About Project Planning Reports
The project planning reports are divided into the following categories based on the plan or assigned task.
You can access the reports from the Reports menu in the navigation pane of all contexts.
• For planning reports, click >
• For task list reports, click >
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.