Welcome to the Projects Reporting. It is mainly focused on the project manager role as it pulls all the projects in the organization together and highlights what is most important.


Important: If you are not familiar with Power BI, we recommend you review the Power BI Fundamentals lesson. It will provide you with a working knowledge of the Insights report.

Here is a summary on the purpose of each page, experience the various filtering options, and understanding of how to make this report work best for you.

• There are fourteen (14) separate pages in this report. Each page can be accessed directly by selecting the tab or by selecting one of the supporting item cards down the left side of the All Projects page and contains a variety of ways to slice, dice and focus the data.

• Also, each page has an info icon in the header, so any time you need real-time help, click on it to open a pop-up info pane containing a basic description of the report page you are on.

• All Projects page provides a list of all projects in the organization sorted by KPI from overdue to on track. 

On this page, you might want to see only those projects that you are assigned to.  Or someone might ask you to provide a list of projects for a specific sponsor.   Or you might want to see all the projects assigned to you for a specific department.  These analytics and many more are available by using the slicers individually or in a variety of combinations to filter the data. 

There are two key features of this report.

1. Status tooltip which shows the contents of the most recent status update when you mouse over a specific project.  This provides a very quick and efficient way to view the last status and if there are any specific items you need to follow up on. 

2. The second key feature is the ability to drill through to a detailed status for each project.

The detailed status dives deeper into the details for a specific project. 

It provides four views: Overview, Details, Tracking, and Financials.  Each view shows the summary cards down the left and the project header with KPI’s and their trend across the top:

• Overview focuses on higher level information showing the last two project status updates, milestones, and a percentage complete. 

• Details focuses on the specific project tasks and resources.  The default sort in the task table is by KPI. 

• Tracking focuses on the supporting items.  These views also contain tooltips and are dynamic, allowing you to link back to specific rows in Sensei IQ or tasks in project for the web using the link icon. 

• Financials focuses on the dollars and cents of the project.  You can also access the project in Project IQ by clicking on the name of the project in the header.

• Project Timelines page shows all the active projects color coded by sponsor.  Each project bar contains a visual of the project progress and offers a detailed tooltip.  This will give you a clear picture of where there might be resource constraints based on the overlapping project timelines and you can work with the project sponsors to proactively mitigate those potential issues or risks.
  
  
• Deliverables page contains all project deliverables and allows you to focus on those needing immediate attention as the default sort shows overdue deliverables first.  Using the visuals and cross-filtering, you can gain insight on which projects might be in trouble based on how many deliverables are overdue.
  
  
• Financials page provides a visual of all project costs by month with a comparison of budget, forecast, and actual.  The EAC or Estimate at Completion is calculated using the sum of all actuals plus all future forecasts.  The variance is then established by subtracting the estimate at completion from the budget.  In the table you can easily see which projects are at financial risk and need immediate attention.  This analysis could drive change requests, gate reviews, and negotiation between sponsors and other project leadership.
  
  
• Project Milestones.  These milestones are those identified in the project schedule.  This page groups them by completed and future with a default sort by KPI for easy identification of those project milestones in need of attention.  Using the visuals and slicers, you can focus on specific milestones to support your daily activities, sponsor reviews, department reviews, etc. all depending on how your organization’s project process is defined.
  
  
• Project tasks page pulls all project tasks together in one view.  The summary cards provide a quick overview and update automatically as you select specific items such as project, status, project manager, etc.  Based on what you select you can see which project managers might be overallocated, which projects may be in trouble based on task KPIs, and effort related information to help determine which projects can be pushed over the finish line to alleviate existing or potential bottlenecks.  The flexibility of this page provides a wide variety of analysis all depending on your business needs.
  
  
• Project resources provides a significant amount of information about all project resources.  The visuals and associated tooltips provide data analysis by role, department, and effort.  This information can provide insight on whether additional staffing is needed in a particular role based on current business needs; which departments are more allocated than others; how much work each resource has on their plate and how they are tracking.  In the table you can dive deeper into the data by resource to see which projects each is allocated to with a list of all assigned tasks and effort tracking.  All this data is key to proactively staffing, mitigating resource constraints, and negotiating resource time with other project managers or leadership.
  

• Issues page pulls together all the project related issues in the organization with a default sort by KPI.  The default sort helps you to see all the overdue issues on the top.  Then you can analyze the data at a more granular level looking at all high priority overdue issues sorted by project as an example. 
  

• Risks page is like the issues page about the data presentation and analysis.  The key feature of the risks page is the risk matrix.  The risk matrix plots the risks by consequence and likelihood and provides at-a-glance insight to the cost impact by the size of the bubble.  The tooltip on the matrix provides even more at-a-glance details.  This page helps you to focus on the risks needing immediate attention and to proactively address future risks.
  

• Decisions page is a record of all project decisions.  Here, you can see all the decisions made throughout the life of each project.  Keeping a record of all project decisions is helpful to identify and recall why the project has taken a specific direction, deviated from the original plan, or run over budget.  Category analysis on decisions can help to narrow your focus to only those items that were escalated to management or had vendor involvement. These categories are configurable by your organization to ensure the data will support the desired analysis.
  

• Change Requests page pulls together all project change requests that have been entered.  Like the risks page, the key feature of this page is the change request matrix.  At-a-glance, you can see the color coded by category change requests plotted by work effort hours and duration days.  The size of the bubble indicates the cost impact of the change – the larger the bubble, the higher the estimated cost.  Focusing your analysis of change requests by project can help you to guide the stakeholders in making an informed decision on whether the change should be approved or not.
  

• Lessons Learned.  Best practice is to record lessons learned throughout the life of the project to help correct the course of a project or to ensure future projects avoid the same pitfalls or use the same successful approaches.  This page pulls together all project related lessons learned.  A key feature of this page is the tree map.  Using this visualization to view lessons learned by project also gives insight to the categories and can guide your approach to addressing each item.  For instance, if you see that most lessons are focused on Business Process, further analysis can identify if those items will impact other projects. And if so, you can be proactive in communicating what has been found and getting those processes addressed sooner than later to avoid delays or negative impacts to other projects.
  

• The final page on this report is Resource Work which shows all assignments across all projects with a default sort by KPI.  There are summary cards breaking down the key assignment statistics.  The data on this page helps focus your attention on overdue assignments with many options on how to view the results.  Once you determine what you would like to focus on, you can also see the assigned resource making it easy to reach out with recognition or some guidance on how to get things back on track.

As you can see, the Projects Insights report pulls all the data in Projects and Work areas together for easy analysis, helping you the Project Manager to increase project success in your organization.

---

_{Disclaimer: Some images in the instructional video and text instructions contained herein may appear different from (or not available) in your organization’s Sensei IQ instance due to specific custom configurations and/or continuous solution updates. Ensure that you are already an enabled user in the Sensei.IQ for Project application and check out the What’s New page. Contact your system administrator for any assistance.}