📋 Project Report Out Database

What Is It?

LoremThe ipsumProject Report Out Database is the file where all Project Report Outs (PRO) are stored. It provides you a company level overview of the financial situation of all your projects based on their last received PRO.

Key Concepts

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Key Performance Indicators

Labor - Execution Rate ⭐

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Labor - Execution Efficiency ⭐

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Expenses - Accrued Margin

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Expenses - Margin Accrual Efficiency ⭐

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Using The Application

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Typical Workflow

1. LoremYou ipsumopen the PRO Database tab and filter the list to display only the last PRO. That gives an overview of the financials for all your projects.
2. LoremYou ipsumopen the Project Sheet tab in order to dive deeper into a specific project and appreciate the trends of its KPIs.

Structure & Features

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Tab 1

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Tab 2

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Tab ProtectedDatabase

This is a read-only (protected) tab. Do not modify it.

LoremThis ipsumtab displays the main fields of a PRO. Some fields are hidden to make the table more readable. If you want to see the full details of a PRO use the menu 🐙 Conduite > 📄 View Full PRO.

Field	Description
Date	The date the PRO was sent and received.
Project Name	The name of the project
Status	The status of the project at the time of the PRO.
LB - %EX	The Execution Rate of the project at the time of the PRO.
LB - EE	The Execution Efficiency of the project at the time of the PRO.
EP - %AM	The percentage of Accrued Margin on expenses of the project at the time of the PRO.
EP - MAE	The Margin Accrual Efficiency on expenses of the project at the time of the PRO.
Last PRO	An "X" sign tags the last PRO of a project.

Project Sheet

This tab allows you to deep dive into a project data over time. Use the Project dropdown to select the project of interest.

The tab is composed of several sections.

Section	Description
Last Project Report Out	A table that displays the KPIs from the last PRO of a project.
Evolution of Project KPIs (Chart)	A chart that show the evolution all project KPIs over time.
All Project Report Outs	A table that displays all PROs for a project ordered by ascending date. This is the source of the chart.

Configuration

This is a hidden and read-only (protected tab). This tab should remain hidden. Do not modify it.

This tab contains the ID of the Conduite configuration file and other computed configuration parameters. 

Conduite Menu

Show All PROs

This menu item shows all the PROs and orders them in descending order of date.

This view is useful if, on a specific occasion, you want to browse through all PROs.

Show Last PROs Only

This menu item only shows the last PROs that were received for each project and orders them in descending order of date.

This is the most useful view for the day-to-day use of the PRO Database.

View Full PRO

This menu item opens a detailed view for a PRO in the sidebar. You need to be on the PRO Database tab to use this feature and to select any cell of an opportunity before triggering it. The sidebar will display the details for the selected PRO.

You can navigate to the previous and next opportunity by clicking the arrows located at the top of the sidebar.

Help

This menu item opens the sidebar and loads this help page.