PMO project management office
8 Meaningful Reports
for your PMO
Welcome to our ‘8 Meaningful Reports for your Project Management Office’ eBook. We believe the following 8 reporting metrics can help PMOs of all sizes be more efficient in their everyday activities. We hope you find them useful!

8 Meaningful Reports for your PMO

Built on Salesforce 8 Meaningful Reports for your PMO

Table of Contents

8 Meaningful Reports for your PMO

Built on Salesforce 8 Meaningful Reports for your PMO

Table of Contents

CHAPTER 1

8 Meaningful Reports for your PMO

1. Stage Gate Processes

stage gate progress

What it shows

Progress of planned projects through the gate process of the organization including progress towards each gate. The report also shows gate status, such as approved, rejected, on hold, skip or re-work.

Why it matters

Stage/Phase Gate processes keep your organization on track by putting your prospective projects through a standardized evaluation process before the bulk of the budget is committed.

Here you can see at a glance where all projects sit in the process with the ability to drill down into the underlying data.

CHAPTER 2

8 Meaningful Reports for your PMO

2. Planned Projects - Costs vs Benefits

Planned Projects Costs vs Benefits 1

What it shows

A visual representation of planned costs versus projected benefits of the currently planned projects that sit in the demand pipeline.

Why it matters

When deciding on which projects to move forward with from your demand pipeline, having an easy way to visualize where your organization can get the most ROI is key. 

With the ability to drill down into individual records and take action, this report can help your organization’s spend go to the right places.

CHAPTER 3

8 Meaningful Reports for your PMO

3. RAID by Project

RAID by project

What it shows

Project ‘Controls’ including Risks, Issues and Change Requests grouped by Project.

Why it matters

Great Project delivery involves managing the intangibles that come up along the way, such as identifying and mitigating Risks, managing Issues that arise and capturing Change Requests along with associated cost and profitability impacts. This report gives insight into the ‘Controls’ that need managing across your portfolio.

CHAPTER 4

8 Meaningful Reports for your PMO

4. Unassigned Project Tasks

unassigned task1

What it shows

Report showing unassigned tasks split out by the work type / skill needed to perform each task.

Why it matters

If you have unassigned work, you risk task and Project delivery dates slipping. Ensuring your Projects are fully resourced with the right people with the right skill sets means more on-time delivery for your business and happier customers.

CHAPTER 5

8 Meaningful Reports for your PMO

5. Hours Burned by Completion %

2. hours burned by completion 1

What it shows

How far along a Project is in completion terms, compared to how many hours have been burned / used against original estimates.

Why it matters

This report gives a great overview of how each Project is tracking towards completion in contrast to how much of the pool of estimated hours have been used to date. It provides critical early warning signs for managers alerting them when the estimated hours for a project are about to be exceeded.

CHAPTER 6

8 Meaningful Reports for your PMO

6. Budgeted vs Actual Costs

budgeted vs actual costs

What it shows

Budgeted vs actual costs across a portfolio of Projects.

Why it matters

Tracking your actual spend against your budgeted spend for Projects is a key component towards overall Project profitability. With Cloud Coach, you can track both labor and non-labor costs against your Projects.

CHAPTER 7

8 Meaningful Reports for your PMO

7. Margin by Portfolio

Portfolio Margins

What it shows

Planned, forecasted and actual margin for all the currently active portfolios within the organization.

Why it matters

Portfolios are key to ensuring the strategy for your organization is being delivered in a cost-effective manner.

Being able to see the originally planned margin against the forecast and actual margin, gives key insights into which portfolios area delivers the most ROI and which might need adjusting.

CHAPTER 8

8 Meaningful Reports for your PMO

8. Program Spend vs Budget

Program Spend vs Total Budget

What it shows

Actual spend across the projects contained within a program compared to budget, displayed as a percentage of total budget.

Why it matters

Keeping spend on track when your executing your projects is key to get the outcomes your business is looking for.

This report gives managers a quick view at the program level into where spend sits against overall progress of the underlying projects.

Thank you for reading our Report eBook. If there are any reports we haven’t featured that you’d like us to include, contact us at [email protected]

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