Reports let you see your project in many ways – from a birds-eye view to a highly detailed work plan. By using reports in a structured way, you can get deep insight into how you can improve your planning and project execution.
- Gantt Chart: Best for printing your plan. When you want to view and print the bigger picture of your plans, a Gantt Chart report is the way to go. It will give you a detailed view of the work happening across the entire project and can easily be filtered by plans, dates, roles, etc.
- Weekly Work Plan: Best for onsite reporting. The Weekly Work Plan is one of the most useful reports for basic users in Touchplan. It gives everyone a detailed view of the upcoming weeks’ worth of work and crew size for each ticket during the selected time frame.
- PPC Overview: One of the most valuable aspects of Touchplan is the PPC (percent promised complete) reporting. Tracking PPC is one of the keys to help you achieve your planning goals. Pin your tasks every single week using the Current and Next Period to keep track of whether tickets are completed early, on time, or late. These metrics will ultimately help you find gaps in your planning and are only compiled when you lock down your work regularly.
- PPC by Week: Best for viewing the success of the plan. Of all the tickets you locked down with pins, this report will show you how many tickets were completed on time on a weekly basis. These metrics tell you how well the team has planned the work that they’ve committed to and should serve as motivation to increase the overall percentage. A good overall PPC goal range to shoot for is 60-90%.
- PPC Variance by Role: Best for areas of role improvement. This is PPC variances broken out by role to show you exactly the reasons why specific teams are early or late with their work. Teams use this before they meet with basic users who are struggling to complete their work on time. The plumber on this specific job may be struggling with material/equipment / labor issues. Knowing this level of information will make your individual meetings more constructive.
- PPC by Variance: Best for viewing the roadblocks in the project. If you’re curious to know what is specifically holding back your team, you can see what those reasons are in this PPC report broken out by variance. In this particular example, you can see that scheduling / coordination is the biggest reason why this particular project has been slowed down.
To create a report, click on the Report tab on the left side of the Plan View. Select your specific report using the Report type dropdown and create a customized report. Click Run Report and then Open Report to view your report in Touchplan