Capital Project Management / Project Management

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 Process 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.

Process Navigator Report Tasks

The following table displays the general project report tasks that are available in the Project Management Process Navigator processes.

All reports marked with an asterisk (*) are View Analysis views. Fields in the View Analysis reports are clickable links to detail views.

Process Navigator Process	Report Tasks
Request	View My Projects
Prioritize and Estimate	Review Project Profiles * View Approved Projects Funding by Year - This report displays funds allocated to a project through the Capital Budgeting Allocate process
Approve	* View Approved Projects Funding by Year
Plan	Review Project Profiles View Actions with Documents and Drawings * Review Variances - Design to Baseline
Procure	Review Actions by Work Package * Review Variances - Bids to Baseline and Design Review Vendors Invoices and Payments Report Vendors Performance
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 Management Console tabs. For more information on working with the Management Console, see the Using the Management Console task.

Note: Some of the tasks on the Management Console are also available in the Process 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 Work Packages Actions by Work Package Documents and Drawings Gantt Chart (design schedule estimates)
Procure	Vendor Payables History * Vendor Performance * Bid to Design Variance Contracts
Communicate	Team Members My Communication Logs Logs by Date and Time Logs by Action Logs by Type Work Requests by Action
Schedule	* Work Package Schedule Variances Work Packages Statuses * At Risk Work Packages (See At Risk Work Packages section below) Actions by Date/Time Action Status by Action Type * Actions Summary Actions Scheduled and Done * Action Schedule Variances
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) Costs by Work Package Action Cost Variances *At Risk Work Packages (See At Risk Work Packages section below) Invoices and Payments Invoices and Payments by Work Package Invoices by Vendor

*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 the Process Navigator Contract process.

Review Work Packages Out for Bid
View Contracts
Review Actions by Date and Time
View Change Orders
Review My Invoices and Payments