Project Manager Summary Report

  • 11 September 2020
  • 2 replies

Do you need the ability to send a project summary report to your project managers on a consistent basis, that shows the details for each of their projects similar to the Project Summary inquiry (PMGI0025)? 

If yes, 

  • How often would you send the report if it could be scheduled and sent automatically? 
  • What other information do you need besides what’s already available on the Project Summary inquiry? 

2 replies

Userlevel 1

I think sending on a scheduled basis is “doing it the way we’ve always done it.”  I would prefer to see a widget that “reminds” the project manager that they need to update their forecast.

In fact, a widget that included “the stuff in need to do this week” irrespective of the task would be fantastic.  In addition to the project forecast reminder, it could include:

  • Invoices/time-sheets I need to approve
  • Expiring compliance items (e. g. what’s going to expire in the next 30 days?)
  • Which subs are falling behind in their pay requests

Of course, this idea could also be extended by Role and not be confined to Project Management.


Thank you, @pchappell19

I want to make sure we have the ability to do what we’ve always done but I also like your idea to add it to the dashboard. I’ll have to see what it would take. 


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