The project control system (PCS for a construction project, regardless of whether it was managed by the project owner or contractor, must have a narrative module to detail the reported progress. Although most of the measures and visuals that are part of the periodical report are automatically calculated by the business intelligence (BI) reporting that is either part of the PCS applications or dedicated tools like MS Power BI, the progress reports readers to need to have an explanation if the reported progress in a language that makes sense for any layman.

PMWeb 7 Monthly Progress Report to Comply With FIDIC Sub-Clause 4.21

The PMWeb custom form builder helps create the narrative report template. It is highly recommended that the narrative report template is structured in a format that is aligned with the progress report or dashboard. It has data fields that are predefined with the list of values that are used in reporting the project’s performance and the colors used for the key performance indicators. The template gets assigned a workflow to capture the details of the submission, review, and approval tasks are done for each month.

PMWeb 7 Portfolio Forms Executive Summary October 2103 Update 
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Executive Summary

Similar to other processes managed in PMWeb, all supporting documents associated with the reported progress are attached to the template. In addition, links to other records for processes managed in PMWeb as well as imported MS Outlook emails get linked to the progress narrative template.

For projects that might have the requirement for the performance dashboards to be in both English and Arabic, great care should be taken with the text narrative data that usually details the current project’s performance status. Using language translation applications might not convey the right message as captured in the English version. Therefore, a proper translation of this text narrative must be done by one of the Arabic-speaking project team members who can select the right words to convey the intended message.

PMWeb 7 (وكالة التعمير والمشاريع في أمانة العاصمة المقدسة)  الجدول نماذج وتقارير 
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Progress Narrative Translation Form

To enforce accountability in carrying out this task, a template gets created using the PMWeb visual custom form builder to capture the two versions of the progress narrative. A workflow can be assigned to the template to formalize its submission and approval. The content of this translation template becomes the basis for the English and Arabic versions of the project’s performance dashboard.

PMWeb 7 Overall Projects Portfolio Performance Status Report 
تقرير حالة الأداء العام لحافظة المشاريع

The Arabic version, or the other non-English version dashboard, gets configured to enable the reader to drill down to more detailed information for the reported progress. The difference would be that those reports get displayed in the selected non-English language. Of course, the non-English content needs to be added by the Project Control System (PCS) team or other project team members who are assigned the responsibility for managing those processes.

For example, the Arabic version of the project risk register details the captured risks’ name, risk description, their pre-mitigation, and post-mitigation likelihood, impact, and score, selected risk response action, details of the risk mitigation plan, the project team member responsible for the risk, action due date and status.

To achieve this, the PMWeb template used to identify, capture, analyze, assess, and respond to the project risks needs to include text fields to capture the values that need to be in English as well as Arabic. Great effort should be made to have the translated values of common text fields aspire-defined lists to enable the project team member to select values.

PMWeb 7 Project Risk Register

Reference

The content of this article was extracted from the book titled “Let’s Transform: Enabling Digital Transformation of Capital Construction ProjectsUsing the PMWeb Project Management Information System – 2nd Edition” written by Bassam Samman.

The book provides project owners with oversight on how technology available today can support their efforts to digitally transform the management of their projects’ portfolios. For each capital project life cycle stage, PMWeb is used to detail how the relevant project management business processes can be digitalized to enforce transparency and accountability in delivering projects. In addition, MS Power BI was used to show how the real-time, trustworthy data captured in PMWeb can be aggregated, modeled, monitored, evaluated, analyzed, and reported at any time, anywhere using any device.


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