization — Project Planning Visualization is a graphical representation of key metrics for your project plans, designed to make it easy for you to spot problem areas so that you can take corrective action as soon as possible.