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
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 | 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 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:
