PIMS User Guides

Section Types Overview

The Status Reporting basis version comes with a set of predefined section types and additional section types can be added to accommodate the project reporting needs.

Front Page

A report’s front page is usually designed specifically for an individual project, but will often include basic information about the report (e.g. the title, the cut-off date, the names of the project managers). A cover page can also include a cover image, names of the project owners, a revision list, or a distribution list.

Figure 7: Front Page Editor

Key information for the Front Page Editor includes:

Column Description
Project Manager The name of the project manager
Project Control Manager The name of the project control manager
Prepared by The name of the person who has prepared the report
Verified by The name of the person who verified the report
Approved by The name of the person who has approved the report
Document Nr Unique document number for the report (e.g. from document control system)

Table of Content

Scans all subsequent pages of the report, calculates the section page numbers and lays out a contents page. Section entries in the table of contents are indented based upon the nesting depth of a section number (i.e. a section number with no points (‘.’) will be left-justified, while a section with two points {e.g. 1.a.3} will be indented twice).

Attachment

The Attachment section allows end users to add attachments of various file types to be included in the report. The file is processed by the report module, and images of the pages in the attached document are added to the report. Inserted images can be set to auto-rotate if they are wider than tall. Page images can also be reduced and added 2, 4 or 6 to a page. The landscape option is well suited for adding large charts, images and tables to a report. The attachment is centred and stretched to fill a landscape area. The attachments section accepts a wide range of document formats like Word, Excel, PowerPoint, PDF and images.

Figure 8: Attachment Editor

Key information for the Attachment Editor includes:

Column Description
Select file Click this button to upload a new attachment to the section
File link The attachment section stores the last used attachment for the section and can be downloaded by clicking the link
Images per page Used to determine the number of images to be displayed on each page
Landscape mode The report will be rendered in landscape mode with one attachment on each page
Filename Each page in the attachment is split into separate files allowing the end user to delete individual pages from the section.
Comments Comments can be provided to each image
Sort Order The image sort order

Narrative

Rich Text formatted sections can be added to a report by using the Narrative section. The narrative section supports a wide range of text formatting options like font, font size, indenting, justification, line spacing, bold, underlining, and italics. Spell checking is available and the module can be set up with multiple dictionaries to enable spell checking in various languages.

Report

Custom Pims reports can be brought directly into a report with live data from the system. After choosing a report and setting any required filter for the data. The chosen report will be automatically generated and integrated when the report in produced.

Figure 9: Report Editor

Key information for the Report Editor includes:

Column Description
Report Select any report already inside Pims
Filter Builder Set a filter on the selected report. The filter builder allows you to select a field from the report,
a comparison operator and provide a value to be used in the filter. For more help on generating
filters see the general user interface guide.

Overall Summary

Several small subsections can be brought together in an Overall Summary section. The standard sections included are “Overall Summary”, ”Health, Safety & Environment “, “Quality Management”, “Authority Management”, “Main Events”, “Areas of Concern” and “Corrective Actions”. Each section has an independent Rich Text editor.

Figure 10: Overall Summary Editor

In the setup tab of this section you can define which parts of the WBS structure to be included in the “Project status and progress” and “Cost Estimate” section of the overall summary page.

Figure 11: Overall Summary Setup

Key information for the Overall Summary Editor includes:

Column Description
Status fields Text editors that provide wide range of text formatting options
Sub Totals A sub-total level to be displayed on the overall summary report. Add or select a level in the sub-total grid before selecting WBS from the tree to be included in the sub-total.
WBS Tree Tree view structure of the WBS
Status and Progress Project Status and Progress preview of the section rendered on the report.

WBS Status

The WBS Status section allows you to give a more detailed status on specific WBS elements. The section includes a set of rich text input fields like “Summary”, “Main Events”, “Areas of Concern” and “Corrective Actions”. It also has a dropdown for selecting the WBS element to be used when displaying cost and progress data on the report.

Figure 12: WBS Status Editor

Key information for the Overall Summary Editor includes:

Column Description
Status fields Text editors that provide wide range of text formatting options
WBS The WBS to be used when creating Cost and progress charts on the generated report