Progress and cost reporting requires project managers to manually gather timesheet data, pull invoices, calculate variances, and format reports for clients. Manual calculation and formatting are error-prone and consume significant time each month.
Automation consolidates data from timesheets and accounting systems, calculates cost and schedule variance automatically, and generates formatted reports ready for client delivery. Reports are accurate, consistent, and delivered on time without manual intervention.
The full workflow, from trigger to completion.
The automation runs on a fixed weekly or bi-weekly schedule, pulling the current date and project list.
The automation queries the timesheet system or Excel file and extracts labour hours and costs for the reporting period.
The automation pulls invoices, purchase orders, and cost records for the project to date.
The automation retrieves the project schedule, completed milestones, and upcoming critical dates from the project management source.
The automation computes cost variance, schedule variance, and other KPIs using predefined formulas and business logic.
The automation populates a pre-designed report template with the calculated data, charts, and formatted tables.
The automation sends the completed report to the client contact list with a standard cover message.
The automation saves the report to the project folder for record-keeping and audit compliance.
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