22 management questions on projects, capacity and costs

Configure a management analysis

Choose the scope, period and verified chapters. This page assembles your prompt. Copy it into your connected AI client. The prompt requests a PDF in A4 landscape and three key findings in the chat; print-ready HTML is the fallback when PDF creation is unavailable.

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Your prompt

Create a management dashboard from Rillsoft Project with the chapters below.

First ask me for these details and do not guess:
- Scope: single project, selected projects or portfolio (name the open one and let me confirm),
- Period: start and end (if I give none, suggest the project period),
- Time scale: day, week, month or quarter (suggest one with at most about 30 intervals),
- Capacity unit: hours, person-days, person-weeks or FTE (name the one set in the project; FTE is available for demand only),
- Reference date: name the project's status date.
Summarise the details in one sentence before reading any data.

Chapters:
1. Overall status: per project traffic lights for schedule, progress, resources and costs – schedule amber above 0, red above 5 working days of shift of fixed milestones; progress amber above 5, red above 15 percentage points behind; resources amber above 0, red above 10 % proportional shortfall; costs amber above 5, red above 10 % against the baseline, in a portfolio per project from the project file, “not rated” without a baseline. The overall light is the worst rated light; for every light that is not green, the figure behind it.
2. Attention list: projects by need for action – overall light, then number of red and amber lights, then the values of those that are not green in the order schedule, resources, progress, costs; per project the figures behind the colour and what to clarify, marked as a recommendation.

Read each view once and use the figures for all chapters; capacity always from the staff capacity comparison at day scale. Calculate capacity per role only, not per team. Check the totals in each chapter; if one differs, name the difference instead of the chapter. Every sentence in the result carries a figure from Rillsoft Project; recommendations only when marked as such. Reset the view afterwards, undo every plan change and do not save project files.

Output: Provide the complete management report as a downloadable PDF file in A4 landscape. Use readable charts, complete tables and clean page breaks; check that nothing is clipped before providing the file. Also give three key findings with figures from the report in the chat. If you cannot create a PDF, provide a print-ready HTML file instead and explain “Open in a browser → Print → Save as PDF”. If you cannot provide a file, output the complete HTML code and state that limitation. Link only to files you have actually created.