The Project Management Report Card -- No Excel Required! Brittnee
The project management report card shows you a snapshot of what's going on with all your projects. You can bring this easy-to-read information into team meetings to get everyone up to speed!
Here's how it works:
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Click on the Report Card tab. Now we see an overview of the entire report card.
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The first column contains the different stages your jobs are in.
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You have the option to view the contents of the card by different filters.
You can filter by:
- fixed or custom date
- user or the entire company
- office
- contract type
Here, I’ve filtered for a months time and for one user. That means I will see projects with that user assigned to them.
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Now Back to the report card-- the second column shows the number of projects that are in the corresponding stages.
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Use the plus sign to expand on the job details.
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Here we have a list of jobs that are in pre-construction. You can click on the rest of the stages too to see more detail about those stages. You can even click on the individual jobs and you will be re-directed right to their file to update or make changes if needed.
We hope this helps make your process easier!
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