Help with SPM Reporting

Tracey Wilmot
Tera Contributor

Hi all,

I'm trying to create a bar report displaying our Top 10 Projects based on Approved Budget.

I've managed to create this report but now need to add additional bar columns for Actual spend and Expected final cost of the same Top 10 Projects.

So for each of the Top 10 Projects, there will be three bar columns:

1. Approved budget

2. Actual spend

3. Expected final cost

Any help would be greatly appreciated.  I've attached a screenshot of what I've been able to achieve so far.  I'm using the pm_project table.

TraceyWilmot_0-1697637690654.png

 

6 REPLIES 6

Prashant Moily
Mega Sage

Hi @Tracey Wilmot,

 

Try to generate a report using the cost_plan_breakdown table, which contains columns for both Actual/ Expected final costs and project costs.

 

Hope this information helps 

 

Hi @Prashant Moily 

Thanks for getting back to me.  I did think about using the cost_plan_breakdown table but can't work out how I can pull costs for the top 10 projects only.

Any help would be greatly appreciated.

Many thanks

Tracey

Hi @Tracey Wilmot

 

Try this Filter within the report

PrashantMoily_1-1697647075712.png

Regards

Prashant

 

Thanks Prashant,

Yes, I had been able to get that far before using the below filter criteria but then I don't know how to add in Actual and Expected final costs for each project.  I've also tried adding a data set but getting the error in the screenshot below too.  It's driving me crazy!

I'm hoping to see three columns for each project at the bottom.

1. Budget (shown)

2. Actuals

3. Expected final costs

TraceyWilmot_0-1697648357515.png