A Guide to Project Reports with SharePoint 

 

How to Report on Projects and Portfolios 

As project manager, your to-do list seems never ending. However, no matter how busy you are, project reporting shouldn’t slip to the bottom of the pile.

 

Being realistic, that’s unlikely to happen as project stakeholders and your team look for updates on progress, upcoming tasks, risks, budget, and so on.

Instead of avoiding project reports, you can master this essential project management tool to get visibility into the projects and keep your team engaged.

This guide to project reporting covers everything you need to know about project and portfolio reporting on SharePoint.

Keep reading to learn about status reports, portfolio dashboards, Gantt charts, and more!

Table of Contents

Click on any chapter to jump directly to it.

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Chapter 1.

Why do I Need Project Reports?

 
First things first – what is a project report and why are reports so important?

 

A project report is a document used to share project progress with the stakeholders and the team.  A report can cover a single project or a project portfolio.

There are various types of reports and formats, and you’ll need to pick what works for your project.

At a high level, project reports can include:

  • A summary of the project’s current status.
  • Top open issues or risks.
  • Complete and upcoming work.
  • Overdue work.
  • Resource allocation.
  • Key decisions required from stakeholders.

 

Taking a data-driven approach to reports is an  efficient way to track project health and make informed, objective decisions. Reports often start with key performance indictors and metrics at both the project and portoflio level.

  • key performance indicator (KPI) is used to measure a specific metric related to business goals, for example, return on investment (ROI) and resource capacity.
  • metric is simply a measurement of something and indicates progress agsainst the KPI(s). These include the number of open or late tasks, and Earned Value.

 

 

Reports can be delivered in numerous formats – a written report, a short email, a presentation, or a one-page dashboard using project management software.

Frequency depends on the project – a weekly update is the most common requirement.

Project reports are critical tools for effective communication. Reports help the wider team to deliver their part of the project in a streamlined way, increasing visibility into progress.

  • Stakeholders rely on reports to track progress and deal with risks across projects and portfolios in a timely manner. Reports are also a useful way to record key decisions and approved change requests.
  • The team use various reports to find and do work, raise issues, and stay up-to-date with the project.
  • Project managers can monitor items such as tasks, risks, budget, and timelines on a daily, weekly, and monthly basis. This makes it easier to stay on track without micromanaging the team and proactively deal with problems.

 

Depending on the project, reports may also be required for external clients, for example, timesheets, and other departments in your organization, such as finance.

In addition to managing current projects, reports from completed projects help with forecasting and pipeline planning.

Another benefit of project reporting is increased visibility. Project visibility is a clear picture of how a project is performing, including resource allocation and potential risks. Using reports to increase visibility helps everyone involved in the project  to understand what the objective of the project is and their role in meeting this goal.

 

Now that we know why reports are so important to your project, let’s take a look at what reports can cause headaches.

  • Time-consuming: Without a project management tool, creating reports from multiple sources takes time. Creating an unexpected report at the last minute for a meeting is especially challenging!
  • Inaccurate data: Following the above point, it’s likely your data will be inaccurate if sourced from different files and people.
  • Wrong metrics: Another issue is tracking metrics with little relevance or meaning for the team. What’s the point in reporting on the ROI of a new product that isn’t ready yet?
  • No outcomes: If your time is spent compiling data with little focus on tasks and key decisions, your reports will do little to move the project forward.
  • Unclear purpose: Want to save time by using the same report for different people? Unfortunately, your audience will struggle to find the information that is relevant to them.
  • Unread reports: Some team members don’t have time to read reports, which will leave you feeling a little frustrated about the process. This also leads to miscommunication as some team members are out-of-the-loop.

 

A simple way to improve project reporting is the pick the right report for the intended audience. In the next chapter, we’ll review reporting best-practices.

Chapter 2.

Project Reporting Best-Practices

Make sure your projects are useful to your audience with these tips.

 

  1. Share reports on an agreed, consistent schedule, for example, a stakeholder may like to see the latest status report the day before your weekly review meeting.
  2. Ensure everyone is regularly updating their work for accurate reports.
  3. Following the above point, make it easy for your team to find, do, and update work using project management software or a centralized tracking tool.
  4. Focus on actionable reports with clear requirements,required decisions, task owners, and due-dates.
  5. Periodically remove any team members or stakeholders who are no longer part of the project from automated report schedules.
  6. Use the right reports for your audience, for example, high-level portfolio reports are ideal for stakeholders. However, the team may need more detailed reports relating to tasks.
  7. Periodically ask for feedback on your reports and make relevant changes.
  8. Use reports where possible, for example, in team meetings or one-to-one sessions. This is an easy way to convey the importance of reports to your project.

 

Another key element of effective project reporting is clarity. As project manager, you know every detail of the project and may think this information is helpful to the team. Unfortunately, reporting on every element of the project can lead to confusion.

Your audience is time-short. Where possible, streamline information and use charts to simplify complex data quickly. Charts help to tell the story of your project by combining various data sources into one graphic, revealing data trends and outliers.

People process information differently. Use data, charts, and comments to communicate effectively with your team and stakeholders.

 

A Guide to Project Reports BrightWork

Examples of charts in a project report

 

Below are some common charts to enhance your reports. Check your project management software for out-of-the-box templates.

 

Common Project Management Charts

Gantt Chart

A Gantt chart is a type of bar-chart used to represent the project schedule, plan milestones, and track tasks. The chart helps when planning activities and is ideal for smaller projects.

 

 

Use a visual aid when reporting on the schedule.

 

PERT Chart

The PERT chart is also used to manage the schedule for more complex projects. The chart displays parallel activities, tasks that follow each other, and task interdependencies.

 

Project reports PERT chart

Sample PERT chart

 

Again, use when reporting on the schedule.

 

Work Breakdown Structure (WBS)

The work breakdown structure is used to plan project tasks and sub-tasks. Start with the final deliverable and work backwards, breaking each task into smaller sub-tasks.

 

Project Reports Work Breakdown Structure SharePoint

 

The WBS helps with project planning and when assessing the impact of new requests during project execution. The WBS is also useful for visualizing current progress against the proposed deadline.

 

 

RACI Matrix

The RACI matrix is used to plan and assign project tasks.

RACI is an acronym for Responsible, Accountable, Consulted, and Informed. For each task, an individual or group is assigned one or more of the four types of association.

This chart acts as a handy reference for clarifying roles and responsibilities, and balancing workloads.

 

Project RACI matrix

 

Other charts include Pareto (quality tracking, especially for Six Sigma), Control chart (process changes), and flowcharts.

 

Now that we’ve discussed the important of project reports and different types of reports, you may be wondering how to leverage project management software for this task. Let’s continue with a review of project and portfolio reporting options in SharePoint.

Microsoft SharePoint is a collaborative toolset, with numerous project reporting features.

Using SharePoint for project management creates a single source of project truth, with all tasks, reports, and documents stored in a single location. This simplifies and improves project reporting.

Add lists and web parts to your site to track tasks, issues, timelines, and so on.

SharePoint also integrates with reporting tools like Microsoft Project and Power BI, bringing external data sources into a project report for extra context.

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Chapter 3.

Project Reporting with SharePoint

Depending on your organization, project types, and available software, some or all of the following project report types may be required.

  • Project Status
  • Project Resources
  • Project Risks
  • Work Reports.

 

If you are managing projects with out-of-the-box SharePoint, create these reports using lists, web parts, and dashboards.

With a tool like BrightWork, the below reports (and more) are ready to use out-of-the-box and are pre-configured to give you a fast start.

In a SharePoint project site, these reports are typically located on the Quick launch menu (left-hand side) of a site.

The data from these reports percolates up to dashboards and metric tiles on the project homepage, providing a quick snapshot of the project for your team.

 

1. Project Status Report

The most common report is a project status report, a snapshot of where the project currently stands. Use this report during project execution.

To make the most of this report, agree on key milestones and project metrics during the project planning phase.

A status report typically covers:

  • Complete and upcoming work.
  • Overall progress, including budget updates if required.
  • Any key action items.
  • Top open issues or risks.

 

If you are using RAG (Red, Amber, Green) reporting, use icons to indicate the status of key project metric, for example, red suggests a problem!

The frequency of the status report is often based on the duration of a task, typically one week. If project tasks take longer or are based on two-week sprints, there won’t be much to report on.

In some instances, stakeholders prefer a monthly, high-level status report. This report shouldn’t contain any surprise so do raise issues or problems as soon as they occur.

Finally, ensure key tasks and actions are highlighted and assigned to the relevant individuals. Follow-up with your team within a day or two of sharing the report to make sure these actions are in motion.

 

How to Create a Project Status Report in SharePoint

Creating a status report is very straightforward in a SharePoint project site.

Before adding a new report, spend some time reviewing the project site. As your team works on their tasks, their updates automatically roll up into a project health dashboard.

Use this information as the basis of the status report.  Ask team members for more details as needed.

When you’re ready, navigate to the ‘Status reports’ area in the Quick Launch menu. Here, you’ll find a list of previous status reports with RAG reporting, completion date, and comments.

 

Project Status Report SharePoint

 

 

When ready, simply click ‘New Item’ to add a new report, and complete the details in the form.

Project Status Report SharePoint

 

Add some additional commentary to your status report to help stakeholders understand progress quickly. Perhaps your project is on schedule but already over budget – what is the underlying cause and what steps are needed to solve the problem?

Make your updates and save the report.

The homepage of the project site and portfolio reports are also updated with the latest report.

In addition to the project status report, you can also use the ‘Project Status’ dashboard (above the metric tiles on the project home page) for a more detailed glimpse into your progress. The report contains a scorecard, displaying project trends over time,  and charts for tasks and issues.

 

Project Status Report SharePoint

 

 

2.  Project Resources Report

To deliver project tasks successfully and on time whilst balancing workloads for your team, resource reports are key.

These reports show who is assigned to tasks on your project, the duration of the task, and over or under-allocated individuals. This will help you to re-assign project work as needed.

You can only manage what you know so it’s important for your team to track all work  – project and non-project and their upcoming vacations in one place.

Resource reports can identify problems on your project, for example, skill shortages for a key task or conflicting deadlines. Work with your stakeholder to resolve these problems.

As explained in Chapter Four, resource reports are also critical to portfolio management and planning.

 

How to Report on Project Resources in SharePoint

In a SharePoint project site, Resource Reports render as a calendar-like grid. Information includes start and end dates, hours, task owner, and area, for example, Risks.

 

Project Resource Report SharePoint

 

Over-allocated resources are highlighted in yellow.

 

3. Project Risks Report

It may be tempting to include all project risks in a single report. However, this level of detail is rarely required and may distract from urgent problems.

An effective approach is to track all risks in a risk register and include the Top 5 Open Risks in a weekly report to the team and stakeholders.

Focus on high-quality, accurate data. During the project kick-off meeting, review risk management processes with your team. Ensure they know how to identify and report on a risk.

If you are using project management software, automate a daily risk report to your inbox to easily track new risks and the status of open risks.

In SharePoint, you can also add a summary of project risks and issues to the homepage of your project site for easy visibility.

 

How to Report on Project Risks in SharePoint

Project risks are displayed a list and can be filtered in numerous ways, such as active items, owner, and status.

Click each risk to see more details such as comments, impact, priority, and actions taken.

 

Risk Report SharePoint

 

Use ‘Alert Me’ to receive an email notification when the risk is updated.

 

 

4. Project Work Reports

Useful for both team members and the project manager, work reports document:

  • Upcoming work.
  • Overdue work.
  • Recently completed work.
  • Unassigned work.

 

Work reports increase accountability and transparency for your team without the need for constant meetings and emails.

Ideally, task owners should be able to update their work and flag issues in the same report.

If possible, share work reports via email on a regular schedule to help your team plan their work, for example, every Monday morning.

Additional project reports include timesheets, budgets, baseline, and lessons learned.

 

How to Use Project Work Reports in SharePoint

There are two types of Work reports in SharePoint.

 

1. My Work Report

‘My Work’ report is based on the logged-in user. This report is aimed at team members, making it easier to find, do, and update tasks across multiple projects.

My Work Report SharePoint

 

Team members can easily record progress on what is complete, in progress, and or in trouble.

My Work Report SharePoint

 

The portfolio reporting capabilities in BrightWork mean that when a team member makes an update, those changes automatically roll-up to all dashboards.

To keep everyone on track with upcoming tasks, you can email the  ‘My Work’ report to team members on a daily or weekly basis using the various sharing options explained below.

 

2. Work Report

The Work report is displays all work across the project for the assigned project manager. This makes it easy to check overdue, work due soon, open work, closed work, and unassigned work.

 

Work Report SharePoint

 

The reports can be displayed as lists or as a Gantt chart for extra clarity.

 

 

BrightWork Reporter

Project reports must be actionable and relevant to your team. However, it’s simply not feasible to create and share reports for each person on your team!

Instead, create a single report with personalization options.

In BrightWork, the ‘Reporter’ web part allows individuals to:

  • Filter data
  • Sort data
  • Group data
  • Add Totals
  • Add or remove columns
  • Save personal report views.

 

These options are located in the Reporter ribbon, available on any report in a BrightWork project site.

As we’ll see below, BrightWork Reporter is also used to report across multiple sites, sub sites, and lists rendering as a single report.

 

Sharing Reports

With BrightWork, you can build and share reports via email quickly to increase project visibility.

There are a few ways to share projects reports via email:

  • Ad-hoc, for example, a last-minute update before a meeting.
  • Scheduled emails, for example, a weekly work report.

 

Dashboards should be saved as either .PDF or .XPS format and shared as email attachments.

Email options are located in the Reporter ribbon. Simply fill in the relevant information and send the report.

Recipients can click on the links in the email to get more information in the relevant project site.

Chapter 4.

Portfolio Reporting with SharePoint

Senior management and project stakeholders require high-level reports to manage portfolios and the project pipeline.

 

Lack of visibility into current projects is a common challenge for senior managers and project stakeholders.

Without a project management tool, managing portfolios in real-time with accurate data is impossible.

When extended with BrightWork, SharePoint gives senior management the visibility they need at portfolio level.

BrightWork ships with two key templates for portfolio reporting: Project Office and Portfolio Reporting. BrightWork also includes a list for Resource Allocation during project planning. Let’s take a closer look these portfolio reports for SharePoint.

 

1. Project Office Template

BrightWork uses the hierarchical structure of SharePoint to create a logical project management structure for organizations.

This hierarchy typically aligns to business structure, for example, a Project Office for Marketing, IT, and Finance.

 

project management office hiearchy brightwork

 

The Project Office template displays data from all the projects located under it in the hierarchy in a single dashboard.

Individual project sites sit under the main Project Office. As team members work on and update tasks at the project level, this information rolls up automatically to portfolio dashboards for a quick snapshot of all projects.

 

Project Office Template SharePoint

 

Using the Project Office, senior management can track resources, work, issues, and risks at the portfolio level. At any time, it’s easy to click into a particular project site for more detail.

 

 

2. Portfolio Reporting Template

Like the Project Office Template, the Portfolio Template Report tracks metrics from multiple projects sites.

However, the template only reports on projects added to the list, making it useful for personalized reporting. Senior management can create dynamic, tailored project offices as needed.

 

Portfolio Reporting template SharePoint

 

The Project Office Template and Portfolio Reporting Template both include dashboards with:

  • Project Status Reports and Charts
  • Project Gantt / Schedules
  • Work Reports and Charts
  • Issue and Risk Reports and Charts
  • Project Status Reports
  • Scorecards of Key Metrics
  • Exception and In-Trouble Reports.

 

 

3.  Portfolio Resources Report

Resources should be tracked at the portfolio level at two key points in the project lifecycle – new requests and ongoing projects. These reports help with business planning and talent management.

 

New project requests

When assessing new project requests, it’s important to understand proposed resource allocation, even at a very high-level.

Stakeholders need to know what resource are required for the new project and how these allocations impact on other projects, both ongoing and upcoming.

Even if the exact details of every task are not yet available, taking a larger view of the pipelines helps to balance resources across projects to avoid over-allocation and bottlenecks at critical milestones.

In some cases, a new project may be delayed until another project is complete, thus freeing up resources.

Resource allocation reports can also identify skills shortages that could impact on current or future projects. In these instances, your organization can opt to train existing team members, recruit, or outsource certain tasks.

 

Current projects

Similar to resource reports for individual projects, tracking resources at the portfolio levels helps senior management to oversee work distribution throughout the organization.  Resource management reports indicate over and under-allocated resources on current projects.

 

How to use Resource Allocation Reports on SharePoint

Resource Allocation is part of the Project Request Management (PRM) Template from BrightWork.

The Resource Allocation list allows users to plan resources at a high-level when submitting a request.

 

Project Request Management SharePoint

 

To get a full picture of the projects pipeline, combine the data in this report with other resource reports to make informed decisions.

Offering multiple project and portfolio reporting options, SharePoint will help you to save time and deliver key information to the right people at the right time.

 

Once you have mastered project reporting on SharePoint, you can avail of numerous options to enrich your data sources with tools such as Microsoft Project and Microsoft Power BI.

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Chapter 5.

Advanced Project Reporting with SharePoint

SharePoint is a powerful project reporting engine, particularly when extended with software like BrightWork.

 

As SharePoint integrates with numerous Microsoft products, data sources, and third-party tools, you can develop mature project and portoflio reporting processes quickly.

 

MS Project Sync

Many project managers use Microsoft Project to plan and report on projects.

However, the tool is quite cumbersome for inexperienced projects teams and expensive.

The sync between MS Project Professional and SharePoint allows project managers to plan work in MS Project and sync the updates with the relevant SharePoint projects site.

Likewise, any updates made in the SharePoint projects site are automatically reflected in MS Project.

The sync is ideal for managing complex projects schedules and reporting on multiple project sites in one place.

The Project Structured Template in BrightWork offers an enhanced sync with MS Project Professional, facilitating the including of extra information such as baselines and variances for work, effort and cost.

In addition, cross-project reporting with Ms Project Professional is simplified with the Project Office template in BrightWork.

 

Business Connectivity Services (BSC)

Business Connectivity Services is used to import external data sources into a SharePoint project site. Sources include enterprise resource planning (ERP) systems and customer relationship management (CRM) tools.

Using SharePoint Designer, add the data to your site as an external list or column. Report on the new information as normal using the tools outlined above.

Business Connectivity Services applies to SharePoint 2019, 2016, and 2013 only.

 

Microsoft Power BI

Microsoft Power BI is a business intelligence tool used to transform data into visual dashboards and reports. The tool is included for free through your Microsoft Account, with premium options also available.

A no-code solution, the tool integrates with over 65 data sources.

On its own, Power BI can only query individual lists in SharePoint. This means you’ll need to report on each project site in SharePoint as a separate entity.

However, when combined with the cross-projects reporting capabilities of BrightWork, Power BI can report on across multiple projects sites in a single dashboard.

 

Timesheets

Although your team may feel project timesheets verge on micromanagement, tracking time helps with budget management and creating accurate bills for clients. Over time, a database of timesheets can inform project planning, providing a record of task duration.

To reduce administration work, look for a project management tool with in-built timesheets.

BrightWork customers can avail of TimeControl, a comprehensive time management interface for tracking time on a task-by-task and project-by-project basis.

 

Resources 

Project Reporting and Visibility

 

 

Types of Project and Portfolio Reports

 

 

Project Reporting on SharePoint

 

 

Portfolio Reporting on SharePoint

 

 

Power BI

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Created By

GW Pillar page

Grace Windsor

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