Requirement Document for Construction Project Management Power BI Report

1. Introduction

This document outlines the requirements for the Construction Project Management Power BI Report, providing insights into project progress, task management, financial performance, and resource allocation. The report will help stakeholders track key metrics and make informed decisions.

2. Objectives

The Power BI report aims to:

• Monitor project progress and task completion.
• Track financial metrics, including cost, budget, and profit.
• Provide insights into project and task status.
• Analyze task distribution by priority and progress.
• Facilitate decision-making through data visualization.

3. Data Sources

The report integrates data from:

• Project management systems
• Financial databases
• Task tracking tools

4. Key Report Components

4.1. Overview Dashboard

• Total Projects: Count of active and completed projects.
• Total Tasks: Number of tasks across all projects.
• Total Cost: Cumulative cost incurred.
• Total Budget: Allocated budget for all projects.
• Profit: Revenue minus costs.
• Budget Utilization: Percentage of budget used.
• Task Completion %: Percentage of completed tasks.

4.2. Financial Analysis

• Cost & Budget by Month: Monthly cost and budget trends.
• Profit by Month: Monthly profitability trends.

4.3. Project and Task Monitoring

• Projects by Status:
  • Completed
  • On Track
  • Behind Schedule
  • On Hold
• Tasks by Priority:
  • High
  • Medium
  • Low
• Tasks by Progress:
  • 0-20%
  • 21-40%
  • 41-60%
  • 61-80%
  • 81-100%

4.4. Project Type Distribution

• Construction
• Renovation
• Infrastructure
• Innovation
• Other

4.5. Resource Performance Tracking

• Project managers (PMs) and their task distribution.
• Overdue tasks per PM.
• Cost, budget, and profit managed per PM.
• Task completion rates and budget utilization per PM.

4.6. Task Timeline

• Earliest End Date and Progress: Displays task completion timelines.
• Task Assignments: Shows task distribution across projects and managers.

5. Functional Requirements

• Data Refresh: Updated daily or in real-time.
• Filters & Drill-Downs: Users can filter by project, task status, priority, and manager.
• Interactivity: Hover-over charts for additional insights.
• Export Options: Allows data export in Excel/PDF formats.

6. User Roles

• Project Managers: Monitor project health and financial performance.
• Executives: Analyze budget utilization and profitability.
• Team Members: Track task assignments and completion status.

7. Performance Requirements

• The report should load within 5 seconds.
• It should support at least 50 concurrent users.
• Data processing should handle datasets with at least 1 million records.

8. Security & Access Control

• Restricted access based on user roles.
• Data encryption for financial and sensitive project data.

9. Project Completion Method

9.1. SQL Queries (Data Extraction & Transformation)

Extract Project Completion Data

SELECT
    p.ProjectID,
    p.ProjectName,
    p.Status,
    COUNT(t.TaskID) AS TotalTasks,
    SUM(CASE WHEN t.Progress = 100 THEN 1 ELSE 0 END) AS CompletedTasks,
    (SUM(CASE WHEN t.Progress = 100 THEN 1 ELSE 0 END) * 100.0 / COUNT(t.TaskID)) AS CompletionPercentage
FROM Projects p
JOIN Tasks t ON p.ProjectID = t.ProjectID
GROUP BY p.ProjectID, p.ProjectName, p.Status;

9.2. Power Query (M Language) for Data Transformation

let
    Source = Sql.Database("ServerName", "DatabaseName", [Query="SELECT * FROM Projects"]),
    TransformData = Table.TransformColumns(Source, {{"CompletionPercentage", each Number.Round(_, 2)}})
in
    TransformData

9.3. DAX Measures for Power BI

Task Completion Percentage

TaskCompletion% =
DIVIDE(
    SUM(Tasks[CompletedTasks]),
    SUM(Tasks[TotalTasks]),
    0
) * 100

Budget Utilization

BudgetUtilization% =
DIVIDE(
    SUM(Financials[Cost]),
    SUM(Financials[Budget]),
    0
) * 100

Profit Calculation

TotalProfit = SUM(Financials[Budget]) - SUM(Financials[Cost])

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This document defines the structure and functionality of the Power BI report for Construction Project Management to enhance decision-making and operational efficiency.

CSV files for Construction Project Management Power BI Report based on the details in the provided document.