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 |
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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 |
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Project Name |
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Displays the Project Title defined within Project Details area. |
Project Code |
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Displays the Project Reference number defined within Project Details area. |
Project Owner |
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Displays the name of the project owner defined within Project Details area. |
Description |
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Displays the project description defined within Project Details area. |
Parent Project |
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Displays the parent project name defined within Project Details area. |
Time Frame |
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Displays the Start and End Date of the project defined within Project Details area. |
Project Type |
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Displays the Project Type defined within Project Details area. | |
Asset | |
Ref |
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Displays the reference number of the asset defined within Project Details area. (Asset reference number is defined within asset setup area). |
GIS |
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Displays the GIS reference number of the asset defined within Project Details area. (GIS reference number is defined within asset setup area). |
Name |
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Displays the Name of the asset defined within Project Details area. (Asset Name is defined within asset setup area). |
Type |
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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 |
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Displays the value of Business Case Field 1 within Business Case object. |
Business Case Field 2 |
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Displays the value of Business Case Field 2 within Business Case object. |
Business Case Field 3 |
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Displays the value of Business Case Field 3 within Business Case object. |
Business Case Field 4 |
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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 |
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Displays the Objective Description defined within Business Case Project Objective section of Business Case object. |
Objective Met By |
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Displays the Objective Met |
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by defined within Business Case Project Objective section of Business Case object. | |
Project Delivery Option | |
Option Name |
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Displays the Option Name defined within Business Case Project Delivery Options section of Business Case object. |
Description |
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Displays the Option Description defined within Business Case Project Delivery Options section of Business Case object. |
Advantages |
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Displays the Option Advantages defined within Business Case Project Delivery Options section of Business Case object. |
Disadvantages |
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Displays the Option Disadvantages defined within Business Case Project Delivery Options section of Business Case object. | |
Project Outputs | |
Name |
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Displays the Project Name defined within Project Outputs object. |
Description |
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Displays the Project Name defined within Project Outputs object. |
Approval Status |
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Displays the project approval status. | |
Project Strategies | |
Primary Strategy |
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Displays the primary strategy defined within Project Linkage object. |
Secondary Strategies |
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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 |
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Displays the assessment element name. defined within Assessment Model object. |
Assessment Score |
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Displays the final assessment score within Assessment Model object. |
Assessment Status |
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Displays the assessment status within Assessment Model object. That is whether the assessment is Approved or Not Approved. |
Date |
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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 |
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Displays the Risk Title within Risk Assessment object. |
Responsible Person |
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Displays the responsible person for the risk defined within Risk Assessment object. |
Causes |
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Displays the Causes of the risk defined within Risk Assessment object. |
Consequences |
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Displays the Consequences of the risk defined within Risk Assessment object. |
Risk Category |
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Displays the primary risk category of the risk defined within Risk Assessment object. |
Risk Assessment |
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Displays the risk assessment level (Initial,Revised and current). |
Consequence |
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Displays the consequence rating in the risk assessment level (Defined within Risk Assessment object). |
Likelihood |
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Displays the likelihood rating in the risk assessment level (Defined within Risk Assessment object). |
Effectiveness of Controls |
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Displays the effectiveness of control rating in the risk assessment level (Defined within Risk Assessment object). |
Risk Rating |
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Displays the overall risk rating in the risk assessment level (Defined within Risk Assessment object). | |
Stakeholder Analysis | |
Stakeholder |
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Displays the |
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stakeholder’s name defined within Stakeholder Analysis object. | |
All details within Stakeholder Analysis object will be displayed. | |
Task Planning | |
Task Name |
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Displays the Name of the task defined within Task Planning object. |
Comment |
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Displays the task progress comment defined within Task Planning object. |
Start Date |
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Displays the Start Date of the task defined within Task Planning object. |
End Date |
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Displays the End Date of the task defined within Task Planning object. |
Responsible Person |
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Displays the Responsible Person of the task defined within Task Planning object. |
Percent Complete |
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Displays the Percent Complete of the task defined within Task Planning object. |
Performance |
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Displays the task progress within Task Planning object. |
Sample output:
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