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Work Completed History for Performance Reporting

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2 comments

  • Official comment
    Wes Kliewer

    The percent complete on task has one data field used to calculate Accomplished Hours. History for comparison needs to be stored outside of the application, using a data warehouse or an Excel export. Data warehousing with PI data is most commonly used in organizations using a data warehouse for multiple applications.

    No worries if you don't have sophisticated (expensive) data warehousing because a spreadsheet can help with the same data capture providing similar effectiveness. Export or extract the data to Excel and use that data as your comparison. To automate Excel data extraction, start simple by using Power Query (free Excel feature) as described in the following article.
    Get Your Project Data Directly to Excel

  • Vanwormerson Archer

    Is there a way to create a report that captures tasks, issues, and to-dos similar to my dashboard work list except filtered to include several different users?  I have to run three reports to see all of the items assigned to the people on my team, task report, issue report, and to-do report and I am wondering if it can be consolidated into a single report.

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