Project progress reports and queries

Whoever runs several projects needs two different things from the data: to see it at a glance ("how is everything going?") and to search and extract specifics ("which tasks are overdue?", "how many hours did Marta log in September?"). PjMan covers them with two tools that read from the same data as the rest of the application, with nothing copied and no spreadsheets to maintain on the side: Reports, to follow the status, and Queries, to filter and export.

Reports: the status of your projects on one screen

The Reports screen gathers the progress and workload of the scope you choose: all your projects or a specific one, with a date range for the charts. It updates instantly, with no "Apply" button. (Reports)

• Key indicators. Logged against estimated hours, the hours deviation, completed, pending and overdue tasks, and the percentage of completed tasks that the client has validated.
• Project progress. With all projects, a comparison table ordered from lowest to highest progress, so that whatever is doing worst comes first, with logged hours against the budget. With one project, its total progress and the breakdown by phases and sub-phases. Progress is the one weighted by estimated hours, the same you see in each project. (Weighted progress)
• Workload per person. Active tasks, logged against estimated hours and overdue tasks for each person in scope, to see who is overloaded.
• Charts by date range. Progress over time, logged hours (daily, weekly or monthly), tasks created and completed, and hours per person.
• Issues. Open, closed, average resolution time, logged hours and unassigned, with their distribution by project or by phase.

Reports is read-only, has no export and has no scheduled reports: it is a tracking screen. For a written summary for the client, the assistant can prepare the draft, with the same figures. (Client status report)

Queries: filter, cross projects and export

Queries is the tool for seeing the work of all your projects at once, filtering it and taking it to a spreadsheet. It has three tabs: Tasks, Time entries and Issues. (Queries)

• Filters that combine. For tasks: code, project, phase, status, priority, person, labels (with all, with any or without labels), "overdue", "unassigned" and due-date range. For time entries: project, phase, person, who recorded them and dates. For issues, the equivalents, with severity, status and detection date.
• Nothing is queried until you press Search, so that a heavy query over the whole portfolio is only launched when you need it. Filters are kept in the page address: you can bookmark a search.
• List or Kanban. Tasks and issues can also be viewed as a board, keeping the chosen project. (Kanban and Gantt)
• Export to a spreadsheet (.xlsx) with exactly the same filters you see, with hours in decimals. It is useful for moving hours to a billing system or sending them to a client who asks for them in that form.
• Labels. Filter by the labels you have put on tasks and issues to see, for example, everything in "client review" across several projects. (Labels)

Closed projects are not shown by default; a checkbox lets you include them.

Each project's summary and the organisation panel

Each project starts with a summary that gives, collapsed on one line, progress, hours against budget and deviation; expanded, an indicator for each section (team, risks, issues, change requests, expenses, contacts, minutes…) and expenses by currency. (Project summary) Whoever has organisation-wide visibility, such as a CEO, also has an organisation panel with all the projects and their progress. (Organisation panel)

Ask the assistant

What these screens show can be asked in natural language: "how is this project going?", "when will we finish at this pace?" or "which projects are doing worst?". The model does not calculate the figures: PjMan calculates them with the same rules as Reports, and the assistant reports them. The project portfolio is ordered with a traffic light of fixed rules and their reasons, and includes each project's hours and expense deviation. (Status, forecast and portfolio)

Each role sees what applies to it

Reports and Queries are for the PM (over their projects and those where they have management level) and for "whole organisation" members, such as a CEO (over all those in the organisation), always read-only in Reports. A consultant has no access: for daily work they have My work, with their tasks, issues and hours. Permissions are checked on the server, not only in the interface. (Roles and permissions)

Try it

Create your account, create a couple of projects, log some hours and look at Reports and Queries. Or walk through the demo first, with sample data.