How to Create a Project Report

Prerequisites:

Before creating a project report, please make sure the department, client, project, project manager, delivery manager and project status have been created.

To create a new department, please go to How to Create a New Department

To create a new client please go to How to Create a New Client

To create a new project please go to How to Create a New Project

To create a new project manager please go to How to Create a New Staff or How to Edit a Staff

To create a new delivery manager please go to How to Create a New Staff or How to Edit a Staff

Step 1: Click on “Reports” tab on the top menu:

Step 2: Click “Project Report” option under “Reports” area

Step 3: Under “Project Report” area: select the department, client, project, project manager, delivery manager, status, sort by and sort direction dropdown boxes. Click “Create PDF” button to generate the report to PDF format, or click “Create Excel” button to generate the report to Excel format.

Notes:

• If no department, client or project has been selected, the Link-OM - Operations Management Software will generate project report for all projects.