Figure 28.15.1. Scheduled Project Status Report options
Scheduled Project Status Reports provide dashboard report overviews, as well as detailed project status reporting options for scheduled projects.
NOTE: The information in the Scheduled Project Status report is dependent on what is referred to as "rollup data". The rollup data ensures that any changes made to assignments (e.g., actual work logged, scheduled work or date changes) roll up to the task, summary task and project levels. Journyx PX includes a rollup data process that runs every 15-20 minutes that updates the Scheduled Project Status report information to include the most recent changes. As a result, you may not see changes made to the scheduled project information if they were made less than 20 minutes before you run the report.
The date range options for Scheduled Project Status Reports are the same as those offered in other report types. However, the way they are used to filter data is somewhat different. In most report types, the dates determine what actual hours or expenses are shown in the report. For Scheduled Project Status Reports, the dates are used to filter on active scheduled projects for the date range. In other words, all scheduled projects with scheduled start or end dates that fall within the report date range are shown in the report, regardless of whether or not actuals were entered during the period.
Fields to Display in Report
This option allows you to specify which of the Scheduled Project Status Report fields should be displayed in the current report. Most of the fields match the names of scheduled project fields, but the Scheduled Project Status Report also includes information specifically for this report:
Scheduled Project Status Reports include a graphical field that is unique to this type of report called the Hours Graph. The Hours Graph includes two bar graphs with segment dividers that represent various project data. The top bar shows total actual hours in relation to the total scheduled hours. The bottom bar shows total assigned hours in relation to the total scheduled hours. Both bars include a mark for the current day in order to compare where planning and actual work should be on a given day based on the calendar schedule. The bar graphs are also divided into uneven segments based on the amount of scheduled work in each calendar period. Lastly, the bar graphs include detailed mouse over information that provides the numeric data included in the graphs.
Scheduled Project Status Reports include two types of charts that may be included with the report screen output. The charts show project cost to date and project schedule status, respectively. There are options to hide/show one or both charts, and you can choose to display them above or below the text output. You can also choose to chose them side by side (horizontally) or on top of one another (vertically), and you can limit the number of projects to ensure the chart is legible. For the cost to date chart you can choose the scale: linear, percent or log. Your choice will depend on how much the amounts vary amongst the projects that are displayed. If the variance is small, you can choose linear along with the monetary magnitude that applies to your projects. If the variance is large, you could choose percent or log. If it is very early in the life of a large/costly project and costs are still very low as a percentage, the log option will provide the most useful view of the information.