Project Scorecard Report

Once upon a time, I was a Senior Project Manager in a Development Department of a major retailer based in the Atlanta area. One of my jobs was to compile and distribute a weekly report on all the various projects we were working on in the department. I used to spend a half-day putting this together (usually Friday afternoon) and it was rarely easy. Sifting through Microsoft Project plans, status emails, etc. made it an onerous task.

In VersionOne, there is a report in Analytics that makes this happen with a single click. The Project Scorecard report gives you visibility into the key project metrics for a selection of projects:

VersionOne Project Scorecard Report

Some of the fields in the report (such as Budget) are Custom Fields on Projects, but the many of the others are calculated fields. Percent Complete is based on Open and Closed Story Points, and the Expected Complete is based on the dates of the particular projects. Expenditure fields are based on hours of Effort logged in specific projects, multiplied by a constant representing hourly costs.

In addition, because this was built using the Custom Reporting Module, it can be customized to reflect the metrics that are important to your organization. Once you run the report, you can use the buttons on the bottom to export it to Excel, PDF or directly to a printer. Put it in an email, and it’s out the door.

Would have been nice to have back in the day. Maybe I could have done something more productive with those Friday afternoons…

This entry was posted in Product Tips & Tricks, Program Manager, Project Manager, Reporting & Analytics. Bookmark the permalink.

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