The SmartPM Report

You can get a SmartPM Report for every update. These instructions cover the SmartPM Report, how it is setup and what is included in it.

The SmartPM Report is an executive summary of the project to date that provides critical schedule information in order to have conversations with stakeholders.


The SmartPM Report includes:
1. All Schedule Quality Issues
2. A Summary Progress Graphic
3. A Copy of the Delay Table
4. All Critical Changes in the Audit Log

Follow these steps to generate The SmartPM Report:
1. Click into a project > click the 'Reports' tool on the right side

2. Click the 'play' icon on the SmartPM Report option 

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3. Select Schedule Update: Select from which schedule update the graphic will be based on
4. Select Activities to track or WBS Level to Group From/To: Select the range of WBS Levels the summary bars in the summary graphic will be generated via. Note, the maximum selectable range is one level apart. 
5. Select “Print” 

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The SmartPM Report

The SmartPM Report provides more detail on some of the metrics on the dashboard and you can get a SmartPM Report for every single update that's occurred.  The SmartPM report is ideal to bring to an OAC meeting because it shows all of the critical information between updates in a condensed form that is easy to understand.  Project executives and management like to use the report to discuss issues impacting the project. 

The Report includes:

Schedule Performance Index:

This shows the planned versus actual percent complete for the project by using earned durations.

Schedule Quality Index Metrics

The report includes the schedule quality grade and exposes all the issues that didn't measure up to the thresholds as set forth in your schedule quality rubric and why this is a risk issue.

Schedule Summary

Included in the report is a schedule summary which is good to bring to a meeting because the schedule is summarized into a couple pages, instead of looking at a 40 page Gantt chart that would be printed out from Primavera or Microsoft Project. This schedule can be used to explain float, any delays that happen where they happen. It highlights the future critical path near critical paths and non critical paths, but breaks it out by area or trade, or by whichever organizational structure you chose.

Delay Table

Delays are a highly disputed area and most of the time people don't understand how to identify those delays so this delay table will clear up a lot of disagreements on who is delaying the job. SmartPM exposes this so that there's not any disagreement so that there are not any cost claims at the end of the job. The delay table shows the delay in each update period. 

  • The number of delays 
  • What caused the delays 
  • Future planned acceleration 
  • If the changes resulted in further compression
  • How the changes altered the critical path
  • How the end date was impacted and whether the end date pushed out due to change orders Show you which activities to focus on