Thursday, August 11, 2011

Weekly Team Status Report Workbook for IT Projects - Download and Use





The Weekly Status Reporting Tool is a standard Status Update Report which resources fill at the end of the week to summarize the tasks assigned and worked upon in the week. The resources fill up the Status report sheet and the Billed Hours sheet and the manager is responsible for the control sheet maintenance and use. The Workbook should ideally be placed in a common drive and resources should fill it up one at a time. Various useful analysis reports can be generated by the tool which aid in team performance analysis and making correct forcasting and assignment decision.  
                                                          
Instructions:                                                               
  1. Enable Macros While Filling Up the Sheet.   
  2. Fill Up the Forcasted/Claimed Hours in the Billed Hours Sheet.
  3. The Resources and Applications have to be set up the the administrator in the Control Sheet.
  4. Make sure the Report Date is filled up in the B1 cell of status report sheet.    
  5. Various Columns of status report sheet has different validations. Make sure You follow the rule while filling up the sheet.
  6. The control sheet is password protected and can be viewed only the the administrator(Project Manager in this case). To go to the Control Sheet, click on the button on Billed Hours sheet. The initial password is set as "HelloWorld". Please change the password in the Control Sheet.
  7. There are five different reports generated from the status report sheet. Just click on the corresponding report buttons and it takes You to the corresponding report. Please make sure You have clicked on the Refresh Data Button to get the correct reports.
      • Application Wise workload distribution for the current week.                                                            
      • Application wise Ticket Severity Analysis.                                                            
      • Tasks identified by the tool as "Out of Schedule" or "Potentially items of Efforts variance from estimates". The sheet does the calculation based on Report Date, Task Start Date, Task End Date, Estimated Effort, Actual Efforts till Date, and %Complete.                                                            
      • Resource Wise Productivity. This can give us a indication of Forcasted Work, Distribution of Work and help resourcing and staffing decisions along with solving issues if there is a area of problem.            
      • Report of remaining work per day of the current tasks for the resource which help in making future forcast and assignment of new tasks.                                                            




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