Latest Update: 8-4-2026
How to Create a New Report
Click the left dropdown and select "+ Create New Report"
Note: If this is your first time visiting the page, 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 Update Projects in an Existing Report
Click on the right dropdown menu and select "Edit Projects List"
Find the projects you wish to display and select their check boxes, then click confirm
You will be given the option to "Save Changes" to your current report or "Save As New" report
How to Add and Remove Projects Without Saving
Click on the right dropdown menu and select or deselect projects from the list to exclude them from the report that individual is viewing. This will not change the projects included in the report when you or someone else loads this 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.
For an overview of what the dashboard shows and how shared and dedicated resource totals are calculated, see Resource Planning Dashboard - Multiple Projects.
Frequently Asked Questions
What happens to a report if I delete one of the projects included in it?
The report keeps running with the remaining projects. Removing a project from Planera doesn't delete the report itself, but you'll want to edit the projects list to keep the report accurate going forward.
Can more than one person edit or view the same report?
Yes. Any user with at least Member access to your organization can view saved reports. If multiple people edit a report's project list around the same time, whichever change is saved last is what persists, so it's worth confirming with your team before making changes to a shared report.
What's the difference between "Save Changes" and "Save As New"?
"Save Changes" updates the report everyone already has access to, so anyone who opens it afterward sees your edits. "Save As New" creates a separate report with your changes, leaving the original untouched.
If I remove a project from my view without saving, does that affect what other people see?
No. Adding or removing projects from the right dropdown without saving only changes your current view. The report's saved configuration, and what other people see when they load it, stays the same until someone saves a change.
Can I delete a report that someone else created?
Any user with at least Member access can delete a saved report from the three-dot menu. Since this affects everyone who uses that report, confirm with your team before deleting one you didn't create.