Capital Projects / Projects
General Project Reports
You can access a variety of reports to review day-to-day project details while you are carrying out your projects. You can access tasks for these reports in the Navigator and Management Console.
Note: The reports that are displayed will vary, based on the user's role.
In addition to general project reports, you can access executive-level management and oversight reports. You can also generate historical reports. For more information, see the following topics:
View Analysis Views
Some of the reports are View Analysis views, which include clickable links to detail views. For information on View Analysis views, see the Working with View Analysis Views topic.
Navigator Report Tasks
The following table displays the general project report tasks that are available in the processes of the Projects application.
All reports marked with an asterisk (*) are View Analysis views. Fields in the View Analysis reports are clickable links to
detail views.
Process |
Report Tasks |
---|---|
Request |
View My Projects |
Prioritize and Estimate |
Review Project Profiles |
Approve |
* View Approved Projects Funding by Year |
Plan |
Review Project Profiles |
Procure |
Review Actions by Work Package |
Execute |
Review Project Profiles |
*denotes View Analysis views.
Management Console Report Tasks
The following table displays the general project report tasks that are available on the tabs of Projects / Plan / Management Console: Plan. For more information on working with the Management Console, see the Using the Management Console (Plan/Procure) task.
Note: Some of the tasks on the Management Console are also available in the Navigator, as described above.
All reports marked with an asterisk (*) are View Analysis views. Fields in the View Analysis reports are clickable links to
detail views.
Management Console Tab |
Report Tasks |
---|---|
Plan |
Profile |
Procure |
Vendor Payables History Contracts |
Communicate |
Team Members |
Schedule |
* Work Package Schedule Variances * Actions Summary |
Adjust |
Change Orders Actions on Hold - The actions displayed in this report have been assigned the status of IN PROCESS - ON HOLD. |
Cost |
* Committed and Anticipated (See Committed and Anticipated Costs section
below) |
*denotes View Analysis views.
At Risk Work Packages
The table below provides definitions for the fields displayed in the
At Risk Work Packages report.
Field |
Description |
---|---|
Budgeted Cost of Work Performed |
Cost of work performed based on action design cost estimates |
Actual Cost of Work Performed |
Cost of work performed based on action actual costs |
Cost Performance Index |
Budgeted Cost of Work Performed/Actual Cost of Work Performed; >1 indicates costs are under budget; <1 indicates costs are over budget |
Cost Performance Comment |
Description of Cost Performance Index value |
Schedule Performance Index |
Budgeted Cost of Work Performed/Budgeted Cost for Work Scheduled; >1 indicates ahead of schedule; <1 indicates behind schedule |
Schedule Performance Comment |
Description of Schedule Performance Index value |
Committed and Anticipated Costs
The table below provides definitions for the fields displayed in the
Committed and Anticipated Costs report.
Field |
Description |
---|---|
Committed Costs |
The cost that has been agreed to in the vendor contract. |
Anticipated Costs |
The cost that has been committed in the vendor contract that has not yet been paid by the employer (committed cost - amount invoiced and paid). |
Contract (Vendor Process) Report Tasks
The following report tasks are available to the vendor in Contract process.
- Review Work Packages Out for Bid
- View Contracts
- Review Actions by Date and Time
- View Change Orders
- Review My Invoices and Payments