Plan/Manual/Creating ODT Report Templates: Difference between revisions

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Revision as of 06:53, 27 February 2020

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Creating ODT Report Templates

Description

Open Document Text report templates are regular ODT files that can be designed using any ODT word processor like Calligra Words or LibreOffice Writer. The technique used is to use user field variables to hold references to the information that shall be fetched from the project. The variables are called User Fields in Writer and can be found under Insert->Field->More Fields->Variables->User Fields. In Words they are called Custom Variables and can be found under Text Editing docker->Variable->Custom.

The easiest way to create a new report template is to modify an existing one as all user field s are defined.

User Field Variables

Variables

The variables are used to enable the generator to extract data from the project.

A variable can be a reference to a single data field, a reference to table data or a reference to chart data.

Single Data Field

A single data field variable has the following format:

data group name.property = property identifier

where:

  • data group name can be tr, project or schedule (see below).
  • property makes the user field name unique.
  • property identity identifies the property in the data group.
Table Data

A table in a report template consists of a variable to specify the data table to use. The variable name must start with table (e.g. tableTasks) and the variable value must be the name of the data table (e.g. tasks).

Immediately after the variable, a table must be inserted and columns filled with user field variables that specify which properties to fetch from the table specified above. These variables must have names that start with the name of the table variable above.

These variables have the following format:

tableTasks.property = property identifer

where:

  • property makes the user field name unique.
  • property identity identifies the property in the data group.
Chart Data

A chart in a report template consists of a variable to specify the data to use in the chart. The variable name must start with chart (e.g. chartBudgetCost) and the variable value specifies the data group and values the populate the chart with.

The variable has the following format (note the semicolons):

name = data group; values=comma separated list of data properties;

where:

  • name must start with chart (e.g. chartBudgetCost)
  • data group
  • property identity identifies the property in the data group.

E.g.: chartBudget = project; values=bcws cost, bcwp cost, acwp cost;


Translated Labels

Translated labels enable us to produce general report templates that can be used in different languages.

Variable Name Variable Value
tr.project Project
tr.manager Manager
tr.schedule Schedule
tr.bcws BCWS
tr.bcwp BCWP
tr.acwp ACWP
tr.spi SPI
tr.cpi CPI

Project Values

Shows values from the main project.

Variable Name Variable Value Description
project.name Name The name of the project
project.manager Manager The name of the project manager
project.bcwscost BCWS Cost Cost based Budgeted Cost of Work Scheduled
project.bcwpcost BCWP Cost Cost based Budgeted Cost of Work Performed
project.acwpcost ACWP Cost Cost based Actual Cost of Work Performed
project.spicost SPI Cost Cost based Schedule Performance Index
project.cpicost CPI Cost Cost based Cost Performance Index
project.bcwseffort BCWS Effort Effort based Budgeted Cost of Work Scheduled
project.bcwpeffort BCWP Effort Effort based Budgeted Cost of Work Performed
project.acwpeffort ACWP Effort Effort based Actual Cost of Work Performed
project.spieffort SPI Effort Effort based Schedule Performance Index
project.cpieffort CPI Effort Effort based Cost Performance Index

Schedule Values

Shows values from the current schedule.

Variable Name Variable Value Description
schedule.name Name The name of the schedule
schedule.state State Scheduling state
schedule.direction Name Scheduling direction
schedule.overbooking Overbooking Overbooking
schedule.distribution Distribution Distribution
schedule.plannedstart Planned Start Planned Start
schedule.plannedfinish Planned Finish Planned Finish
schedule.scheduler Scheduler Scheduler
schedule.granularity Granularity Granularity
schedule.mode Mode Scheduling mode (Auto or Manual)

Tables

Supported table types:

  • tasks
  • taskstatus
  • schedules
  • projects

To create a table, place a variable just before a table in your template file. The variable name identifies the table and must start with table, e.g. tableTaskStatus. The value of the variable is used to point to the data to be fetched and must be one of the supported tables listed above, e.g. taskstatus. You then put variables inside the table cells with name and value from the table below.


Note that the schedules table supports the values described in Shedule Values above.


The projects, tasks and taskstatus tables supports the following values:

Variable Name Variable Value Description
table name.name Name The name of the task or project
table name.wbscode WBS Code
table name.type Type Type of task
table name.responsible Responsible
table name.allocation Allocation
table name.estimatetype Estimate Type
table name.calendar Calendar
table name.estimate Estimate Most likely estimate
table name.optimistic Optimistic Optimistic ratio
table name.pessimistic Pessimistic Pessimistic ratio
table name.risk Risk Estimate uncertainty
table name.constraint Constraint Type of time constraint
table name.constraintstart Constraint Start Constraint start time
table name.constraintend Constraint End Constraint finish time
table name.runingaccount Running Account Account for running costs
table name.startupaccount Startup Account Account for startup cost
table name.startupcost Startup Cost The cost incurred at startup of the task
table name.shutdownaccount Shutdown Account Accoutn for shutdown cost
table name.shutdowncost Shutdown Cost The cost incurred at shutdown of the task
table name.description Description Task description
table name.expected Expected Calculated most likely estimate
table name.optimistic Optimistic Calculated optimistic estimate
table name.pessimistic Pessimistic Calculated pessimistic estimate
table name.starttime Start Time Shceduled start time
table name.endtime End Time Scheduled finish time
table name.duration Duration Scheduled duration
table name.earlystart Early Start Earliest possible start
table name.earlyfinish Early Finish Earliest possible finish
table name.latestart Late Start Latest possible start
table name.latefinish Late Finish Latest possible finish
table name.positivefloat Positive Float
table name.freefloat Free Float
table name.negativefloat Negative Float
table name.startfloat Start Float
table name.finishfloat Finish Float
table name.assignaments Assignments Resource assignments
table name.varianceest Variance (Est) Calculated estimate variance
table name.variancedur Variance (Dur) Calculated duration variance
table name.optimisticdur Optimistic (Dur) Calculated optimistic duration
table name.pessimisticdur Pessimistic (Dur) Calculated pessimistic duration
table name.status Status Task status as shown in Task Status View
table name.completion % Completed Task completion
table name.plannedeffort Planned Effort Planned effort
table name.actualeffort Actual Effort Actual effort
table name.remaningeffort Remaining Effort Remaining effort
table name.plannedcost Planned Cost Planned cost
table name.actualcost Actual Cost Actual cost
table name.actualstart Actual Start Actual start
table name.started Started
table name.actualfinish Actual Finish Actual finish
table name.finished Finished
table name.schedulingstatus Scheduling Status Scheduling status
table name.bcws BCWS Budgeted Cost of Work Scheduled (cost based)
table name.bcwp BCWP Budgeted Cost of Work Performed (cost based)
table name.acwp ACWP Actual Cost of Work Performed (cost based)
table name.spi SPI Schedule Performance Index
table name.critical Critical Task is critical
table name.criticalpath Critical Path Task is in critical path
table name.notscheduled Not Scheduled Not interesting
table name.assignmentmissing Assignment Missing Not interesting
table name.resourceoverbooked Resource Overbooked Not interesting
table name.resourceunavailable Resource Unavailable Not interesting
table name.constrainterror Constraints Error Not interesting
table name.effortnotmet Effort Not Met Not interesting
table name.schedulingerror Scheduling Error Not interesting
table name.level Node level", "Level Not interesting
table name.statusnote Status Note Note: Not implemented
table name.owner Owner Must not be used, and are not very interesting
table name.status Status Must not be used, and are not very interesting
table name.time Time Must not be used, and are not very interesting


Chart

Use by placing a variable with name chartX (X=number) with a value project before the chart that shall be used.

The variable has this format:

Variable: Name: chartX (X=number) Value: project; values=data;
where data is a comma separated list of values to be include in the chart.

Possible data values are:

  • bcws effort Budgeted cost of work scheduled, effort based.
  • bcwp effort Budgeted cost of work performed, effort based.
  • acwp effort Actual cost of work performed, effort based.
  • spi effort Schedule performance index, effort based.
  • cpi effort Cost performance index, effort based.
  • bcws cost Budgeted cost of work scheduled, cost based.
  • bcwp cost Budgeted cost of work performed, cost based.
  • acwp cost Actual cost of work performed, cost based.
  • spi cost Schedule performance index, cost based.
  • cpi cost Cost performance index, cost based.

The charts you create in your template must have the same (or more) number of columns as the number of values you specify in your variable.

Example: Variable: Name: chart1 Value: values=bcws cost,bcwp cost, acwp cost;

Note that you cannot mix effort- and cost-based values. If you want to show both, create two charts.

Gantt

Not supported.