The project proposal report is designed to provide the users with the ability to extract Project business case, budget and assessment details of a project. The report includes all the data specified within the project proposal phase.
Report Filters
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Filter | Description |
|---|---|
Project | Dropdown allows selection of an existing Project. 'Show All' is selected by default |
Project Type | Multi-select check-box filter to select project types. 'Show All' is selected by default |
Parent Project | Dropdown list of all parent projects within the system. Allows you to select a parent project. 'Show All' is selected by default |
Report Body
Report Body | Report Element | ||
|---|---|---|---|
Project Name | Displays the Project Title defined within Project Details area | ||
Project Code | Displays the Project Reference number defined within Project Details area | ||
Project Owner | Displays the name of the project owner defined within Project Details area | ||
Description | Displays the project description defined within Project Details area | ||
Parent Project | Displays the parent project name defined within Project Details area | ||
Time Frame | Displays the Start and End Date of the project defined within Project Details area | ||
Project Type | Displays the Project Type defined within Project Details area | ||
Asset | |||
Ref | Displays the reference number of the asset defined within Project Details area. (Asset reference number is defined within asset setup area) | ||
GIS | Displays the GIS reference number of the asset defined within Project Details area. (GIS reference number is defined within asset setup area) | ||
Name | Displays the Name of the asset defined within Project Details area. (Asset Name is defined within asset setup area) | ||
Type | Displays the Type of the asset defined within Project Details area. (Asset Type is defined within asset setup area) | ||
Business Case | |||
Business Case Field 1 | Displays the value of Business Case Field 1 within Business Case object | ||
Business Case Field 2 | Displays the value of Business Case Field 2 within Business Case object | ||
Business Case Field 3 | Displays the value of Business Case Field 3 within Business Case object | ||
Business Case Field 4 | Displays the value of Business Case Field 4 within Business Case object | ||
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Preliminary Budget – Displays all budget details within Preliminary Budget object | |||
Business Case Objectives | |||
Objective Name | Displays the Objective Name defined within Business Case Project Objective section of Business Case object | ||
Objective Details | Displays the Objective Description defined within Business Case Project Objective section of Business Case object | ||
Objective Met By | Displays the Objective Met By defined within Business Case Project Objective section of Business Case object | ||
Project Delivery Option | |||
Option Name | Displays the Option Name defined within Business Case Project Delivery Options section of Business Case object | ||
Description | Displays the Option Description defined within Business Case Project Delivery Options section of Business Case object | ||
Advantages | Displays the Option Advantages defined within Business Case Project Delivery Options section of Business Case object | ||
Disadvantages | Displays the Option Disadvantages defined within Business Case Project Delivery Options section of Business Case object | ||
Project Outputs | |||
Name | Displays the Project Name defined within Project Outputs object | ||
Description | Displays the Project Name defined within Project Outputs object | ||
Approval Status | Displays the project approval status. | ||
Project Strategies | |||
Primary Strategy | Displays the primary strategy defined within Project Linkage object | ||
Secondary Strategies | Displays the secondary strategies defined within Project Linkage object | ||
Funding Partners – Displays the details of the funding partners defined within Project Link Funding Partner area of Project Linkage object | |||
Assessment | |||
Name | Displays the assessment element name. defined within Assessment Model object | ||
Assessment Score | Displays the final assessment score within Assessment Model object | ||
Assessment Status | Displays the assessment status within Assessment Model object. That is whether the assessment is Approved or Not Approved | ||
Date | Displays the last modified date of the assessment defined within Assessment Model object | ||
Assessment Elements: Displays assessment elements, their options and scores | |||
Risk | |||
Risk Name | Displays the Risk Title within Risk Assessment object | ||
Responsible Person | Displays the responsible person for the risk defined within Risk Assessment object | ||
Causes | Displays the Causes of the risk defined within Risk Assessment object | ||
Consequences | Displays the Consequences of the risk defined within Risk Assessment object | ||
Risk Category | Displays the primary risk category of the risk defined within Risk Assessment object | ||
Risk Assessment | Displays the risk assessment level (Initial,Revised and current) | ||
Consequence | Displays the consequence rating in the risk assessment level (Defined within Risk Assessment object) | ||
Likelihood | Displays the likelihood rating in the risk assessment level (Defined within Risk Assessment object) | ||
Effectiveness of Controls | Displays the effectiveness of control rating in the risk assessment level (Defined within Risk Assessment object) | ||
Risk Rating | Displays the overall risk rating in the risk assessment level (Defined within Risk Assessment object) | ||
Stakeholder Analysis | |||
Stakeholder | Displays the stakeholder name defined within Stakeholder Analysis object | ||
All details within Stakeholder Analysis object will be displayed | |||
Task Planning | |||
Task Name | Displays the Name of the task defined within Task Planning object | ||
Comment | Displays the task progress comment defined within Task Planning object | ||
Start Date | Displays the Start Date of the task defined within Task Planning object | ||
End Date | Displays the End Date of the task defined within Task Planning object | ||
Responsible Person | Displays the Responsible Person of the task defined within Task Planning object | ||
Percent Complete | Displays the Percent Complete of the task defined within Task Planning object | ||
Performance | Displays the task progress within Task Planning object | ||
Sample output:
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