Project Rollout Summary Report is designed to provide the users with the ability to extract basic information on projects along with a graphical representation of the project performance against a selected timeline.
Filter | Description |
|---|---|
Date Select | The date option enables you to select a specific time period and filter projects with their start and end dates falling within the selected time period. Defaults to the current reporting period. |
Projects | A tick box list of projects which allows you to select one or multiple projects from the list. Un-ticked by default. You can refine the list of projects using the criteria defined in the search box. |
Project Type | Dropdown list of all project types available within the organisation. Allows you to select a project type. “Show All” is selected by default. |
Directorate | Dropdown list of all Directorates available within the organisation. Allows you to select a directorate. Default selection is the 'Show All' option. |
Department | Dropdown list of all Departments available within the organisation. Allows you to select a department. Default selection is the 'Show All' option. |
Project Status | Multi- select check-box filter to select project status (Open/Closed/Upcoming). ‘Open’ is selected by default. Applicable if you have used the Close Project object in the workflows. |
Project Sponsor | Dropdown filter to select the relevant project sponsor. Show All” is selected by default. |
Project Manager | Dropdown filter to select the relevant project manager. Show All” is selected by default. |
Report Body
Report Element | Description |
|---|---|
Project ID | Displays the Project Reference number defined within Project Details area. |
Project Name | Displays the Project Title defined within Project Details area. |
Project Sponsor | Displays the Project Sponsor defined within Project Details area. |
Project Manager | Displays the Project Manager defined within Project Details area. |
Start Date | Displays the project Start Date defined within Project Details area. |
End Date | Displays the project End Date defined within Project Details area. |
Baseline Start Date | Displays the Baseline Start Date defined within Task Planning area. |
Baseline End Date | Displays the Baseline End Date defined within Task Planning area. |
Current Phase | Displays the current phase of the project. |
% Effort Complete | Displays the Percent Complete value defined within Project Details area. |
Traffic Light | Displays the Project performance traffic light image (i.e. On Track/Off Track/Monitor/No Target Set). |
Timeline and Performance | |
Timeline | This report area will contain columns to represent each month of the selected reporting period from the Date Select filter. A dashed vertical line will be drawn across the graph to represent the current date/period. This will represent an approximate value. |
Timeframe bar | A grey bar will represent the project timeframe (as applicable within the selected period). Project timeframe will be referred from the ‘Start’ and ‘Completion’ dates within the Project Details area. If the project has started prior to the selected period from filters, an arrow head appended to the left-side of the timeframe bar will indicate that it had started before the selected period. If the project is finishing after the selected period from filters, an arrow head appended to the right-side of the timeframe bar will indicate that it will finish after the selected period. |
Performance bar | A bar coloured according to project performance values (i.e. Off track –red, On Track – green, Monitor – Amber) will be displayed to represent the project performance and the respective percentage value. Project performance bar of ‘Completed’ projects (project % Complete value equals to 100) will be displayed in black. Performance bar will not be drawn for the projects which are ‘Not Started’ (project % Complete value equals to 0). |
