How to Create a Phase Duration Report

Creating a Phase Duration Report is essential for understanding the timeline of each phase in a project. By visualizing the duration of each phase, you can identify areas where processes may be delayed, ensuring timely completion of tasks and better resource allocation. This report helps project managers monitor progress and make informed decisions to keep the project on track.

Visualization Example:

Steps:

From the Explore menu, select Deal Phases Info.
In the Field Picker, choose the following fields:
Under the Deal option, select Title.
Under the Phase option, select Name and Order.
Under the Deal Phase Info option, select Actual Start Date.
Toggle on the filter icon next to the field Actual Start Date as shown below:



In the Filter Pane, select Deal Phase Info > Actual Start Date > "is not null" to exclude phases that have not started yet.



Click on Run button at the top-right to generate the data.
In the Data Pane, click on the column header Deal Title, and then click on the column header Phase Order while holding the SHIFT key to sort the table by Deal Title first and then by Phase Order.



Click on Add Calculation in the Data Pane and create a table calculation for the Phase End Date as the actual start date of the next phase:



Click on Add Calculation again and create another table calculation labeled Phase Duration:



In the Visualization Pane, choose Table Chart as the chart type, and go to Edit → Series tab → toggle on Cell Visualization.



By following these steps, you will create a phase duration report that provides valuable insights into the timelines of each phase, allowing you to optimize future projects effectively.

Updated on: 03/10/2024