Bring related plans into a set
A plan set groups references to plans so you can review related work together. A roadmap can show selected milestones across those plans.
Access to the set does not grant access to its referenced plans. Sharing a set and selected plans is a separate explicit action. You continue to see only the plan content your current permissions allow.
Read the explanation behind a number
Insights and reports include calculation context, such as scope, revision, and the time the result represents. Use the accompanying task data and text or table equivalents to understand a chart.
Health can be calculated or entered. Check which method is being used. Unknown, unestimated, and unmeasured values identify missing information.
Save a report and add your notes
Save a report you want to return to and write your own notes about what it means. Reports continue to respect current access when they are opened.
A report’s scope can differ from the view you last used. Check filters and included plans before comparing totals or sharing your conclusions.