The Capacity vs. Booking Status by OBS report includes three charts. The line chart displays capacity compared to demand, with demand distributed by booking status, and actuals by period. The pie charts display demand by booking status and demand by employment type. The report also includes a detail listing of resource capacity and demand at the booking status level across investments. The report can be grouped by any OBS level, providing visibility into resources at any level of the organization. The report displays amounts by week or month, and in total. The amounts can be displayed as hours or FTEs. Report Prerequisites Verify that you have completed the following prerequisites before you run this report: • Resource capacity amounts display if the resource has availability that is defined and meets the parameter criteria. • Resource demand allocation amounts display if the resource is allocated to at least one investment. Resource assignments are not required. • The Load Data Warehouse job must be run before you run this report. If the Data Warehouse is not populated, the report will not display any data. Also, most of the report parameters do not display options.

The Key Tasks & Milestone Status report delivers comprehensive visibility into task and milestone performance through intuitive Start Date and Finish Date visualizations. It consolidates critical execution details, including task status, WBS type, and associated attributes such as project name, project manager, overall project status, and task completion percentage. The report supports dynamic filtering across multiple dimensions, including projects, OBS path, OBS type, task status, and WBS type, enabling targeted analysis and rapid insight. Interactive dashboards facilitate effective tracking, monitoring, and governance of tasks and milestones across the projects.

The Project Cost and Effort report provides a structured view of project financials and effort by outlining the work breakdown hierarchy, including any related subprojects. Users can choose to display information at varying levels of detail, such as project, phase, task, or assignment, depending on reporting needs. The report includes key metrics like baseline values, actuals, estimates at completion, and projected variances for both cost and effort. This enables stakeholders to analyze performance, monitor spending and workload, and gain insight into how projects are tracking against expectations.

The Investment Risk, Issue, and Change Summary report delivers a consolidated view of overall project health through analytical visualization of risks, issues, and change requests. The report incorporates interactive pie chart representations to monitor item distribution by target resolution date, expected closure date, and current status, enabling efficient trend analysis and decision-making. A detailed transactional data table provides comprehensive visibility into each record, including item name, unique identifier, priority, status, category, ownership, creation date, and projected or actual resolution/closure dates. Additionally, the report supports dynamic grouping by project or ungrouped analysis, allowing stakeholders to perform flexible cross-project monitoring, operational tracking, and performance assessment.