Reporting Dashboard Requirements for ITBM

The practice of gathering, examining, and effectively communicating project-related information to stakeholders is referred to as project management reporting. To give a complete and accurate view of the project's state, it entails summarizing important project metrics, progress updates, risks, and difficulties.

Keeping stakeholders up to date on project performance, making data-driven choices, spotting possible issues, and ensuring project goals are being met are all goals of project management reporting. These reports often include details about work accomplishment, resource allocation, project timeframes, budget status, and risk assessments.

Using visual aids like charts or graphs to display data in an understandable style is a common component of effective project management reporting. It should avoid superfluous details and excessive length, concentrating on the information that is most pertinent and useful.

Project managers and stakeholders may monitor progress, spot areas for improvement, and take prompt corrective action with the help of consistent and regular reporting. Throughout the course of the project, it encourages openness, responsibility, and good communication between team members and stakeholders.

Configure Reports

Reports can be accessed by the following steps.

1. Navigate to Reports > Project Management.

Figure: Reports for Project Management

2. Click on Project Management. The Subsequent page is displayed below.

Figure: Reports Dashboard

  3. Click on the REPORTS drop-down menu to access the Reports.

Only the following are the list of Reports is “accessible” and “available” for Project Management Dashboard

Project Burndown Chart

In Agile project management, a project burndown chart is a tool used to track the progress of work finished and left within a certain time span, usually a sprint or iteration. It gives stakeholders and the team a visual depiction of how the project is moving toward its goals and determines whether it is on track to succeed.

The project burndown chart gives stakeholders and the team a clear visual depiction of the project's progress and aids in identifying any deviations from the expected course. It enables the early identification of possible problems, enabling the team to adjust, reorder work, and take required corrective action to ensure effective project completion within the allotted time limit.

• Project Burndown Chart- For a given project- what’s the status of effort vs. the planned timeline?
• Task/Sprint Burndown Chart- For a given sprint – whether the team is behind or ahead of the sprint/task schedule. 
• Activity Burndown Chart- Same as Task Burndown but for a given activity.  

Figure: Project Burn Down Chart

Project Critical Path Report

A project critical path report is a project management tool used to pinpoint the critical path, or series of tasks, that establishes the quickest time frame for project completion. It gives project managers a clear picture of the activities that influence the project's timeframe and aids in resource allocation and prioritization.

• A report which highlights if the project is on schedule or running behind the scheduled plan.
• The red bars highlight the critical paths of any given phase.

Figure: Project Critical Path Report

• The orange line is the scheduled task dates for the Project.
• The red line is an indicator of the critical path of the Project.
• The blue line denotes the planned dates of the Project.

Project Gantt Chart

A project's tasks, timetable, and dependencies are depicted visually in a project Gantt chart. It offers a chronological view of the project and shows the beginning and ending dates, duration, and connections between each activity. Project managers and other stakeholders may quickly see the project's timeline, critical path, and progress thanks to the Gantt chart.

The project's timeline, tasks, and dependencies are all thoroughly outlined in the project Gantt chart. It aids in understanding the project's schedule, locating crucial activities, and visualizing work progression and interdependencies for project managers and stakeholders. The Gantt chart is a useful tool for scheduling, planning, and keeping track of project activities to ensure effective resource management and on-time project completion.

• A timeline-based project-wise report
• Progression of projects in a sequence of timelines - arranged from earliest to latest.

Figure: Project Gantt Chart

In the above report, the following are indicated.

• The blue line depicts the Task scheduled date.
• The red line is an indicator of scheduled activity date.
• The green line will represent the actual completion date.
• The pink line depicts milestone dates of the Project.

Executive Management Dashboard

An executive management dashboard is a visual tool that gives executives and senior management clear, high-level information so they can quickly and efficiently monitor the organization's performance and critical KPIs. It provides executives with a quick peek at crucial facts so they can decide what to do and how to do it.

The executive management dashboard gives executives a thorough perspective of the performance, risks, and important areas of attention of the organization. It encourages data-driven decision-making, makes it possible to see problems early, and makes it easier for senior management to communicate effectively. The dashboard enables leaders to remain in line with the organization's strategic goals and act quickly in response to shifting market dynamics or new business possibilities.

• Critical aspects around defects, burndown charts, Gantt charts on timelines, etc.
• Milestones achieved so far.
• Project Pipeline
• Timesheet – billable and non-billable hours summary
• The costing of the Project is calculated based on CPI (Cost Performance Index) formula where ‘Red’ depicts over budget and ‘Green’ shows within the budget.

The Executive Management Dashboard is displayed as below.

Figure: Executive Management Dashboard.

Project-Wise Status – A brief overview of the progress-wise status report. This gives an overall understanding of the

Status – An overview of the status or progress of a project, task, or process is provided by a status chart, which is sometimes referred to as a status report or progress chart. Important details like dates, deliverables, milestones, and the actual progress achieved toward intended goals are frequently included.

Pipeline -  A pipeline chart is a sort of chart that shows a progression of steps or stages in a process or workflow. It is also referred to as a pipeline diagram or pipeline visualisation. It is frequently employed in project management, sales, marketing, and other fields where a visual depiction of development or flow is required. A pipeline chart often shows how items are progressing or at what stage they are in as they go through a process.

Resource Planning – The visual representation known as a resource planning graph, often referred to as a resource allocation chart or resource utilisation chart, aids in the planning and management of resource allocation within a project or organisation. It offers a summary of resource availability, distribution, and use over a certain time frame.

Navigate to a specific Project and the following is displayed.

Figure: Project Dashboard

Resources Dashboard - A visual representation or display of significant data and metrics pertaining to resources inside an organization or a project is often referred to as a resources chart. It enables decision-makers and stakeholders to acquire a broad picture of the resources' availability, distribution, and use.

Resource Allocation - A resource allocation chart, sometimes referred to as a resource allocation timeline or a resource utilisation chart, is a graphic depiction of how resources are distributed and used over a given time frame. It enables you to keep track of the availability and distribution of resources, such as persons, tools, or money, and to see any inequities or gaps in their use.

Task Chart - A task chart is a visual depiction of tasks, their durations, and their dependencies. It is sometimes referred to as a task timeline or task Gantt chart. The project schedule, the order of the tasks, and their interdependencies are all clearly outlined.

Activity Chart - A visual representation of numerous activities or events over a predetermined time is known as an activities chart, also known as an activity timeline or activity schedule. It offers a concise picture of the times, lengths, and connections between various activities.

Schedule Performance Index - A visual representation of a project's schedule performance over time is the Schedule Performance Index (SPI) meter chart. It gives a visual representation of how the project's development compares to the original schedule. A fast visual representation of how the project is progressing in relation to the anticipated timetable is provided by the SPI meter chart. It enables proactive measures to be implemented if necessary, by helping stakeholders understand whether the project is on track, ahead of schedule, or behind schedule.

Milestone - A milestone chart—also referred to as a milestone timeline, milestone timetable, or milestone schedule—is a graphic representation of critical dates or milestones in a project or process. It gives a concise description of the crucial deliverables, objectives, or checkpoints that must be met.

Risk - A risk chart is a visual representation of dangers based on their likelihood and impact. It is sometimes referred to as a risk matrix or risk heat map. By analyzing risks' potential repercussions and likelihood of occurrence, it aids stakeholders in understanding and prioritizing risks. A risk chart gives risks a visual representation, enabling stakeholders to comprehend the potential risk level linked with various circumstances rapidly. It assists in prioritizing risk management initiatives, reaching wise choices, and efficiently allocating resources.

Project Completion / Cost - A visual representation of the project's progress in terms of completion and associated costs is a project completion and cost chart, sometimes referred to as a project timeline and cost chart. It demonstrates how the project is progressing over time and how costs are incurred throughout the course of the project. A visual representation of the project's progress in terms of completion and associated costs is provided by a project completion and cost chart. In order to achieve project success, it aids stakeholders in understanding the project's status, locating any delays or cost overruns, and making wise decisions.

Executive Summary - A succinct visual representation of essential metrics, performance indicators, and summaries of significant information pertinent to an executive or senior management team is an executive summary chart, also known as an executive dashboard or executive summary report. It offers a summary of the organization's or project's performance while highlighting significant trends and insights. Executives can rapidly understand the essential metrics and trends with the help of an executive summary chart, which offers a high-level picture of the success of the project or organization.

Delayed Activities - The visual representation of project activities that have encountered delays is referred to as a delayed activities chart, schedule delay chart, or project timeline with delays. It aids stakeholders in comprehending how delays affect the project timeline and locating crucial tasks that need attention. The visual representation of delayed tasks provided by a delayed activities chart enables stakeholders to comprehend the impact on the schedule and prioritise resources or actions accordingly.

Project Report

A project report is a thorough document that offers a thorough review of a project's goals, processes, developments, and results. It is often created for stakeholders, sponsors, or management to discuss project status, achievements, difficulties, and recommendations. It acts as a formal record of the project's planning, execution, and results.

Depending on the project and the demands of the stakeholders or organization, the format and content of a project report may change. It is crucial to provide the information in a clear, structured, and succinct manner, making use of the proper visual aids and supporting evidence as needed.

For a given project 

• Achieved activities – achievements so far.
• Deviations
• Planned Activities
• In Progress Activities
• Change in Scope

Figure: Project Report

Timesheet Worklog Report

A timesheet work log report is a written account of the time people or teams spend on various tasks or activities over the course of a given period. It is a tool for scheduling, controlling work hours, keeping an eye on output, and allocating resources. The project management, human resources, or professional services sectors frequently employ the timesheet work log report.

Organizations may monitor and analyze resource utilization, project expenses, and staff productivity with the timesheet work log report. It enables precise billing or invoicing, aids in project planning and forecasting, and identifies potential process or workload improvement opportunities.

• Worklog – the whole gamut of work to be done.
• Resource-wise report – available resources with quantum of availability
• Task-wise report – task-wise how long it might take to complete the whole project.
• Activity-wise report – per sprint how things are placed for the whole project.

Figure: Time Sheet Work Log Report