Project Listing Report
The Project Listing Report is designed to provide extracts of all projects with project progress and budget progress information.
Report Filters
Filter | Description |
| Date Select | Dropdown allows selection of a specific time period. Defaults to the current reporting period. |
| Parent/ Standalone Projects | Dropdown list of all parent and standalone projects within the system. Allows you to select a parent/ standalone project. “Show All’ is selected by default |
| Child Projects | Dropdown list of all child projects linked to the parent project selected from ‘Parent/Standalone Projects’ dropdown filter. “Show All’ is selected by default |
| Project Owner | Dropdown allows selection of the owner of the project, 'Show All' is selected by default. |
| Project Type | Dropdown allows selection of all project types defined within Settings Configuration > Project Type area. 'Show All' is selected by default. |
| Project Status | Multi select check-boxes to filter and view projects as per their status. |
| Project Approval Status | Dropdown allows the selection of project approval status (Approved, Differed, Rejected etc.). ‘Show All’ is selected by default |
Report Body
| Report Element | Description |
| Project Code | Displays Project Reference number within Project Details area |
| Project Name | Displays Project Title defined within Project Details area |
| Project Owner | Displays the project owner’s name and position defined within Project Details area |
| Start Date | Displays project Start Date defined within Project Details area |
| End Date | Display project End Date defined within Project Details area |
| Project Type | Displays Project Type defined within Project Details area |
| Approval Status | Displays the Approval Status of project (Approved, Differed, Rejected etc.) |
| Parent Code | Displays the Project Reference number of the project selected as the parent project (Defined within Project Details area) |
| Open/Closed/Upcoming | Displays the status of the project (open, closed or upcoming) |
| Project Progress | Displays the project performance traffic light image (i.e. On Track/Off Track/Monitor/No Target Set) |
| Budget Progress | Displays the Budget progress traffic light image (i.e. On Track/Off Track/Monitor/No Target Set) |
Sample output:
Project Proposal Report
The project proposal report is designed to provide the users with the ability to extract Project business case, budget and assessment details of a project. The report includes all the data specified within the project proposal phase.
Report Filters
Filter | Description |
Project | Dropdown allows selection of an existing Project. 'Show All' is selected by default |
| Project Type | Multi-select check-box filter to select project types. 'Show All' is selected by default |
| Parent Project | Dropdown list of all parent projects within the system. Allows you to select a parent project. 'Show All' is selected by default |
Report Body
Report Body | Report Element |
Project Name | Displays the Project Title defined within Project Details area |
Project Code | Displays the Project Reference number defined within Project Details area |
Project Owner | Displays the name of the project owner defined within Project Details area |
Description | Displays the project description defined within Project Details area |
Parent Project | Displays the parent project name defined within Project Details area |
Time Frame | Displays the Start and End Date of the project defined within Project Details area |
Project Type | Displays the Project Type defined within Project Details area |
Asset | |
Ref | Displays the reference number of the asset defined within Project Details area. (Asset reference number is defined within asset setup area) |
GIS | Displays the GIS reference number of the asset defined within Project Details area. (GIS reference number is defined within asset setup area) |
Name | Displays the Name of the asset defined within Project Details area. (Asset Name is defined within asset setup area) |
Type | Displays the Type of the asset defined within Project Details area. (Asset Type is defined within asset setup area) |
Business Case | |
Business Case Field 1 | Displays the value of Business Case Field 1 within Business Case object |
Business Case Field 2 | Displays the value of Business Case Field 2 within Business Case object |
Business Case Field 3 | Displays the value of Business Case Field 3 within Business Case object |
Business Case Field 4 | Displays the value of Business Case Field 4 within Business Case object |
Note: Business Case Field names can be configured from the object editor of the business case object in the workflow configuration area | |
Preliminary Budget – Displays all budget details within Preliminary Budget object | |
Business Case Objectives | |
Objective Name | Displays the Objective Name defined within Business Case Project Objective section of Business Case object |
Objective Details | Displays the Objective Description defined within Business Case Project Objective section of Business Case object |
Objective Met By | Displays the Objective Met By defined within Business Case Project Objective section of Business Case object |
Project Delivery Option | |
Option Name | Displays the Option Name defined within Business Case Project Delivery Options section of Business Case object |
Description | Displays the Option Description defined within Business Case Project Delivery Options section of Business Case object |
Advantages | Displays the Option Advantages defined within Business Case Project Delivery Options section of Business Case object |
Disadvantages | Displays the Option Disadvantages defined within Business Case Project Delivery Options section of Business Case object |
Project Outputs | |
Name | Displays the Project Name defined within Project Outputs object |
Description | Displays the Project Name defined within Project Outputs object |
Approval Status | Displays the project approval status. |
Project Strategies | |
Primary Strategy | Displays the primary strategy defined within Project Linkage object |
Secondary Strategies | Displays the secondary strategies defined within Project Linkage object |
Funding Partners – Displays the details of the funding partners defined within Project Link Funding Partner area of Project Linkage object | |
Assessment | |
Name | Displays the assessment element name. defined within Assessment Model object |
Assessment Score | Displays the final assessment score within Assessment Model object |
Assessment Status | Displays the assessment status within Assessment Model object. That is whether the assessment is Approved or Not Approved |
Date | Displays the last modified date of the assessment defined within Assessment Model object |
Assessment Elements: Displays assessment elements, their options and scores | |
Risk | |
Risk Name | Displays the Risk Title within Risk Assessment object |
Responsible Person | Displays the responsible person for the risk defined within Risk Assessment object |
Causes | Displays the Causes of the risk defined within Risk Assessment object |
Consequences | Displays the Consequences of the risk defined within Risk Assessment object |
Risk Category | Displays the primary risk category of the risk defined within Risk Assessment object |
Risk Assessment | Displays the risk assessment level (Initial,Revised and current) |
Consequence | Displays the consequence rating in the risk assessment level (Defined within Risk Assessment object) |
Likelihood | Displays the likelihood rating in the risk assessment level (Defined within Risk Assessment object) |
Effectiveness of Controls | Displays the effectiveness of control rating in the risk assessment level (Defined within Risk Assessment object) |
Risk Rating | Displays the overall risk rating in the risk assessment level (Defined within Risk Assessment object) |
Stakeholder Analysis | |
Stakeholder | Displays the stakeholder name defined within Stakeholder Analysis object |
All details within Stakeholder Analysis object will be displayed | |
Task Planning | |
Task Name | Displays the Name of the task defined within Task Planning object |
Comment | Displays the task progress comment defined within Task Planning object |
Start Date | Displays the Start Date of the task defined within Task Planning object |
End Date | Displays the End Date of the task defined within Task Planning object |
Responsible Person | Displays the Responsible Person of the task defined within Task Planning object |
Percent Complete | Displays the Percent Complete of the task defined within Task Planning object |
Performance | Displays the task progress within Task Planning object |
Sample output:
Project Selection Report
The Project Selection report is designed to provide the users with the ability to extract Project(s) details within the system. The project managers can view the reports prior to project approvals.
Report Filters
Filter | Description |
Date Select | Allows selection of a specific time period. Current reporting period is selected by default. |
| Project Type | Dropdown allows selection of the Project Type. 'Show All' is selected by default |
| Parent Project | Dropdown list of parent projects within the system. If a parent project is selected, the report will display information on child projects linked to the selected parent project. ‘Show All’ is selected by default |
| Project Approval Status | Dropdown allows the selection of project approval status (Approved, Differed, Rejected etc.). ‘Show All’ is selected by default |
Report Body
Report Element | Description |
| Code | Displays the project reference number defined within Project Details area |
| Project Type | Displays the project type defined within Project Details area |
| Title | Displays the project title defined within Project Details area |
| Owner | Displays the project owner’s name and position defined within Project Details area |
| Assessment Score | Displays the final Assessment Score defined within Assessment Model area |
| Risks | Shows the average risk rating for risk assessment levels. Risk ratings for the project risks are referred from the ‘Risk Assessment’ object within the current phase. If ‘Risk Assessment’ object is not available within the current phase, risk ratings will be referred from the latest available phase. |
| Budget | Displays the Annual Budget defined within the Preliminary Budget object |
| Approved | Indicates whether the project has been approved or not via a tickbox graphic (if ticked, the Final Approval object has been approved). |
Sample output:
Project Evaluation Report
The Project Evaluation report is designed to extract project evaluation details of the projects which have been completed.
Report Filters
Filter | Description |
Date Select | The date selection enables the user to select a specific time period. Defaults to the current reporting period. |
Project Type | Dropdown allows selection of all project types defined within Settings Configuration > Project Type area. 'Show All' is selected by default |
Parent/ Standalone Projects | Dropdown list of all parent and standalone projects within the system. Allows you to select a parent/ standalone project. “Show All’ is selected by default |
Child Projects | Dropdown list of all child projects linked to the parent project selected from ‘Parent/Standalone Projects’ dropdown filter. “Show All’ is selected by default |
Report Body
| Report Element | Description |
Project Details: | |
Project Ref | Project Reference code, (Defined when creating the project in Add new project area) |
Project Title | The name of the project, (Defined when creating the project in Add new project area) |
Project Owner | Project Owner defined within Project Details area |
Timeframe | Project timeframe defined within Project Details object |
Assess Project Result: Displays the project comment defined within Project Details area | |
Lessons Learned: Displays the lessons learned within Lessons Learned object | |
Project Progress Report
The project progress report is designed to provide the users with the ability to extract Project progress details within the system. The report includes all data to show how the project is progressing in various phases.
Report Filters
Filter | Description |
| Parent/ Standalone Projects | Dropdown list of all parent and standalone projects within the system. Allows you to select a parent/ standalone project. “Show All’ is selected by default |
| Child Projects | Dropdown list of all child projects linked to the parent project selected from ‘Parent/Standalone Projects’ dropdown filter. “Show All’ is selected by default |
| Date Select | The date option enables you to select a specific time period. Defaults to the current reporting period. |
| Project Type | Dropdown allows selection of all project types defined within Settings Configuration > Project Type area. 'Show All' is selected by default |
| Project Approval Status | Dropdown allows the selection of project approval status (Approved, Differed, Rejected etc.). ‘Show All’ is selected by default |
| Linked To Interplan | Dropdown that displays if the project is linked to interplan. |
Report Elements
Report Element | Description |
| Project code | Displays the Project Reference number defined within Project Details. |
| Project Name | Displays the Project Title defined within Project Details area |
| Project Type | Displays the Project Type defined within Project Details area |
| Asset Ref. | Displays the Asset Name linked to the project within Project Details area |
| Project Task – Displays Tasks details linked to the project | |
| Task | Displays the Tasks Name defined in Task Planning area |
| Start Date | Displays the Start Date of the Task defined in Task Planning area |
| End Date | Displays the Completion Date of the Task defined in Task Planning area |
| Responsible Person | Displays the Responsible Person for the task defined in Task Planning area |
| %Comp. | Displays the Percentage Completed of the tasks defined within Task Planning area |
| Performance | Displays the task performance within Task Planning area |
| KPIs | |
| KPI Name | Displays the KPI Title defined within KPIs area |
| Comments | Displays the latest progress comments of the KPI defined within KPIs area |
| Responsible Officer | Displays the Responsible Officer for the KPI defined within KPI detail area. |
| Unit | Displays the Unit selected within KPI Detail area. |
| Target | Displays the Target defined within KPI Target/Actual tab in KPIs area |
| Actual | Displays the Actual defined within KPI Target/Actual tab in KPIs area |
| Performance | Displays the KPI performance within KPIs area |
Project Rollout Summary Report
Project Rollout Summary Report is designed to provide the users with the ability to extract basic information on projects along with a graphical representation of the project performance against a selected timeline.
Filter | Description |
Date Select | The date option enables you to select a specific time period and filter projects with their start and end dates falling within the selected time period. Defaults to the current reporting period. |
Projects | A tick box list of projects which allows you to select one or multiple projects from the list. Un-ticked by default. You can refine the list of projects using the criteria defined in the search box. |
Project Type | Dropdown list of all project types available within the organisation. Allows you to select a project type. “Show All” is selected by default |
Directorate | Dropdown list of all Directorates available within the organisation. Allows you to select a directorate. Default selection is the 'Show All' option. |
Department | Dropdown list of all Departments available within the organisation. Allows you to select a department. Default selection is the 'Show All' option |
Project Status | Multi- select check-box filter to select project status (Open/Closed/Upcoming). ‘Open’ is selected by default. Applicable if you have used the Close Project object in the workflows. |
Project Sponsor | Dropdown filter to select the relevant project sponsor. Show All” is selected by default |
Project Manager | Dropdown filter to select the relevant project manager. Show All” is selected by default |
Report Body
Report Element | Description |
Project ID | Displays the Project Reference number defined within Project Details area |
Project Name | Displays the Project Title defined within Project Details area |
Project Sponsor | Displays the Project Sponsor defined within Project Details area |
Project Manager | Displays the Project Manager defined within Project Details area |
Start Date | Displays the project Start Date defined within Project Details area |
End Date | Displays the project End Date defined within Project Details area |
Baseline Start Date | Displays the Baseline Start Date defined within Task Planning area |
Baseline End Date | Displays the Baseline End Date defined within Task Planning area |
Current Phase | Displays the current phase of the project |
% Effort Complete | Displays the Percent Complete value defined within Project Details area |
Traffic Light | Displays the Project performance traffic light image (i.e. On Track/Off Track/Monitor/No Target Set) |
Timeline and Performance | |
Timeline | This report area will contain columns to represent each month of the selected reporting period from the Date Select filter. A dashed vertical line will be drawn across the graph to represent the current date/period. This will represent an approximate value. |
Timeframe bar | A grey bar will represent the project timeframe (as applicable within the selected period). Project timeframe will be referred from the ‘Start’ and ‘Completion’ dates within the Project Details area. If the project has started prior to the selected period from filters, an arrow head appended to the left-side of the timeframe bar will indicate that it had started before the selected period. If the project is finishing after the selected period from filters, an arrow head appended to the right-side of the timeframe bar will indicate that it will finish after the selected period. |
Performance bar | A bar coloured according to project performance values (i.e. Off track –red, On Track – green, Monitor – Amber) will be displayed to represent the project performance and the respective percentage value. Project performance bar of ‘Completed’ projects (project % Complete value equals to 100) will be displayed in black. Performance bar will not be drawn for the projects which are ‘Not Started’ (project % Complete value equals to 0). |
Lessons Learnt Report
The lessons learnt report is designed to provide the users with the ability to summarise Lessons learnt for each project type. The report will display all details entered within 'Lessons Learned' object for each project.
Filter | Description |
Project Type | Dropdown allows selection of the Project Type. 'Show All' is selected by default |
Report Element | Description |
Project Code | Project Reference code, (Defined when creating the project in Add new project area) |
Project Title | Title of project, (Defined when creating the project in Add new project area) |
Lessons Learned | The Lessons Learned field allows you to record any areas that could be improved on especially with regards to future projects, Displays ‘Lessons Learned’. (Defined within Evaluation > Lessons Learned area) |
Budget Report
The Budget Report is designed to provide summarised organisational project budget details over the years. This report displays budget details of the selected reporting period and immediate next four reporting periods.
To generate Budget Report, follow the steps below.
STEP 1: Click 'Report Explorer' to view the list of reports.
STEP 2: Select 'Budget Report' from the list.
STEP 3: Select relevant filters a period from the 'Budget report for 5 years starting from' drop down.
STEP 4: Click 'Preview' to view a copy of the generated report.
STEP 5: Select the output file type.
STEP 6: Click 'Export' to generate the budget report.
Report Filters
Filter | Description |
Projects | Multi select filter to select projects |
Date Select | To find projects falling within the selected timeframe (according to the start or end date of the project) |
Project Type | Dropdown filter to select project type. |
Project Category | Dropdown filter to select project category. |
Project Status | Multi- select check-box filter to select project status (Open/Closed/Upcoming). Applicable if you have used the Close Project object in the workflows. |
Project Manager | Dropdown filter to select project manager. |
Show Budget Details | Displays the Budget Details area if ticked. |
Show Account Level Information | Display account level information within the Detailed Area (Implementation Budget) if this tick box is ticked. |
Reporting Year | In order to generate a five-year report, enter a starting year. Current financial year is selected by default. |
Report Body
Report Element | Description |
Code | Project Reference code, (Defined when creating the project in Add new project area) |
Project Name | The name of the project, (Defined when creating the project in Add new project area) |
Net Budget (shown up to 3 years) | Net budget amount for the particular year defined in Preliminary Budget object |
Sample output:
Project Report
The Project report is designed to provide the users with the ability to extract all Project related information for a selected project from the system. This report includes details of all the project phases.
Filter | Description |
Project | Dropdown allows selection of an existing Project – list is ordered alphabetically by project name. 'Show All' is selected by default. |
| Project Type | Dropdown selection of the Project Type. 'Show All' is selected by default. |
| Project Phases | Dropdown selection of the Project Phase. 'Show All' is selected by default. |
Report Element | Description |
| Project details | |
| Ref | Displays the project reference number. (Defined within Proposal > Project Details area) |
| Owner | Displays the project owner’s name. (Defined within Proposal > Project Details area) |
| Description | Displays the project description. (Defined within Proposal > Project Details area) |
| Parent Project | Displays the name of the parent project this project belongs to (if available). (Defined within Proposal > Project Details area) |
| Time Frame | Displays the Start and Completion date. (Defined within Proposal > Project Details area) |
| Project Type | Displays the project type. (Defined within Proposal > Project Details area) |
| Primary Strategy | Displays the project’s primary strategy. (Defined within Proposal > Project Linkages > Initiative area) |
| Project Expenditure | |
Expenditure | Displays the expenditure title |
| Description | Displays the expenditure description |
| Weight | Displays expenditure weightage |
| Project Phases | |
Phase | Displays the name of the phase |
| From /To | Displays the phase’s Date To and Date From |
| Project Linkage | |
Primary Strategy | Displays the primary strategy which the project falls under. (Defined within Proposal > Project Linkages > Initiative area) |
Secondary Strategy | Displays the multiple secondary strategies assigned to the project. (Defined within Proposal > Project Linkages > Initiative area) |
| Funding Partners – Displays a list of funding partners assigned to the project | |
| Preliminary Budget – Displays budget details defined within the Preliminary Budget tab in a table grid. | |
| Project Board and Team | |
Project Member | Displays staff name of project member. (Defined in the Proposal > Project Board and Team) |
Project Position | Displays the staff member’s position on this project’s board. (Defined in the Proposal >Project Board and Team) |
| Implementation | Indicates whether the staff member is in an implementation role or not. (Defined in the Proposal > Project Board and Team) |
| Business case details | |
Project Purpose | Displays the project’s purpose. (Defined in the Proposal > Business case area) |
| Consultation | Displays the project consultation comment. (Defined in the Proposal > Business case area) |
| Business Impact | Displays the project’s business impact. (Defined in the Proposal > Business case area) |
| Lessons from prior project | Displays the lessons learnt from prior projects. (Defined in the Proposal > Business case area) |
| Project Objectives | |
Objective | Displays the objective’s title |
| Scale | Displays the scale defined for the objective |
| Comments | Displays objective’s comments |
| Project Delivery Options – Displays a list of project delivery options | |
| Project Outputs | |
Name | Displays project output name. (Defined in the Proposal > Project outputs area) |
| Description | Displays output description. (Defined in the Proposal > Project outputs area) |
| Stakeholder Analysis – For each stakeholder assigned to the project, displays its name and each field configured beneath the stakeholder with the selection made for that field. (Defined in the proposal > Stakeholder analysis area) | |
| Risk Assessment | |
Risk Issue | Name of risk assessment. (Defined in Assessment >Risk Assessment area) |
| Responsible Person | Staff member assigned as responsible person. (Defined in Assessment >Risk Assessment area) |
| Causes | Causes identified. (Defined in Assessment >Risk Assessment area) |
| Consequences | Consequences identified. (Defined in Assessment >Risk Assessment area) |
| Risk category | Names of risk categories this risk is assigned to. (Defined in Assessment >Risk Assessment area) |
| Issue Register | |
Issue Title | Name of issue.(Defined in Planning >Issue register area) |
| Responsible Person | Staff member assigned as responsible person.(Defined in Planning >Issue register area) |
| Date Logged | Logged date of issue. (Defined in Planning >Issue register area) |
| Date Resolved | Resolved date of issue.(Defined in Planning >Issue register area) |
| Status | Issue status i.e. in progress, not started etc. (Defined in Planning >Issue register area) |
| Resolution | Issue resolution. (Defined in Planning >Issue register area) |
| KPI's | |
KPI | KPI title. (Defined in Assessment > KPIs > KPI Evaluation) |
| Comments | KPI description. (Defined in Assessment > KPIs > KPI Evaluation) |
| Responsible Officer | Staff member assigned as responsible person. (Defined in Assessment > KPIs > KPI Evaluation) |
| Unit | KPI unit. (Defined in Assessment > KPIs > KPI Evaluation) |
| Target | KPI target. (Defined in Assessment > KPIs > KPI Evaluation) |
| Actual | KPI actual. (Defined in Assessment > KPIs > KPI Evaluation) |
| Performance | Whether on track, off track or to monitor as indicated by image |
| interplan link – Shows all linkages between this project and interplan | |
| Task Planning | |
Task | Name of task. (Defined in Assessment >Task planning) |
| Comments | Shows task comments entered. (Defined in Assessment >Task planning) |
| Start Date | Start Date of task. (Defined in Assessment >Task planning) |
| End Date | End Date of task. (Defined in Assessment >Task planning) |
| Responsible Officer | Staff member assigned as responsible person. (Defined in Assessment > task planning area) |
| % Completed | Issue status i.e. in progress, not started (Defined in Assessment > task planning area) |
Project Tasks by Business Unit Report
The Project Tasks by Business Unit report is designed to provide the users with the ability to extract project and task related information for a selected business unit. Note that this will allow you to generate a report that spans across multiple projects focusing on the actual tasks undertaken by each business unit. It includes the details of project tasks, task progress, predecessors as well as the start and end dates of a task.
Report Filters
Filter | Description |
Date Select | The date option enables you to select a specific time period and filter tasks with their start and end dates falling within the selected time period. Defaults to the current reporting period |
Projects | A tick box list of projects which allows you to select one or multiple projects from the list. You can refine the list of projects using the criteria defined in the search box. |
Project Type | Dropdown filter to select a project type. “Show All” is selected by default |
Project Category | Dropdown filter to select a project category. “Show All” is selected by default |
Project Status | Multi- select check-box filter to select project status (Open/Closed/Upcoming). Applicable if you have used the Close Project object in the workflows. |
Project Manager | Dropdown filter to select the relevant project manager. Show All” is selected by default |
Business Unit | Dropdown list of all Business Units available within the organization. Allows you to select a Business Unit. Default selection is the 'Show All' option. |
Project Sponsor/Owner | Dropdown filter to select the relevant project sponsor. Show All” is selected by default |
Show Projects with No Tasks | The tick box will allow user to decide if the projects with no tasks should be included or not. By default, this option is ticked. |
Report Body
Report Element | Description |
| Project Code | Displays the Project Reference number defined within Project Details area |
| Project Name | Displays the Project Title defined within Project Details area |
| Task | Displays the Task Name within Task Planning area |
| Start Date | Displays the Start Date of the Task defined within Task Planning area |
| End Date | Displays the End Date of the Task defined within Task Planning area |
| Responsible Person | Displays the responsible officer and the position of the task defined within Task Planning area |
| Duration | Displays the duration of the task defined within Task Planning area |
| % | Displays the Progress % of the task defined within Task Planning area |
| Status | Displays the status of the task defined within Task Planning area |
| Predecessors | Displays the predecessors of the task defined within Task Planning area |
| Progress | Displays the task progress (On Track/Off Track/Monitor/No Target Set) |
Sample output:
Master Report
Master report is designed to facilitates to generate customised cammsproject project reports based on the specific requirements. The most important feature of this report is the availability of list of options and you have the privilege to select relevant items to be displayed in the report.
When the visibility is configured for the new custom columns and if there are values available in those fields, they will be displayed in the Master Report by the label names which are configured in the Object Editor area of the respective object.
Report Filters
Filter | Description |
Search Box | Allows you to refine the projects using the criteria in the search box. These criteria will appear as per the amendments done to the search box through the project explorer. |
Project Types | Dropdown list of all project types defined within Settings Configuration> Project Type area. Allows you to select a project type. Project type needs to be selected to retrieve projects for the report. Once a project type is chosen, the workflow of that project type will appear below the filter enabling you to customize the report as you wish. |
Project | The list of projects linked to the project type selected from the ‘Project Types’ filter will be displayed. You can select one or more projects to be displayed in the report from the project list. You can also refine the project list using the criteria in the search box. If no criteria is defined in the search box, a list of all the 'open' and ‘upcoming’ projects which have the Project Type chosen will appear by default. |
Workflow/Phases/Objects | The workflow of the Project Type chosen will enable you to customize the report and decide on topics which should appear on the report. Each workflow phase and Object has a tick box in front which is ticked by default. You can untick the tick box if the particular phase/object should not be included in the report. |
The Report elements will depend as per the custom changes which are done using the workflow/phases and objects.
Sample output:
Premium Report
Master report is designed to facilitates to generate customised cammsproject project reports based on the specific requirements. The most important feature of this report is the availability of list of options and you have the privilege to select relevant items to be displayed in the report.
When the visibility is configured for the new custom columns and if there are values available in those fields, they will be displayed in the Master Report by the label names which are configured in the Object Editor area of the respective object.
Report Filters
Filter | Description |
Search Box | Allows you to refine the projects using the criteria in the search box. These criteria will appear as per the amendments done to the search box through the project explorer. |
Project Types | Dropdown list of all project types defined within Settings Configuration> Project Type area. Allows you to select a project type. Project type needs to be selected to retrieve projects for the report. Once a project type is chosen, the workflow of that project type will appear below the filter enabling you to customize the report as you wish. |
Project | The list of projects linked to the project type selected from the ‘Project Types’ filter will be displayed. You can select one or more projects to be displayed in the report from the project list. You can also refine the project list using the criteria in the search box. If no criteria is defined in the search box, a list of all the 'open' and ‘upcoming’ projects which have the Project Type chosen will appear by default. |
Workflow/Phases/Objects | The workflow of the Project Type chosen will enable you to customize the report and decide on topics which should appear on the report. Each workflow phase and Object has a tick box in front which is ticked by default. You can untick the tick box if the particular phase/object should not be included in the report. |
The Report elements will depend as per the custom changes which are done using the workflow/phases and objects.
Sample output:
Project Status Report
Project Status report gives a summary of the current status of a project or multiple projects.
Report Filters
| Filter | Description |
| Search Box | Allows user to refine the list of projects displayed within the project grid below using the criteria in the search box. |
| Project Grid | This will show a list of projects as per the search criteria through the search box. The list of projects shown by default with no search criteria would be the 'open' projects. You can choose multiple projects if you wish. |
| Action Filter | Dropdown list of action tick box filters. This filter will allow user to further refine the projects chosen through the Project grid. All projects linked to the selected action filter will appear in the report. By default, the dropdown will be as 'Show All'. |
| Related Plan | Dropdown list of all Related Plans. This filter will allow user to further refine the projects chosen through the Project grid. All projects linked to the selected related plan will appear in the report. By default, the dropdown will be as 'show all'. |
| Hide Cover Page | The tick box will allow user to decide if the cover page should be included or not. By default this option is unticked. |
| Hide Task List | The tick box will allow user to decide if the task list should appear or not. By default this option is unticked. |
Report Body
| Report Element | Description |
| Project Name | Displays the name of the Project |
| Project Summary | Displays the current progress and budget summary of the project. |
| Project Details |
| Current Phase | Displays the current phase of the project (i.e. initiate, closed) |
| Phase Determination Status | Displays the status of the Final Approval object |
| Project Positions | Displays the project positions added to the report. If you wish to add project positions such as Project owner, Project Sponsor to the report, please go to 'settings configurations'>'system settings'>'include project positions in reports'. Further details, refer "Include Project positions in reports" |
| Linked Strategy | Displays the linked strategy number and the title. If a project is not linked, 'No strategy linked' message is displayed. |
| Linked Action | Displays the linked action/task number and title. If a project is not linked, 'No action/task linked' message is displayed. |
| Action Responsible Person | Displays the responsible officer and the position for the linked action/task. If a project is not linked to an action/task, this field will be hidden. |
| Department | Displays the Business Unit the action/task is linked to. If a project is not linked, Department is based on the projects' primary service profile. |
| Service | Displays the Service profile of the linked action/task. If a project is not linked and the projects primary service profile is not defined, then 'No service profile linked' message will be displayed. |
| Project Dates | Displays the project dates (start & end date and baseline dates). |
| Project Budget YTD totals | Displays the Action budget. If a project is not linked to an action, this grid will be hidden. |
| Commentary |
| Project Comment | Displays the 'project comment' included in the project details/quick update. If visibility is configured but comment is 'blank', 'no comments entered' message will be displayed. |
| Additional commentary | Displays the ‘Custom Areafield2’ in project details/quick update. If the visibility is configured but comment is 'blank', 'no comments entered' message will be displayed. |
| Project Tasks | Displays the task table visible in the current phase. |
Project Traffic Light Report
The project traffic light report is designed to generate information on project performance and budget performance.
Report Filter
Filter | Description |
Date Select | The date option enables you to select a specific time period and filter projects with their start and end dates falling within the selected time period. Defaults to the current reporting period. |
Projects | A tick box list of projects which allows you to select one or multiple projects from the list. Un-ticked by default You can refine the list of projects using the criteria defined in the search box. |
Project Type | Multi- select check-box filter to select more than one project type. “Show All” is selected by default |
Directorate | Dropdown list of all Directorates available within the organisation. Allows you to select a directorate. Default selection is the 'Show All' option. |
Department | Dropdown list of all Departments available within the organisation. Allows you to select a department. Default selection is the 'Show All' option |
Project Status | Multi- select check-box filter to select project status (Open/Closed/Upcoming). Applicable if you have used the Close Project object in the workflows. |
Project Sponsor | Dropdown filter to select the relevant project sponsor. Show All” is selected by default |
Project Manager | Dropdown filter to select the relevant project manager. Show All” is selected by default |
Report Body
Report Element | Description |
Project ID | Displays the Project Reference number defined within Project Details area |
Project Name | Displays the Project Title defined within Project Details area |
Directorate | Displays the Directorate to which the project is linked |
Project Sponsor | Displays the Project Sponsor defined within Project Details area |
Project Manager | Displays the Project Manager defined within Project Details area |
Baseline Start Date | Displays the Baseline Start Date defined within Task Planning area |
Baseline End Date | Displays the Baseline End Date defined within Task Planning area |
Actual Start Date | Displays the Forecast/Actual Start Date defined within Task Planning area |
Actual End Date | Displays the Forecast/Actual End Date defined within Task Planning area |
Budget $ | Displays the Budget YTD value within Project Implementation Budget object |
Actual $ To Date | Displays the Actual YTD value within Project Implementation Budget object |
Variance | Displays the Variance value within Project Implementation Budget object |
% Effort Complete | Displays the Percent Complete value defined within Project Details area |
% Budget Spent | Displays the value calculated as (Actual $ to Date/Budget $)*100 |
Traffic Light Time | Displays the Project performance traffic light image (i.e. On Track/Off Track/Monitor/No Target Set) |
Traffic Light $ | Displays the Budget performance traffic light image (i.e. On Track/Off Track/Monitor/No Target Set) |
Comments | Displays the Project Comment defined within Project Details area |
Project Staff Task Responsibility Report
This report provides basic information on staff involvement within various projects.
Report Filter
| Filter | Description |
| Duration Based on Tasks | The tick box will allow you to choose if the duration should be based on Tasks or Projects. |
| Date Select | This will allow you to input the date range. When the above tick box is unticked (default), the duration will be based on Projects. |
| Staff Allocation | This includes two dropdown menus which will allow you to narrow down the refining criteria for the report. Staff dropdown list includes a list of all the staff members and the position drop down list includes a list of positions. If you selects a staff from the dropdown list and does not select a position, a list of projects where the selected staff is involved in the current phase will be displayed. However, if a position is selected along with the staff name (i.e. project manager), only the projects which the specific staff was involved as a project manager in the current phase will be displayed or vise versa. |
| Include Task comments | By default the task comments will be hidden. You can tick this check box for task comments to be visible in the report. |
| Project Phase | This includes two dropdown menus. From the first drop down, you can choose a specific workflow. This could be further narrowed down to a specific phase from the second drop down. By default these two dropdown menus are on 'show all'. |
| Board & Team allocation | This filter is used to display board & team members in projects. Using the gird, multiple selections (staff members or positions) can be configured with a combination as required. Staff dropdown list includes a list of all the staff members with 'please select' displayed as default. Position dropdown list includes a list of all positions configured in the 'setting configuration'> 'project position screen' and with 'please select' displayed as default. Add button will enable you to include multiple staff members and positions. This will create a new row in the grid along with a 'delete' button in front of each row. |
| Board & Team member Department | This dropdown includes a list of all the departments with 'please select' displayed as default. This will filter out the projects where at least one member of the board & team is in the particular department. |
| Project's Department | This dropdown includes a list of all the departments with 'please select' displayed as default. This will filter out the projects which are linked to the particular department. Project department is based on the 'primary service profile (in project details object)'. |
| Project's Service Profile | This dropdown includes a list of all service profiles with 'please select' displayed as default. This will filter out the projects which are linked to the particular service profile. |
| Project's Service Profile Grouping | This dropdown includes a list of all the service profiles grouping with 'please select' displayed as default. This will filter out the projects which are linked to the particular service profile grouping. |
| Include Cover Page | By default the cover page will be included for the report. You can hide the cover page by unticking this option. |
| Include Closed Projects | By default the report will be based on the open projects. However, you can tick this check box to include the closed projects. |
Report Body
Report Element | Description |
| PB&T Department | Displays the name of the department to which the staff member belongs to. |
| Staff Name | Displays the staff name and HR title |
Projects | Displays the projects the staff is allocated to. |
Current phase | Displays the current phase of the project. |
| Task ID | Displays the task ID the staff is responsible of. |
| Task | Displays the task description staff is responsible of. |
| Duration | Displays the duration of the task |
| Status | Displays the status of the task |
| Start & Finish time | Displays the start date and the finish date of the task |
Project Scope and Deliverable Report
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This is a Premium Report. Please contact CAMMS Support for more information.
This report extracts project advance scope data to determine the changes of scope and deliverables within project phases.
Filter | Description |
Search Box | Allows you to refine the projects using the criteria in the search box. These criteria will appear as per the amendments done to the search box through the project explorer. |
Project Grid | This will show a list of projects as per the search criteria through the search box. The list of projects shown by default with no search criteria would be the 'open' projects. You can choose multiple projects if you wish. |
Action Filter | This filter will allow you to further refine the projects chosen through the Project grid. Dropdown allows you to choose from a list of corporate plan action filters. All projects linked to the selected action filter will appear in the report. By default the dropdown will be as 'show all'. |
Related Plan | This filter will allow you to further refine the projects chosen through the Project grid. Dropdown allows you to choose from a list of corporate planning related plans. All projects linked to the selected related plan will appear in the report. By default the dropdown will be as 'show all'. |
Hide Cover Page | The tick box will allow you to decide if the cover page should be included or not. By default this option is unticked. |
Hide Help Text | The tick box will allow you to decide if help text should appear or not. By default this option is ticked (enabled). |
Report Element | Description |
| Project Details | |
| Project code and title | Displays the project code and title of each individual project in the report |
| Project Status | Displays the status of the project (i.e. open or closed) |
Current Phase | Displays the current phase of the project (i.e. execute, closed) |
Approval status | Displays the approval status of the current phase ('sign off object>approval status') |
| Project Positions | If you wish to add project positions such as Project owner, Project Sponsor to the report, please go to 'Settings Configurations > System Settings > Include project positions in reports'. |
| Project Dates | Displays the project dates (start & end date and baseline dates). |
| Advance scope details – This will display the phases of the project which includes advance scope objects. If documents and external links are included, they will be displayed in the report. | |
