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The Management Report is a static copy, or snapshot, of the Project Summary Report, along with commentary prepared by the project manager. These static Management Reports are the key driver of the various Enterprise Project Portfolio Reports. By taking a copy of this key information at the time of publishing, project managers are able to review, validate, and update critical information about their projects before this information is used for presentation to management.
Through portfolio reports, management is able to review aggregated project portfolio information that is static, and has been validated prior to publication. This structure also provides incentive for the project manager to review and report on their projects more frequently.
Why Portfolio Reporting
is based on static Management Reports
There are three easy ways to view the most recent Management Report:
From the project menu, click on the link "Your last Management Report was published x days ago". This will open the last Management Report.
In the Project Framework
Report, open up the project details with the 
plus sign
and click on "Your last Management Report was published x days ago".
This will open the last Management Report.
The left side "tree view" contains a folder called Management Reports. By opening this folder, you are presented with a list of the Management Reports for the project, with the most recent at the bottom. Hint: this list can be re-ordered by clicking on column headers for Name, Effective Date, and Last Modified.
From the right side of the project menu, click on the Create New link (it is to the right of Management Reports). This will open up the report for preview.
Review the content for Budgets, Costs, Benefits, etc. and edit any information that needs to change prior to publication.
Add any needed commentary to the Comments, Accomplishments, Upcoming, Issues, and Risks areas.
There are options to email this report as the report is being created: email the report to the Project Roster, to the Customer of this Project or to yourself only.
Click the Save button.
The report will be saved to the database, and will now be used for Enterprise Project Portfolio Reports until a new Management Report is published.
Management Reports are made up of various sections, which capture and publish the state of a project at a point in time. The various sections are described in more detail below.
PROJECT INFORMATION: Taken directly from the project, this section includes such fields as Customer, Planned Start, Planned End, Actual End Date, and Reported % Complete. Also included are two calculated fields for Task Rollup % Complete and Time Sheet Hours To-Date. These two calculations are based on the tasks and time records that existed at the time of creation of the management report. Lastly, information from the Project Charter (as controlled by System Administrator) and the current Roster round out the project information section.
FINANCIAL INFORMATION: This section combines financial information from Budgets, Costs, Benefits, Tasks, and Time Sheets.
Analysis
Unplanned Budget $: Budget minus Planned amount.
Unplanned Budget %: Unplanned Budget $ / Budget.
Unspent Budget $: Budget minus Actual amount.
Unspent Budget %: Unspent Budget $ / Budget.
Unspent Planned $: Planned amount minus Actual amount.
Unspent Planned %: Unspent Planned $ / Planned.
Time Sheets vs. % Complete Progress: This series of indicators represents the reported task progress (i.e. % Complete) versus the amount of time charged to tasks. It does not attempt to monitor progress against due dates, but rather effort versus progress. For example, if a task estimated as 100 hours is marked as 40% complete, it is anticipated that 40 hours would have been charged so far. If the time charges are 40 hours or less, the status is green. If the time billed is within 10% of the anticipated amount (i.e. less than 44 hours), the status is yellow. Otherwise, the status is red.
Salaried Employee Progress: This includes all task assignments to people in the Roster marked as Salaried Employees.
Internal Consultant Progress: This includes all task assignments to people in the Roster marked as Internal Consultants.
External Consultant Progress: This includes all task assignments to people in the Roster marked as External Consultants.
Overall Consultant Progress: This combines the measurement for task assignments to people in the Roster marked as either Internal Consultants or External Consultants.
Budgets, Costs, and Benefits: This bar graph shows Budget, Planned Cost, Actual Cost, Planned Benefit, and Actual Benefit relative to one another.
Phases: This section is a snapshot of the Phases section of the project information.
COMMENTARY FROM PROJECT MANAGER: This section is intended to be the project manager’s overall statement about the project at the time of the management report. This section includes space for Comments, Accomplishments, Upcoming, Issues, and Risks.
Note: the Accomplishments, Upcoming, Issues, and Risks sub-sections are copied from the most recent Management Report to ease the authoring effort of new reports. It may be worth retaining certain comments through multiple reports.
