Produce IPMR Formats

Prerequisites

  • Verify the contract information has been entered for the project (Manage Projects tab window, Contract tab). The content from this tab populates report header or electronic deliverable meta data. You must be an administrative user to enter the contract information for the project.
  • Verify the contract budget base data including the Best Case, Worst Case, and Most Likely Estimate at Completion values has been entered for the project (Manage Projects tab window, Change Control tab). The content from this tab also populates report header or electronic deliverable meta data. You must be an administrative user to enter the contract budget base data for the project.
  • Provided you have enabled the change control log for the project, you can include the change log transactions in Format 3 (Block 6. b. Baseline Changes section).
  • To include the narrative text for Format 5, add four Standard Documents at the WBS/control account level. See Add Project Standard Documents. In the main EVMax window, for the applicable WBS elements or control accounts, use the Document tab to enter the narrative text to explain the variances, describe the impact, discuss the corrective action, and provide a monthly summary. See Enter or Edit Documentation.
  • Earned value has been calculated, actual costs have been imported from the accounting system and estimate to complete values have been updated for the current reporting period.

These steps assume you are producing an IPMR format for a single project and you don't have an existing IPMR template set up. Once you create a report template, you can select the template to auto populate the report output option settings.

  1. Select Reports > IPMR in the Navigation Menu. A separate Reporter window displays. The default view is the File tab window. The left pane displays the groups of output options for the report. The right pane row and column grid is empty.
  2. Set the General output options.
    1. Accept the default [None] selection for the Template dropdown. Once you create a template, you can select it from the dropdown.
    2. Select Project from the Mode dropdown.
    3. Select Format 1 from the Format dropdown.
    4. Select your project from the Project dropdown.
    5. Select WBS from the Structure dropdown.
    6. Select the WBS level for the report from the Level dropdown.
    7. Accept the default reporting period in the Period dropdown. The default is the current reporting period set in the main EVMax window.
  3. Set the Results output options.
    1. From the list of Available Results, select the DOLLARS result (or equivalent result name for direct cost values) and click Total >. This moves DOLLARS to the Totals box.

    2. From the list of Available Results, select other overhead results and click Total >. This moves the result to the Totals box and adds the other result values with the DOLLARS result to create a total value for the report.

      Tip:

      To remove a result from the Totals box, select the line item and click < Remove.

    3. When applicable, from the list of Available Results, select the Cost of Money result and click COM >. This moves the result to the Cost of Money box. This controls which result is used for the Cost of Money summary line item on the report.
    4. From the list of Available Results, select the G&A overhead result and click GandA >. This moves the result to the General and Admin box. This controls which result is used for the General and Admin summary line item on the report.
  4. Click Run Report. The right pane row and column grid displays the report data based on your output options.
  5. Click Save As in the Ribbon Menu. The Template Name dialog box displays.

  6. Enter a Name for the template and click Save. The next time you produce a Format 1 report, you can select the template. You can always modify the template auto populated settings as needed.

    Tip:

    If you make changes to a report template you want to keep, click Save in the Ribbon Menu. Or, if you want to create another template using your changes, click Save As in the Ribbon Menu.

  7. Click Quick Print or Print in the Ribbon Menu. You can also click Export to save the report to an Excel file.
  8. Close the Reporter window to return to EVMax.
  1. Select Reports > IPMR in the Navigation Menu. A separate Reporter window displays. The default view is the File tab window. The left pane displays the groups of output options for the report. The right pane row and column grid is empty.
  2. Set the General output options.
    1. Accept the default [None] selection for the Template dropdown. Once you create a template, you can select it from the dropdown.
    2. Select Project from the Mode dropdown.
    3. Select Format 2 from the Format dropdown.
    4. Select your project from the Project dropdown.
    5. Select the organizational structure for your project in the Structure dropdown.
    6. Select the structure level for the report from the Level dropdown.
    7. Accept the default reporting period in the Period dropdown. The default is the current reporting period set in the main EVMax window.
  3. Set the Results output options.
    1. From the list of Available Results, select the DOLLARS result (or equivalent result name for direct cost values) and click Total >. This moves DOLLARS to the Totals box.

    2. From the list of Available Results, select other overhead results and click Total >. This moves the result to the Totals box and adds the other result values with the DOLLARS result to create a total value for the report.

      Tip:

      To remove a result from the Totals box, select the line item and click < Remove.

    3. When applicable, from the list of Available Results, select the Cost of Money result and click COM >. This moves the result to the Cost of Money box. This controls which result is used for the Cost of Money summary line item on the report
    4. From the list of Available Results, select the G&A overhead result and click GandA >. This moves the result to the General and Admin box. This controls which result is used for the General and Admin summary line item on the report.
  4. Click Run Report. The right pane row and column grid displays the report data based on your output options.
  5. Click Save As in the Ribbon Menu. The Template Name dialog box displays.

  6. Enter a Name for the template and click Save. The next time you produce a Format 2 report, you can select the template. You can always modify the template auto populated settings as needed.

    Tip:

    If you make changes to a report template you want to keep, click Save in the Ribbon Menu. Or, if you want to create another template using your changes, click Save As in the Ribbon Menu.

  7. Click Quick Print or Print in the Ribbon Menu. You can also click Export to save the report to an Excel file.
  8. Close the Reporter window to return to EVMax.
  1. Select Reports > IPMR in the Navigation Menu. A separate Reporter window displays. The default view is the File tab window. The left pane displays the groups of output options for the report. The right pane row and column grid is empty.
  2. Set the General output options.
    1. Accept the default [None] selection for the Template dropdown. Once you create a template, you can select it from the dropdown.
    2. Select Project from the Mode dropdown.
    3. Select Format 3 from the Format dropdown.
    4. Select your project from the Project dropdown.
    5. Select WBS from the Structure dropdown.
    6. Select the WBS level for the report from the Level dropdown. This controls the level of detail in Block 6. b., Baseline Changes section.
    7. Accept the default reporting period in the Period dropdown. The default is the current reporting period set in the main EVMax window.
  3. Set the Results and Dates output options.
    1. From the list of Available Results, select the DOLLARS result (or equivalent result name for direct cost values) and click Total >. This moves DOLLARS to the Totals box.

    2. From the list of Available Results, select the applicable overhead results and click Total >. This moves the result to the Totals box and adds the other result values with the DOLLARS result to create a total value for the report. Typically the total values include the direct and complete set of overhead costs. Your reporting requirements may be different.

      Tip:

      To remove a result from the Totals box, select the line item and click < Remove.

    3. Accept the default set of dates listed in the 6 Month Forecast box. The next six reporting periods are automatically included based on the project's current reporting period.
    4. Optional. To add additional reporting periods to the 6 Month Forecast box, select the period ending date from the list of Available Periods and click 6 Month. This moves the reporting period to the 6 Month Forecast box.

    5. Optional. To add reporting periods to the Addl Specified Periods box, select the period ending date from the list of Available Periods and click Specified. This moves the reporting period to the Addl Specified Periods box.

      Tip:

      To remove a reporting period from the 6 Month Forecast or Addl Specified Periods box, select the reporting period and click < Remove.

    6. Optional. To add details from the change control log in Block 6. b. Baseline Changes section, click the Change Numbers check box.
  4. Click Run Report. The right pane row and column grid displays the report data based on your output options.
  5. Click Save As in the Ribbon Menu. The Template Name dialog box displays.

  6. Enter a Name for the template and click Save. The next time you produce a Format 3 report, you can select the template. You can always modify the template auto populated settings as needed.

    Tip:

    If you make changes to a report template you want to keep, click Save in the Ribbon Menu. Or, if you want to create another template using your changes, click Save As in the Ribbon Menu.

  7. Click Quick Print or Print in the Ribbon Menu. You can also click Export to save the report to an Excel file.
  8. Close the Reporter window to return to EVMax.
  1. Select Reports > IPMR in the Navigation Menu. A separate Reporter window displays. The default view is the File tab window. The left pane displays the groups of output options for the report. The right pane row and column grid is empty.
  2. Set the General output options.
    1. Accept the default [None] selection for the Template dropdown. Once you create a template, you can select it from the dropdown.
    2. Select Project from the Mode dropdown.
    3. Select Format 4 from the Format dropdown.
    4. Select your project from the Project dropdown.

    5. Select the organizational structure for your project in the Structure dropdown.

      Tip:

      As an alternative, you could also select the resource structure for the report. Depending on how you have set up the resource structure hierarchy, this may be a useful view to assess future staffing requirements for the project.

    6. Select the structure level for the report from the Level dropdown.
    7. Accept the default reporting period in the Period dropdown. The default is the current reporting period set in the main EVMax window.
  3. Set the Results and Dates output options.
    1. From the list of Available Results, depending on your reporting requirements, select the FTE or HOURS result and click Total >. This moves the result to the Totals box.
    2. Accept the default set of dates listed in the 6 Month Forecast box. The next six reporting periods are automatically included based on the project's current reporting period.
    3. Optional. To add additional reporting periods to the 6 Month Forecast box, select the period ending date from the list of Available Periods and click 6 Month >. This moves the reporting period to the 6 Month Forecast box.

    4. Optional. To add reporting periods to the Addl Specified Periods box, select the period ending date from the list of Available Periods and click Specified >. This moves the reporting period to the Addl Specified Periods box.

      Tip:

      To remove a reporting period from the 6 Month Forecast or Addl Specified Periods box, select the reporting period and click < Remove.

  4. Click Run Report. The right pane row and column grid displays the report data based on your output options.
  5. Click Save As in the Ribbon Menu. The Template Name dialog box displays.

  6. Enter a Name for the template and click Save. The next time you produce a Format 4 report, you can select the template. You can always modify the template auto populated settings as needed.

    Tip:

    If you make changes to a report template you want to keep, click Save in the Ribbon Menu. Or, if you want to create another template using your changes, click Save As in the Ribbon Menu.

  7. Click Quick Print or Print in the Ribbon Menu. You can also click Export to save the report to an Excel file.
  8. Close the Reporter window to return to EVMax.

You may want to produce an initial Format 5 report to identify the WBS elements or control accounts that require narrative text to explain the variances, describe the impact, discuss the corrective action, and provide a monthly summary at the total project level (WBS level 1 element). Enter the applicable narrative text for the WBS element or control account in the main EVMax window, Document tab before you product the Format 5 output. See Enter or Edit Documentation.

  1. Select Reports > IPMR in the Navigation Menu. A separate Reporter window displays. The default view is the File tab window. The left pane displays the groups of output options for the report. The right pane row and column grid is empty.
  2. Set the General output options.
    1. Accept the default [None] selection for the Template dropdown. Once you create a template, you can select it from the dropdown.
    2. Select Project from the Mode dropdown.
    3. Select Format 5 from the Format dropdown.
    4. Select your project from the Project dropdown.
    5. Select WBS from the Structure dropdown.
    6. Select the WBS level for the report from the Level dropdown.
    7. Accept the default reporting period in the Period dropdown. The default is the current reporting period set in the main EVMax window.
  3. Set the Results and Documents output options.
    1. From the list of Available Results, select the DOLLARS result (or equivalent result name for direct cost values) and click Total >. This moves DOLLARS to the Totals box.
    2. From the list of Available Results, select the applicable overhead results and click Total >. This moves the result to the Totals box and adds the other result values with the DOLLARS result to create a total value for the report. Typically the total values include the direct and complete set of overhead costs. Your reporting requirements may be different.
    3. Select the number of decimals to show for the result values from the Decimals dropdown.
    4. Select the project's Standard Document for entering the variance explanation text from the Explanation of Var dropdown.
    5. Select the project's Standard Document for entering text discussing the impact from the Impact dropdown.
    6. Select the project's Standard Document for entering text discussing the plan to address the variance and impact from the Corrective Action dropdown.
    7. Select the project's Standard Document for entering text that discusses supplemental analysis or provides other information from the Monthly Summary dropdown.
  4. Click Run Report. The right pane row and column grid displays the report data based on your output options.
  5. Click Save As in the Ribbon Menu. The Template Name dialog box displays.

  6. Enter a Name for the template and click Save. The next time you produce a Format 5 report, you can select the template. You can always modify the template auto populated settings as needed.

    Tip:

    If you make changes to a report template you want to keep, click Save in the Ribbon Menu. Or, if you want to create another template using your changes, click Save As in the Ribbon Menu.

  7. Click Quick Print or Print in the Ribbon Menu. You can also click Export to save the report to an Excel file.
  8. Close the Reporter window to return to EVMax.

Selecting this report option creates an XML file with the complete set of IPMR Format 1, 2, 3, and 4 data you can provide electronically to your customer. These steps assume you do not need to create XML data with element of cost (labor, material, other direct cost, subcontract) detail.

  1. Select Reports > IPMR in the Navigation Menu. A separate Reporter window displays. The default view is the File tab window. The left pane displays the groups of output options for the report. The right pane row and column grid is empty.
  2. Set the General output options.
    1. Accept the default [None] selection for the Template dropdown. Once you create a template, you can select it from the dropdown.
    2. Select Project from the Mode dropdown.
    3. Select Format 1-4 (xml) from the Format dropdown.
    4. Select your project from the Project dropdown.
    5. Select WBS from the Structure dropdown.
    6. Select the WBS level for the report from the Level dropdown.
    7. Accept the default reporting period in the Period dropdown. The default is the current reporting period set in the main EVMax window.
    8. Optional. Click the Decimals check box when you want to include an additional level of detail for the result values. The default is whole numbers.
  3. Accept the default Element of Cost output options. No structure options are set.
  4. Set the Format 2 and 4 Structure output options. You must select a structure for these formats.
    1. Select the organizational structure for your project in the Structure dropdown.
    2. Select the structure level for the report from the Level dropdown.
  5. Set the Results output options.
    1. From the list of Available Results, select the DOLLARS result (or equivalent result name for direct cost values) and click Total >. This moves DOLLARS to the Totals box.

    2. From the list of Available Results, select other overhead results and click Total >. This moves the result to the Totals box and adds the other result values with the DOLLARS result to create a total value for the report.

      Tip:

      To remove a result from the Totals box, select the line item and click < Remove.

    3. When applicable, from the list of Available Results, select the Cost of Money result and click COM >. This moves the result to the Cost of Money box.
    4. From the list of Available Results, select the G&A overhead result and click GandA >. This moves the result to the General and Admin box.
    5. From the list of Available Results, select the FTE result and click FTE >. This moves the result to the FTE box.
  6. Set the Format 1 thru 4 Dates output options.
    1. Accept the default set of dates listed in the 6 Month Forecast box. The next six reporting periods are automatically included based on the project's current reporting period.
    2. Optional. To add additional reporting periods to the 6 Month Forecast box, select the period ending date from the list of Available Periods and click 6 Month >. This moves the reporting period to the 6 Month Forecast box.

    3. Optional. To add reporting periods to the Addl Specified Periods box, select the period ending date from the list of Available Periods and click Specified >. This moves the reporting period to the Addl Specified Periods box.

      Tip:

      To remove a reporting period from the 6 Month Forecast or Addl Specified Periods box, select the reporting period and click < Remove.

  7. Click Run Report. A Save As window displays.
  8. Navigate to the directory where you want to save your output file, enter a file name, and click Save. The file is saved as an .xml file type. An export complete dialog box displays.
  9. Click OK.
  10. Click Save As in the Ribbon Menu. The Template Name dialog box displays.

  11. Enter a Name for the template and click Save. The next time you produce the xml export, you can select the template. You can always modify the template auto populated settings as needed.

    Tip:

    If you make changes to a report template you want to keep, click Save in the Ribbon Menu. Or, if you want to create another template using your changes, click Save As in the Ribbon Menu.

  12. Close the Reporter window to return to EVMax.

Selecting this report option creates an XML file with the complete set of time phased data you can provide electronically to your customer. This includes the budget data for the entire project, earned value and actual cost data from inception to the current reporting period, and estimate to complete data for the remaining work. These steps assume you do not need to create XML data with element of cost (labor, material, other direct cost, subcontract) detail.

  1. Select Reports > IPMR in the Navigation Menu. A separate Reporter window displays. The default view is the File tab window. The left pane displays the groups of output options for the report. The right pane row and column grid is empty.
  2. Set the General output options.
    1. Accept the default [None] selection for the Template dropdown. Once you create a template, you can select it from the dropdown.
    2. Select Project from the Mode dropdown.
    3. Select Format 7 (xml) from the Format dropdown.
    4. Select your project from the Project dropdown.
    5. Select WBS from the Structure dropdown.

    6. Select the WBS level for the report from the Level dropdown.

      Tips:

      As an alternative to selecting the WBS from the Structure dropdown, you could select the Control Account option with a Level of 0.

      If you need to produce an XML file for the organization structure, select that structure instead of the WBS and then select the applicable level.

    7. Accept the default reporting period in the Period dropdown. The default is the current reporting period set in the main EVMax window.
    8. Optional. Click the Decimals check box when you want to include an additional level of detail for the result values. The default is whole numbers.
  3. Accept the default Element of Cost output options. No structure options are set.
  4. Set the Results output options.
    1. From the list of Available Results, select the DOLLARS result (or equivalent result name for direct cost values) and click Total >. This moves DOLLARS to the Totals box.

    2. From the list of Available Results, select other overhead results and click Total >. This moves the result to the Totals box and adds the other result values with the DOLLARS result to create a total value for the report.

      Tip:

      To remove a result from the Totals box, select the line item and click < Remove.

    3. When applicable, from the list of Available Results, select the Cost of Money result and click COM >. This moves the result to the Cost of Money box.
    4. From the list of Available Results, select the G&A overhead result and click GandA >. This moves the result to the General and Admin box.
    5. From the list of Available Results, select the FTE result and click FTE >. This moves the result to the FTE box.
  5. Click Run Report. A Save As window displays.
  6. Navigate to the directory where you want to save your output file, enter a file name, and click Save. The file is saved as an .xml file type. An export complete dialog box displays.
  7. Click OK.
  8. Click Save As in the Ribbon Menu. The Template Name dialog box displays.

  9. Enter a Name for the template and click Save. The next time you produce the xml export, you can select the template. You can always modify the template auto populated settings as needed.

    Tip:

    If you make changes to a report template you want to keep, click Save in the Ribbon Menu. Or, if you want to create another template using your changes, click Save As in the Ribbon Menu.

  10. Close the Reporter window to return to EVMax.