Create report for Planned End Date vs Actual End Date

shelprud
Giga Contributor

Does anyone know how to create a report and related chart that can show planned end date vs actual end date? I would like to show a chart of when a project was supposed to end versus actually ended.

8 REPLIES 8

Rajesh_Singh
Kilo Sage
Kilo Sage

@shelprud 

 

To create a report and related chart in ServiceNow PPM that compares planned end dates with actual end dates, follow these steps:

  1. Navigate to "Reports" > "Create New."
  2. Select the "Bar" chart type (or another chart type that fits your preference).
  3. Choose "Project" as the data source (table) for the report.
  4. Configure the following settings: a. X-axis: Set the field to "Planned End Date" and select an appropriate aggregation method, such as "Month" or "Quarter." b. Y-axis: Set the field to "Actual End Date" and choose the same aggregation method as in step 4a. c. Stacked by: Set the field to "Project" or another relevant field, depending on your reporting requirements.
  5. Add any necessary filters or conditions to refine the report's scope, such as "Project State" or a specific time frame.
  6. Click on "Run" to preview the report and then adjust the settings as needed.
  7. Give the report a title and description, then click "Save" to store it in the system.

Your report and related chart will now display the planned end dates versus actual end dates for your projects.

If you found my response helpful or applicable, please consider marking it as correct or helpful to assist others who may be seeking the same information.

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Regards,
Rajesh Singh

Hi,

I would like to do the same with the Change Requests in 'closed' state. It does not work with the way you do for the project. How can I do ? thank you.

Not sure if this is what you want but I am assuming you want a trend of Change requests based on  Actual closed vs Actual start dates. You can try to achieve it by creating Line chart graph based on Actual Open dates and then adding additional dataset for Line Chart graph based on Actual Closed date. 

 

Hello. No in fact I do really need to get what you have done for tracking your projects.

I have followed step by step your procedure but with the change requests table.

I got a chart like inclosed (it is fine). But the data are incorrect. The figures do not match.