This report presents the evolution of selected projects’ performance over time, in terms of budget, schedule and effort. The intent of this report is for project or portfolio managers to measure and track the performance of their project/portfolio over time according to two dimensions:

• Financial performance: comparing budget with the progress of committed and actual costs
• Schedule and effort management performance: comparing the progress of real start/end dates and efforts with the various schedule baselines saved in Aidi

✏️Note: This report can be run on more than one project at the same time. 

How to use this report

How to read this report

Financial management

Schedule management

Effort management

How to Use this Report

We’ll start by choosing the period for which we want to display the report results.

✏️Note: The Select period button is included in all tabs of this report, allowing you to customize each report page to your needs.

1. From the Summary tab, click on Select period button.

A pop-up box appears, allowing you to select report parameters.

2. Select start and end dates.
3. Select the period display type. (month, year or quarter)

✏️Note: The length of time between the start date and the end date, as well as the selected period type, impact the report generation time.

4. Select the type(s) of data you wish to view in this report (financial, schedule and effort). You can make more than one choice.
5. Click OK to display the results.

How to Read this Report

Financial Management Tab

Progression of Budgeted, Committed and Actual Amounts

The first table in the Financial Management tab displays the progress of the budget, committed amounts and actual costs by period, according to the selection made in the parameters and by project.

1. Total amount of budget approved in this period according to approval dates.
2. Total amount of purchase orders approved in this period and the previous ones.
3. Amount invoiced during this period and the previous ones, as well as operating expenses dated during this period and before.
4. Total amount of all projects for each element.
5. Graphical representation of the amounts shown in the table. Each project is represented by a different colour. 
6. Hover over a colour in the bar to view its associated information.

Project managers can therefore use this graph to track the financial performance of their project(s) over time and better track (or anticipate) when and where cost overruns occur.   

Relative Progression of Amounts Compared to the Previous Period

The second table and graph show the percentage of progression in the budget, committed and actual costs by period for all selected projects. Displaying the data in percentages makes it easier to identify spikes in expenditures between each period to help the project/portfolio manager better identify when cost overruns occur.

✏️Note: The first period shows 0%, as there is no previous period for comparison. 

Contingency

If you use contingency labels in the budget, this section displays the budget amounts to which this label is applied.

1. Budget amount tagged as a contingency in the budget approved at this time.
2. Amount of contingencies included in contractual changes approved at this date.
3. Contingency use percentage: committed contingency divided by budgeted contingency.

This table will therefore help the project/portfolio manager to:

• Track, by project, the availability of sums allocated to contingencies and pinpoint project that are susceptible to run of contingency funds.  
• Identify when/why committed amounts were allocated to contingency funds.

Schedule Management Tab

This tab shows the evolution over time of the difference between the start date, end date and duration of your projects against the schedule reference baseline. The reference baseline is either the official baseline (the one marked with a star) or the first one if no official baseline is defined.

In Aidi, the variations of the start date and end dates of your tasks are not stored automatically; these must be stored by saving baselines across your project’s lifecycle. If you have not created baselines at different moments in your project, this report will not show any relevant data.

Progression of Variances in Project Start Dates, End Dates and Duration, Relative to the First Baseline

For each period, the report will compare the data of the more recent baseline (for that period) with the reference baseline and calculate the difference for the project start date, end date and duration. The different baselines are represented at the bottom of the table for reference.

1. The first section shows the average difference (in days) for all selected projects.
2. Then, for each project, you’ll see the difference, for start and end dates, between your reference baseline and the last existing baseline for the period in question (the month in the image below). The dates considered are the start and end dates of the project.
3. The difference between the total duration of your reference baseline and the last existing baseline for this period. The duration of each of the baselines considered is calculated in relation to the start and end dates of the project.
4. If only one baseline exists, the results show ‘’0’’, as no comparison is possible. However, from today’s date, you can see the difference between the first baseline and the current schedule.
5. The names of the baselines are shown at the bottom of the table for the period in which they were created. In the example below, as 3 projects are included in the report, the names of the baselines are distributed over 3 different lines according to the order in which the projects are displayed in the table.

In the example above, for project PP-0001, we can see 3 baselines displayed in the bottom section. Let’s take a closer look at these baselines saved in Aidi.

6. The reference baseline named “Base 2” is the version used to calculate the differences. It is not shown in the table above.
7. We can see that the “QA” baseline (above and below) was created in July 2023. The numbers in the July 2023 column represent the difference between the information of the “QA” baseline and of the “Base 2” baseline. These same numbers are shown up to the date when a new baseline was created.
8. We can also see that in March 2024, two baselines were created. Note that only the most recent baseline is shown in the table above. The numbers in the March 2024 column represent the difference between the “Test real effort” baseline and the “Base 2” baseline.

Progression of Variance of Dates VS Baseline 1 - Projects Average

The graph shows the average difference for the selected projects.

1. The blue line shows the average difference between project start dates and the baseline for each project.
2. The orange line shows the average difference between the projects’ end dates and their baselines.
3. The gray line shows the average difference in duration for the projects selected in the report.

Progression of Variances in Project Start Date, End Dates and Duration, Relative to the First Baseline (percentage)

This table displays the same information as the previous table, showing, in addition to the values, the same data expressed as percentages. The percentages are obtained by dividing the respective values by the duration of the reference baseline for each project.

The “x-axis” (increments of time) is also shown in percentages of the reference baseline duration; this enables us to compare together projects that were executed at different times or have different durations.

1. The first line shows the increments of time as represented by percentages of the official baseline duration and shown in increments of 10%. (“0%” represents project start date and “100%” the end date, as defined in the reference baseline. The corresponding dates are displayed on the “Date” line below)
2. Start and end date percentages are calculated using the number of days of difference with the reference baseline, divided by the duration in days of the reference baseline.
3. The duration percentage is the division of the difference (in days) between the most current baseline and the reference baseline by the duration of the reference baseline.
4. The absolute values follow the same rules as the previous table.
5. Name of baselines taking effect between the date of the column and the date of the next column.

Progression of Variances of Dates VS Baseline 1 - Total

The last graph shows the percentage of date differences by percentage of advancement, so the Total section of the previous table is illustrated by this graph. 

Effort Management Tab

The effort management tab is based on data saved in schedule baselines and on timesheet data.

The first table shows revised planned efforts, actual efforts and revised remaining efforts by period and project.

1. Revised planned effort: Sum of planned effort for all tasks in the latest baseline preceding the target period.
2. Actual effort: Sum of approved hours of all timesheets preceding the target period for the project.
3. Revised remaining effort: Sum of revised remaining efforts for all approved timesheets prior to the project’s target period.
4. The total for each column shows the sum of efforts for all projects in the report.
5. The numbers are represented graphically by a bar chart below the table.

The second table shows different percentages for analyzing effort data.

1. Actual effort: Percentage of actual effort for the period compared with revised planned effort for the same period.
2. Gap of revised planned effort compared to the previous month: Difference between the current month’s planned effort and that of the previous month.
3. Gap of revised planned effort compared to the previous month (percentage): Percentage of the gap calculated in the previous column in relation to the current month’s planned effort.
4. Total: For columns displaying percentages, the result of this line is the average of the percentages of the projects presented. 
5. Total: For the gap in revised planned effort compared to the previous month’s column, the sum of the gaps for all projects is displayed.
6. The graph shows the gap of the revised planned effort in relation to the previous month.