To run the Project Performance Summary report
About this task
The standard Project Performance Summary report lists projects alphabetically, along with status, date, and budget information. The custom version lists projects grouped by initiative, with budget, cost, revenue, response rate, and lead generation performance data. Both versions 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 using custom attributes and works only if your template administrator implements the custom attributes.
Procedure
Results
The report displays a list of projects sorted by project name. The custom version is grouped by Initiative. The reports contain the following columns:
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 a variety of 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 (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.) |