Project Report

Report Module Guide: Main Project Report

Module Location

Project > Reports > Project Report

Module Objective

The Project Report module is the main summary report used to display a list of all projects along with their financial summary (Budget vs. Realization). This report provides a high-level view of the status and financial health of the company's entire project portfolio.

1. Report Parameters (Filter)

The main page of this module is a form containing various parameters to customize the report that will be generated.

Here is an explanation for each parameter:

• Report Type: Select the report format, for example, SUMMARY.

• Project Period: Specify the Year and the Up to date for which the report will be pulled.

• Advanced Filters: You can further filter the report by Cost Center, Project Owner, Project Coordinator, or Project Status.

2. Steps to Generate the Report

Step 1: Set Report Parameters

Define the Report Type and the Project Period you wish to analyze.

Step 2: Generate the Report

After all parameters are set, click the [Display Report] button.

3. Reading the Report (Report Content)

The generated report is a complete list of all projects that match your filters, along with their cost summary.

Financial Summary

At the top of the report, you will see a summary of totals:

• RAB: The total budget from all displayed projects.

• REALIZATION: The total actual costs that have been incurred.

• PENDING: The total costs that are still pending (for example, from POs that have not yet been received).

Project Detail

The main table displays each project in a single row, with details like Main Project Code, Main Project Name, Start Date, Deadline Date, and its status.

Report Features: This report is interactive. You can search for a specific project or export the data to other formats like Excel or PDF using the buttons in the top-right corner.

Tips & Important Notes

• This report is the main dashboard for Top Management and the PMO (Project Management Office) to monitor the financial health of all projects simultaneously.

• Use this report for monthly or quarterly evaluations of the project portfolio's budget performance.