2. Creating reports for C-project

2. Creating reports for C-project

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Creating reports for C-project (Construction-type project) is technically the same as for typical MS Project project described in ‘Create reports for typical project‘. Some clarifications are required to understand report fields and data structures used in C-project. For example %CompleteBase or %FVBase does not exist in standard MS Project but helpful in practice.

Creating standard report from default template

Be sure that C-Project active before proceed.

  1. Click ‘ on ‘CP-Tools’ ribbon tab. Report manager is opened,
  2. Select ‘CP-ReportSample’ from list. If there is no ‘CP-ReportSample’, please click Start Page on ‘CP-Construction’ tab and ‘Load Demo-project’ to get CP-ReportSample copied,
  3. Select appropriate time scale – minimal time period to do drill down of timephased data.
  4. Click ‘Publish’ and wait while Excel opens and refreshes data.
  5. Power BI report has been also generated but not opened automatically. You can find one in the same folder and name as Excel report. Folder path is shown at bottom left corner as ‘Report Publish.Path’

NOTE: Do not forget to set project start date before earlier project task. Tasks before project start date do not come into report.

Report has a lot of project data on different worksheets. Usually that is more then enough. And it is also possible to create own Pivot Tables with desirable data using existing Measures as mention in ‘Create reports for typical project‘. Guidelines and descriptions for each Measure used in Pivot Tables, Charts or in PowerBI visualizations are placed on ‘help’-sheet. Some additional explanations and recommendations are following.

C-Project Measures used in reports

Common

%complete

Cumulative percentage of completion correspond to MS Project %complete . Calculated  as  ActualDuration/Duration, but both duration are calendar duration unlike original MS Project effective duration

%FVcomplete

Cumulative percentage of completion. For detailed tasks and resources  is calculated  as  FV_Actual/ FV but for summary tasks as Cost.IN_Actual/Cost.IN

%CompleteBase

The %complete according to Baseline for today. That is, what should be %complete now if tasks have been performed exactly as Baselined.

%FVBase

The %FVcomplete according to Baseline for today. That is, what should be %FVcomplete now if tasks have been performed exactly as Baselined.

FVs, (Full physical Volumes)

FV

FV, full physical volume for C-task or resource assignment. Stored in ‘Work’ .

ML

FV Material Label (measure units).

FV_noML

FV, full physical volume for C-task or resource assignment in ‘number’ format with no Material Label. Stored in ‘Work’ .

FV_Actual

FV Actual, full physical Actual volume for C-task or resource assignment. FV part which has been already done. Stored in ‘Actual Work’ .

FV_Actual_noML

FV Actual, in ‘number’ format with no Material Label. Stored in ‘Actual Work’ .

FV_base

FV, baselined FV. Stored in ‘Baseline Work’ .

FV_base_noML

FV, baselined FV in ‘number’ format with no Material Label. Stored in ‘Baseline Work’ .

FV_Proc

FV of resource procurement (if procurement-tasks used for current resource)

FV_Proc_Actual

Actual FV of resource procurement (if procurement-tasks used)

FV|CostIN

FV for Excel-Gantt chart. Combined measure. Shows FV for detailed tasks and CostIN for summary tasks

FV|CostIN_Actual

Actual FV for Excel-Gantt chart. Combined measure. Shows Actual FV for detailed tasks and CostIN_Actual for summary tasks

FV with Cumulative totals

S_FV_noML

FV with cumulative total in time

S_FV_Actual_noML

Actual FV with cumulative total in time

S_FV_Base_noML

Baselined FV with cumulative total in time

S_FV_Proc

FV of resource procurement with cumulative total in time

S_FV_Proc_Actual

FV for Excel-Gantt chart. Combined measure. Shows FV for detailed tasks and CostIN for summary tasks

Resources

Resource

Resource Name. Resource Name value from MS Project

Resource-Type

Resource-Type. Type value from Type column of Resource Sheet from MS Project

Resource-Code

Resource Code. Code column value from MS Project

Resource-Flag17

Resource Flag17. Flag17 value from Flag17 column of Resource Sheet.
(Flag17 set ‘True’ for resource – Contractor)

Resource-Group

Resource-Group. Group value from Group column of Resource Sheet

Resource-Text1

Resource-Text1. Text1 value from Text1 column of Resource Sheet

Costs

Cost.IN

Cost IN, Stored in Cost5 and Baseline Cost5 as timephased

Cost.IN_Actual

Cost.IN_Actual, Stored in Cost4 and Baseline Cost4 as timephased

Cost.IN_Proc

Cost of resource procurement (if procurement-tasks used for this resource)

Cost.IN_Actual_Proc

Actual Cost of resource procurement (if procurement-tasks used for this resource)

Cost.IN_Base

Cost IN,Base. Stored in ‘Baseline Cost’ in case if Baseline copied from Baseline5 (recommended)

Cost.IN_Proc

Cost of resource procurement (if procurement-tasks used for this resource)

Cost.IN_Sum

CostIN_Sum. Sum of CostIN and CostIN_Proc shows real CostIN if some resources of C-Task procured by P-task in another part of schedule. Stored in ‘Number9’ task field.

Cost.OUT

Cost OUT, Stored in Cost8 and Baseline Cost8 as timephased

ItemCost.IN

Cost IN per one ML item, Stored in Cost2

ItemCost.OUT

Cost OUT per one ML item, Stored in Cost3

ItemCost.IN_Base

Cost IN per one ML item according to Baseline, Stored in Baseline

ItemCost.OUT_Base

Cost OUT per one ML item according to Baseline1, Stored in Baseline1

ItemCost.IN_Sum

Cost IN SUM per one ML item (takes into account procurement task cost if any)

Costs with cumulative totals

S_Cost.IN

Cost IN with cumulative total in time

S_Cost.IN_Actual

Cost.IN_Actual with cumulative total in time

S_Cost.IN_Actual_Proc

Cost.IN_Actual_Proc with cumulative total in time

S_Cost.IN_Base

Cost.IN_Base with cumulative total in time

S_Cost.IN_Proc

Cost.IN_Proc with cumulative total in time

S_Cost.IN_Sum

Cost.IN_Sum with cumulative total in time

S_Cost.OUT

Cost.OUT with cumulative total in time

S_Cost.OUT_Actual

Cost.OUT_Actual with cumulative total in time

S_Cost.OUT_Base

Cost.OUT_Base with cumulative total in time

DATES and DURATION

DUR

Duration in calendar days (not in working days).

DUR.Actual

Actual Duration = DUR*%Complete.

DUR.Base

Baseline Duration in calendar days.

FN

Finish date of task or assignment

FN.Base

Baseline Finish date of task or assignment

FN.Base

Baseline Finish date of task or assignment

ST

Start date of task or assignment

ST.Base

Baseline Start date of task or assignment

VARIANCES and BALANCES

DUR.Var

Duration variance = DUR – DUR.Base

FN.Var

Finish Variance = FN-FN.Base

ST.Var

Start Variance = ST-ST.Base

ST.Var

Start Variance = ST-ST.Base

VA

VA, Value Added

Variance_CostIN_Base_to_CostIN

Variance between CostIN_Base and Cost.IN

Variance_CostIN_to_ActualProc

Variance between CostIN_Base and ActualProc

Variance_FV_base_to_FV

Variance between FV_Base and FV

Variance_FV_Proc_to_FV

Variance between FV_Proc and FV

Variance_FVActualProc_to_FVActual

Variance between FV_Proc_Actual and FV_Actual

Payments

Payment.IN

Payment IN. Stored in Cost9 and Baseline Cost9 as timephased. Payments from Customer

Payment.OUT

Payment OUT. Stored in Cost10 and Baseline Cost10 as timephased. Payments to Contractor Supplier e.t.c

S_Payment.IN

Payment IN with cumulative total in time

S_Payment.OUT

Payment OUT with cumulative total in time

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