Detailed Project Fact Sheet ReportQRG.070_Detailed Project Fact Sheet Report Page 3 ePM 6.0 January...

ePM Quick Reference Guide #70

QRG.070_Detailed Project Fact Sheet Report

ePM 6.0 January 2016

Detailed Project Fact Sheet Report

What is the Detailed Project Fact Sheet Report?

Who Will Use This?

The Detailed Project Fact Sheet Report is one of the Core Team defined standard reports providing valuable data captured from the ePM web-based application. The report comprises of charts, pictures, and other pertinent key performance indicators desired for management team review across the various regional programs of the GSA. This report contains a filter to select a specific project from a regional program and display the following information in sections:

√ Program Managers √ Project Managers

√ GSA Executives

Project Basics

Location

Detailed/Executive Status

Scope

Schedule

Financial Health

Issues/Actions

Picture Gallery

Key Partners

Customers

Team Members

Project Health Metrics Summary o Design Review Document o Issues o Potential Change Orders

(PCO) o Punchlists o RFIs o Submittal Packages

Project Health Metrics Pie Charts o Design

Design Submissions Design Review Comments Contracts Planned/Actual

o Construction RFIs Submittal Packages Punchlists Contracts & Mods PCOs Issues

Table 1.1 Information displayed in the DFS Report




Steps to Run Report

1. From the ePM Portal click on ePM/ePMXpress Reports.

2. Click My home and click the Public Folders tab to view all folders containing ePM reports

3. Within the Public Folder, click on PBS DW & Reports folder, locate and run the “Detailed Project Fact Sheet” report by selecting the report name underlined in blue. - OR- Under Actions, select the blue arrow button to run the report with options.

4. In the Run with Options screen, select the desired Format (PDF is recommened), Delivery, and select “Prompt for Values” then click Run.

5. In the Select Program page, vertically scroll and select a desired program from the list. Click Next.

6. In the Select Projects page, either enter a keyword to locate a project or hold down the ctrl key and use mouse to select multiple projects.

NOTE: The Detailed Project Fact Sheet Report displays all projects located in the Program. Use the Options to narrow and filter the list of projects with the use of keywords. Or, simply just enter a keyword and Search.

7. To finalize the project selection, select the button. The selection(s) will appear in the Choices Window Pane.




8. Select the Finish button to run the report across the chosen project(s).

9. IBM Cognos 8 Review Step: a summary of the items you selected to run ‘Detailed Project Fact Sheet 2.0” is displayed. Click OK to close and finalize.



ePM 4.0 Jan 2013

Sample Report View



ePM 4.0 Jan 2013



ePM 4.0 Jan 2013

Tips

√

General Information – Detailed Status: At times, Issues will require escalation to others within the GSA organization and promoted to the Detailed or Executive Project Fact Sheet Reports. A toggle field is located on the Daily Reports, Issues, and Logs - Issues document sub type. Located in the Responsibility section with a Yes/No option will promote and escalate the issue to appear on the report.

Additionally, the Daily Work Journal Sets have designated document sub types that promotes detailed information to the report; Detailed Status Set and Executive Status Set

√ General Information Section - Project Image: The main project image can be uploaded as an attached file on the Project Properties document. However, a Note/Description must be noted with ‘Key’ in order for the image to appear in the General Information section.

√ Gallery Images Section – Thumbnail Images (Project Image URL on the Attachments tab): Project Images can be uploaded as attachments on the Project Properties document. However, all attachments must be noted with ‘KEY’ in order for the thumbnail images to appear in the Gallery section.

√ Project Contact Roles: To display a Project Manager on the report in the General section, the Project Contact in ePM must have a Code description ‘Key.PM: Project Manager’. This identifies the primary Project Managers within the project.



ePM 4.0 Jan 2013

√ Data Mapping: Report Sections – ePM Documents

Report Section ePM Document

General Information Project Properties

Location Companies, Bldg#, Bldg Name, Address, Congressional District

STATUS Daily Work Journal, Daily Work Journal Sets

Scope Project Properties

Schedule Schedule, Schedule Gantt

FINANCIAL Project Health Metrics Funding, Contract, Contract Modifications, Invoices, Authorizations, Appropriations

DESIGN Project Health Metrics Design Submissions, Daily Reports, Issues, and Log – Design Review Commenting

CONSTRUCTION Project Health Metrics

RFIs, Submittal Packages, PCOs, Daily Reports, Issues, and Log – Issues, Modifications, Deficiency-Punch Lists

Issues/Actions Daily Reports, Issues, and Log – Issues doc sub type

FINANCIAL Summary Contract, ACR (BCMLine Items)

FINANCIAL Budget & Cost Bkdwn by Function Code, Budget Activity, Shell/TI

ACR (BCMLine Items)

FINANCIAL Authorizations, Appropriations

Prospectus Contract

FINANCIAL Allowances ACR (BCMLine Items)

Gallery Project Properties - Attachments tab

Partners/Team Members/Customers Project Company Contact Table 2.1 Report Sections – ePM Documents

Detailed Project Fact Sheet ReportQRG.070_Detailed Project Fact Sheet Report Page 3 ePM 6.0 January...

Documents

Transcript of Detailed Project Fact Sheet ReportQRG.070_Detailed Project Fact Sheet Report Page 3 ePM 6.0 January...