I just delivered a set of reports for a new client in London. They had some interesting and challenging requirements to combine multiple projects and plans data into one report in a multicurrency and multicompany environment.

These are just screen shots of the results, with identifying and confidential data removed:

Project Planned vs. Actual Data with revised plan taking into account JTD cost metrics



Project Portfolio Рa collection of master projects with data from all sub projects combined. Each column is the combination of a master project and all its children.


Project Summary – one master project and its sub projects displayed together, with the consolidation of everything in the left most column.


It’s not obvious in these images, but these reports incorporate:
Project data across companies
JTD Actuals data
Planning data

What these reports do not provide:
They do not provide all the data at a “presentation currency”. ¬†While it is possible to do, the client did not ask for it. If needed, it can be provided at a transactional level, and with currency translations happening on the data of the transaction, rather than at a specified date.

While these kinds of reports take a lot of work and can be pricey, they are often used by many different levels of users at the firm and become a main tool for performance and project health measurement across the entire enterprise and project life cycle. In other words, they are well worth the investment.

Have an excellent remainder of your week!