Cross Project Tracking and Reporting
Portfolio provides all the tracking and reporting tools to efficiently supervise team members and track progress across a range of projects, decreasing the need to generate multiple reports from multiple projects. All user activity, tickets, and time is easily accessible from one centralized hub, and a filterable activity stream provides real-time visibility across all projects.
Ticket Reporting
See key information at a glance, and run reports to answer crucial questions about tickets and tasks across all or defined projects.
- View an overview of ticket activity with clickable drilldown categories via the ticket dashboard.
- Create and save ticket reports by status, user, priority, milestone, etc.
- Export tickets into CSV or XML from any report.
- See milestone due dates in a calendar view.
Activity Stream
See all user activity across all projects in one real-time stream. Filter the stream to find exactly what you are looking for.
- Scroll though code commits, code reviews, ticket activity, wiki uddates, StandUp reports, file uploads, etc.
- See what is happening now or define a desired period of time.
- Filter activity for specific groups of people or projects.
- Click on any event to see more details within the project workspace.
User Reports
Need to see what a user is working on across all assigned projects? From the Users tab, click on a users name to view a complete report of all user activity.
- View a summary of all activity from the past week or customize the date range.
- Compare current activity to the previous period.
- Review StandUp reports, time entries, and assigned tickets.
- Read the activity stream for a play-by-play summary of all activity during the defined date range.
Time Reporting
Time reporting allows you to effectively keep track of hours worked across all projects and maximize efficiency for greater revenue.
- Sort by workspace, user group, project group, and date.
- See related tickets for each time entry.
- Click through a user to see all their recent activities and time entries.
- Use Time Totals to see cumulative hours by user or workspace.
- Tag time entries as billed, unbilled, paid, or unpaid to keep track of unpaid or unbilled time.
- Export time records in CSV or XML format for billing or accounting.
StandUp Reporting
The StandUp tab of your Portfolio allows you to easily browse the most recent StandUp reports from all the project workspaces within your Portfolio.
- Read StandUp reports from all projects, in one place, eliminating the need to jump around.
- Filter by days, those with "needs only," or sort by user.
- Click on "Activity report" for a user to view their activity across all the projects they are working on.
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