Monthly Progress Project Template

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Monthly Progress Project Template Powered By Docstoc
					            INSTRUCTIONS: Completing CANRI Schedule and Deliverables


Firstly refer to the CANRI Project Plan guidelines
http://www.canri.nsw.gov.au/activities/projects/2002/plan/plan_guidelines.doc


Note: Much of this report is fully automated in order to facilitate prompt reporting to the CANRI Board and some of the
spreadsheet has been protected. Should you lose some of the report's functionality please contact the CANRI
Coordination team.



Please only complete the light blue shaded cells of the Schedule and Deliverables worksheets.



Please DO NOT complete the tan shaded cells. These will be automatically completed.


The CANRI Project Number (cell E1 of Schedule worksheet) is the corresponding number for the CANRI Project
Proposal as shown at http://www.canri.nsw.gov.au/activities/projects/2002/proposal/brieflist.html


Instructions for completing the Bi-Monthly Progress Report and the Summary Bi-Monthly Progress Report are provided
in Instructions 2 Worksheet.




  841d652a-872f-4677-92ee-20d55ca386ee.xls Instructions1                                                     Page 1 of 6
Insert Project Name here                                                              CANRI Project # Insert Project Number here                           Insert Project Manager name here                         Insert Lead Agency name here
                                                                                                                                                                                               Provisional
                                                                                                                                                                                             Funding goes
PROJECT SCHEDULE AND COSTS 2002/03                                                                                               TARGETS:    (1 or more)      > Jul-02 <= Jun-03     100%         here $K

                                                                                SUMMARY:                                         TOTALS:         0            Jan-00    Jan-00         0%           $0K        $0K
                                                                                                                                                                                     %      CANRI Cost Inkind Cost
Stage #     Stage name                              Description of Activities              Responsibility   Resources required              Milestone? Start           Finish      Effort     $'000       $'000    Comments (including risks)




841d652a-872f-4677-92ee-20d55ca386ee.xls Schedule                                                                                                                                                                                               Page 2 of 6
Insert Project Name here                                              CANRI Project #                                                    Insert Project Number here

PROJECT DELIVERABLES 2002/03
                                                                                                                                DELIVERABLE TYPE




                                                                                         Application
Deliverable




                                                                                                                            Repository
              at Stage #
              Delivered




                                                                                                                 Operator




                                                                                                                                           Network
                                                                                                       Catalog
                                                                      Public?




                                                                                                                            of data
                                                                                Portal




                                                                                                                                                     Other
                           Deliverable Name             Description                                                                                          Other - details   Comments
#




841d652a-872f-4677-92ee-20d55ca386ee.xls Deliverables                                                                                                                                     Page 3 of 6
            INSTRUCTIONS: Completing CANRI Bi-Monthly Progress Report
                         and Updating Project Schedules
Instructions:
Note: Much of this report is fully automated in order to facilitate prompt reporting to the CANRI Board and some of the
spreadsheet has been protected. Should you lose some of the report's functionality please contact the CANRI
Coordination team.

1. If your project schedule requires modifying be sure to modify the Schedule, in the Schedule worksheet,
   BEFORE completing the progress report. See below for details.
2. Please complete ONLY the light blue shaded cells of the Progress worksheet (1st) and then the
   Summary_Progress Worksheet including the Period Ending (cell F3) of the Summary_progress worksheet.
   This will automatically complete the "Actual % Completion" and "Actual CANRI Expenditure*" in the Summary
   Progress worksheet and graph the results. Be sure that all expenditure is entered as a multiple of thousand
   ($K). Note that dates are entered as month-year from drop down boxes. (DO NOT indicate day-month-year.)

3. Bi- monthly Period Ending: First report is for the period ending July 2002, then September 2002, November
   2002, January 2003, March 2003, May 2003 and then a final project report will be required in June 2003. Select
   from the drop down box.
4. Progress Status - Please complete progress status by selecting the appropriate status from the drop down box

   Select from: 1. Ahead of schedule, 2. Onschedule, 3. Behind schedule - complete within project's target completion
   date, 4. Behind schedule - still complete this financial year, 5. Will not complete entire project - Exception report to
   Board required immediately.
5. Summary Status - Please provide a brief status report of the overall project.

6. Issues - Please provide details of any issues that should be brought to the attention of the Board including any
   significant changes in scope, schedule, funding required or funding likely to be expended.

7. Senior User - Please complete User's progress status by selecting the appropriate status from the drop down box
   and provide general comments on the project from User's perspective.

Instructions for modifying Schedule:

   Some information in the Progress and Summary_Progress sheets are linked to data in your Schedule sheet.
   To ensure this linking is not corrupted, please follow the guidelines below carefully:

1. Any modifications to your Schedule should be made before completing the Progress sheet.
2. To change the details for a stage, simply type the new details over the old ones.
3. To add a new stage to your schedule:
   a. If adding the stage after all existing stages, simply enter the details into the next (blank) row.
   b. If inserting a stage before an existing stage:
    - Copy all stages below the one to be inserted and paste them one row down.
    - Enter the details for the new stage by typing over the first copy of the next existing stage (which is now
   duplicated)
    - Increment the numbering of the remaining stages.
    - Change the numbering of stages in the Deliverables sheet, to match the new stage numbers.

   Eg to insert a new stage 5 when there are 10 existing stages:

      Copy the rows containing stages 5-10, and paste them one row further down. Stage 5 will now be duplicated.
      Type the details for the new stage 5 over the first copy of the old stage 5.
      Renumber the existing stages 5-10 to become 6-11.
      Renumber these stages in the Deliverables sheet if they appear there.

4. To delete a stage from your schedule:
   a. Delete the cells for the stage from the Schedule sheet.
   b. Renumber the remaining stages sequentially (eg from 6-11 back to 5-10).
   c. Renumber the remaining stages sequentially (eg from 6-11 back to 5-10).
   d. Renumber the remaining stages in the Deliverables sheet if they appear there.
   e. Cells in the Progress sheet may now contain "REF!", because it referred to the now deleted cells of the Schedule
   sheet. Delete these cells from the Progress sheet.

File Naming Convention:
   YearMonthEnding__ProjectNo_projectName.xls

   eg i) November 2002 report for Project No. 05, Partner Plus project would be called 200211_05_partner_plus.xls,
   eg. ii) January 2003 report for Project No. 23, ParksData project would be called 200301_23_parksdata.xls


   841d652a-872f-4677-92ee-20d55ca386ee.xls Instructions2                                                                     Page 4 of 6
                                                                         here
CANRI 2002/03 Project # Insert Project Number here - Insert Project Name Project Manager: Insert Project Manager name here
                                                                                                                                                                                Agency: Insert Lead Agency name here
Summary Bi-Monthly Progress Report for Period Ending:                                                                                     July-2002

Target Completion Date:                                             Jan-00
Project budget:                                $K Provisional Funding goes here $K
Fully automated - please do not insert any data within these two tables.                                                                        100                                                                     1
                             Planned %               Actual %                  Planned CANRI                    Actual CANRI                             90                                                             1
Period Ending                Completion              Completion                Expenditure*                     Expenditure*                             80                                                             1
                  Jul-02                         0                         0                              0                         0                    70                                                             1




                                                                                                                                          % Completion




                                                                                                                                                                                                                            CANRI Cost $K
                 Sep-02                          0           #N/A                                         0             #N/A                             60                                                             1
                 Nov-02                          0           #N/A                                         0             #N/A                             50                                                             1                                  Planned % Completion
                 Jan-03                          0           #N/A                                         0             #N/A                             40                                                             0                   100          1
                                                                                                                                                                                                                                             50          1 Actual % Completion
                 Mar-03                          0           #N/A                                         0             #N/A                                                                                                                  0          0




                                                                                                                                                                                                                                                  Nov…
                                                                                                                                                         30                                                             0
                 Apr-03                          0           #N/A                                         0             #N/A                                                                                                                               Planned CANRI Expenditure*
                                                                                                                                                         20                                                             0
                 May-03                          0           #N/A                                         0             #N/A                                                                                                                               Actual CANRI Expenditure*
                 Jun-03                          0           #N/A                                         0             #N/A                             10                                                             0
                             % completion is cumulative                        * Expenditure is cumulative $K                                             0                                                             0
                                                                                                                                                              Jul-02 Sep-02 Nov-02 Jan-03 Mar-03 Apr-03 May-03 Jun-03

Has the project schedule been amended since the last progress report?


Progress Status:                                                                                                                        <- - - Click the drop down box and select.

Summary Status:




Issues (Exception Reporting to the Board):




Senior User's Comments:                                        Progress:                                        <- - - Click the drop down box and select.



Instructions:
1. If your project schedule requires modifying be sure to modify the Schedule, in the Schedule worksheet, BEFORE completing the progress report.
2. Please complete ONLY the blue shaded cells of the Progress worksheet (1st) and then the Summary_Progress Worksheet.
especially the Period Ending cell F3 of this Summary_progress worksheet.
3. Further detailed instructions are provided in the Instructions Worksheet.




    841d652a-872f-4677-92ee-20d55ca386ee.xls Summary_Progress                                                                                                                                                                                                                     Page 5 of 6
CANRI BI-MONTHLY PROGRESS REPORT FOR PERIOD ENDING:                                                                              July-2002
Insert Project Name here     PLANNED               ACTUAL                                                                                 PLANNED                        ACTUAL (Estimated)
                                   Target or
CANRI Project # Insert Project Number here
                          Total - ->   0                       Jan-00    Jan-00                                                 0%          $0K       $0K        $0K       $0K
                                                                                     Was
Stage                                                                             milestone                                          CANRI Cost  Inkind     CANRI      Inkind
  #   Stage name                                 Milestone? Start       Finish    delivered? Start       Finish    Progress %          $'000    Cost $'000 Cost $'000 Cost $'000 Comments
                                                                                                                                              0          0
                                                                                                                                              0          0
                                                                                                                                              0          0
                                                                                                                                              0          0
                                                                                                                                              0          0
                                                                                                                                              0          0
                                                                                                                                              0          0
                                                                                                                                              0          0
                                                                                                                                              0          0
                                                                                                                                              0          0
                                                                                                                                              0          0
                                                                                                                                              0          0
                                                                                                                                              0          0
                                                                                                                                              0          0
                                                                                                                                              0          0
                                                                                                                                              0          0
                                                                                                                                              0          0
                                                                                                                                              0          0
                                                                                                                                              0          0
                                                                                                                                              0          0
                                                                                                                                              0          0
                                                                                                                                              0          0
                                                                                                                                              0          0
                                                                                                                                              0          0
                                                                                                                                              0          0
                                                                                                                                              0          0

Notes:
1. Please complete ONLY the blue shaded cells.
2. Please note that all tan shaded cells refer to planned items and are sourced (via live links) from the Schedule worksheet.
3. To amend planned items this MUST be done in the Schedule Worksheet.




   841d652a-872f-4677-92ee-20d55ca386ee.xls Progress                                                                                                                                          Page 6 of 6

				
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