Reports

You answer to clients, to a boss, or to your own sense of whether a project is healthy, and you need the answer on paper, not only on the board. Reports turn what is already recorded in Plankwork into sheets you can read, print, send or take into Excel: what moved, how much work arrives and leaves, where days of delay came from, which risks are open, where the hours went, and what each person’s work looks like against their role.

Plankwork has a Progress report with a burnup and an executive summary, a Throughput report on how quickly work finishes, a Recurring compliance report for repeating tasks, a Delay ledger that traces where late days came from, a Risks report of the register, a Time report of tracked hours, a Role fit report of work that may belong to someone else, and the money reports Financials and Breakdown. Any report can leave Plankwork as a PDF, a CSV or an Excel file with your branding, and the Progress report, the Time report and the Status view can arrive by email on a schedule.

The full chapter, with every step and setting, is in the app: open your account menu and select User manual.