Project Planning Reports
The project planning reports are divided into the following categories based on the plan or assigned task.
• Planning
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.
View report for a row.• Right-click a report and select View Report.
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.