Reporting

With just a few clicks, you can easily generate a variety of standard reports for projects and companies in Projektron BCS. Depending on the type of report, the software automatically compiles the information contained in the reports from the relevant project data in the project controlling area:

• Progress report: templates for project progress, status report and overview reports
   
• Effort report: Templates for booked effort, total effort and tickets
   
• Cost report: templates for reports on cost allocation, cost units and project costs
   

Standard reports on projects and entire programs provide project managers, program and multi-project managers as well as managing directors with well-founded information as an important basis for decision-making. The report provides management or clients with important information on the status of work on the project and meaningful plan/actual comparisons: Are deadlines being met, cost and schedule targets being met or does a target have to be postponed? At a glance, it becomes clear which services and efforts have already been provided, which milestones have been reached and whether additional resources are still required or planning needs to be changed to ensure the success of the projects.

When working with external business partners, your company also benefits from the project reports in Projektron BCS: the project preparation report contributes to a common understanding of the project right from the first step, while effort reports for projects and tickets increase transparency and ensure trust.

Additional options are available for each Projektron BCS standard report, allowing you to adjust the evaluation period as required, for example.

Is your client or the recipient of the report based abroad? The project management software functions of Projektron BCS are available in different language versions so that project teams around the globe can work together on a project. This international applicability naturally also applies to the project reporting functions of the software: you can internationalize your reports in Projektron BCS and create them in different target languages. This means that each recipient automatically receives their reports in the appropriate language version.

Whether Microsoft Word (DOCX), Microsoft Excel (XLSX), PDF, PowerPoint presentation (PPTX) or HTML: In Projektron BCS, you decide in which of the common file formats and with which reporting tool your report is generated.

Reporting has the essential task of recording the progress and results of project work at set times and distributing this information in such a way that it is available to everyone involved in the project in a timely and appropriate form. By providing a solid database, reporting is important for ongoing project controlling and successful project execution.

Would you like to make reports, such as a weekly project status report, available to specific people on a regular basis? You can realize these requirements particularly efficiently in Projektron BCS using report jobs with an integrated e-mail function. In the ergonomic wizard, you enter all the required information about the report, output interval, start and end date of report generation and recipient once, and Projektron BCS does everything else for you at the defined time - completely automatically.

In resource controlling and in the payroll accounting process, reports are of crucial importance in order to effectively manage the deployment of personnel and correctly account for expenses incurred. Projektron BCS offers a variety of reports based on real-time data from resource management, which are available at both employee and organizational level:

• Proof of Effort: this report summarizes project bookings, attendance, absences and employee time balances.
   
• Employee expense report: Provides an overview of employees' expense records.
   
• Monthly overview: Provides an overview of an employee's working hours.
   
• Overview of billability: Summary of employees' billable, reportable and non-billable expenses.
   

Each report generated manually or by report order is stored in a separate view at employee level individually for each member of the team and thus documented.

Would you like reports tailored precisely to your company? Projektron BCS offers aninterface to the open source report designer Business Intelligence and Reporting Tools (BIRT) for report creation. With Projektron BCS and BIRT, you can create project reports, invoices & reminders, quotations, performance records, cost overviews and other reports in a customized layout and with content tailored to your needs.

With BIRT, you can adapt the standard project reports (progress, project status and cost reports) available in BCS to your requirements or create completely new report types as required. Projektron BCS data records can be referenced in BIRT report templates in almost any way. The report displays the evaluations as text, lists, tables or graphics, depending on your preference. Not only the content, but also the layout of your reports can be tailored to your company-specific requirements using the BIRT report templates and adapted to your corporate design, including logo, colors and font.

Once integrated into Projektron BCS, you can use BIRT to design your own report templates. You can use these as easily and conveniently for report generation and automated dispatch as the standard reports available in Projektron BCS.