Report Explorer – Project Report
The Project report is designed to provide the users with the ability to extract all Project related information for a selected project from the system. This report includes details of all the project phases.
Filter | Description |
|---|---|
Project | Dropdown allows selection of an existing Project – list is ordered alphabetically by project name. 'Show All' is selected by default. |
Project Type | Dropdown selection of the Project Type. 'Show All' is selected by default. |
Report Element | Description |
|---|---|
Project Details | |
Ref | Displays the project reference number. (Defined within Proposal > Project Details area). |
Owner | Displays the project owner’s name. (Defined within Proposal > Project Details area). |
Description | Displays the project description. (Defined within Proposal > Project Details area). |
Parent Project | Displays the name of the parent project this project belongs to (if available). (Defined within Proposal > Project Details area). |
Time Frame | Displays the Start and Completion date. (Defined within Proposal > Project Details area). |
Project Type | Displays the project type. (Defined within Proposal > Project Details area). |
Primary Strategy | Displays the project’s primary strategy. (Defined within Proposal > Project Linkages > Initiative area). |
Project Expenditure | |
Expenditure | Displays the expenditure title. |
Description | Displays the expenditure description. |
Weight | Displays expenditure weightage. |
Project Phases | |
Phase | Displays the name of the phase. |
From/To | Displays the phase’s Date to and Date From. |
Project Linkage | |
Primary Strategy | Displays the primary strategy which the project falls under. (Defined within Proposal > Project Linkages > Initiative area). |
Secondary Strategy | Displays the multiple secondary strategies assigned to the project. (Defined within Proposal > Project Linkages > Initiative area). |
Funding Partners – Displays a list of funding partners assigned to the project. | |
Preliminary Budget – Displays budget details defined within the Preliminary Budget tab in a table grid. | |
Project Board and Team | |
Project Member | Displays staff name of project member. (Defined in the Proposal > Project Board and Team). |
Project Position | Displays the staff member’s position on this project’s board. (Defined in the Proposal > Project Board and Team). |
Implementation | Indicates whether the staff member is in an implementation role or not. (Defined in the Proposal > Project Board and Team). |
Business Case Details | |
Project Purpose | Displays the project’s purpose. (Defined in the Proposal > Business Sase Area). |
Consultation | Displays the project consultation comment. (Defined in the Proposal > Business Case area). |
Business Impact | Displays the project’s business impact. (Defined in the Proposal > Business Case area). |
Lessons from prior project | Displays the lessons learnt from prior projects. (Defined in the Proposal > Business Case area). |
Project Objectives | |
Objective | Displays the objective’s title. |
Scale | Displays the scale defined for the objective. |
Comments | Displays objective’s comments. |
Project Delivery Options – Displays a list of project delivery options. | |
Project Outputs | |
Name | Displays project output name. (Defined in the Proposal > Project Outputs area). |
Description | Displays output description. (Defined in the Proposal > Project Outputs area). |
Stakeholder Analysis – For each stakeholder assigned to the project, displays its name and each field configured beneath the stakeholder with the selection made for that field. (Defined in the Proposal > Stakeholder Analysis area). | |
Risk Assessment | |
Risk Issue | Name of risk assessment. (Defined in Assessment > Risk Assessment area). |
Responsible Person | Staff member assigned as responsible person. (Defined in Assessment > Risk Assessment area). |
Causes | Causes identified. (Defined in Assessment > Risk Assessment area). |
Consequences | Consequences identified. (Defined in Assessment > Risk Assessment area). |
Risk category | Names of risk categories this risk is assigned to. (Defined in Assessment > Risk Assessment area). |
Issue Register | |
Issue Title | Name of issue. (Defined in Planning > Issue Register area). |
Responsible Person | Staff member assigned as responsible person. (Defined in Planning > Issue Register area). |
Date Logged | Logged date of issue. (Defined in Planning > Issue Register area). |
Date Resolved | Resolved date of issue. (Defined in Planning > Issue Register area). |
Status | Issue status i.e., in progress, not started etc. (Defined in Planning > Issue Register area). |
Resolution | Issue resolution. (Defined in Planning > Issue Register area). |
KPI's | |
KPI | KPI title. (Defined in Assessment > KPIs > KPI Evaluation). |
Comments | KPI description. (Defined in Assessment > KPIs > KPI Evaluation). |
Responsible Officer | Staff member assigned as responsible person. (Defined in Assessment > KPIs > KPI Evaluation). |
Unit | KPI unit. (Defined in Assessment > KPIs > KPI Evaluation). |
Target | KPI target. (Defined in Assessment > KPIs > KPI Evaluation). |
Actual | KPI actual. (Defined in Assessment > KPIs > KPI Evaluation). |
Performance | Whether on track, off track or to monitor as indicated by image. |
Interplan Link – Shows all linkages between this project and inter plan. | |
Task Planning | |
Task | Name of task. (Defined in Assessment > Task Planning). |
Comments | Shows task comments entered. (Defined in Assessment > Task Planning). |
Start Date | Start Date of task. (Defined in Assessment > Task Planning). |
End Date | End Date of task. (Defined in Assessment > Task Planning). |
Responsible Officer | Staff member assigned as responsible person. (Defined in Assessment > Task Planning area). |
% Completed | Issue status i.e., in progress, not started (Defined in Assessment > Task Planning area). |
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