{"id":1421,"date":"2024-08-16T09:30:51","date_gmt":"2024-08-16T07:30:51","guid":{"rendered":"https:\/\/www.theprojectgroup.com\/blog\/en\/?p=1421"},"modified":"2024-08-16T09:52:52","modified_gmt":"2024-08-16T07:52:52","slug":"ppm-report","status":"publish","type":"post","link":"https:\/\/www.theprojectgroup.com\/blog\/en\/ppm-report\/","title":{"rendered":"PPM Report \u2013 5 Key Reports for Project, Resource and Portfolio Management"},"content":{"rendered":"<p>Are you looking for a solution for project, resource and portfolio management (PPM)? Or are you about to introduce one? Then, you will be familiar with the classic chicken-and-egg problem: what comes first? In what order should you start the PPM introduction if you want it to go as smoothly as possible? Our many years of experience have shown us that the <strong>PPM report<\/strong> topic often comes last when a PPM solution is introduced.<\/p>\n<p>And wrongly so! Because the PPM system should be planned around the reports and their respective users \u2013 not the other way round. We believe the reason for this approach is obvious. The salient point is not entering the data. In effect, the PPM system should provide information derived from the data. This is what the PPM reports are for. They make you realize what is currently happening. And what needs to be decided.<\/p>\n<p><strong>Hence, the order we recommend:<\/strong> start with the appropriate project reporting. This will provide a clear guideline for setting up your PPM system and therefore the maximum benefit.<\/p>\n<p>To make it easier for you to get started, this article introduces five key PPM reports. These are the ones we regard as essential for a successful start to introducing a PPM system. The contents of the reports listed are only suggestions. Of course, you should tailor these to your individual needs.<\/p>\n<p>The article covers the following topics:<\/p>\n<ul>\n<li><a href=\"#Chapter1\">The five key PPM reports<\/a><\/li>\n<li><a href=\"#Chapter2\">Portfolio dashboard<\/a><\/li>\n<li><a href=\"#Chapter3\">Project pipeline<\/a><\/li>\n<li><a href=\"#Chapter4\">Project status report<\/a><\/li>\n<li><a href=\"#Chapter5\">Resource utilization across the team<\/a><\/li>\n<li><a href=\"#Chapter6\">Resource situation and roadmap<\/a><\/li>\n<li><a href=\"#Chapter7\">Checklist: 12 key questions for the PPM report topic<\/a><\/li>\n<li><a href=\"#Chapter8\">Conclusion \u2013 PPM report<\/a><\/li>\n<\/ul>\n<h2 id=\"Chapter1\">The Five Key PPM Reports<\/h2>\n<p>In our opinion, the five key PPM reports are:<\/p>\n<ol>\n<li>The portfolio dashboard<\/li>\n<li>The project pipeline<\/li>\n<li>The project status report<\/li>\n<li>The resource utilization across the team<\/li>\n<li>The resource situation and roadmap<\/li>\n<\/ol>\n<p>At the end, we give you a checklist of the 12 most important questions for introducing and modifying your PPM reports. In this way, you are optimally prepared for your next steps towards a successful system for project, resource and <a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/implement-project-portfolio-management\/\" target=\"_blank\" rel=\"noopener\">portfolio management<\/a>.<\/p>\n<blockquote><p><strong>Interested in where project management is going? <\/strong>Find out the latest <strong><a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/project-management-trends\/\" target=\"_blank\" rel=\"noopener\">PM trends.<\/a><\/strong><\/p><\/blockquote>\n\n    <p class=\"datamintsbanner\">\n        <a href=\"https:\/\/www.theprojectgroup.com\/en\/project-management-newsletter\" target=\"_blank\" class=\"datamintsbanner__link\" title=\"Project Management Newsletter TPG PMO Resource Management Agile PM Project Projects Projectmanager Projectmanagementoffice\" style=\"display: block;\">\n            <img decoding=\"async\" src=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2022\/08\/TPG_Banner-Blog_1400_Newsletter_EN.jpg\" class=\"datamintsbanner__image\" style=\"display: block; max-width: 100%\">\n        <\/a>\n    <\/p>\n    \n<h2 id=\"Chapter2\">1. The Portfolio Dashboard<\/h2>\n<p>The <a href=\"https:\/\/www.projectmanagement.com\/deliverables\/932868\/project-portfolio-dashboard\" target=\"_blank\" rel=\"noopener\">project portfolio dashboard<\/a> is a PPM report that serves top management and the steering board as an instrument for monitoring and controlling the project portfolio. With the aid of important <a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/kpis-for-the-pmo\/\" target=\"_blank\" rel=\"noopener\">KPIs<\/a>, the status of the portfolio is presented in an easy-to-read way.<\/p>\n<p>Important elements of this dashboard should be:<\/p>\n<ul>\n<li><strong>Overall status<\/strong> of the portfolio<\/li>\n<li>Share of projects by <strong>status<\/strong><\/li>\n<li><strong>Adherence to schedule and budget<\/strong><\/li>\n<li><strong>Resource utilization<\/strong><\/li>\n<li><strong>Quality<\/strong><\/li>\n<li>etc.<\/li>\n<\/ul>\n<p>The historization of data enables a comparison with previous states. This is how the development becomes visible.<\/p>\n<figure id=\"attachment_1425\" aria-describedby=\"caption-attachment-1425\" style=\"width: 1346px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2018\/01\/Figure-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-1425 size-full\" src=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2018\/01\/Figure-1.png\" alt=\"Important PPM Reports 1\" width=\"1346\" height=\"578\" srcset=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2018\/01\/Figure-1.png 1346w, https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2018\/01\/Figure-1-300x129.png 300w, https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2018\/01\/Figure-1-768x330.png 768w, https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2018\/01\/Figure-1-1024x440.png 1024w\" sizes=\"(max-width: 1346px) 100vw, 1346px\" \/><\/a><figcaption id=\"caption-attachment-1425\" class=\"wp-caption-text\">Sketch of a portfolio dashboard<\/figcaption><\/figure>\n<blockquote><p>Learn more about <strong><a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/implement-project-portfolio-management\/\" target=\"_blank\" rel=\"noopener\">project portfolio management<\/a> in our 7-step guide<\/strong>.<\/p><\/blockquote>\n<h2 id=\"Chapter3\">2. The Project Pipeline<\/h2>\n<p>The PPM report for the project pipeline shows all projects across their phases in the life cycle. This makes it easy to identify the <strong>progress of the projects<\/strong>.<\/p>\n<p>The need for action becomes apparent where you find:<\/p>\n<ul>\n<li>Too low or too high a number or projects<\/li>\n<li>Critical accumulations in certain phases<\/li>\n<\/ul>\n<figure id=\"attachment_1426\" aria-describedby=\"caption-attachment-1426\" style=\"width: 1346px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2018\/01\/Figure-2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-1426 size-full\" src=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2018\/01\/Figure-2.png\" alt=\"Important PPM Reports 2\" width=\"1346\" height=\"578\" srcset=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2018\/01\/Figure-2.png 1346w, https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2018\/01\/Figure-2-300x129.png 300w, https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2018\/01\/Figure-2-768x330.png 768w, https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2018\/01\/Figure-2-1024x440.png 1024w\" sizes=\"(max-width: 1346px) 100vw, 1346px\" \/><\/a><figcaption id=\"caption-attachment-1426\" class=\"wp-caption-text\">Sketch of a project pipeline report<\/figcaption><\/figure>\n<h2 id=\"Chapter4\">3. The Project Status Report<\/h2>\n<p>The project status report is a PPM report that shows the <strong>status of the project concerned<\/strong>. Examples of important elements of the\u00a0<a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/project-status-report\/\" target=\"_blank\" rel=\"noopener\">project status report<\/a>:<\/p>\n<ul>\n<li><strong>Header data<\/strong> (project name, number, manager, sponsor, type etc.)<\/li>\n<li>Project status in terms of time (<strong>project phase, overview of the timeline<\/strong>)<\/li>\n<li><strong>Project status<\/strong> (\u201cproject health\u201d, status traffic lights, indices for dates and costs)<\/li>\n<li>Comparison of baseline, planned and actual values (<strong>timeline, work, costs<\/strong>)<\/li>\n<li>Comment for the <strong>description<\/strong> of the current project situation in a free text field<\/li>\n<li>Overview of important <strong>milestones<\/strong> as well as <strong>risks<\/strong> and <strong>change requests<\/strong><\/li>\n<\/ul>\n<figure id=\"attachment_1427\" aria-describedby=\"caption-attachment-1427\" style=\"width: 1346px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2018\/01\/Figure-3.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-1427 size-full\" src=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2018\/01\/Figure-3.png\" alt=\"Important PPM Reports 3\" width=\"1346\" height=\"578\" srcset=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2018\/01\/Figure-3.png 1346w, https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2018\/01\/Figure-3-300x129.png 300w, https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2018\/01\/Figure-3-768x330.png 768w, https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2018\/01\/Figure-3-1024x440.png 1024w\" sizes=\"(max-width: 1346px) 100vw, 1346px\" \/><\/a><figcaption id=\"caption-attachment-1427\" class=\"wp-caption-text\">Sketch of a project status report<\/figcaption><\/figure>\n<blockquote><p><strong>Learn all about the <a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/project-status-report\/\" target=\"_blank\" rel=\"noopener\">project status report<\/a><\/strong><strong>: Read now!<\/strong><\/p><\/blockquote>\n<h2 id=\"Chapter5\">4. The Resource Utilization Across the Team<\/h2>\n<p>In the matrix organization, the project manager requires the support from line management. To this end, project managers send requests to team leaders.<\/p>\n<blockquote><p><strong>Looking to <a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/introducing-resource-management\/\" target=\"_blank\" rel=\"noopener\">introduce resource management<\/a>? Here is how it works fast and well.<\/strong><\/p><\/blockquote>\n<p>Team leaders need to be able to make a reliable commitment to the project managers. For this, they need a complete overview of the workload of their team members.<\/p>\n<figure id=\"attachment_1428\" aria-describedby=\"caption-attachment-1428\" style=\"width: 1346px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2018\/01\/Figure-4.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-1428 size-full\" src=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2018\/01\/Figure-4.png\" alt=\"Important PPM Reports\" width=\"1346\" height=\"578\" srcset=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2018\/01\/Figure-4.png 1346w, https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2018\/01\/Figure-4-300x129.png 300w, https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2018\/01\/Figure-4-768x330.png 768w, https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2018\/01\/Figure-4-1024x440.png 1024w\" sizes=\"(max-width: 1346px) 100vw, 1346px\" \/><\/a><figcaption id=\"caption-attachment-1428\" class=\"wp-caption-text\">Static report on the resource utilization (from Microsoft Project Online)<\/figcaption><\/figure>\n<p>This is the only way for them to see how much time is available for projects after the deduction of <strong>absences and operations<\/strong>. Thus, they have a well-founded basis for committing their resources to the project.<\/p>\n<p>Is a <strong>static evaluation of <a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/resource-planning-in-project-management\/\" target=\"_blank\" rel=\"noopener\">project resource management<\/a><\/strong>\u00a0based on reports sufficient for you, e.g. in Microsoft Project Server? In such a case, you can obtain clarity with:<\/p>\n<ul>\n<li>Standard applications<\/li>\n<li>A modified report<\/li>\n<\/ul>\n<figure id=\"attachment_1429\" aria-describedby=\"caption-attachment-1429\" style=\"width: 874px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2018\/01\/Figure-5.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-1429 size-full\" src=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2018\/01\/Figure-5.png\" alt=\"Important PPM Reports 5\" width=\"874\" height=\"493\" srcset=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2018\/01\/Figure-5.png 874w, https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2018\/01\/Figure-5-300x169.png 300w, https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2018\/01\/Figure-5-768x433.png 768w\" sizes=\"(max-width: 874px) 100vw, 874px\" \/><\/a><figcaption id=\"caption-attachment-1429\" class=\"wp-caption-text\">Example of a PPM report on resource utilization by department and resources within the departments (from Microsoft Project Online)<\/figcaption><\/figure>\n<p>But you may want to see and edit dynamically in one view both:<\/p>\n<ul>\n<li>The evaluation<\/li>\n<li>The planning options for the resources on the team<\/li>\n<\/ul>\n<p>For instance, the <a href=\"https:\/\/www.theprojectgroup.com\/en\/team-management-software\" target=\"_blank\" rel=\"noopener\">TPG CoReSuite Team Manager App<\/a> allows you to do two things:<\/p>\n<ul>\n<li>Approve project requests<\/li>\n<li>Plan all activities outside of projects<\/li>\n<\/ul>\n<p>In a minimum amount of time, you gain a complete overview of the resource situation in your team.<\/p>\n<figure id=\"attachment_7785\" aria-describedby=\"caption-attachment-7785\" style=\"width: 900px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2018\/01\/xcsm_Team_Manager_DE_782c53b2bb.png.pagespeed.ic_.G5tZCK5-sg.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-7785 size-full\" src=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2018\/01\/xcsm_Team_Manager_DE_782c53b2bb.png.pagespeed.ic_.G5tZCK5-sg.png\" alt=\"TPG CoReSuite Team Manager App\" width=\"900\" height=\"485\" srcset=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2018\/01\/xcsm_Team_Manager_DE_782c53b2bb.png.pagespeed.ic_.G5tZCK5-sg.png 900w, https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2018\/01\/xcsm_Team_Manager_DE_782c53b2bb.png.pagespeed.ic_.G5tZCK5-sg-300x162.png 300w\" sizes=\"(max-width: 900px) 100vw, 900px\" \/><\/a><figcaption id=\"caption-attachment-7785\" class=\"wp-caption-text\">Availability of team members, project assignments and project availability in one overview (from the TPG CoReSuite Team Manager App)<\/figcaption><\/figure>\n<div id=\"id695738829af1c\" class=\"iframecontainer iframecontainer--hidden\">\n            <div class=\"iframecontainer__head\" style=\"background: #D60B52!important;\">\n                <div class=\"iframecontainer__head__inner\" style=\"color:#ffffff;\" data-for=\"#id695738829af1c\">\n                    <p><strong>Special Download: <\/strong> Resource Planning Software for the Roles Involved (PDF file)<\/p>\n                <\/div>\n                <div class=\"iframecontainer__head__icon\" data-for=\"#id695738829af1c\">\n                    <svg width=\"10px\" height=\"16px\" viewBox=\"1092 550 10 16\" version=\"1.1\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\">\n                        <polygon class=\"iframecontainer__head__icon__pfeil\"  data-for=\"#id695738829af1c\" stroke=\"none\" fill=\"#ffffff\" fill-rule=\"evenodd\" points=\"1093.875 550 1101.875 558 1093.875 566 1092 564.125 1098.125 558 1092 551.875\"><\/polygon>\n                    <\/svg>\n                <\/div>\n            <\/div>\n            <div class=\"iframecontainer__iframe\">\n                <div class=\"iframecontainer__iframe__inner\">\n                    <p>Please fill in the form.<br \/>\n<span style=\"font-size: xx-small;\">* Required Fields\u00a0 |\u00a0 <a href=\"https:\/\/www.theprojectgroup.com\/en\/data-protection\" target=\"_blank\" rel=\"noopener\">Data Protection<\/a><\/span><\/p>\n<div class=\"cookieconsent-optout-marketing\">This form is blocked by your cookie settings to our website. 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Thanks a lot.<\/div>\n\n                \t<!-- ENGLISCH Wichtig: nur den Code in download-asset \u00e4ndern - definiert Download -->\r\n<script type='text\/x-ccm-loader' data-ccm-loader-src=\"https:\/\/js-eu1.hsforms.net\/forms\/embed\/developer\/146642994.js\" defer><\/script>\r\n\r\n<div class=\"hs-form-html\"\r\n     data-download-asset=\"CU8E\"\r\n     data-region=\"eu1\"\r\n     data-form-id=\"ed0008c7-47d5-4c2e-ad2f-000bd95b74c5\"\r\n     data-portal-id=\"146642994\"><\/div>\r\n\r\n<script>\r\n(() => {\r\n  const FORM_ID = 'ed0008c7-47d5-4c2e-ad2f-000bd95b74c5';\r\n  const FIELD   = '0-1\/download_asset';\r\n  const roots   = new Set();\r\n  const formsByRoot = new WeakMap();\r\n\r\n  const setViaApi = (root) => {\r\n    const code = root.dataset.downloadAsset || '';\r\n    const form = formsByRoot.get(root);\r\n    if (!code || !form) return;\r\n    form.setFieldValue(FIELD, code);\r\n  };\r\n\r\n  window.addEventListener('hs-form-event:on-ready', (event) => {\r\n    if (!window.HubSpotFormsV4) return;\r\n    const form = HubSpotFormsV4.getFormFromEvent(event);\r\n    if (!form || form.getFormId() !== FORM_ID) return;\r\n\r\n    const root = [...roots].find(r => r.contains(event.target));\r\n    if (!root) return;\r\n\r\n    formsByRoot.set(root, form);\r\n    setViaApi(root);\r\n  });\r\n\r\n  window.addEventListener('message', (event) => {\r\n    const d = event.data;\r\n    if (!d || d.type !== 'hsFormCallback' || d.eventName !== 'onFormSubmit') return;\r\n    if (d.id !== FORM_ID) return;\r\n\r\n    roots.forEach(setViaApi);\r\n  });\r\n\r\n  document.addEventListener('DOMContentLoaded', () => {\r\n    document.querySelectorAll('.hs-form-html[data-download-asset][data-form-id=\"' + FORM_ID + '\"]')\r\n      .forEach(r => roots.add(r));\r\n  });\r\n})();\r\n<\/script>\n                    <style>\/* Kompaktere Darstellung f\u00fcr HubSpot Formulare *\/\n[data-hsfc-id=\"Renderer\"] .hsfc-Step .hsfc-Step__Content { padding: 0 20px 20px !important; }\n[data-hsfc-id=Renderer] .hsfc-TextField>*:not(:last-child) { margin-bottom:4px !important; }\n[data-hsfc-id=\"Renderer\"] .hsfc-Row { gap: 20px !important; margin-bottom: 12px !important; }\n[data-hsfc-id=\"Renderer\"] .hsfc-NavigationRow { margin-top: 6px !important; }\n[data-hsfc-id=\"Renderer\"] .hsfc-TextInput { padding: 8px !important; }<\/style>\n                <\/div>\n            <\/div>\n        <\/div><h2 id=\"Chapter6\">5. The Resource Situation and Roadmap<\/h2>\n<p>When new projects are to be incorporated into a portfolio, the resource situation\u00a0is often the limiting factor.<\/p>\n<blockquote><p><strong>Another interesting read: Requirements for modern IT-supported <a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/pmo-reports\/\" target=\"_blank\" rel=\"noopener\">PMO reports<\/a><\/strong><\/p><\/blockquote>\n<p>A <strong>resource histogram<\/strong>, which is <strong>aggregated upwards<\/strong>, showing the utilization depending on the project situation can help. It can clarify if overload is looming, and when. And in which teams. This makes it possible to decide on the <strong>earliest start date for new projects<\/strong>.<\/p>\n<figure id=\"attachment_1431\" aria-describedby=\"caption-attachment-1431\" style=\"width: 1344px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2018\/01\/Figure-7.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-1431 size-full\" src=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2018\/01\/Figure-7.png\" alt=\"Important PPM Reports 7\" width=\"1344\" height=\"590\" srcset=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2018\/01\/Figure-7.png 1344w, https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2018\/01\/Figure-7-300x132.png 300w, https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2018\/01\/Figure-7-768x337.png 768w, https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2018\/01\/Figure-7-1024x450.png 1024w\" sizes=\"(max-width: 1344px) 100vw, 1344px\" \/><\/a><figcaption id=\"caption-attachment-1431\" class=\"wp-caption-text\">Current and planned projects with an aggregated resource histogram for determining the optimal resource utilization (TPG CoReSuite Portfolio Manager App)<\/figcaption><\/figure>\n<p>Tools specially developed for this purpose show you the <strong>current situation<\/strong> from running projects overlaid with the <strong>resource requests from new projects<\/strong>.<\/p>\n<blockquote><p><strong>Interested in other kinds of reporting? Read about <a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/earned-value-analysis-with-microsoft-project\/\" target=\"_blank\" rel=\"noopener\">Earned Value Analysis<\/a><\/strong><strong>\u00a0(EVA)<\/strong>.<\/p><\/blockquote>\n<p>In this way, you recognize imminent overload at once. And you can move projects along the timeline (i.e. comfortably with the mouse).\u00a0Alternatively, you can deactivate individual projects. Or you can modify the resource capacity in different scenarios you can simulate in advance.<\/p>\n<p>Thus, you determine the <strong>number of running projects your organization can handle in parallel<\/strong>. You also identify the ideal starting time of those projects. A tool specially developed for this purpose is <a href=\"https:\/\/www.theprojectgroup.com\/en\/portfolio-management-software\" target=\"_blank\" rel=\"noopener\">TPG CoReSuite Portfolio Manager App<\/a>.<\/p>\n<div id=\"id695738829b0a6\" class=\"iframecontainer iframecontainer--hidden\">\n            <div class=\"iframecontainer__head\" style=\"background: #D60B52!important;\">\n                <div class=\"iframecontainer__head__inner\" style=\"color:#ffffff;\" data-for=\"#id695738829b0a6\">\n                    <p><strong>Special Download: <\/strong> Capacity Planning \u2013 4 Important Success Factors (PDF file)<\/p>\n                <\/div>\n                <div class=\"iframecontainer__head__icon\" data-for=\"#id695738829b0a6\">\n                    <svg width=\"10px\" height=\"16px\" viewBox=\"1092 550 10 16\" version=\"1.1\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\">\n                        <polygon class=\"iframecontainer__head__icon__pfeil\"  data-for=\"#id695738829b0a6\" stroke=\"none\" fill=\"#ffffff\" fill-rule=\"evenodd\" points=\"1093.875 550 1101.875 558 1093.875 566 1092 564.125 1098.125 558 1092 551.875\"><\/polygon>\n                    <\/svg>\n                <\/div>\n            <\/div>\n            <div class=\"iframecontainer__iframe\">\n                <div class=\"iframecontainer__iframe__inner\">\n                    <p>Please fill in the form.<br \/>\n<span style=\"font-size: xx-small;\">* Required Fields\u00a0 |\u00a0 <a href=\"https:\/\/www.theprojectgroup.com\/en\/data-protection\" target=\"_blank\" rel=\"noopener\">Data Protection<\/a><\/span><\/p>\n<div class=\"cookieconsent-optout-marketing\">This form is blocked by your cookie settings to our website. Please <a>click here<\/a> and select at least the marketing cookies. Then this form will be visible. Thanks a lot.<\/div>\n\n                \t<!-- ENGLISCH Wichtig: nur den Code in download-asset \u00e4ndern - definiert Download -->\r\n<script type='text\/x-ccm-loader' data-ccm-loader-src=\"https:\/\/js-eu1.hsforms.net\/forms\/embed\/developer\/146642994.js\" defer><\/script>\r\n\r\n<div class=\"hs-form-html\"\r\n     data-download-asset=\"CU7E\"\r\n     data-region=\"eu1\"\r\n     data-form-id=\"ed0008c7-47d5-4c2e-ad2f-000bd95b74c5\"\r\n     data-portal-id=\"146642994\"><\/div>\r\n\r\n<script>\r\n(() => {\r\n  const FORM_ID = 'ed0008c7-47d5-4c2e-ad2f-000bd95b74c5';\r\n  const FIELD   = '0-1\/download_asset';\r\n  const roots   = new Set();\r\n  const formsByRoot = new WeakMap();\r\n\r\n  const setViaApi = (root) => {\r\n    const code = root.dataset.downloadAsset || '';\r\n    const form = formsByRoot.get(root);\r\n    if (!code || !form) return;\r\n    form.setFieldValue(FIELD, code);\r\n  };\r\n\r\n  window.addEventListener('hs-form-event:on-ready', (event) => {\r\n    if (!window.HubSpotFormsV4) return;\r\n    const form = HubSpotFormsV4.getFormFromEvent(event);\r\n    if (!form || form.getFormId() !== FORM_ID) return;\r\n\r\n    const root = [...roots].find(r => r.contains(event.target));\r\n    if (!root) return;\r\n\r\n    formsByRoot.set(root, form);\r\n    setViaApi(root);\r\n  });\r\n\r\n  window.addEventListener('message', (event) => {\r\n    const d = event.data;\r\n    if (!d || d.type !== 'hsFormCallback' || d.eventName !== 'onFormSubmit') return;\r\n    if (d.id !== FORM_ID) return;\r\n\r\n    roots.forEach(setViaApi);\r\n  });\r\n\r\n  document.addEventListener('DOMContentLoaded', () => {\r\n    document.querySelectorAll('.hs-form-html[data-download-asset][data-form-id=\"' + FORM_ID + '\"]')\r\n      .forEach(r => roots.add(r));\r\n  });\r\n})();\r\n<\/script>\n                    <style>\/* Kompaktere Darstellung f\u00fcr HubSpot Formulare *\/\n[data-hsfc-id=\"Renderer\"] .hsfc-Step .hsfc-Step__Content { padding: 0 20px 20px !important; }\n[data-hsfc-id=Renderer] .hsfc-TextField>*:not(:last-child) { margin-bottom:4px !important; }\n[data-hsfc-id=\"Renderer\"] .hsfc-Row { gap: 20px !important; margin-bottom: 12px !important; }\n[data-hsfc-id=\"Renderer\"] .hsfc-NavigationRow { margin-top: 6px !important; }\n[data-hsfc-id=\"Renderer\"] .hsfc-TextInput { padding: 8px !important; }<\/style>\n                <\/div>\n            <\/div>\n        <\/div><blockquote>\n<h2 id=\"Chapter7\">Checklist: 12 Key Questions Before Introducing PPM Reports<\/h2>\n<ol>\n<li>What is the purpose of the PPM report?<\/li>\n<li>What is its target group?<\/li>\n<li>For which decisions should it provide a basis?<\/li>\n<li>Who should have what permissions?<\/li>\n<li>How often should the reports be released?<\/li>\n<li>Will\u00a0the reports need to be available online or offline?<\/li>\n<li>Do you require ad-hoc evaluations?<\/li>\n<li>Do the reports need to be printed?<\/li>\n<li>Is it necessary to include the option to comment on the reports?<\/li>\n<li>Do you need to keep a history of the data?<\/li>\n<li>Will the reports have to be archived?<\/li>\n<li>Do you want to be able to modify the reports yourself?<\/li>\n<\/ol>\n<\/blockquote>\n\n    <p class=\"datamintsbanner\">\n        <a href=\"https:\/\/bit.ly\/3IFmguV\" target=\"_blank\" class=\"datamintsbanner__link\" title=\"Microsoft 365 Project Management TPG ProjectPowerPack: Best Practice Solution for Project & Portfolio Management Based on Microsoft 365 & Power Platform\" style=\"display: block;\">\n            <img decoding=\"async\" src=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2025\/05\/csm_PPP_Blog_Banner2_EN_1300px_tiny_8e50efa17d.jpg\" class=\"datamintsbanner__image\" style=\"display: block; max-width: 100%\">\n        <\/a>\n    <\/p>\n    \n<h2 id=\"Chapter8\">Conclusion \u2013 PPM Report<\/h2>\n<p>This article has shown you that project management reporting is the <strong>central part of introducing your PPM system<\/strong>. All data entries serve the purpose of drawing the appropriate information for necessary decisions from the projects. Hence, PPM reporting should come at the very beginning. In other words: you will get the most out of your PPM system if you have an eye on the PPM report topic from the very beginning and define your desired reports.<\/p>\n<p>In a second step, you have gained an <strong>overview of the five key PPM reports<\/strong>.<\/p>\n<ol>\n<li><strong>The portfolio dashboard<\/strong>: This PPM report provides an overview of the most important KPIs of your project portfolio<\/li>\n<li><strong>The project pipeline<\/strong>: It helps you identify the progress of the projects at a glance<\/li>\n<li><strong>The project status report<\/strong>: This PPM report shows you the state of a particular project<\/li>\n<li><strong>The resource utilization across the team<\/strong>: A reliable source for committing resources to projects<\/li>\n<li><strong>The resource situation and roadmap<\/strong>: They clarify how and when overload situations will occur for new projects<\/li>\n<\/ol>\n<p>The final <strong>checklist<\/strong> has made you familiar with <strong>12 key questions<\/strong> concerning PPM reports. You should have answers to these before you introduce PPM reporting.<\/p>\n<blockquote><p><strong>Our final tips<\/strong><\/p>\n<p>Get to know the individually adaptable \u201cPPM Paradise\u201d \u2013 the optimal environment for your enterprise-wide project, program, portfolio and resource management. <a href=\"https:\/\/www.theprojectgroup.com\/data\/Downloads_eBooks\/TPG_PPM_Paradise_eBook_EN_-_TPG_TheProjectGroup.pdf\" target=\"_blank\" rel=\"noopener\">Download the eBook now<\/a> (just click, no form).<\/p>\n<p>And sign up for our <a href=\"https:\/\/www.theprojectgroup.com\/en\/project-management-newsletter\" target=\"_blank\" rel=\"noopener\">bi-weekly blog newsletter<\/a> to make sure you receive all our updates.<\/p><\/blockquote>\n<p><strong>Did you find the PPM report recommendations in this article helpful? Do you have any comments or questions? Please write to us in the comment area below!<\/strong><\/p>\n<div id=\"id695738829b2bb\" class=\"iframecontainer iframecontainer--hidden\">\n            <div class=\"iframecontainer__head\" style=\"background: #D60B52!important;\">\n                <div class=\"iframecontainer__head__inner\" style=\"color:#ffffff;\" data-for=\"#id695738829b2bb\">\n                    <p><strong>Subscribe to TPG BlogInfo:<\/strong> Never miss new practice-oriented tips &amp; tricks<\/p>\n                <\/div>\n                <div class=\"iframecontainer__head__icon\" data-for=\"#id695738829b2bb\">\n                    <svg width=\"10px\" height=\"16px\" viewBox=\"1092 550 10 16\" version=\"1.1\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" xmlns:xlink=\"http:\/\/www.w3.org\/1999\/xlink\">\n                        <polygon class=\"iframecontainer__head__icon__pfeil\"  data-for=\"#id695738829b2bb\" stroke=\"none\" fill=\"#ffffff\" fill-rule=\"evenodd\" points=\"1093.875 550 1101.875 558 1093.875 566 1092 564.125 1098.125 558 1092 551.875\"><\/polygon>\n                    <\/svg>\n                <\/div>\n            <\/div>\n            <div class=\"iframecontainer__iframe\" style=\"height: 520px;\">\n                <div class=\"iframecontainer__iframe__inner\">\n                \t<p>Every other week: Receive practical tips in TPG blog posts written by recognized experts in project, portfolio, and resource management.<br \/>\n* Required Fields\u00a0 |\u00a0 <a href=\"https:\/\/www.theprojectgroup.com\/en\/data-protection\" target=\"_blank\" rel=\"noopener\">Data Protection<\/a><\/p>\n<div class=\"cookieconsent-optout-marketing\">This form is blocked by your cookie settings to our website. Please <a>click here<\/a> and select at least the marketing cookies. Then this form will be visible. Thanks a lot.<\/div>\n\n                    <iframe src=\"https:\/\/scnem.com\/art_resource.php?sid=hqvs9.qdei48\" style=\"width: 100%; height: 520px;\"><\/iframe>\n                <\/div>\n            <\/div>\n        <\/div><div class=\"row cf\"><div class=\"column half\">\n<hr \/>\n<p><a href=\"https:\/\/www.theprojectgroup.com\/blog\/wp-content\/uploads\/2020\/05\/Achim_Schmidt-Sibeth2.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-5870 size-thumbnail\" src=\"https:\/\/www.theprojectgroup.com\/blog\/wp-content\/uploads\/2020\/02\/Johann-1-150x150.png\" alt=\"Johann Strasser, The Project Group\" width=\"150\" height=\"150\" \/><\/a><strong>Johann Strasser<br \/>\n<\/strong><em>Managing Partner at TPG<\/em><strong><br \/>\n<\/strong><\/p>\n<p>The certified engineer, has been a managing partner at TPG The Project Group since 2001. After many years as a development engineer in the automotive and energy sectors, Johann Strasser spent a decade as an independent trainer and consultant in the field of project management. During his tenure, he also served as project manager for software projects in the construction industry and provided scheduling and cost management support for large-scale construction projects. At TPG, he applies his expertise in product development and consulting services for international clients. His special focus is on <a href=\"https:\/\/www.theprojectgroup.com\/blog\/pmo-project-management-office\/\" target=\"_blank\" rel=\"noopener\">PMO<\/a>, project portfolios, hybrid project management, and resource management. For many years now, he has shared his knowledge through presentations, seminars, articles, and webinars.<\/p>\n<p>Read more about Johann Strasser on <a href=\"https:\/\/www.linkedin.com\/in\/johann-strasser\/?originalSubdomain=de\" target=\"_blank\" rel=\"noopener\">LinkedIn<\/a> and <a href=\"https:\/\/www.xing.com\/profile\/Johann_Strasser4\/cv\" target=\"_blank\" rel=\"noopener\">XING.<\/a><\/p>\n<\/div><div class=\"column half\">\n<hr \/>\n<p><a href=\"https:\/\/www.theprojectgroup.com\/blog\/wp-content\/uploads\/2023\/04\/AchimS-200x200-2.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-10753 size-thumbnail alignleft\" src=\"https:\/\/www.theprojectgroup.com\/blog\/wp-content\/uploads\/2023\/04\/AchimS-200x200-2-150x150.jpg\" alt=\"\" width=\"150\" height=\"150\" \/><\/a><strong>Achim Schmidt-Sibeth<\/strong><br \/>\n<em>Senior Marketing Manager<\/em><\/p>\n<p>After earning his engineering degree in environmental technology, he gained many years of experience in project management through his work at an engineering office, an equipment manufacturer, and a multimedia agency. Achim Schmidt-Sibeth and his team have been responsible for marketing and communication at TPG The Project Group for many years now.<\/p>\n<p>Read more about Achim Schmidt-Sibeth on\u00a0<a href=\"https:\/\/www.linkedin.com\/in\/achim-schmidt-sibeth-3b89a417\/?originalSubdomain=de\" target=\"_blank\" rel=\"noopener\">LinkedIn<\/a>\u00a0or\u00a0<a href=\"https:\/\/www.xing.com\/profile\/Achim_SchmidtSibeth\/cv\" target=\"_blank\" rel=\"noopener\">XING<\/a><\/p>\n<\/div><\/div>\n\n    <p class=\"datamintsbanner\">\n        <a href=\"https:\/\/bit.ly\/4b3Fx51\" target=\"_blank\" class=\"datamintsbanner__link\" title=\"The comprehensive Resource Management Tool\" style=\"display: block;\">\n            <img decoding=\"async\" src=\"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-content\/uploads\/sites\/2\/2024\/06\/Banner-TPG-CoReSuite-EN-6-2024.png\" class=\"datamintsbanner__image\" style=\"display: block; max-width: 100%\">\n        <\/a>\n    <\/p>\n    \n","protected":false},"excerpt":{"rendered":"<p>Are you looking for a solution for project, resource and portfolio management (PPM)? Or are you about to introduce one? Then, you will be familiar with the classic chicken-and-egg problem: what comes first? In what order should you start the PPM introduction if you want it to go as smoothly as possible? Our many years<\/p>\n<div class=\"read-more\"><a href=\"https:\/\/www.theprojectgroup.com\/blog\/en\/ppm-report\/\" title=\"Read More\">Read More<\/a><\/div>\n","protected":false},"author":14,"featured_media":7792,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[62],"tags":[],"_links":{"self":[{"href":"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-json\/wp\/v2\/posts\/1421"}],"collection":[{"href":"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-json\/wp\/v2\/users\/14"}],"replies":[{"embeddable":true,"href":"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-json\/wp\/v2\/comments?post=1421"}],"version-history":[{"count":40,"href":"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-json\/wp\/v2\/posts\/1421\/revisions"}],"predecessor-version":[{"id":7798,"href":"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-json\/wp\/v2\/posts\/1421\/revisions\/7798"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-json\/wp\/v2\/media\/7792"}],"wp:attachment":[{"href":"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-json\/wp\/v2\/media?parent=1421"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-json\/wp\/v2\/categories?post=1421"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.theprojectgroup.com\/blog\/en\/wp-json\/wp\/v2\/tags?post=1421"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}