Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

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

...

Image Added

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.

Info

Note: Business Case Field names can be configured from the object editor of the business case object in the workflow configuration area.

  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’s 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:

...

Image AddedImage Added

View other articles under this section:

Child pages (Children Display)
pageReport Explorer

<< Back to main section
Report Explorer

UG Footer 2024-20240103-072111.pngImage Added