1. PM with AI Scheduling
  2. Reports and analytics
Reference

Reports for the questions your team asks

Read package progress, schedule decisions and operation exceptions from linked records.

Overview
PM with AI Scheduling · Overview

PM with AI Scheduling dashboard

This quarter

Scheduling proposals in view
6
Total revision
3,390
Submitted
6
Generated at in 14 days
4

Work packages by status

How far records got this quarter

StageReachedStep
Draft41
Planned2151%
Active1571%
Review1173%

Budget hours by status

Sample totals per stage

9.0k0
9.0kDraft
5.0kPlanned
3.0kActive
7.0kReview
4.0kAccepted
Example screen with sample data

More reports

Package status by project Grouped

Group packages by their linked project and exact status to find work awaiting review.

Planned versus actual task hours Grouped

Sum planned hours and actual hours from Tasks by parent package and project.

Budget hours against task plan List

Compare each package's budget hours with its task planned hours total.

Overdue unfinished tasks List

Find task due dates before today where completed at is empty, grouped by package owner.

Schedule proposal decisions List

Compare proposed hours and constraint violations by proposal status and decision date.

Review outcomes by reviewer List

Count Approve, Reject and Return decisions by Reviewer and source revision.

Operation exceptions List

Group receipts by result state and Action with their failure reasons.

Evidence by package and visibility Grouped

List attachment types and Internal or Shared visibility under each package.

Set up PM with AI Scheduling your way.

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

How to get started