Report

What are Reports?

A report is a formal document that describes the current status of the project.

Report Properties

Name Description Possible Values
ID Unique Report reference number. Number - Generated by the application.
Description Full description of the Report. Text.
Purpose Full description of the purpose of the Report. Text.
Audience To whom the Report will be published. Text.
Frequency When the Reports will occur. Text.

Locating Reports

Reports can be located in the following Documents:

Document Can Manage
Communication Management Plan

Managing

Creating a new Report

Clicking on the New button will display a child window so a new Report can be recorded.

The Purpose, Audience and Frequency properties can be left empty/blank and changed later if required.

Once the Description is set the new Report can be saved by clicking the Save button at the bottom of the child window. If any validation errors are encountered they will display at the bottom of the child window and must be rectified before the new Report can be successfully saved.

Upon successful completion of creating a new Report the child window will close, a success message will display at the bottom of the application and the newly created Report will be selected in the DataGrid.

If the Cancel button is clicked, the child window will close and nothing will be saved.

Editing a Report

Selecting a Report and clicking on the Edit button will display a child window so the Report can be edited. Alternatively the row can be double-clicked to perform the same action.

Once all necessary changes have been made the Report can be saved by clicking the Save button at the bottom of the child window. If any validation errors are encountered they will display at the bottom of the child window and must be rectified before the Report can be successfully saved.

Upon successful completion of the editing process the child window will close and a success message will display at the bottom of the application.

If the Cancel button is clicked, the child window will close and any changes will be cancelled.

Removing a Report

Selecting the Report to remove and clicking on the Remove button will display a removal confirmation window. If Cancel is clicked the confirmation window will close and the Report will not be removed. If Yes is clicked the selected Report will be removed and a successful removal message will be displayed at the bottom of the application.

If the last Report on a page is removed the DataGrid will navigate to the previous page upon successful removal.

Importing Reports

The Communication Management Plan has the ability to import Reports from other Projects via the Import feature of the Document.

Clicking the Import button will display the Import Document child window.

In order to view and import Reports from another Project, a Project must be selected from the "Import from Project" drop-down at the top. The drop-down is populated with any other Projects in the application.

From the import button there are two options for importing Reports within the Communication Management Plan:

Import Current Tab - Imports all data on the currently selected tab. If the intention is to import Reports, the selected tab must be the Reports tab.

Import All - Imports all Document data, including any Reports identified on the Reports tab.

Upon successful import the Import Document child window will close, a success message will be displayed at the bottom of the application and the last of the newly imported Reports will be selected.