Work Package Reporting
Work package reporting gives project managers visibility into delivery progress — which packages are on track, which are overdue, and what evidence exists for close-out.
The Work Packages list view
The main Work Packages tab shows all packages in a filterable list:
| Column | Content |
|---|---|
| Title | Package name and reference |
| Assigned To | Responsible member |
| Status | Current lifecycle status with colour badge |
| Due Date | Target completion date |
| Documents | Count of linked documents |
| Workflows | Count of linked workflow instances (with active count) |
| Overdue | Red badge if past due date and not yet closed |
Filtering the list
| Filter | Options |
|---|---|
| Status | Open / In Progress / Submitted / Returned / Approved / Closed |
| Assigned To | Filter to a specific team member |
| Overdue only | Show only packages past due date |
| Date range | Filter by due date range |
| Search | Free-text search on title and reference |
Progress summary
At the top of the Work Packages tab, a progress summary shows:
- Total packages by status (stacked bar or count cards)
- Packages overdue count
- Packages due this week
This gives a quick-scan overview before drilling into individual packages.
Generating a work package report
For a formal progress report:
- Go to Reports → New Report.
- Select metric: Work Package Summary (if available) or use Workflow Count filtered to work-package-linked workflows.
- Group by Status to see the status distribution.
- Export to Excel.
Alternatively, use the Work Packages list Export button:
- Apply your desired filters (e.g. status = In Progress or Overdue).
- Click Export → Excel.
- The export includes all visible columns and package metadata.
Tracking close-out evidence
For packages in Submitted or Approved status, verify close-out evidence is attached:
- Open the package.
- Check the Documents list — close-out evidence should be present (signed inspection record, test certificate, etc.).
- Check the Workflows list — all linked approval workflows should show Completed.
If evidence is missing, click Return with a note requesting the missing document before approving.
Common reporting scenarios
| Scenario | How |
|---|---|
| Weekly delivery progress update | Export filtered list (status ≠ Closed) to Excel |
| Overdue package escalation report | Filter: Overdue = Yes → Export |
| Close-out package audit | Filter: Status = Approved → verify documents and workflows in each |
| Team workload view | Filter by Assigned To → group by status |
What's next
- Work Package Lifecycle — status transitions and who can trigger them
- Creating Work Packages — setting due dates and assigning members
- Reports Tab — additional project-level metrics