Professional Documents
Culture Documents
Revision 0
Prepared PM Pathway
Reviewed
Approved
Date
TABLE OF CONTENTS
1. SUMMARY........................................................................................................................3 2. ENVIRONMENTAL, HEALTH AND SAFETY..................................................................3 3. ISSUES, AREAS OF CONCERN AND SOLUTIONS......................................................4 4. RISK..................................................................................................................................4 5. FUNCTIONAL ACTIVITY, PROGRESS AND PERFORMANCE....................................4
5.1 5.2 5.3 5.4 5.5 DESIGN 5 PROCUREMENT CONTRACTS EXECUTION HANDOVER AND CLOSEOUT 5 5 5 6
6. PROJECT CONTROL......................................................................................................6
6.1 PROJECT COST 6.2 PROGRESS AND SCHEDULE 6 7
7. EXTERNAL AFFAIRS (LIAISON WITH EXTERNAL COMPANIES, GOVERNMENT, ETC.)................................................................................................................................7 8. QUALITY AND AUDITS...................................................................................................7 9. APPENDICES...................................................................................................................9
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1. SUMMARY
This section is an executive summary containing: A narrative of the activity highlights, and/or significant events or milestones achieved or missed for the reporting period and the major issue, incident or event presenting a risk to the project. Steps taken to mitigate the risk are to be included here. This may include a prcis of activity highlights from each of the functional activity sections, but it should not repeat the contents of other sections or contain routine ongoing activity and information. Statement of changes to occupants of key team positions; Statements on key performance indicators established in the PEP such as: o o o o o Safety (statistics) Workforce levels (differentiate engineering consultants, etc.) between <COMPANY>,
Major schedule milestones (for the period) Overall costs (including change control summary) Progress (by major functional area).
The summary will take the form of narrative, statistical tables, and figures e.g. Progress Curve. These shall describe a high level summary status only. They will typically compare the current plan or baseline, actual and forecast where appropriate. A level 1 schedule with a progress S curve should be included in this section. This section may be prepared by the Project Manager with assistance from the project team and consultants.
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4. RISK
Use this section to report on the following and refer to the risk register in the appendices: any risk strategies employed during the period; significant risks raised during the period; significant risks addressed during the period; and outstanding risks not yet appropriately addressed.
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5.1
DESIGN
The narrative shall include a discussion of significant achievements or milestones achieved, statements on major area(s) of activity and issues and concerns in relation to technical, progress, production performance and functional areas. Include statement on steps taken to mitigate the effects of problems. Include a statement of significant activities planned for the next period. Reporting of design office performance is fundamental to demonstrating that sound control processes are in place. Performance information/statistics shall be incorporated in tabular and graphical form. These shall include such things as deliverables production and progress (table and curves). 5.2 PROCUREMENT The narrative shall include a discussion of significant achievements or milestones achieved, a statement on major area(s) of activity and issues and concerns in relation to commercial, progress, production performance and other functional areas. Include statement on steps taken to mitigate the effects of problems. Performance information/statistics shall be incorporated in tabular and graphical form. These shall include such things as deliverables production and procurement progress (curves). 5.3 CONTRACTS The narrative shall include a discussion of significant achievements or milestones achieved, a statement on major area(s) of activity and issues and concerns in relation to commercial, progress, production performance and other functional areas. Include a statement on steps taken to mitigate the effects of problems. Performance information/statistics shall be incorporated in tabular and graphical form. These shall include such things as deliverables production and progress (curves). 5.4 EXECUTION The narrative shall include a discussion of significant achievements or milestones achieved, a statement on major area(s) of activity and issues and concerns in relation to contractor performance, progress, and other functional areas. Include a statement on steps taken to mitigate the effects of problems. Performance information/statistics (general and by contract) shall be incorporated in tabular and graphical form. These shall include such things as progress curves (for overall construction locate here, for individual contracts locate in the appendix) and workforce numbers (table).
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5.5
The narrative shall include a discussion of significant achievements or milestones achieved, a statement on major area(s) of activity and issues and concerns in relation to technical, operational, progress, and other functional areas. Include a statement on steps taken to mitigate the effects of problems.
6. PROJECT CONTROL
This section shall report overall study performance in relation to project change control, progress, schedule and cost. The narrative shall state significant accomplishments, events or issues relating to performance in the reporting period and the trend and forecast resulting from the performance during the period. Detailed system performance reports in relation to cost, schedule and progress shall be incorporated into the appendices. 6.1 PROJECT COST Include narrative discussion of cost control activities of the project. Incorporate a statement on significant accomplishments and issues. Highlight significant cost variances in relation to the project plan. Include tabular and graphical representations of information such as: Cost summary (table), including budget, forecast, previous forecast, variance, commitments, incurred amounts; Significant commitments (table); Contingency analysis (table); and Incurred cost and expenditure curves (cash flows).
Detailed cost and man-hour performance reports shall be included in the appendices. Table formats to use include those illustrated below:
Illustration of a Cost Reporting Table. Area Area 1 Area 2 Contingency Illustration of a Contingency Reporting Table. Contingency Assessment (Currency $, 000's) Project Forecast Final Value Forecast Contingency Totals Original Budget Approved Changes Current Budget Cost ($0,000) Current Previous Forecast Forecast Commitments Spent to Date
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Project Progress Reporting Guide Doc No.: PMP-100-G-02 Revision: 0 Forecast excluding contingency Commitments Unawarded works Percentage of current contingency to unawarded work %
6.2
Include a narrative discussion of scheduling activities in relation to project development. Incorporate statements on significant accomplishments and issues in relation to progress and schedule. Highlight accomplishments and factors affecting the schedule critical path. Highlight schedule variances in relation to the project plan. Include a tabular representation of schedule milestone performance with planned, actual and forecast dates. Includes graphical representation of schedule and progress performance (progress S curve(s) and level 2 schedules). Where actuals have deviated significantly from the baseline during the life of the project the project may be reforecast. As a result target progress may be tracked as well as the baseline.
Project Progress Project Completion
Planned Completion Date * Forecast Completion Date Planned % Complete * %
To Date
Target % Complete Optional % Actual % Complete % Planned % Complete * %
This Period
Target % Complete Optional% Actual % Compete %
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Project Progress Reporting Guide Doc No.: PMP-100-G-02 Revision: 0 Illustration of a Business Process Report KEY BUSINESS PROCESS DELIVERABLES DESCRIPTION Planned Forecast Completion Completion Project Charter Major Expenditure Proposal Project Execution Plan Budget Schedule Project Quality Plan Design Plan Procurement Plan Actual Completion
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9. APPENDICES
The appendices should generally contain reporting details - mainly outputs from project control systems - that provide detailed support or additional data in relation to the foregoing sections of the report. From time to time, the progress report may be issued to some parties without the Appendices. The items below serve as an indicative checklist that can be adjusted to the specific project requirement. Appendix A: Appendix B: Risk Register Summary and Detail Cost Report
Include summary by area/facility, CER report and other more detailed reports such as package/facility, contract and purchase order registers. Data fields to include original budget, approved changes, current budget, forecast, previous forecast, variances to current budget and previous forecast, committed, incurred and paid. Appendix C: Level 1 and Level 2 Schedule Appendix D: Progress Summary Curve Include detailed schedules by facility and progress curves for the major project functions. Appendix E: Progress Photos Selection of photos (where applicable) representing significant areas of progress.
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