• Project Name
• Project Start Date 
• Project Finish Date 
• Project Duration 
• Project Work 
• Project Cost 
• Project Status 
• Project %Complete 
• Project %Work Complete 
• Project Status Date 
• Project Remaining Duration 
• Project Remaining Work 
• Project Remaining Cost 
• Actual Project Start Date 
• Actual Project Finish Date 
• Actual Project Duration 
• Actual Project Work 
• Actual Project Cost 
• Baseline Project Start Date 
• Baseline Project Finish Date 
• Baseline Project Duration 
• Baseline Project Work 
• Baseline Project Cost 
• Variance Start 
• Variance Finish 

1. Go to menu File – Home – Portfolios;
2. Click on the Add New Portfolio button;
3. Type in a Name for the Portfolio;
4. Select the desired project(s) from the Project(s) field;
5. Add the desired project fields by clicking the Add new item button from the Fields section;
6. Click OK in order for the portfolio to be created.

1. Go to our Online Portal page and Sign In with your email and password;
2. Click on the Portfolios tab and then on the Add New Portfolio button;
3. Type in a Name for the Portfolio;
4. Select the desired project(s) from the Project(s) field;
5. Add the desired project fields by clicking the Add new item button from the Fields section;
6. Click OK in order for the portfolio to be created.

The Scheduled Reports functionality is currently available only on the Windows, Mac and iOS (iPad) platforms.  

1. When editing the finish date of a task in the future when it has % complete, the % complete will decrease and the "Finish no earlier than" constraint will automatically apply to the task. 
2. When editing the finish date of a task in the past when it has % complete, the % complete will increase and the "Finish no earlier than" constraint will automatically apply to the task.

In order to receive a Project Status report monthly, follow the steps below:

1. Go to our Online Portal page and Sign In with your email and password.
2. Go to Reports tab, click on the Edit button for the desired report (if you have a report created) or click on the Add New Scheduled Report to create a new report;
3. In the Report Schedule section – Frequency, select Monthly. Then you can also select the Monthly Recurrence.
4. In the Monthly Recurrence section, you can select in which day the report will be sent.
5. Press OK for the changes to apply.

Please note that the preferred delivery time uses the EST (Eastern Standard Time) time zone, not the time zone set on your device.

You can apply the above settings by accessing the Scheduled Reports from the Report menu, directly from the application.

In order to receive a Project Status report weekly, follow the steps below:

1. Go to our Online Portal page and Sign In with your email and password.
2. Go to Reports tab, click on the Edit button for the desired report (if you have a report created) or click on the Add New Scheduled Report to create a new report;
3. In the Report Schedule section – Frequency, select Weekly. You can also select the Weekly Recurrence and set in which day of the week to receive the Project Status Report email.
4. Press OK for the changes to apply.

Please note that the preferred delivery time uses the EST (Eastern Standard Time) time zone, not the time zone set on your device.

You can apply the above settings by accessing the Scheduled Reports from the Report menu, directly from the application.

In order to receive a Project Status report daily, follow the steps below:

1. Go to our Online Portal page and Sign In with your email and password.
2. Go to Reports tab, click on the Edit button for the desired report (if you have a report created) or click on the Add New Scheduled Report to create a new report.
3. In the Report Schedule section – Frequency, select Daily.
4. Press OK for the changes to apply.

Please note that the preferred delivery time uses the EST (Eastern Standard Time) time zone, not the time zone set on your device.

You can apply the above settings by accessing the Scheduled Reports from the Report menu, directly from the application.

To preview a Scheduled Report, go to our Online Portal page and Sign In with your email and password. After that, click on the Reports tab and then on the Preview icon for the desired report. A message will appear saying “Generating report, please wait…” . After that, your report will be generated.

You can also preview a Scheduled Report directly from the application, by going to the Report menu – Scheduled Reports. Click on the “Preview” icon for the desired report.

Note that you can also preview a report by entering in Edit mode for the desired report and then click on the Preview button.

To delete a Scheduled Report, go to our Online Portal page and Sign In with your email and password. After that, click on the Reports tab and then on the Delete button for the desired report. A message will appear saying “Are you sure you want to permanently delete the report?” then click OK for the changes to apply.

You can also delete a Scheduled Report directly from the application, by going to the Report menu – Scheduled Reports. Click on the “Delete” button and then click “OK” in the message that appears for the changes to apply.

To disable a Scheduled Report, go to our Online Portal page and Sign In with your email and password. After that, click on the Reports tab and then on the Edit button for the desired report. Then, from the Enable Schedule section, uncheck the Report Scheduled is Enabled field and press OK for the changes to apply.

You can also disable a Scheduled Report directly from the application, by going to the Report menu – Scheduled Reports. Click on the “Edit” button for the desired report and from the Enable Schedule section, uncheck the Report Scheduled is Enabled field and press OK for the changes to apply.

To enable a Scheduled Report, go to our Online Portal page and Sign In with your email and password. After that, click on the Reports tab and then on the Edit button for the desired report. Then, from the Enable Schedule section, check the Report Scheduled is Enabled field and press OK for the changes to apply.

You can also enable a Scheduled Report directly from the application, by going to the Report menu – Scheduled Reports. Click on the “Edit” button for the desired report and from the Enable Schedule section, check the Report Scheduled is Enabled field and press OK for the changes to apply.

To edit a Scheduled Report, go to our Online Portal page and Sign In with your email and password. After that, click on the Reports tab and then on the Edit button for the desired report. Then, make the desired changes to the report and click OK for the changes to apply.

You can also edit a Scheduled Report directly from the application, by going to the Report menu – Scheduled Reports. Click on the “Edit” button for the desired report, make the changes and click “OK” for the changes to apply.

To create a Scheduled Report directly from the application, follow the steps below:

1. Go to the Report menu – Scheduled Reports;
2. Click on the Add New Scheduled Report button;
3. Fill in all the required fields with the desired information and press OK in order for the report to be created.

Note: Password Protected MPP files are not supported by Scheduled Reports! If you do add password protected MPP file to scheduled reports, the report will not be sent and Preview will be unavailable!

How to create a Scheduled Report from Online Portal page?

To create a Scheduled Report, follow the steps below:

1. Go to our Online Portal page and Sign In with your email and password.
2. Click on the Reports tab and then on the Add New Scheduled Report.
3. Fill in all the required fields with the desired information and press OK in order for the report to be created.

Note that Password Protected MPP files are not supported by Scheduled Reports! If you do add password protected MPP file to scheduled reports, the report will not be sent and Preview will be unavailable!