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We are migrating to confluence and want it to be the center of our collaborative universe for all the projects that we run internally. There are quite a few and every project has its own page based on project template page. it all works quite nice so far.
Now I need to implement some sort of weekly reporting for project managers and the goals here are simple:
Project Managers should be able to submit weekly reports on their projects (ideally, they fill out a form with basic things like - what's done, issues, status of progress and so on) - one PM will normally manage 2-5 projects and if they could report on all 5 on the same page, that'd be great.
A a few reports based on project manager's submissions: 1) a table showing current statuses for all projects (last reports and reports before last week to be able to compare) 2) a page that will show all historic reports for a prorject and 3) a short summary of all progress (like status).
What's my best way of getting this sorted, can someone please suggest?
I have this feeling that the full implementation of a solution to fit your requirements might be challenging. I'm not sure of the "best" way.
You might consider this simplified approach:
Each project has a status page. This page gets edited each week. The page history shows prior reports. Then on a "roll-up" page (#1), use the reporting plug-in to gather information from each of the given pages as to its last modification date and the modifcation date of the previous version (that has a weakness if PMs edit the page outside of the 1/week).
For #2, use the page history.
For #3, create a page that uses the {include} macro to gather info from each of the pages or excerpts or a given data field.
Here's a simple example I found online https://www.tacticalprojectmanagement.com/confluence-tutorial-project-portfolio-dashboard/
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There are two solutions for that:
Use Blueprints if you want a lot of text (i.e. formatted text, bullet points, etc):
Use Play SQL Spreadsheets if you're rather managing the data about the projects:
However you're limited to data. You won't be able to put bullet points in cells.
Good luck!
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Here's a third way. It uses the setup and labels from https://www.tacticalprojectmanagement.com/confluence-tutorial-project-portfolio-dashboard/
I implemented this solution on a new project and so far, it beats other alternatives (like storing PDF extracts of previous reports).
Enjoy!
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