Before reading this article, make sure to have read our Introduction to Charts.
Charts are the second element of our Reporting module, alongside Tables.
You can view a Percentage Completion chart for Departments, Department Categories or Projects. These give you an overview of the percentage of Tasks within each area that are Completed or On Track.
This is the Chart Builder:
There you select whether you want to view Percentage Completion for a Department, Department Category or Project. You can then either select a specific Department, Department Category or Project, or select 'All' (recommended) to receive an overview of your entire system.
Change the Chart's name or Add any Introductory Notes to precede your Chart, then hit 'Preview' to Build the Chart, or 'Add Chart' or 'Add Table' to Build another Report first.
This is what the Chart will look like:
A bar chart is produced, with three bars per Department, Department Category or Project:
- The lightest blue bar shows the percentage of Tasks that have already been completed.
- The middle bar shows the percentage of Tasks that are on track, as per their Current Due Dates.
- The darkest blue bar shows the percentage of Tasks that are on track, as per their Baseline (Original) Due Dates. This tells you how your Department, Department Category or Project is progressing relative to its original timeline specification.
The first bar is therefore just a reflection of how far along you are in that Department, Department Category or Project; in an ideal world, however, the second and third bars should read 100%!
By clicking each item of the key at the top, you can remove any of the three bars from the Chart to achieve a more condensed look at either of the other two bars.
PDFs are not yet available for Charts, but you can Share by Email, as one might a Table.
Charts sit alongside Tables as the main elements of Reporting. You can layer Charts on top of Tables to give a fuller, more custom Report.