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Project Performance Reports

The Project Performance Reports provide a centralised, real-time view of your project portfolio. This allows you to analyse key performance indicators and progress, helping you optimise resource allocation and identify potential risks, such as...

Hayden Zammit Meaney avatar
Written by Hayden Zammit Meaney
Updated over 2 months ago

The Project Performance Reports provide a centralised, real-time view of your project portfolio. This allows you to analyse key performance indicators and progress, helping you optimise resource allocation and identify potential risks, such as consistently overbooked experiences.

Accessing this feature

Go to Reports

How to use it

Understand the Dashboard Layout:

  1. Upon entry, the dashboard presents an intuitive layout categorised into key sections such as overall project health summaries, budget vs. actuals, timeline adherence, and resource use.

  2. Familiarise yourself with the placement of various charts, graphs, and data tables, which are designed for immediate insight.

Apply Filters for Targeted Views:

  1. Use the robust filtering options located at the top or side panel of the dashboard.

  2. You can filter data by project, project manager, team, status (e.g., 'In Progress', 'On Hold', 'Completed'), date range, and other customisable parameters.

  3. Applying specific filters allows you to narrow down the displayed information to focus on the most relevant data for your current analysis.

Interpret Visualisations and Metrics:

  1. Each visual element on the dashboard, such as bar charts for task completion, pie charts for status distribution, or line graphs for trend analysis, is designed to convey information efficiently.

  2. Pay attention to colour coding, which often indicates project health (e.g., green for on track, amber for caution, red for at risk).

  3. Hover over data points for detailed metrics and context.

Drill Down for Granular Detail:

  1. Many elements within the dashboard are interactive.

  2. Clicking on a specific project segment, a particular status indicator, or a data point on a graph will typically open a more detailed view or a specific project report.

  3. This drill-down functionality allows for a deeper investigation into underlying issues or successes without leaving the reporting interface.

Monitor Key Performance Indicators (KPIs):

  1. The dashboard prominently displays essential KPIs such as budget variance, schedule variance, earned value, and resource allocation percentages.

  2. Regularly monitor these indicators to quickly identify projects that are deviating from their planned trajectory and require immediate attention.

Export and Share Reports:

  1. For offline analysis, presentations, or sharing with external stakeholders, use the export functionality.

  2. Located at the top right of the dashboard, this feature allows you to download the current view or selected data into various formats, including PDF or CSV.

  3. This ensures you can distribute consistent and accurate project information as required.

Tips

  • Regularly review dashboard data to stay abreast of project status and identify emerging issues promptly. Consistent oversight is crucial for effective project management.

  • Define and focus on key metrics for your specific projects and objectives. Customise your dashboard view to prioritise these metrics, ensuring you focus on what truly matters for project success.

  • Use the filtering options to segment data by project, team, status, or timeframe. This allows you to quickly isolate specific areas of concern or interest, making your analysis more efficient and targeted.

  • Always compare the data presented on the dashboard with your original project plans, scope documents, and budget allocations. This helps in verifying data accurate and understanding variances in context.

  • Translate insights into action. When you identify a deviation or a risk, translate that insight into a concrete action plan. Assign responsibilities and set deadlines for resolution.

  • Ensure all relevant stakeholders, including team members and senior management, understand how to interpret the dashboard's reports. This fosters a shared understanding of project health and facilitates collaborative decision-making.

  • Maintain data accurate. The reliability of your project reporting dashboard is directly dependent on the accurate and timely data fed into it. Emphasise consistent and accurate data entry across all project management activities.

  • When preparing for project reviews or stakeholder meetings, use the export feature to generate professional, data-rich reports. This ensures consistency and provides a clear basis for discussion.

Need help?

For further assistance, contact us at [email protected]

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