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Leadership & knowledge
Project Reporting
Monthly reports that write themselves.
The monthly report stops eating a day per project, and clients get a consistent document instead of whatever that PM had time for.
~2 days
a month back per project manager
4–6 weeks
to build
01What people ask it
In their words, not ours.
- “Draft this month's report for the Ipswich job.”
- “What variations were approved this period?”
- “How does actual spend compare to the forecast?”
- “What are the top risks and what changed?”
- “What did we commit to last month that's still open?”
What it does about it
- Assembles the recurring report from live cost, programme and risk data
- Highlights what changed since last period rather than restating everything
- Leaves the commentary to the PM, and marks where it is needed
What it reads — and only this
- Cost and programme data
- Risk register
- Previous reports
Where people use itTeams, output as Word or PowerPoint. Nothing from the open web, and nothing the model merely remembers.
Built withCopilot Studio / Power BI / Dataverse / Power Automate
02Keep exploring
Others in leadership & knowledge.
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