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Design a PV-3 Timeline Report

 
The following steps walk a user, with write access to the Reporter module and architecture, through designing a PV-3: Project to Capability Mapping report, using the Timeline report type.

1. After a new report has been created, we need to design it. Ensure you are in the Report Designer pane of the Outlook Bar. Locate the newly created report in the tree view (under the PV-3 viewpoint in our example).
 
2. The default report type is Class, so first we need to change it. In the Home tab of the Ribbon Bar, find and select Timeline in the Report Type gallery (you can use the arrows to scroll through the menu).
 
3. A confirmation window appears. Click OK to change the report type.
 
4. In the Report Details group of the Home tab, rename the report. The report name changes in the Outlook Bar once you click off of the Name field. If desired, add a description in the Description field.
 
5. New reports, and reports where the type was changed, are initialized without any nodes or relationships added. A PV-3 shows how specific projects help to achieve a capability; thus, we need to bring in data from the Actual Project node and Capability node. Click Add Element two times in the Configuration group of the Ribbon Bar. This adds the elements to the Data Source Setup tab in the Content Pane.
 
6. Our first element brings in the projects as our event bars. Select the first element in the Content Pane, and click the pencil icon in the upper right corner to enable editing. Complete the Info, Source Data, and Date Attributes tabs with the information shown below. Click the Save button when finished.
 
7. In the Home tab of the Ribbon Bar, click the Save Report button to save the entire report design.
 
8. Our second element brings in the capabilities as milestones, using their end dates. Select the second element in the Content Pane, and click the pencil icon to edit. Complete the Info, Source Data, and Date Attribute tabs with the information shown below. Click Save when finished.
 
9. Click the Save Report button in the Ribbon Bar again.
 
10. To view the report, select the Report Viewer pane in the Outlook Bar. Click the Refresh Timeline button in the Home tab of the Ribbon Bar.
 
11. Unless a default color was chosen during the design in the Visual Style tab, event bars and milestones are not colored. In our step 10 image, the milestones cannot be seen, so we need to change that. Select the Timeline tab of the Ribbon Bar. Click the Color by Stereotype button to apply color to the report. Choose a color theme in the Palette pull-down menu.
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