Decisions:
Summary | Description |
|---|---|
Action Items:
Summary | Description | Responsible | Due Date |
|---|---|---|---|
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Notes/ Discussion items:
Ron had a PowerPoint slide - I will add it here.
- Quarterly Financial Report Purpose
- 1030, Budget, Spend, Burn Rate, Projection, Balance, Carryover, Holdback, Staffing & Equipment (S&E) Funds, Participant Support (PS), Project to Date (PTD), Project Year to Date (PYTD), % Budget Used
- Time Reference Charts (2)
- Cumulative Budget vs Actuals
- Cumulative % Budget Used & Balance
- Can add projected to the above 2 charts
- L3 Monthly budget vs Spend w/ Trend
- WBS Reference Charts
- PYTD Budget vs Spend by L2
- L3 PYTD % Budget Used and Balance by L2 (add projected)
- Make them into 3D charts
- Institution Reference Charts
- L3 PTD Budget vs Spend by Institution (remove the blue line)
- L3 PTD % Budget & Balance by Institution
- Next steps:
- (Ron/Bus Ops) Work with John on P1 & L1 Level charts for Quarterly reports (20-Sep)
- L2s/L3s provide feedback on the information discussed this afternoon
- (Ron/Bus Ops) Complete initial PY8 charts (30-Sep) -
- (Bus Ops) Setup wiki for leadership access (30-Sep)
- Feedback window (15-Oct) -
- L2s/L3s provide feedback on #3
- First release of dynamic report (Nov 1)