Data Management Capabilities > Managing Plans > Project Planning Reports
  
Project Planning Reports
The project planning reports are divided into the following categories based on the plan or assigned task.
• Planning
• Task List
You can access the reports from the Reports menu in the navigation pane of all contexts.
• For planning reports, click Reports > Planning
• For task list reports, click Reports > Task List
The reports can be generated as HTML, CSV, PDF, and XML reports, independent of the installed Windchill Business Reporting system.
The following planning reports are available out of the box:
• Plan Status Report
• Plan Item Status Report
You can view a planning report, in the list, from the following launch points:
• Click View report for a row.
• Right-click a report and select View Report.
The Plan Status Report window contains the following fields:
Field
Description
Context
Context in which the plan item is stored
Health Status
The status of the plan
State
The state of the plan
Percent Complete
The approximate percentage of work that has been completed
Risk
The probability of completing a plan
The Plan Item Status Report window contains the following fields:
Field
Description
Context
Context in which the plan item is stored
Users
The identity of the user
Context Items
The plan items for which you want to view the report
Health Status
The status of the plan item
Completion Status
The percentage of work that has been completed
Risk
The probability of completing a plan item
Due Date
The date fixed for completing the plan item, after which the plan item is considered overdue
OR
A date before or after the due date
The Plan Status Report and Plan Item Status Report contains the following fields: Type Name, Owner, State, Health Status, Percent Complete, Estimated Start Date, Estimated Finish Date, Deadline, Actual Start Date, Actual Finish Date, Risk, Estimated/Actual Duration, Plan Name, Context, and Info Page URL.