Reports on your entire project portfolio
SECURITY Refer to Required Permission for each report
NAVIGATION Refer to Path for each report. Note that LiveReports may be published to any report category or multiple report categories, or may not be published at all in your Autotask instance. To publish a LiveReport, refer to Publishing LiveReports.
Standard reports
Project portfolio profit & loss
| Required Permission | Security level with access to Reports > Projects category and permission to view Project Types |
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| Path |
 > Reports > Report Categories > Projects > Project Portfolio section |
| Description | Analysis of profit and loss at the project portfolio level, filtered by project status and date range. |
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Project portfolio status
| Required Permission | Security level with access to Reports > Projects category, permission to view Project Types |
|---|---|
| Path |
> Reports > Report Categories > Projects > Project Portfolio section Projects Dashboard > My Projects Summary > Project Portfolio Status (requires security level permission to view legacy projects dashboard) |
| Description | List of projects, filtered by project type and/or end date. Can include fields related to project status and financial information. |
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