Project reports and charts

Collabase has two kinds of project reporting. Charts update themselves from the work items and show how the work is going. The monthly status report is written by the project manager, reviewed, and frozen once approved, so management sees a reliable picture per month.

Charts and where to find them

Chart	Where	What it shows
Status Overview	Project Home	Work items per status
Work Item Breakdown	Project Home	Work items per type
Assignee Workload	Project Home	Work items per assignee
Total Work Items, In Progress, Done, Overdue	Project Home	Counts, with Due This Week
Cycle Burndown	Cycles, expanded cycle	Remaining work against the ideal pace. See Cycles
Velocity Chart	Cycles → Completed	Committed against completed story points per cycle
Cycle report	Report on a completed cycle	Committed, delivered, completion and the scope change log
Time Progress	Project Time tab	Hours booked per day
Cost tiles and breakdowns	Project Costs tab	Budget, actual, remaining and forecast. Needs the View project costs permission

The charts are fixed. You cannot build your own chart or add charts to a dashboard. For workload across projects, use the Planner.

Status reports

The Reports tab of a project holds one HERMES status report per month. It shows when the project uses the feature and you can view its work items.

What a report contains

Part	Content
Traffic light	On track, At risk or Critical
Management attention	Switch on when the project needs a decision, resources or an escalation. You must then say what the project needs
Text sections	Project status overview, Assessment of objectives, Results: target, actual and forecast, Effort: target, actual and forecast, Costs: target, actual and forecast, Schedule: target, actual and forecast, Problems and measures, Risks, Outlook
Figures	Budget, effort, milestones, the current phase, open and critical risks, and meeting decisions. Live while you write, frozen on approval

Cost figures are only visible with the right to view project costs.

Write and approve a report

Create the report

Open the Reports tab and click Create report. Changes are saved automatically.

Fill it in

Set the Traffic light, write the sections, and switch on Management attention if needed. Use Compare with previous month to see what changed.

Submit it

Click Submit for review. The report is locked until it is approved or returned.

Review it

The reviewer opens Review, then chooses Approve or Return to author with a comment.

Approval freezes the figures. To correct an approved report, use Create correction, which starts a new revision. A draft can be removed with Delete draft; submitted and approved reports cannot be deleted.

Role	Needs
Author	Manage project settings
Reviewer	Decide phase gate

The traffic light of the newest approved report appears on the Portfolios page.

Troubleshooting

Message	What to do
A report for this month already exists. Correct the approved one instead.	Open the existing report and use Create correction
Only a draft can be changed.	The report is submitted or approved. Ask the reviewer to return it, or create a correction
Say what the project needs from management before submitting.	Fill in the reason under Management attention, or switch it off
Someone changed the report in the meantime. Reload to see their version.	Reload the page and apply your change again

Portfolios

All projects with their traffic lights.

HERMES in Collabase

Status reports in a HERMES project.

Core concepts

Apps

Project reports and charts

Charts and where to find them

Status reports

What a report contains

Write and approve a report

Troubleshooting

Portfolios

HERMES in Collabase

​Charts and where to find them

​Status reports

​What a report contains

​Write and approve a report

​Troubleshooting

​Related

Portfolios

HERMES in Collabase

Charts and where to find them

Status reports

What a report contains

Write and approve a report

Troubleshooting

Related