OrbellePROJECTS IN SYNC
Reports

Formal reports
In one step

Every report is built from the registers in one step, for one project or the whole portfolio. Client packs leave out internal risks, and a protective marking, when set, goes in every header and footer.

Select a page to see it larger.

Project register report

Word · Internal pack

Summary, schedule, risk position, every register, linked Jira issues, meetings and contacts, with numbered sections and page numbers.

Word report page: Version control and the project summary figures Word report page: The Project Meridian schedule timeline with phases, milestones and baselines Word report page: The project risk register and internal risks with inherent and residual ratings Word report page: The decision register and meeting records

After Action Review

Word

The review in the same fixed format used in the app, with the charts, phase review, issue log and lessons learned.

After Action Review page: Executive summary, objectives and headline figures After Action Review page: Performance overview with headline tiles and chart cards After Action Review page: Phase review with schedule and budget results and the questions for each phase After Action Review page: Action plan and lessons learned

Registers workbook

Excel · Client pack

A risk dashboard with Excel charts and a heat map, a schedule with a week-by-week timeline, and one sheet per register with filters, rating colours and any linked Jira issues.

Excel sheet: Risk dashboard with headline figures, the story in brief and a heat map of open risks Excel sheet: Risk dashboard breakdowns with native Excel charts for consequence, inherent against residual rating and action owner Excel sheet: Project risks register with inherent and residual ratings Excel sheet: Schedule with phases, milestones and a week-by-week timeline

Executive outcomes report

Word · Portfolio

For senior staff: each outcome’s status and the reasons for it, the measure against its target, funding used, the projects delivering it and their procurement, and the gaps, with no project left unaccounted for. Also available as an Excel workbook.

Executive outcomes report: cover with the outcomes, critical and at-risk counts and funding allocated Executive outcomes report page: Summary of every outcome with its status, measure, target, funding used and the projects delivering it Executive outcomes report page: One outcome in detail with its funding, the projects delivering it, their decisions and procurement Executive outcomes report page: Gaps, with projects not linked to an outcome, and the funding lines

Pages from reports exported from the sample data. The requirements traceability matrix also exports as a controlled document in Word and Excel.

Music by Nikita Kondrashev from Pixabay