How is my project tracking against plan? (Actual $$ vs. Fcst/Budget etc.)

From a schedule/resource perspective you can capture a schedule baseline in the Plan screen and then compare the baseline dates and effort against the current dates and effort and report on variances. There are standard baseline date, duration and effort columns for use in Plan and Work Portfolio column sets to identify variances. Multiple schedule baselines can be captured and one selected as the active baseline for variance reporting.

The WRK05 Schedule and Effort Report (https://success.planview.com/?cid=wrk05) reports on baseline variances and baseline data is also included in other reports like the WRK14 Project Status Report (https://success.planview.com/?cid=wrk14) and the WRK15 Milestone Report (https://success.planview.com/?cid=wrk15).

From a financial point of view, Financial Management versions can be used to capture a snapshot (baseline) of the project financials (capex, opex, resource costs, resource effort, benefits and revenue) and used for variance reporting. One version is selected at the primary reporting baseline version and can be used in Financial Management columns in Portfolio view column sets.

The WRK32 Financial Variance Report (https://success.planview.com/?cid=wrk32) allows reporting and analysis between different financial snapshots and the current actual/forecast financials and the WRK14 Project Status Report (https://success.planview.com/?cid=wrk14) highlights financial variances.

Baseline variances (schedule and financial) can be used as filters in configurable tiles to alert on projects that have a variance.