What is a Project Performance Report?

Project performance reports are considered operational analysis tools and are often used by managers to score, compare and analyze projects as it relates to current and potential delays. Some of the key functionality in this type of report is that it tracks projects with a score for Delays or Possible Delays. Within these two areas, the report scores both the related cost and the scheduling. Figures and color codes show if a project cost is over, under, or on budget, and if a schedule is behind, ahead or on target. The report can be filtered for any number of customers, locations and project categories. You find an example of this type of report below.

Purpose of Project Performance Reports

Companies use Project Performance Reports to optimize their ability to manage projects. When used as part of good business practices in a Project Management department, a company can improve its profitability and margins as well as reduce the chances that poor project delays are not consistently traced back to the main causes.

Project Performance Report Example

Here is an example of a Project Performance Report with scoring of actual and potential delays.

Example of a Project Performance Report for a Technology Company

Example of a Project Performance Report for a Technology Company

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Project Management Offices (PMO), Directors of Services, Consulting Managers.

Other Reports Often Used in Conjunction with Project Performance Reports

Progressive Project Management Departments sometimes use several different Project Performance Reports, along with detailed project reports, project dashboards, billing reports, project budgets and forecasts and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples