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ProjeQtOr free project management software - Monthly, Quarterly reports, exports - ProjeQtOr

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Monthly, Quarterly reports, exports

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04 Oct 2016 11:42 #1 by andresch
We have milestones, Activities linked to the milestones and assigned to various resources. What I want to do is to define the period and export all activities and updates or notes to an excel spreadsheet. This means all tasks, notes or comments done during the specified time needs to be exported to a spreadsheet in a format: Milestone, activity, responsible resources, "work done".

is this possible and if so, how -or how should we use the system to provide us this capability.

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04 Oct 2016 14:46 #2 by babynus
No, this is not possible tpday in ProjeQtOr.
What you expect is very specific.
It could be done through a specific export.
We can do it for you if you wish, don't hesitate to contact us through the contact form to request for a quotation.

Babynus
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04 Oct 2016 18:13 #3 by andresch
What kind of effort will it take to get this done - keen to discuss this further

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04 Oct 2016 18:27 #4 by babynus
I would say about 3-4 days.

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05 Oct 2016 10:52 - 05 Oct 2016 11:17 #5 by andresch
Let me first give overview of what we have and need to do in terms of the DFID contract:

We have milestones, some payment milestones and some normal milestones. The milestones contain detailed activities. All these are assigned to a resource with specific due dates. Our contractual reporting period is every quarter. At the end of each quarter we need to produce a report with a spreadsheet to the client and DFID indicating the work done against the schedule.

It can be that the consultant created various detailed tasks for each activity and assign them to other resources or even client resources. As these are done or new notes are added, we build the history. I did configure the system that on closure of an activity, one needs the capture the result field.

The spreadsheet contain the following columns:

Milestone, Activity, due date (quarter), Status, Responsible resource, comments (or we can use the Result field, but also the notes and tasks done within the quarter).

What I was thinking is what if there is a function where the user can define what fields to be used and in which order as well as level of detail. This is just an idea but could be helpful to everyone.
Last edit: 05 Oct 2016 11:17 by andresch. Reason: correction

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05 Oct 2016 15:32 #6 by babynus

We have milestones

OK

some payment milestones and some normal milestones

I guess these are Milestone types :huh:

The milestones contain detailed activities.

I don't understand this point :huh:
Milestones have no duration, but activities have, so Milestones cannot contain activities. :silly:

All these are assigned to a resource with specific due dates

Our contractual reporting period is every quarter. At the end of each quarter we need to produce a report with a spreadsheet to the client and DFID indicating the work done against the schedule

OK, it seems clear.

It can be that the consultant created various detailed tasks for each activity

You mean sub-activities ?

assign them to other resources or even client resources. As these are done or new notes are added, we build the history. I did configure the system that on closure of an activity, one needs the capture the result field.

OK, all this is standard ProjeQtOr behavior.

The spreadsheet contain the following columns:

What "spreadshhed" are you talking about ?

What I was thinking is what if there is a function where the user can define what fields to be used and in which order as well as level of detail.

"define what field to be used" ... where ?

Babynus
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