Progress roll-up reports

Progress roll-up reports provide a way to quickly view elements and the status of items linked to them from a system or sub-system level.

In this example, and from within a sub-system, two drop-down lists provide a visual representation of both checklist and issue status.

After you click the Sub-System Checklist Reporting drop-down list, you can see three blocks showing Outstanding, Completed and Total Checklist statuses for each of the checklist types:

Type A (AITR) qualify against the Construction Complete (CC) Certificate.
Type B (BITR) looks at the Ready for Commissioning (RFC) Certificate.
Type C (CITR) looks at the Ready For Startup (RFSU) Certificate.

After you click on the Sub-System Issue Reporting drop-down list, the Tag Issue Status Report is shown, which summarizes the issues against the children in the sub-system.

With thousands of elements in a project, having a simple means to see multiple levels down in the system in meaningful ways is both beneficial and a time-saver.

Many custom roll-up reports can be configured. In this example, for a tagged equipment element, checklists are shown counting it against the overall total, as shown in the blocks above.