This article covers:
- Project reports
- Alert and reminder report
- Cost portfolio report
- Data completeness report
- Extended project list
- Ownership portfolio report
- Portfolio governance report
- Portfolio quality report
- Progress portfolio report
- Project quality report
- Project charter
- Project closure report
- Project detail report
- Project governance report
- Project history report
- Project list
- Project management plan
This article provides detailed explanations of the Project Reports available on PPO.
For more information on accessing reports and report options such as different views and parameters, see the following knowledge base article.
The Alert and Reminder Report is one of the most used reports on PPO. The report shows a project filter combo parameter and an employee filter combo parameter.
The report is broken up into three sections: a section for Tasks, a section for Issues and a section for Risks. Each section shows items that are overdue (where the due date or follow-up date has been reached but the item is not complete).
This report can be automated. This means that it can be sent on a regular basis to employees that have items assigned to them that are overdue. Each employee will only receive their own items on the report.
The report can also be expanded to show additional entities such as Actions.
The Cost Portfolio Report shows a summative view of the Costs on each project. The report shows a project filter parameter only and the following fields are shown on the report: project name, status, priority, portfolio/type, RAG Indicator, total budget, total actual / spent, total recovered, total estimated value to complete, the total at completion and the total variance for the project.
The total at completion is calculated by adding the actual / spent to the estimate to complete and the variance is calculated by subtracting the total at completion from the budget.
The Data Completeness Report is used extensively during the implementation of PPO at a client in order to measure the data take-on process. The report does a count for the number of records per entity and provides an indicator for each entity to show whether any records have been captured on that entity.
A data completeness score is calculated by awarding one point for each entity that scores a Green indicator. The points for all the entities with Green indicators are added up and divided by the total number of entities, for example, if three entities score a Green indicator and there are nine entities, three will be divided by nine and shown as a percentage (33.33%). This provides an overview of how data is being captured in the different project areas during implementation.
The report shows a project filter parameter and a group by parameter. The following columns are shown on the report: project name, project manager, status, stage, score, as well as an indicator for each entity.
You also have the ability to incorporate data quality in your current Data Completeness Report or decide to keep the two reports separate.
Should you wish to incorporate the data quality, the indicators on the Data Completeness Report will then work as follows:
- The RED indicator will still indicate that no record exists in the entity
- The AMBER indicator will indicate that a record exists in the entity but has not been updated in the defined parameters setup by the client, e.g the comments were not updated in the last 7 days
- The GREEN indicator will indicate that a record exists in the entity and has been updated in the defined parameters setup by the client, e.g the comments were updated in the last 7 days
Should you wish to incorporate the data quality in your Data Completeness Report as well, please contact the PPO Support Team.
The Extended Project List Report shows a project filter combo parameter and a group by parameter. The report shows a list of all the projects based on the selected parameter, including the following fields: code, name, status, description, project manager and portfolio/type.
The Ownership Portfolio Report shows only a project filter parameter and shows the major stakeholders and project classification for each project. The report shows the project name, priority, status, stage, portfolio/type, project health, department, project sponsor, project owner and project manager of each project.
The Portfolio Governance Report provides the client with an overall view of their portfolio’s alignment to Governance. The report shows very basic project information, as well as the overall Governance RAG and the Gate Ready RAG, for the selected projects.
For more detailed information on the calculation of the overall Governance RAG and the Gate Ready RAG, access the Project Governance Report.
By clicking on a project, users can drill-through to the Project Governance Report, for the selected project.
For more information on configuring Governance in PPO, access the following FAQ.
The Portfolio Quality Report is designed to show how frequently users are updating information (specifically the Health Indicators and Comments) in PPO. The rules for how frequently the Health Indicators and Comments have to be updated can be defined by the project office. If all Heath Indicators and Comments are not updated within the defined period, the Data Quality indicator will turn RED.
The Portfolio Quality Report shows a project filter parameter and a group by parameter. The report shows the project code, name, status, stage, project manager, project health and data quality.
For more information on setting up data quality in PPO, see the following FAQ.
The Progress Portfolio Report gives a summarised view of the overall progress of each project. The report shows a project filter parameter and shows the project name, status, priority, portfolio/type, project health, planned start date, planned end date, actual start date, required end date, overall planned progress percentage, overall actual progress percentage and the variance between actual and planned progress percentage.
The Project Quality Report shows the details of the project data quality RAG indicator. The report shows only a project list parameter, but can also be accessed from the Portfolio Quality Report. The report shows the project code, name, status, stage, project manager, project health and data quality. The report also shows a list of the performance checks the project has to align to for data quality (by default, the frequent update of Health Indicators and Comments are the only performance checks).
For more information on data quality, see the section on the Portfolio Quality Report, earlier in this article.
The Project Charter is designed to show a statement of the scope, objectives and stakeholders of a project. The report therefore shows only a project list parameter and shows all the project information. The report also shows an approvals section where the project sponsor, project owner and project manager can sign off the project charter.
The Project Closure Report serves as a sign-off document for the closure of a project. The report shows only a project list parameter. The report has several sections: the first shows basic project information and stakeholders. The second shows all completed (and outstanding) milestones, a summary of the project's costs, the project's scope changes, benefits and lessons. The report also shows any outstanding Risks and Issues and an Approvals section where the project sponsor, project owner and project manager can sign off the closure of the project.
The Project Detail Report shows a project filter combo parameter and the report is an extract of all project information on PPO. It includes all the fields on the Projects entity for all projects.
The Project Governance Report, as the name suggests, is intended to allow you to see how well a particular project aligns to defined governance rules in term of the documents that are required for each phase of a project as it progresses through its lifecycle.
For further information on how to set-up or customize these rules to suit your requirements, access the following FAQ.
The Project Governance report is split into two sections. The first section shows some basic project information and displays the Governance RAG as well as the Gate Ready RAG, which will be explained in more detail below.
The second section of the report defines all the required documents for each phase of the project. As the documents are uploaded and approved, the RAG indicators are updated to show whether the required documents for the phase have been uploaded and approved. The RAG indicator for each document is calculated based on the following:
- If the specified document is uploaded and approved, the indicator will show GREEN
- If the specified document is uploaded but NOT approved, the indicator will show AMBER
- If the specified document is NOT uploaded at all, the indicator will show RED; and
- If the specified document is NOT yet required, based on the project phase, the indicator will show GREY. In the example above, the project is currently in the Executing phase, and therefore the indicators for the Benefit tracking phase will be GREY.
The overall Governance RAG is then calculated, by looking at the individual RAG indicators for all phases prior to the current phase. In the above example the overall Governance RAG indicator is GREEN, as all the requirements for the Initiating and Planning phases have been met. The RED indicator for the Executing phase is however not taken into account since this is the current phase.
The overall Gate Ready RAG indicator is similar to the Governance RAG except that it also takes into account the current phase. It therefore shows whether the project is ready to move to the next phase. In the above example, the Gate Read RAG is RED, since the project is in the “Executing” phase and the required documentation for this phase, have not yet been uploaded and approved.
The project history report provides a combination of current as well as historical information for the selected projects. It is therefore ideal to be able to see for example how the overall project health has changed over time (as in the example below) or to see how a project has progressed through the various project phases.
If this report is not available on your instance, or you would like a change to meet your particular requirement, please log a support call.
The Project List Report shows a project filter parameter and a group by parameter. The report shows only the project code and project name of all the selected projects.
The Project Management Plan shows information vital to the execution of a project. The report shows only a project list parameter and shows all project information as well as all Tasks on the project. The report also shows the project Cost, major Risks and project Benefits.
The report also shows an approvals section where the project sponsor, project owner and project manager can sign off the Project Management Plan.