Overview

The Project Backlog report will no longer be available after January 31, 2023. Check out the NEW Project Health by Period report instead!

Moving Forward with the Project Health by Period report

The Project Backlog report was created to show if teams are actually executing the work that is planned. This is helpful for many reasons, such as uncovering the need to adjust project plans moving forward and for spotting revenue leakage. The challenge we had with the Project Backlog report was that it didn't do a good enough job highlighting where the important variances were and surfacing them for your review.

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The new Project Health by Period report will be your new go-to for viewing these variances between project actuals and plans so you can direct your attention to the places that need it. The bonus is that this report can be viewed in hours or revenues depending on what's important to you!

These variances are shown in the table under “actual variance” and are calculated by taking the difference between actuals and plans and dividing by the plan to give us the variance as a percentage. Sorting by this column will surface all of the highest variances to quickly inform you of when and where things are falling away from the plan.

If you have any questions, or need extra support transitioning to this new report don't hesitate to contact your CSM or the support team.

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