BD Progress report
unavailable in ajeraCore
Use this report to manage your tasks on open Business Development (BD) efforts in a variety
of ways. An open BD effort is a BD phase that has a final disposition
of Open. You can look forward at future tasks that need to be accomplished
and look back on performance and tasks that have already been completed.
You can select options to produce the report in the ways that best helps
you to analyze:
- Projects your firm is pursuing
- Tasks that need to be performed
- Efforts by segments, such
as department or market segment (project type)
You can even use the report as a report card of completed tasks.
Note: |
- This report
includes contract amounts from the production phases that are linked
to BD phases. For the report to contain meaningful data, ensure that you
entered contract amounts for the lowest-level production phases.
- For a project's BD efforts to appear on the report, the project must have at least one stage that is in progress.
|
Obtaining the best results
This report
includes contract amounts from the production phases that are linked
to BD phases. For the report to contain meaningful data, ensure that you
entered contract amounts for the lowest-level production phases.
For a project's BD efforts to appear on the report, the project must have at least one stage that is in progress.
Audience
Principal
Project manager
Marketing manager
Producing the report
From the > Reports menu, click Project > Business
Development > BD Progress.
Report options
Company
|
Multi-company only The report contains information for all companies in your organization, unless you select
a specific company in this field.
|
Project
|
The report contains information for all projects unless you select a
specific project in this field.
|
Task date range
|
The report contains information for the current week unless you select
a different date in this field.
|
Customize options
Report title
|
You can change the title of the report.
|
Sort order
|
Sorts the report by stage, priority, % chance of winning, client, project,
project manager, principal-in-charge, project type, or department. If you use multi-company, you can also sort by company.
|
Use drilldown
|
If selected, you can drill down to further detail on the report. If
cleared, the report automatically displays the detail.
|
Print graph
|
If selected, a graph of the information appears on the report.
|
Tasks to print
|
Select the appropriate check boxes to include on the report tasks which
have a status of Not Started, In Progress, Complete, Waiting, and Deferred.
|
Print customize options on report
|
If selected, it prints a list of the report options that you select.
|
Report contents
Stage
|
The marketing stage of the BD phase
|
Project/phase
|
The BD project or phase
|
Client
|
The client you are working for on the project or phase
|
Next Task Date
|
The date that the next task is due
|
Due Date
|
The date the task currently in progress is due
|
Contract
|
The contract amount of the production phase linked to the BD phase that
has a final disposition of Open
|
% Chance of Winning
|
The percent chance your firm has of winning the project or phase
|
Factored
|
The contract amount of the linked production phases multiplied by the
percent chance of winning the work for the BD phase
|
|
|