Report Explorer – Project Proposal Report

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

Figure 1.1

Filter	Description

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

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.
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:

Figure 1.2

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