This article provides a preview of the pre-build Engagement Summary report.
Get a detailed view of how work is progressing on a specific engagement with the Engagement Summary report. It shows task assignments, planned vs. actual hours, and how work is tracking against commitments. You’ll also see the current status of tasks, risks, issues, and changes — all in easy-to-read charts that help you stay on top of project health.
Click Next and Previous to review the different pages available in this report.
Compatible OnePlan Solution Templates
Use this table to quickly see if a report is compatible with your OnePlan solution template. Click a template name to learn more about it.
| OnePlan Solution Template | Works with This Report? |
|---|---|
| Agile Portfolio Management | ❌ |
| Adaptive Portfolio Management | ✅ |
| Collaborative Work Management | ✅ |
| PMBOK | ❌ |
| Product Portfolio Management | ✅ |
| Professional Service Automation | ✅ |
| Project Portfolio Management for Biotech/Pharma | ❌ |
| Strategic Execution Management | ✅ |
| Strategic Portfolio Management | ✅ |
Download Files
You can download the files for this report and follow simple instructions to add it to your OnePlan site here: OnePlan Report Packs for Adaptive Project Portfolio Management, Strategic Portfolio Management, Professional Service Automation, Product Portfolio Management, and Strategic Execution Management Solution Templates Version 04.25.25 and Newer
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