How to Create a New Project Performance Report
Click the left dropdown and select “+ Create New Report”
Note: If this is you first time visiting the page just click “Select” next to the illustration.
Find the projects you wish to select from the recent listings or shared workspaces and select by clicking the checkbox.
Confirm your selection, name the report and save it
How to Add a Project to an Existing Report
Adding a project
Click on the right dropdown menu and select "Add Projects."
Find the project you wish to display, select it, and click confirm.
Removing a project
Click on the right dropdown menu and deselect the project to exclude it from the report
How to Save Changes Made to a Report.
Click the left dropdown and click "Save Changes" to save any modifications to the report.
How to Switch Reports
Click the right dropdown and select the desired report you wish to switch to
How to Rename, Duplicate or Delete a Report
Navigate to the right dropdown, hover over the report, and click the three-dot icon.
From the three-dot menu, choose to rename, duplicate, or delete a report.
Learn more about Resource Planning Dashboard here