Project Controls and Estimation Curriculum

Reporting

Module from the Project Controls and Estimation Curriculum curriculum.

Module 10 - Reporting and Closeout · Learning Objectives · 1. Publish weekly status report with KPIs and trends · 2. Report monthly to steering committee with cost, schedule, risk · 3. Transfer completed scope via mechanical completion punch list · 4. Close project via engineering closeout report (lessons learned) · 5. Archive project documentation per records retention policy · Weekly Report Minimum Content

Section	Content	Frequency	Audience	Length	Ref
Executive summary	Status, highlights, concerns	Weekly	All	1 page	PM
Accomplishments	Completed activities	Weekly	All	Bullets	PM
Planned activities	Next 2-week look-ahead	Weekly	Team	Bullets	PM
KPIs	Cost, schedule, safety, quality	Weekly	All	Dashboard	Proj Controls
EVM	PV, EV, AC, CPI, SPI	Weekly	Exec + PM	Chart	Proj Controls
Issues	Obstacles + owner	Weekly	All	List	PM
Milestones	Upcoming + completed	Weekly	All	Timeline	Proj Controls
Safety	TRIR, DART, near-miss	Weekly	All	KPI	HSE
Photos	Progress at site	Weekly	All	Included	Field

Source: Project_Controls_Estimation_Curriculum_v1.xlsx · Sheet: Reporting

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