Table of Contents

Status Report

Overview

A status report is a document or presentation that provides an update on the progress, current status, and key developments of a project, task, or initiative. It is a valuable communication tool used in various professional settings to keep stakeholders informed about the project's health and achievements. Status reports are typically prepared at regular intervals, such as weekly, monthly, or quarterly, depending on the nature and duration of the project

Altus PPM has a Status Report within the project configuration enabling Project Executives to easily share project progress with a wide variety of key stakeholders.

Solution and Technical Details

Components

The diagram below articulates how information from the Altus database tables (Dataverse) are brought into the Status Report:

StatusReport_Overview.png

This enables information to be served up in a near real-time manner to end users.

Data Query Methods

Two data query methods are utilised to extract data from dataverse for inclusion in the Power BI status report:

StatusReport_DataQueryMethods.png

Embedding Approach

This approach leverages the Altus OOTB Power BI embedding method to house the Status Report. It provides more flexibility to intuitively fetch the Project ID and filter the report based on it.

  1. Embed Paginated Report on a Power BI report. Use the Paginated report icon to embed the Status Report (Use Project ID as the filter on this visual):

StatusReport_EmbeddingApproach.png

  1. Create a tab on the form of Project and insert a HTML web resource:

In this HTML Web Resource, we wrote code to extract the Project ID and feed to the report:

<html>

<head>
  <script src="sensei_SenseiProject.bundle.js" type="text/javascript"></script>
  <script>
    var xrm = undefined;
    if (typeof Xrm !== "undefined") {
      xrm = Xrm;
    } else if (typeof parent.Xrm !== "undefined") {
      xrm = parent.Xrm;
    } else {
      throw Error("Xrm api not available");
    }

    function getProjectIDContext() {
      var recordId = parent.Xrm.Page.data.entity.getId();
      var recordIdtrim = recordId.substring(1, recordId.length - 1);
      ProjectUID = "&filter=Dim_Project/sensei_projectid eq '" + recordIdtrim + "'";
      return ProjectUID;
    }

    async function getPBIURL() {
      const pbiEmbedConfig = await xrm.WebApi.retrieveMultipleRecords(
        "sensei_senseiconfigsettings",
        "?$select=sensei_value&$filter=(sensei_name eq 'PowerBIReport_ProjectStatusReport_IQA')"
      );
      const pbiEmbedURL = pbiEmbedConfig.entities[0].sensei_value;
      return pbiEmbedURL;
    }

    async function loadIframe() {
      filters = await getProjectIDContext();
      pbiURL = await getPBIURL();
      document.getElementById("SenseiPowerBIIframe").src = ${ pbiURL }${ filters };
    }

  </script>
  <meta>
  <meta>
</head>

<body onload="loadIframe()" style="overflow-wrap: break-word" onfocusout="parent.setEmailRange();">
  <iframe id="SenseiPowerBIIframe" width="100%" height="100%" src="" frameborder="0" allowfullscreen="true"></iframe>
</body>

</html>

In this HTML, we need to make changes to sensei_projectid and PowerBIReport_ProjectStatusReport_IQA according to different situations.

  1. Create a new new page in Configuration Settings to house the embed Power BI Report:

Put the name of this setting inside the HTML web resource. And the value of this setting should be the embedding value of Power BI report.

Data

The Altus Status Report includes the following data from a Project:

  • Details, Status Update Commentary and KPIs
  • Financials
  • Milestones
  • Decisions
  • Risks
  • Issues
  • Deliverables
  • Change Requests
  • Lessons Learned

Details, Status Update Commentary and KPIs

The first page of the status report provides some of the fields from the Details tab such as Project Manager, Sponsor, Department, Location, and Investment Category.

It also provides the latest KPI values and status comments from the Status Updates section of the project.

Financials

The financials page provides a summary of the Financials for the selected project.

Milestones

The financials page provides a summary of the Tasks and Key Dates for the selected project.

Decisions

The financials page provides a summary of the Decisions for the selected project.

Risks

The financials page provides a summary of the Risks for the selected project.

Issues

The financials page provides a summary of the Issues for the selected project.

Deliverables

The financials page provides a summary of the Deliverables for the selected project.

Change Requests

The financials page provides a summary of the Change Requests for the selected project.

Lessons Learned

The financials page provides a summary of the Lessons Learned for the selected project.

Export Formats

Altus PPM enables users to export the status to a number of useful formats including:

  • Microsoft Excel
  • PDF
  • CSV
  • Microsoft PowerPoint
  • Microsoft Word
  • Web Archive
  • XML

StatusReport_ExportFormats.png

The most frequently used formats are Microsoft PowerPoint and PDF.

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