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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

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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.

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

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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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