Generating the Project Performance Summary report

The standard Project Performance Summary report lists projects alphabetically, with the status, date, and budget information. The custom version lists projects that are grouped by initiative, with budget, cost, revenue, response rate, and lead generation performance data.

About this task

Note: Both versions of this report require the Financial Management Module.

The custom version of this report also contains additional prompts and custom fields. It demonstrates how a standard report can be customized by using custom attributes and works only if your template administrator implements the custom attributes.

Procedure

  1. Select Analytics > Operational Analytics.
  2. In the list of reports, click Project Performance Summary.

    A screen appears, which allows you to set filter criteria.

  3. On the first filter screen, choose the projects to include in the report. If your only filter criteria is projects, click Finish to run the report.

    To specify other filters, click Additional Prompts and proceed to step 4. Otherwise, skip to step 5.

  4. Optional: On the second filter page, specify any of the following filters:
    • Project owner
    • Project date range
    • Project status
    • Project type: determined based on the template that was used to create the project

    All sections on the filter pages are optional. If you do not enter any information in any of the sections, the report contains project performance for all projects in the system.

  5. Click Finish to create the report.

Results

The report displays a list of projects that are sorted by project name. The custom version is grouped by Initiative. The reports contain the following columns:

Table 1. Columns in the Project Performance Summary report
Column Description
Project Name/Code Displays the project name and its ID.
Status Displays the status of each project.
Target dates Displays the target start and end dates.
Business Unit, Segment, and Product Family Displays the business unit, segment, and product family for each project. These fields are included with the sample templates, and are used to categorize projects. Not all types of projects contain all of these fields. If your report uses a project that does not contain one or more of these fields, the column is ignored (it is blank for that project).

These fields are only in the custom version of the report.
Total Budgeted Total Forecasted Actual Cost Displays various budgeting information. These fields are supplied from the budget tab for each project.
Total Revenue Displays revenue metrics, if defined, for the project.
Response rates and leads columns Displays response rate and leads generation data. Response rates and leads data are taken from the metrics for each project, which is found in the Tracking tab.

These fields are only in the custom version of the report.
ROI Displays ROI (Return On Investment) metrics, if defined, for the project.

This field is only in the custom version of the report.