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A conversation with ChatGPT regarding reporting module expansion! https://chatgpt.com/share/6a99c4b1-12b0-83ee-80ee-f35e2696e1ee Proposed Project Management ReportsThe following reports are proposed for Open Planner Studio based on reports commonly used in Primavera P6 and general project management practice. The initial focus should be on schedule, progress, baseline, milestone, resource, and WBS reporting because the underlying data required for these reports is already substantially available in Open Planner Studio. 1. Project Schedule / Gantt ReportAlready implemented 2. Look-Ahead ReportPurposeShow activities expected to occur within a defined future period from the project status date. This is one of the most commonly used reports for weekly and monthly site coordination. Typical periods include:
The reporting period should normally be calculated relative to the project status date, rather than the computer's current date. Typical contents
Typical activity filtersInclude activities that:
Optionally identify:
Example
Recommended report variants
The same report template can support all variants by changing the reporting period. Relevance to Open Planner StudioPriority: P0 — Essential This report can largely be implemented as:
3. Critical and Near-Critical Activities ReportPurposeIdentify activities that directly control or may soon affect project completion. The report should distinguish between:
Typical contents
Recommended sectionsCritical ActivitiesActivities currently controlling project completion. Near-Critical ActivitiesActivities with low available float which could become critical following relatively small delays. Float Path SummaryWhere float-path calculation is available, activities may additionally be grouped by float path. Recommended sortingDefault sorting should be:
Alternatively:
Relevance to Open Planner StudioPriority: P0 — Essential Open Planner Studio already maintains relevant scheduling information including:
This makes the report particularly suitable for early implementation. 4. Project Progress / Status ReportPurposeProvide a periodic summary of the current project position at the reporting/status date. This would normally be generated weekly or monthly. The report should answer:
Project summaryThe first section should provide key schedule indicators such as:
Suggested report sectionsCompleted During the Reporting PeriodActivities whose actual finish occurred during the reporting period. Currently in ProgressActivities having an Actual Start but no Actual Finish. Planned to Start During the Next PeriodActivities expected to commence during the following reporting period. Delayed / Overdue ActivitiesActivities which should have started or finished by the status date but have not achieved the required status. Critical ActivitiesCritical activities requiring management attention. Typical contents
Progress status rulesThe report should preferably derive status categories automatically:
Relevance to Open Planner StudioPriority: P0 — Essential The required data is substantially available through:
This should become one of the principal recurring reports. 5. Baseline Variance ReportAlready implemented 6. Milestone ReportAlready implemented 7. Schedule Health / Exception ReportPurposeIdentify schedule conditions that may indicate poor schedule quality, logical problems, invalid progress data, or activities requiring scheduler attention. This should function as an automated schedule review report. It does not need to replicate Primavera or DCMA checks exactly. A lightweight set of useful validations would provide substantial value. Recommended checksOpen-Ended ActivitiesIdentify activities having:
excluding legitimate project start/finish milestones where appropriate. Negative FloatIdentify activities where: Near-Critical ActivitiesIdentify activities below the configured near-critical float threshold. Excessive FloatIdentify activities with unusually high Total Float. The threshold should be configurable. Example: Long-Duration ActivitiesIdentify activities whose original or remaining duration exceeds a configurable threshold. Example: Excessive Relationship LagIdentify logical relationships containing unusually long positive or negative lag. Hard ConstraintsIdentify activities having constraints that may override normal CPM logic. Progress Before/After Status DateExamples include:
Out-of-Sequence ProgressWhere the scheduling engine supports such identification, report activities whose progress does not conform to the logical sequence. Suggested summaryThe report header should provide a count of exceptions:
SeverityChecks may optionally be classified as:
Relevance to Open Planner StudioPriority: P1 — High This report is particularly appropriate because Open Planner Studio already contains relatively sophisticated CPM, float, dependency, and progress handling. Most checks can therefore be implemented as validation/query functions over existing schedule data. 8. Resource Loading / Histogram ReportPurposeShow resource demand over time and compare required resources against available capacity. This is primarily useful for:
Resource typesReports should support, where applicable:
Typical outputsResource HistogramDisplay required resource units by:
Example: A capacity/availability line should be displayed where resource availability has been defined. Resource Loading Table
Negative variance represents over-allocation. Recommended report optionsAllow:
Relevance to Open Planner StudioPriority: P1 — High Open Planner Studio already contains resource-related information including:
The reporting requirement is therefore mainly an extension of existing visualisation and time-phased resource calculations. 9. Resource Assignment ReportPurposeShow which activities are assigned to each resource, crew, equipment item, or subcontractor. Where Report 8 answers:
the Resource Assignment Report answers:
Recommended groupingDefault grouping should be: Alternative grouping: Typical contents
ExampleHVAC Crew 01
Electricians
Recommended filtersAllow filtering by:
Additional useful variantResource Look-AheadCombine resource assignments with a look-ahead period to produce:
This can be useful for weekly manpower planning. Relevance to Open Planner StudioPriority: P1 — High The underlying resource assignment model already exists. The report can largely be constructed through grouping, filtering, and presentation of existing assignment and task information. 10. WBS / Project Plan Summary ReportPurposeProvide a higher-level summary of the project programme without requiring the reader to review every individual activity. The report should aggregate schedule information by Work Breakdown Structure. This is particularly suitable for:
WBS levelsThe user should be able to choose the required hierarchy depth. For example: Possible report options:
Typical summary contentsFor each WBS element:
Example
Optional Gantt representationA summary Gantt may display one bar for each WBS element. Example: Baseline and current bars may both be displayed. Aggregation rulesSchedule aggregation should be based on descendant activities. For example: For completion percentage, the aggregation method should be clearly defined. Possible methods include:
Duration-weighted progress would be the most appropriate default using the current data model. Relevance to Open Planner StudioPriority: P1 — High Open Planner Studio already supports WBS hierarchy and activity scheduling. Most required fields can therefore be calculated through aggregation of descendant activities. This report also provides a useful basis for a future Executive Summary Report. Suggested Implementation PriorityPhase 1 — Core Schedule ReportsImplement first:
These depend primarily on existing task, CPM, baseline, and progress data. Phase 2 — Control and Resource ReportsImplement next:
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2. Look-Ahead Report4-Week Look-Ahead
3. Critical and Near-Critical Activities Report
4. Project Progress / Status ReportStatus Date: 30 Sep 2026
Key Activities
7. Schedule Health / Exception Report
Exceptions
8. Resource Loading / Histogram ReportElectricians
9. Resource Assignment ReportHVAC Crew 01
Electricians
10. WBS / Project Plan Summary Report
Summary Gantt |
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Just brainstorming. Needs input from project management professionals for proper content of each report. |
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you can drop anything below, you can also look at the plan.md and the todo.md which you can find in the docs for ideas
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