Project Accountability Report

The project accountability report can be used to manage a portfolio of projects from a high level.

The report provides groupings of projects:

  • By Status
  • By Project Leader
  • By Project Sponsor
  • By Category

Each section is clickable with drill down to the project details.

Project Accountability Report

Project Accountability Report

Prerequisite

The Project Accountability Report shows the status from the Charter tab “Status” field box.

  • Charter Status
  • Team Status
  • Project Benefit Status
The Project Accountability Report

Note: If you do not see this field group on your Charter you may be able to add it by selecting Action>>New Tile: Status

In some cases your administrator may have disabled the ability to change Project Charter layouts.  If you do not see this option, ask your administrator to add the field, or unlock the project charter.

New Tile
Create New Tile

Each group is clickable and will expand to show the project specific details.

Each group is clickable

Adjust the filter criteria applied to the report

  • Global Filters
  • Status Filters
Adjust the filter criteria applied to the report