Performance Reports in Project Management

监视和控制是项目管理的重要组成部分,可帮助您保持项目的步伐。为此,您需要了解项目的状态和计划的进度。

比较了这两个报告后,您可以找出您的项目所在的位置以及是否有corrective action is required

这se reports are part of work performance reports.

project stakeholdersare always interested in work performance reports. A glance at these reports makes them aware of the project’s health.

What are Work Performance Reports?

Work performance reports organize and summarize the information collected and present it to the stakeholders. They aid in understanding the direction the project is going and how it will perform in the future.

这6thedition of the PMBOK Guide defines performance reports as: “Work performance reports are the physical or electronic representation of work performance information intended to generate decisions, actions, or awareness.”

Work performance reports depend onwork performance data and work performance information

工作绩效数据是项目状态的原始数据。换句话说,这是各种项目参数的当前(“截至目前”)状态,例如完成了多少工作,已经过去了多少时间以及到目前为止产生的成本。

借助工作绩效数据,您可以创建工作绩效信息。

Work performance information是您在工作绩效数据的帮助下得出的信息;例如,状态,预测要完成的估计等等。

Once you get all this information, you will compare the planned performance with the actual performance and prepare a report for management’s review. This report will also include forecasting.

Performance reports show the stakeholders the status of the project and its performance against the planned baselines.

Examples of work performance reports include status reports, progress reports, trends report, earned value report, forecasting report, variance report, etc.

In the sixth edition of the PMBOK Guide, work performance reports are an output of monitor and control project work and inputs of the following processes:

  • Manage Team
  • Manage Communications
  • Monitor Risks
  • Perform Integrated Change Control

工作绩效报告的重要性

工作绩效报告是项目经理,可以与项目利益相关者传达项目状态和进步的重要沟通工具。

Work performance reports show stakeholders how the project is going, the forecast analysis of what they should expect if the project is continued in the same way, or what additional funds, resources, or schedule extensions may be required to complete the project if there is any deviation from the baselines.

这se reports help management review the status and progress of the project and make a decision on a future course of action.

Content of Work Performance Reports

这content of performance reports include, but are not limited to:

  • A percentage of the work completed during the reporting period
  • 这balance of the work to be completed
  • Costs incurred during the reporting period
  • 可用资金的余额
  • 可用时间的余额
  • Significant risks that have occurred or passed without occurring
  • Major remaining identified risks
  • Variance analysis (schedule variance and cost variance
  • Performance indexes (schedule performance index and cost performance index
  • 这forecasted funds required to complete the remaining work (ETC
  • 完成剩余工作所需的预测时间
  • A summary of major approved change requests during the reporting period.

这Format of Work Performance Reports

Work performance reports should be prepared in the format defined in the communication management plan; they can be a detailed report or just a summary.

例如,报告可以是基于文本的,表格,图形或这些组合的。

这format of the performance reports may be any combination of these formats:

  • Burn Down Charts
  • S-Curves
  • Bar Charts
  • Histograms
  • Run Charts

Summary

Work performance reports have an important role in project management. These reports allow all stakeholders to be aware of project performance and keep them up to date with the project manager. You can show your stakeholders that the project is not progressing as planned and corrective action is needed. This is helpful in getting stakeholders to buy in and the project manager can complete the project with minimal obstruction.

This topic is important from a PMP exam preparation point of view. Please understand it well, as you will see a few questions from this topic on your PMP exam.

What kind of work performance reports are you using in your project? Please share your experiences through the comments section below.

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Speak Your Mind

  • Work Performance Reports as an input in Manage Communication could
    帮助更新利益相关者参与计划以进行更好的沟通。
    讨论。

  • Thanks for the information. Can you kindly elaborate In which process group is WPD is generated, WPI is generated and WPR is generated. I was of the opinion that:
    WPD gives WPI which is converted into WPR. But since WPR is input 4 processes, I wish to see their coorelation.
    Thanks

  • 感谢Fahad分享了宝贵的信息。我想在您的博客中突出显示WPR已找到3个流程的输入。实际上,完全是4个过程,因为第四个是执行集成的变更控制过程。
    I think from my standpoint, this WPR has to be a key input to Monitor SH process because need SH to provide appropriate action after recieve WPR.

    Regards,

  • 谢谢for taking the time and explain those terms to the forum, you have helped me to fill out the knowledge gap I had on those subjects, I remember at the beginning I was so worry of memorising the inputs, tools and techniques and outputs of every process… PM is about to build the puzzle, understand every piece until at the end you get understanding of the all.

    谢谢!!

  • Hi Fahad,

    您的博客文章非常用户,我还购买了您本周打算提取的400个样本考试问题。

    I have one fundamental question that I would like to get clarified with you. My question is about the difference between “control processes” in respective knowledge areas and “Monitoring & controlling” process.

    (1) The processes such as Control Scope, Control Schedule, Control Cost compares data against the corresponding baselines and raises change requests for any deviation. These change requests are sent to “Perform Integrated Control”.

    (2)虽然相同的控制过程为“监视与控制”过程提供了“工作绩效信息”。此过程还将数据与性能基线进行比较,并提出更改请求。此信息也发送给“执行集成控制”。

    I am quite confused about the operations of these control processes and “Monitor & control work”. Will you be very kind to clarify this question to me? I might have understood it wrongly.

    • 监视和控制是整个项目生命周期中发生的阶段。在此阶段,如果您要管理范围,则将使用控制范围过程中提到的技术,如果您需要计划,则将使用控制计划过程等。所有这些都是监视和控制过程组的一部分。

      • Hi Fahad,

        Thanks for your response. I was more specific about “Monitor & Control Project Work” process than the process group itself.

        因为所有这些控制过程都以数据(工作绩效信息)为食,以“监视和控制项目工作”过程。这两个(控制过程和监视和控制过程)似乎都在做类似的工作。这是与基准和产生变更请求的比较

        Hence, I wanted to know the difference between them. Thank you

        • Hello Vijay,

          请参阅《 PMBOK指南》第五版的第87页。bob手机客户端您会看到所有控制过程的输出都是工作绩效信息,它是监视和控制过程的输入。

          • 亲爱的法哈德,

            是的。我知道:)。这就是我有点困惑的原因。执行控件(这为更改请求加薪)后,工作绩效信息是“监视和控制过程”的输入。

            Again, ‘monitoring and controlling process’ analyses work performance information and creates change requests for any deviations. Isn’t this a duplicate effort?

            你了解我来自哪里吗?

    • 状态是当前状态,绩效报告显示您的当前状态与计划的状态以及您的表现如何。

      趋势报告表明,您是否继续以当前的表现表现,将来会有什么表现。

  • Hi…in manage communication process ,we can find the statement creating project information…but wpr is created in m&c process..what this statement means?what we are actually creating in manage comm?

    • As per the PMBOK Guide fifth edition: Manage Communications is the process of creating, collecting, distributing, storing, retrieving, and the ultimate disposition of project information in accordance to the communications management plan.

      Please refer to the page: 297.

  • Fahad, this is the best description of data, information, and reports I have come across in the months I have been studying for the exam. They are very detailed, providing all around importance, content, and purpose for the project data, information, and reporting. Thank you for sharing your perspective.

  • Hi, it is a good illustration. Here is some information if u can clarify please:
    Reference to your illustration of WPI and WPD; WPD-the work performance data in the PMBOK Guide: Output of the Direct and Manage Project Work. and input to various M$C processes (M&C PG)
    WPI- Work Performance Information in the PMBOK Guide: Input to Monitor and Control Project Work

    As per my understanding WPI is raw data which is current status of project activities analyzed and compared to the actual baseline values to generate WPI which is Input to M&C processes to generate WPR. The question is where does this analysis takes place??
    因此,WPD和WPI似乎都是M&C PG生成WPR的输入。我对吗??
    Thanks.

  • Hi Fahad

    Work performance report is an input to Control Risk process and Work performance data is an output of the same process

    Also it is mentioned in page 351 of PMBOK that “work performance report takes information from performance measurements and analyse it to provide project work performance information…..”

    这是否意味着工作性能信息我吗s derived from work performance data? please clarify

      • Hi Fahad

        谢谢你的快速反应。我已经通过ught the blog regarding WPD and WPI

        请忽略我的先前查询,因为它有一些错误。我已经将其改写为以下:

        “Work performance reports” is an input to Control Risk process and “Work performance information” is an output of the same process

        Also it is mentioned in page 351 of PMBOK that “work performance report takes information from performance measurements and analyse it to provide project work performance information including variance analysis, earned value data and forecasting data.”

        这是否意味着工作性能信息我吗s derived from work performance reports?

        please clarify

        • Work performance report is the compilation of all project information including the work performance information.

          Put more simply, you can say that the performance reports are super-set of work performance information.

  • Sir,

    Why work performance report is an input for control risks,control procurement and not for other controlling process like control schedule,control cost & control scope?

    • Please read the PMBOK Guide, it explains why it is an input and what information is required from the performance report in these processes.

  • Hello Fahad, thanks for such a detailed explanation about Work performance data/Information and how its used to define the performance reports. The concept is crystal clear now. I also like the way you put forth why and where they are inputs and outputs. Thanks for taking the time and your blog is very helpful for people like me who are appearing for the exam next month. I also bought your exam questions and will write you a note once I finish them. Thanks again Fahad.

  • 感谢您的宝贵解释,请感谢您提供有关绩效报告的一些示例以及如何进行分析。

    • Thanks Khaled.

      Regarding the examples on performance report, you can find it your organizational process assets. These reports includes information about how much you much you have completed vs how much you should be completed, etc. This helps you analyzing project performance.

  • A very good information/data which can be used in our works. We wish Allah give you a sound health to serve your family and us.Any way thanking you very much.

  • Aswlk, hi one quiry about Project Performance Report Best charts or sign templates.

    Allah hafiz.
    thyanks and regards.

  • Aasam walaikum, Dear bro can u pls help me out in Earned Value Analysis how to find.

    Allah hafiz.
    Thanks and regards

  • 感谢先生,澄清工作绩效数据,工作绩效信息和绩效报告之间的差异。谢谢

  • Terrific job at clarifying the differences among work performance data, work performance information & work performance reports. Thank you

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