Introduction

1. Creating/resuming reports in preparation : this is where you can initialise a new report or complete a report in preparation.
2. Configuration :
   
1. You can define the Status reports used on this project. Any changes to this configuration will be applied to future reports created.
2. You can define or modify the baseline report for the Project.
   
3. Viewing the history of published reports : on the left-hand side you will find the list of published reports and on the right-hand side a preview of the selected report. By default, when you arrive on this page, the last published report is selected.

Lifecycle

It is then possible to return to the "In Preparation" state to correct it via the button  on the preview of a published report.

Creating a report

Initialise

1. Access the project or activity sheet for which you want to generate a flash report.
   
2. Click on the Follow-up tab
3. Click on Create a new repor
   

1. Fill in the name. You can specify the presentation date, but it is optional at this stage. You will need to fill it in before publishing your report. By default, your progress report will be pre-filled with data from the last published report :

 

1. By default, your report shows the current data for the Project (Budget, Schedule, Risks) and the Situation, Highlights and Next Steps blocks are pre-filled with information from the last published report :   
   

  

Data capture

When you create your report, the current project data is displayed. You can see it by the flag present on the Budget, Planning and Major Risks blocks.

At this stage, you can update the current project data for your reporting if necessary, via the edit buttons present on the 3 blocks previously mentioned .

Once the data has been updated, you can take a snapshot of the current data to keep it in the flash report with the "Capture data" button: .

The flag on the blocks containing the management data then updates to indicate that you now see the captured data: .

You can switch the display between captured and current data using the button in the action bar : 

Editing

1. The blocks to be completed in the report are highlighted by a different background:
   
1. Situation : here you find the weather forecasts, trends and comments on the weather axis configured in the project configuration.
   

1. Highlights and Next Steps : These two blocks offer a rich text editor giving you access to a toolbar to format your report.
   

1. Check the completeness and formatting by switching to full-page presentation mode from the consultation button at the top right . From this full page mode, you can switch to full screen with the button .
   

Publication

Publish your report by clicking the button   in the top action bar:

1. If you have not yet filled in a presentation date, you will be asked for it at this moment in order to finalise the publication : 
   
   
1. If you have not captured any data, a snapshot of the current Project data will be taken at the time of publication.
   

1. You will then find this report in the history on your tracking page, pre-selected in the preview area as Last published:
   

Correction

Details of a project/activity

1. select your report from history
   
2. Click on the button 
   
3. the report is unpublished (return to the "in preparation" state), you can correct the data
   
4. publish your report by clicking on the button 
   

Project/activity review

1. If it corresponds to a published report, clicking on the line opens the report in presentation mode. You can then correct it or create a new report via the additional actions at the top right: 
   

Presentation

1. full screen mode
   
2. full page mode
   

1. From the project/activity sheet in the title bar (the last published report will be displayed): 

1. From the Monitoring tab of the project/activity sheet, on the preview of a report via the View button: 

1. From the project and activity portfolio views, on each row of the table:
   
1. To the left of the line, opening of the last published flash report. If this is not defined, the icon is not presented.

Project/activity review

On the projects or activities review, data concerning flash reports is grouped in the "Latest situation" column group.

You will find in this group the following data:

1. Report data: Status, Name, dates (creation, publication modification, capture), weather summary and axes.
   
2. Management data from the capture present in the report:
   
1. Budget
   
2. Schedule
   
3. Risks
   

If the last situation corresponds to a report in preparation, the data resulting from the capture will not be populated.

Presentation of a set of projects/activities

1. From the project and activity portfolio views, adjust the filters to list the projects you want to present.
   

1. Click on the presentation icon on the 1st project or to the right of the “Search” box
   
2. The last published report of the 1st project is displayed in full screen.
   
3. To the right of the report name, you have previous-next arrows to move from one project to another . 

Report publishing control

1. Wording
   
2. Period (Start-End)
   
3. Creation date
   
4. Publication date
   

Exports

Excel Export

      

1. a tab with all the data of the latest situations of your projects
   
2. a tab with all the data of the latest situations of your activities
   
3. a tab with the latest flash reports published as well as their reference report

This function requires the data export right defined in your user profile by Abraxio administrators.

Unitary Power Point Export

Flash reports can be exported in Power Point format.

The export has been carefully designed to allow you to edit and customise all areas of the flash report, making your task easier by providing a library of Powerpoint components. 

This function requires data export rights defined in your user profile by Abraxio administrators.

You can download your export: 

2- From the project, click on  to export the last published flash report.

3- From the Flash report viewer > Click on the  to export the Flash report currently being viewed

Bulk Power Point export of flash reports

To facilitate your project/activity reviews, Abraxio has extended the unit export functionality and now offers mass export of flash reports.

This feature is available from the Project Review / Activity Review screens of the Portfolio module: 

The export contains :

1. All flash reports for projects/activities present in the view at the time of export:
   

Flash reports are presented in the order in which projects/activities are displayed in the Abraxio view.

1. A summary of all exported projects/activities:
1. All projects present in the view at the time of export are shown, including those without a flash report. 
2. The first 2 fields used to group projects/activities in the Abraxio view are shown in the first column.
3. A link on the name of the projects/activities can be clicked and goes directly to the slide of the flash report in question. Once on the slide, a clickable arrow takes you back to the table of contents.

Export is limited to a maximum of 100 projects.

Flash report - Baseline

Principle

The baseline report is used to establish a baseline for the Project, which can then be compared with the data captured in each report.

This feature applies to the Gantt Planning and will enable you to visualise changes in the schedule.

When a project is validated as Committed, or when it becomes operational, you can create a baseline report to record the Initial schedule as validated.

At any time, you can view the differences between your current situation and the Initial schedule in different places in Abraxio:

1. Project summary Gantt Planning (Management tab)
2. Detailed Project Gantt Planning
3. Portfolios Gantt Planning

You can also view the differences between the current situation and the baseline situation in your Flash reports (preview, presentation or edition) :

1. Budget section :
   

1. Planning section :
   

Baseline report definition

From the Portfolio module, open the Project for which you want to create a baseline report and go to the Follow-up tab.

In the top right-hand corner, there is a reporting configuration zone for your Project/Activity, where you can modify or define your baseline report:

         

Click on "Define the baseline report", select the report and confirm.

      

This baseline report is highlighted in the timeline :

      

Only published reports can be designated as baseline reports. A baseline report cannot be deleted.