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This report can be run to compare planning scenarios as saved across various plan sets for zero to many projects. The output can be displayed in a periodic Daily, Weekly, Semi-Monthly, Monthly, Quarterly or Yearly layout. Note that only the highest plan set version of the specified plan set(s) will be included in the report output.
Using the available selection criteria, you can summarize the output by a variety of attributes (e.g. by Project, Person, Labor Category, Expense Type, etc), the output can include Hours, Bill, Cost, Margin, % Margin or FTE information, and can include variances between plan sets as well.
This report will only appear if you have the Plan Set feature enabled (via the Enable Multiple Plan Sets (unanet.plan_sets.enabled) property which is disabled by default).
This report is available to users having any of the following roles: Administrator, P&R Administrator, and the following Project Administrators: Project Manager, Project Viewer, Project Lead, Project Approver, Customer, or Resource Requestor.
This report is available with the Project Portfolio Unanet license.
Topics covered on this help page include:
Selection Criteria (options available to tailor report output)
You may also be interested in:
Admin >> Setup >> Plan Set Names (for more information about establishing the plan set names available for use in your system)
Project >> Plan Set List (for more information about managing plan sets at the project level)
Forecast >> Lock Plan Sets (for more information about the ability to lock plan sets across multiple projects)
Forecast >> Set Active Plan Sets (for more information about ability to make active a particular set of Plan Sets across multiple projects)
Plan Set Version Comparison Report (periodic report available to compare plan set version details -- within a single project)
Project Administrators that do not have the Bill or Cost Rate Manager roles can have access to the margin options when the Allow Project Margin Reporting for Non-Cost Rate Managers (unanet.non_cost_mgr.allow_project_margin_reporting) property is enabled.
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