The Premium Report is designed to generate an overall report of the projects including information on project progress and project financials.
Filter Page
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Report Filter |
Description |
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Date Select |
The date option enables you to select a specific time period and filter projects which falls within the selected time period.
Defaults to the current reporting period.
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Parent/ Standalone Projects |
Dropdown list of all parent and standalone projects within the system. Allows you to select a parent/ standalone project.
“Show All’ is selected by default
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Child Projects |
Dropdown list of all child projects linked to the parent project selected from ‘Parent/Standalone Projects’ dropdown filter. “Show All’ is selected by default
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Project Approval Status |
Dropdown allows the selection of project approval status (Approved, Differed, Rejected etc.). ‘Show All’ is selected by default
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Project Type |
Dropdown list of all project types defined within Settings Configuration> Project Type area. Allows you to select a project type. “Show All” is selected by default
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Directorate |
Dropdown list of all Directorates available within the organisation. Allows you to select a directorate. Default selection is the 'Show All' option.
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Department |
Dropdown list of all Departments available within the organisation. Allows you to select a department. Default selection is the 'Show All' option.
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Services |
Dropdown list of all Service Profiles available within the organisation. Allows you to select a service profile. Default selection is the 'Show All' option.
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Category |
Dropdown list of all project categories defined within the system. Allows you to select a project category. “Show All” is selected by default |
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Project Sponsor/Owner |
Dropdown filter to select the relevant project sponsor. Show All” is selected by default |
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Councilor Interest |
Dropdown filter with ‘Yes’ and ‘No’ options. Allows you to filter projects according to the Councilor Interest defined within Project Details area. ‘Show All’ is selected by default. |
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Linked to Interplan |
Dropdown filter with ‘Yes’ and ‘No’ options. Allows you to filter projects according to their linkage to interplan action or tasks. ‘Show All’ is selected by default. |
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Show Budget Performance Chart |
The tick box will allow you to show/hide the Budget Performance chart in the report. By default, this option is ticked.
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Show KPI Performance Chart |
The tick box will allow you to show/hide the KPI Performance chart in the report. By default, this option is ticked.
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Show Project Progress Chart |
The tick box will allow you to show/hide the Project Progress chart in the report. By default, this option is ticked.
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Show Risk Rating Chart |
The tick box will allow you to show/hide the Risk Rating chart in the report. By default, this option is ticked.
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Show Financial Summary |
The tick box will allow you to show/hide the Financial Summary section of the report. By default, this option is ticked.
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Show Status Report Graph |
The tick box will allow you to show/hide the Status Report Graph in the report. By default, this option is ticked.
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Show Project Summary |
The tick box will allow you to show/hide the Project Summary section of the report. By default, this option is ticked.
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Report Body
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Report Element |
Description |
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Financial summary |
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Start Date |
Displays the project Start Date |
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End Date |
Displays the project End Date |
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Preliminary Budget |
Displays the Income, Expenditure and Net budget values defined within Preliminary Budget object for three financial years. Budget values will be shown for three financial years to the future starting from the financial year which the ‘To’ date of the Date Select filter belongs to |
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Budget |
Displays the total of Net Annual Budget value within Implementation Budget object for the selected timeframe |
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Actual |
Displays the total of Net Actual YTD value within Implementation Budget object for the selected timeframe. |
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Project Summary |
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Project Code/ Name |
Project Reference code and Project name entered when creating the project |
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Type |
Displays the project type selected within project details area . |
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Project Owner |
Displays the project owner’s name and position defined within project details area |
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Start Date |
Project start date defined within project details area |
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Completion Date |
Project end date entered via project details area |
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Progress |
Progress of the project |
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Budget |
Shows the budget status |
Sample Output:
Project Overview
An overview summary of the Project Progress, Budget Performance, Risk Rating and the KPI Performance.
Status Report Graph
This will only be shown if you have activated the ‘Projected Status’ field in the Project Details object.
Financial Summary
Preliminary budget and Implementation budget information is included
Project Summary
A summary view of the projects is provided
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Last revised: November 26, 2017