Projects and tasks feed delivery and time reports
What moves
Projects, tasks, owners and due dates are read for the Delivery pack, the Time and billing pack and the Executive overview.
Before you start
- Insights and Projects in your plan
Step by step
- Insights administratorInsights — Business Intelligence & Apps
Installs the Delivery pack.
You see:A report shows which projects are moving and which tasks slipped.
- Project managerInsights — Business Intelligence & Apps
Filters by the person carrying the work.
You see:Late tasks narrow to that owner.
- Project managerProject Management
Opens the late tasks in Projects.
You see:The tasks open in the owning module for action.
Related
- Insights — Business Intelligence & Apps
- Project Management
- Reports links to Insights components
- Sales orders feed the fulfilment and customer reports
- Scheduled reports and alerts reach people by bell and email
- A weekly report goes out to people who may see different things
- A number crosses a line and the right person is told
- Connections between modules