LiquidPlanner

Online Manufacturing Project Management Software

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Learn about the different reporting features you can use to monitor your projects and report on key metrics.

Analytics Roll-Up Reports

Your LiquidPlanner workspace holds a rich store of project data. From the Analytics tab, you'll be able to create custom reports with this data to gain valuable insights that ultimately help you manage your projects more effectively. Workspace administrators and managers have access to Analytics.  Only workspace administrators can see metrics derived from rate sheet data (billing and pay rules). Watch a video demonstration here:  Liquid...

Analytics Baseline Reports

Baseline analytics reports allow you to see how a project truly unfolds from project initiation to project completion. In LiquidPlanner, baseline analytics reports compare your current plan data to how it looked on an earlier date, including delta calculations so you can see exactly what shifted and gain valuable insights into how the original plan compares to what actually happened. They help you understand why your project's dates changed and...

Resource Workload Report

    « See All Training Videos The Resource Workload report on the People tab shows what teams or individual people are working on, when they’re working on it, and how much work they have over time -- helping managers visualize team capacity and allocate resources where they’re needed most. Resource Workload is most useful when you are interested in seeing metrics by person across all of their assigned work. When ...

Project Workload Report

The Project Workload report on the Projects tab allows you to visualize team utilization and workload distribution within a project or group of projects. The report displays each resource's assignments distributed across calendar days. In the Project Workload report, you're able to quickly see the project team, their remaining assignments, completion dates, whether their work is at-risk and which resources are ultimately driving the finish d...

Project Status Report

LiquidPlanner's predefined reports are located in the Reports Menu on the Projects tab.  Click Status to view the Status Report for a selected plan item.  To print the report, click the printer icon while in full-screen mode. With one click, this report provides you with the most vital details about a project, package or sub-folder.  It shows you hours logged, hours remaining, percent complete, tasks, milestones and totals by person. ...

Remaining Trend Report

The Remaining Trend report (a.k.a. Burndown Chart) shows the estimated remaining work over time, plus a projection to the probable landing zone. Using the Remaining Trend LiquidPlanner's predefined reports are located in the Reports Menu on the Projects tab.  Click Remaining to view the Remaining Trend Report for a selected plan item.  To print the report, click the printer icon while in full-screen mode. Understanding the Report P...

Total Trend Report

The Total Trend report plots the total work (remaining effort plus logged progress) over time, so you can see the work expanding and contracting both in total work and range of uncertainty.  The growing green mountain is the actual work done. Using Total Trend LiquidPlanner's predefined reports are located in the Reports Menu on the Projects tab. Click Total Trend to view the Total Trend Report for a selected plan item. To print the rep...

Date Drift Report

The Date Drift report (a.k.a. the Slip Report) plots the expected finish date for a plan item over time. For a project, it shows you where the project was expected to exit at any point in it’s lifetime. Using Date Drift LiquidPlanner's predefined reports are located in the Reports Menu on the Projects tab. Click Date Drift to view the Date Drift Report for a selected plan item.  To print the report, click the printer icon while in full-...

Personal Status Report

The Personal Status Report will show you all of the tasks you own that have either hours logged or hours remaining during the selected date range. This report is accessible from the Last Week widget on the Home tab: Select from a number of predefined date ranges, or create a custom range. If you select a date range that includes past dates, you can expect to see done items in the report. Active tasks with multiple owners will d...

Task Estimation History

The Estimate History of a task is located in the People section of the task's Edit Panel.  Click on the link Show Estimate History at the bottom of this section to view who estimated the task and see how well those estimates played out. This table also displays all time tracked to the task, who tracked it, when, and the activities associated with each time entry. With this information, you're able to compare estimates against actual logged ti...

Save a PDF Schedule Snapshot

« See All Training Videos You can run a PDF Snapshot to save or print a static view of your project plan to share with external collaborators or clients. The PDF Snapshot captures only those plan items displayed when the snapshot is created. To print just a subset of project data, be sure to apply the appropriate filters first, then expand the results so all the relevant plan items are in view. Use the Personal Columns D...

Change History

LiquidPlanner keeps track of changes that are made in your workspace, and presents them to you three ways. Change History for a Plan Item Click on the Comments/History link at the top of an item's Edit Panel or scroll down to the Comments/History section. Here you can quickly get up to speed on all the changes and conversations being had around this item. Use the dropdown to select whether you want to see Comments Only, History Only, or see t...
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