Investment Baseline vs. Plan by Task (Power BI)

The Investment Baseline vs. Plan by Task report offers an in-depth view of how resource and role allocations align with original plans. It breaks down key metrics such as baseline, actuals, remaining effort, projected totals, and variances across a rolling 12-month period based on the selected start date. Data is presented both monthly and cumulatively for each investment and assignment, with the flexibility to view values in hours or FTEs. This report helps stakeholders assess performance, identify gaps between planned and actual work, and better understand resource utilization trends.