1. Event Planning PM
  2. Reports and analytics
Reference

Reports for the questions your team asks

Answer delivery, readiness and exception questions from linked records.

Overview
Event Planning PM · Overview

Event Planning PM dashboard

This quarter

Event readiness in view
6
Total open checklist items
1,990
Due at in 14 days
2

Work packages by status

How far records got this quarter

StageReachedStep
Draft43
Planned1637%
Active638%
Review350%

Budget hours by status

Sample totals per stage

1.0k0
-1000Draft
0Planned
1.0kActive
1.0kReview
1.0kAccepted
Example screen with sample data

More reports

Work package status by project Grouped

Group packages by Counterparty and Status to see delivery position.

Planned versus actual task hours Grouped

Compare planned hours and actual hours by Parent and task line.

Overdue task work List

List Tasks with due at before today and no completed at.

Readiness decisions List

Compare event readiness Status, decision at and open checklist items by Event.

Reviewer decision history List

Show Decision, source revision, decided at and Reason by Parent.

Operation exception queue List

Show receipts in Pending, Failed or needs review with failure reason and Parent.

Evidence visibility List

List record attachments by Visibility, evidence type, uploaded at and Parent.

Accepted package timing List

Compare due at and accepted at for accepted work packages.

Set up Event Planning PM your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started