Commercial in Confidence
TESA
Report Definition – RM.04 Project Summary Including Risk Ratings
Customer
Contract number
Proposal number
Business/project number
LogicaCMG Project Manager
ODPM Project Manager
Project/document reference
Issue
Issue date
Status
:
:
:
:
:
:
:
:
:
:
Prepared by
:
Reviewed by
:
Checked by
:
Approved (LogicaCMG)
:
Approved (ODPM)
:
Office of the Deputy Prime Minister (ODPM)
S687-ESAD
UK/2005/7050
EC201486
Paul Dickey-Collas
Nigel Williams
EC201486 / 13/06
1.0
19/05/06
Definitive
LogicaCMG Analyst
Swarup Dasgupta
Date: 19/05/06
MIS Team Lead
Chris Crow
Date: 19/05/06
LogicaCMG Analyst
Mark Tolhurst
Date: 19/05/06
Paul Dickey-Collas
Project Manager
......................................
Date: .............................
Nigel Williams
Project Manager
......................................
Date: .............................
© LogicaCMG plc 2005. This document and its contents are the confidential property of LogicaCMG plc. It should not be copied, reproduced, modified,
altered, or circulated to any third party, in any form or media, without the prior written consent of LogicaCMG plc.
Report Definition –
page 1 of 7
Commercial in Confidence
Commercial in Confidence
TESA
19/05/06
Document Control
Amendment History:
Date
Issue
Status
Author
02/05/06
0.1
First draft
SD
19/05/06
1.0
Draft for review and sign off
SD
Distribution:
Name and role
Project Team
Nigel Williams – ODPM Project
Manager
Paul Dickey-Collas – LCMG Project
manager
Alan Hazell – ODPM Technical
Assurance
Mark Malvisi - OPDM
Greg Cusack – ODPM Business
Analyst
Mark Tolhurst – LCMG Analyst
I
R
S
1.0
I
R
R
R&S
R&S
R
I
Not issued
For information only – no action required
For review – comments to be directed to the Project Manager
For sign-off
106752571
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© LogicaCMG plc 2005
Commercial in Confidence
Commercial in Confidence
TESA
19/05/06
Report Definition
Report Title
Report Reference
Category
Purpose
Adhoc / Standard
Produced by
End Users
Access / Distribution
Frequency of Use
Data Refresh
Output Media
Document References
Notes
Project Summary Including Risk Ratings
RM.04
Project Monitoring
Review projects according to risk / select risky projects (Actual Projects Only- ‘Live, Closed and Financially Complete’)
Standard
Project Officer
Project Officer, PMC
Reporting tool
Monthly
Daily
PDF (default), HTML
The report is to be designed in accordance with the TESA reporting style guide (TESA Reporting Style Guide.doc)
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© LogicaCMG plc 2005
Commercial in Confidence
Commercial in Confidence
TESA
19/05/06
Report Layout
The layout adheres to the standard report template as specified in TESA Reporting Style Guide.doc.
Report Type
Tabular
Report Header
Header layout as per default report header as specified in TESA Reporting Style Guide.doc.
Item
Comments
Parameter list
Display parameters as per list below and any selected values. If no values have been chosen from an optional
parameter, indicate this in the header,
i.e. Measure(s): All Measures
Report Body
Page fields are report items on which the page breaks.
Row fields are those which are grouped together in a tabular list, or which form the rows in a crosstab report.
Column fields are the columns, in either a tabular list or a crosstab.
Page fields
Row fields
Column fields
Project ID, Project Name, Applicant, Applicant Type, Expenditure Eligible Expenditure,Commitment Grant Risk Rating, Slippage Score,
Category Type
Outputs Score
Summary Data
Detail any aggregations within the report, including sub totals.
Item
Comments
None
Parameter List
Parameters available to users are to be presented via a separate “Prompt Page”.
The prompt page adheres to the standard report template as specified in TESA Reporting Style Guide.doc.
Sequence
Name
Report Field
Comments
Optional
1
2
3
Region
Programme
Measure
4
Action Plan
See name
See name
Measure Identifier +
Measure Name
See name
5
Applicant
See name
This is defined by the action
plan flag on the project table.
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Free Form Entry
Multiple Select
N
N
Y
Default
Value
None
None
All
N Drop down
N Drop down
N Drop down
N
N
Y
Y
All
N Drop down
Y
Y
All
N Drop down
Y
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© LogicaCMG plc 2005
Commercial in Confidence
Commercial in Confidence
TESA
6
7
8
Support Type
Project
Rating
See name
High, Medium , Low, No
Rating
19/05/06
Y
Y
Y
All
All
All
N Drop down
N Drop down
N Drop down
Y
Y
Y
Sort Order
Report Field
Project ID
Direction
Asc
Horizontal / Vertical (applies to Crosstab reports only)
Report Items
Ref
1
Label
Project ID
Description
2
Project Name
3
Applicant
4
Applicant Type
5
Risk Rating
Type of applicant, eg Local Authority,
Further Education, Private Sector,
Voluntary, etc
Risk rating for project
6
Expenditure Category
Type
Expenditure type for project
(cap/rev/cap&rev)
7
Expenditure Grant Total
Total expenditure Grant (todate) Split by
Expend Category Type.
8
Commitment Grant
Total
Total commitment Grant (GBP).
9
Slippage Score
Percentage of committed spend achieved
pro rated to date
Source
[Project Measure]. [Project
Identifier]
[Project Measure]. [Project
Name]
[Project Measure].
[Organisation Name]
[Project
Measure].[Organisation
Type Description]
[Project Measure].[Overall
Risk Rating]
[Project
Measure].[Expenditure
Category Type name]
[Project
Measure].[Expenditure
GrantGBP]
[Project
Measure].[Commitment
GrantGBP]
[Project
Measure].[Expenditure
Grant Total GBP] / [Project
Measure].[Commitment
Grant Total GBP]
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Format
Text
Comments
Report filtered for Actual
projects only.
Text
Text
Text
Text
Text
Numeric (N,NNN - 0 DPs)
Percentage (NN.NN % - 2
DPs)
Text colour as per traffic
lighting
page 5 of 7
© LogicaCMG plc 2005
Commercial in Confidence
Commercial in Confidence
TESA
Ref
10
Label
Output Score
Description
Percentage of committed outputs which
have exceeded their (pro-rata'd)
commitment profile to date
Source
[Project
Measure].[Achieved
Indicator] / [Project
Measure].[Contracted
Indicator]
106752571
19/05/06
Format
Percentage (NN.NN % - 2
DPs)
Text colour as per traffic
lighting
Comments
page 6 of 7
© LogicaCMG plc 2005
Commercial in Confidence
Commercial in Confidence
TESA
19/05/06
Suggested Report Layout
1
2
3
4
5
Project
ID
Project
Name
Applicant
Applicant
Type
Risk Rating
6
Expenditure
Category
Type
7
8
9
10
Expenditure
Grant Total
Commitment
Grant Total
Slippage
Score
Output
Score
Proj_1
Proj_name_1
App_1
App_type_2
High
Cap/Rev
50
46
Proj_2
Proj_name_2
App_2
App_type_2
Medium
Cap/Rev
75
95
Proj_3
Proj_name_3
App_3
App_type_2
Low
Cap/Rev
85
5
Proj_4
Proj_name_4
App_4
App_type_2
Cap/Rev
20
10
…
…
…
…
…
…
…
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© LogicaCMG plc 2005
Commercial in Confidence