Tasks Summary Report

The Tasks Summary Report is an essential tool for project managers and team leaders to gain a comprehensive overview of the tasks within a selected plan. This report provides detailed information on each task, allowing for easy tracking of progress and identification of potential bottlenecks. By summarizing key details such as start and end dates, task dependencies, and completion status, the Tasks Summary Report ensures that project timelines are adhered to and tasks are completed efficiently.

After selecting a plan, the report can be generated with a single click, providing a detailed list of all tasks within that plan. The report displays crucial information, including task names, their creators, planned and actual timelines, assignees, and dependencies. Additionally, it highlights tasks that may be blocking other tasks and provides insights into the overall completion status, whether tasks are ahead of schedule, on time, or behind schedule. This report is a valuable resource for maintaining control over project progress and ensuring that team members are aligned with project goals.

You can access the Tasks Summary Report from the 'Reports' section under the 'Project Planning' module in the ERP system. Once accessed, the system will prompt you to select a plan and click the 'Generate' button to view the report.

To generate the Tasks Summary Report, select a plan from the dropdown menu. Once a plan is selected, click on 'Generate' to display the tasks associated with that plan.

Report Sections

The Tasks Summary Report includes the following sections:

• Task Details: This section lists all tasks within the selected plan and provides the following details for each task:
  • Name: The name of the task.
  • Plan: The plan to which the task belongs.
  • Creator: The individual who created the task.
  • Planned Start: The scheduled start date of the task.
  • Planned Deadline: The scheduled deadline for task completion.
  • Actual Start: The actual start date of the task.
  • Actual Completion: The actual completion date of the task.
  • Completion Status: The status of the task's completion relative to the schedule (Behind Schedule, Ahead of Schedule, On Time).
  • Assignee: The team member assigned to the task.
  • Depending On: The task that must be completed before this task can start.
  • Blocked Tasks Count: The number of tasks waiting for this task's completion before they can begin.
  • State: The current state of the task (Pending, In Progress, Completed).
  • Completeness Percentage: The percentage of the task that has been completed.

Exporting the Report

To export the Tasks Summary Report, click the 'Export PDF' button located at the top right of the report Pages. This will generate a PDF version of the report for easy sharing and printing.