Strategy & Development: wireframes v1

Seven pages on the 1920×1080 Property BI page template, for the S&D (major projects) team across an estate of 4,000+ properties where S&D leads some projects and holds a stake in others. Programme and Project detail extend the built S&D Capital Projects report; Exceptions reuses the five rules built for the Property Projects report; Commitments reads the Coupa orders now in the model. Movement and Our stake need data that is not recorded yet, and the chip on each page says so. Positions are Power BI pixels, so they carry straight into PBIR. The audience is still open (executive, delivery or finance), so every page answers one question and none is tied to a single reader. Every number, site, owner and vendor name here is illustrative, not Property Core data.

AC actuals: solid CM committed: hatched, after AC BU budget: outlined, lightly shaded Funding received: dashed grey outline Rule: breach, warning, data issue ΔBU = AC + CM − BU: crimson over, blue headroom ΔBU% as pins; N/A where BU is zero or negative Example: AC and CM against BU Bridge: blue adds to the balance, grey uses it Data ready, partly ready, not available Blank on a pale tint: missing, needs filling Actuals and budget are neutral measures, so navy is used for them; crimson means a decision is needed.

1. Programme

summaryIs the S&D programme within budget and funded, and which projects carry the money?

PROPERTY BI Programme Exceptions Commitments Movement Our stake Notes Reset Property · Strategy & Development · Programme Actuals (AC), committed (CM), budget (BU) and funding, mAUD Life to date at 30-Sep-26 (FY27 P3); commitments at 12-Oct-26 State All ▾ Proposal owner All ▾ Actuals are 47% of budget and orders add another 7%; 4 projects are over budget once orders are counted. Buildable now: Dev model only Budget (BU) 300.0 61 projects, life to date Actuals (AC) 140.0 47% of BU Committed (CM) 20.0 148 open purchase orders Balance 140.0 4 projects below zero Funding received 220.0 +80.0 vs AC cardVisual · 208,192 · 1680×128 Budget and actuals by state matrix + IBCS SVG measures · 224,336 · 816×320 AC & CM vs BU ΔBU NSW 72.0 −33.0 VIC 66.0 −30.4 QLD 62.0 −25.6 WA 30.0 −14.2 SA 22.0 −10.8 TAS 14.0 −7.4 ACT 10.0 −5.0 NT 8.0 +0.5 No site recorded 16.0 −14.1 From budget to balance waterfall (Deneb) · 1056,336 · 832×320 47% of BU 300.0 Budget (BU) −140.0 Actuals (AC) −20.0 Committed (CM) 140.0 Balance 220.0 Funding received +80.0 vs AC Largest projects by budget matrix + IBCS SVG measures · 224,672 · 1664×352 Project State Proposal owner BU AC CM Balance AC & CM vs BU ΔBU% Funding − AC Flags Last posted 18571900 Regional campus redevelopment QLD Owner B 48.0 29.4 4.8 13.8 −29% +10.6 – 29-Sep-26 18560900 Metro site consolidation NSW Owner A 36.5 31.2 6.1 −0.8 +2% −1.2 2 8-Oct-26 18588900 Community hub redevelopment VIC Owner C 26.0 12.4 3.2 10.4 −40% +9.6 – 7-Oct-26 18604900 Stage 2 fitout QLD Owner B 14.8 13.2 2.5 −0.9 +6% +1.8 1 30-Sep-26 18612900 Heritage precinct works SA Owner D 12.5 5.1 0.9 6.5 −52% +4.9 – 25-Sep-26 18621900 Coastal depot rebuild WA Owner E 11.2 10.9 – 0.3 −3% −1.9 1 18-Sep-26 18598900 Northern training facility NT Owner F 8.0 7.6 0.9 −0.5 +6% −1.6 2 2-Oct-26 Top 7 of 61 projects by budget; the rest are in the register on Project Review.
Visuals and positions (11)
VisualTypex,yw×hContent
Page navigatorpageNavigator0,144192×256Visible pages only; Project detail is drillthrough and hidden. Programme and Project detail extend the built S&D Capital Projects report
Reset buttonactionButton1792,16112×80Clears slicers and cross-filters
Title (who / what / when)textbox208,481072×80IBCS three-line title; lines 1 and 3 driven by measures
State slicerslicer (dropdown)1296,64232×48Dropdown on DIM_Building[State]
Proposal owner slicerslicer (dropdown)1544,64232×48Dropdown on DIM_PropertyJob[Proposal Owner]
Key messagetextbox208,1441680×32One-sentence message from a text measure, so it always matches the data
Data readinesstextbox1552,146336×28Static text; shows whether the source data exists today
KPI rowcardVisual208,1921680×128Reuses the S&D Capital Projects measures: Finance S&D Capital Budget, Spend, Committed, Balance and Funding. The live Spend measure is labelled Actuals on the page
Budget and actuals by statematrix + IBCS SVG measures224,336816×320States sorted by BU, then 'No site recorded'; AC solid, CM hatched, BU shaded outline; a click filters the table below
From budget to balancewaterfall (Deneb)1056,336832×320BU, then AC and CM taken off to leave the balance; funding received as a dashed outline for comparison
Largest projects by budgetmatrix + IBCS SVG measures224,6721664×352Top 7 of 61 projects by BU; Flags = open exception rules; row click drills through to Project detail

2. Exceptions

monitoringWhich projects need a decision now, who owns it, and by when?

PROPERTY BI Programme Exceptions Commitments Movement Our stake Notes Reset Property · Strategy & Development · Exceptions Projects that breach a rule, mAUD Life to date at 30-Sep-26 (FY27 P3); open to 12-Oct-26 State All ▾ Proposal owner All ▾ 19 of 61 projects breach a rule; 6 of the 25 exceptions have no decision date yet. Partly buildable: no decision log Over budget incl. committed 4 +3.2 over BU Actuals ahead of funding 6 6.3 unfunded Idle, budget unspent 8 7.8 unspent Actuals with no budget 2 0.6 of actuals No site recorded 5 16.0 of BU cardVisual · 208,192 · 1680×128 Open exceptions by rule and age barChart (stacked) · 224,336 · 816×320 Under 30 days 30 to 90 days Over 90 days Over budget incl. committed 1 2 1 4 Actuals ahead of funding 2 3 1 6 Idle, budget unspent 3 5 8 Actuals with no budget 1 1 2 No site recorded 1 4 5 Exceptions (a project can appear under more than one rule) Who holds them barChart (stacked) · 1056,336 · 832×320 Decision date set No date yet Owner A 6 Owner B 8 Owner C 4 Owner D 3 Owner E 2 Owner F 1 No owner recorded 1 Exceptions Projects to decide, largest amount first tableEx · 224,672 · 1664×352 Rule Project State At issue Open since Days open Owner Decision needed Due No site recorded 18634900 Portfolio masterplan – 3.0 2-Jul-26 102 Owner G Assign a site or reclassify Actuals ahead of funding 18621900 Coastal depot rebuild WA 1.9 14-Aug-26 59 Owner E Confirm funding transfer 23-Oct-26 Actuals ahead of funding 18598900 Northern training facility NT 1.6 1-Sep-26 41 Owner F Confirm funding transfer 30-Oct-26 Actuals ahead of funding 18560900 Metro site consolidation NSW 1.2 28-Aug-26 45 Owner A Confirm funding transfer 23-Oct-26 Over budget incl. committed 18604900 Stage 2 fitout QLD 0.9 11-Sep-26 31 Owner B Approve variation or stop work 16-Oct-26 Over budget incl. committed 18560900 Metro site consolidation NSW 0.8 18-Sep-26 24 Owner A Approve variation or stop work Idle, budget unspent 18590900 Regional masterplan WA 0.7 5-Jan-26 280 Owner D Close, restart or re-baseline 30-Oct-26 Thresholds are placeholders until Theo sets a dollar and a percentage limit per department.
Visuals and positions (11)
VisualTypex,yw×hContent
Page navigatorpageNavigator0,144192×256Visible pages only; Project detail is drillthrough and hidden. Programme and Project detail extend the built S&D Capital Projects report
Reset buttonactionButton1792,16112×80Clears slicers and cross-filters
Title (who / what / when)textbox208,481072×80IBCS three-line title; lines 1 and 3 driven by measures
State slicerslicer (dropdown)1296,64232×48Dropdown on DIM_Building[State]
Proposal owner slicerslicer (dropdown)1544,64232×48Dropdown on DIM_PropertyJob[Proposal Owner]
Key messagetextbox208,1441680×32One-sentence message from a text measure, so it always matches the data
Data readinesstextbox1552,146336×28Static text; shows whether the source data exists today
KPI rowcardVisual208,1921680×128One tile per rule from REF_ProjectRule (rules OVR, FUN, IDL, NOB, NOS): projects and the amount at issue. OVP is FM only
Open exceptions by rule and agebarChart (stacked)224,336816×320Count of open exceptions by rule and days since the project first breached it; needs snapshot history for the age
Who holds thembarChart (stacked)1056,336832×320Open exceptions by proposal owner: decision date set (navy), no date yet (crimson); needs the decision log
Projects to decide, largest amount firsttableEx224,6721664×352One row per project and rule, from REF_ProjectRule. Owner, decision and due date come from a decision log that does not exist yet. A blank on a pale tint = no due date set yet. Dot: crimson breach, amber warning, grey data issue. Row click drills through to Project detail. Sorted: amount at issue, descending

3. Commitments

monitoringWhat have we ordered but not yet paid for, how old is it, and does it push any project over budget?

PROPERTY BI Programme Exceptions Commitments Movement Our stake Notes Reset Property · Strategy & Development · Commitments Open purchase orders: ordered, invoiced and still committed, mAUD Commitments as at the 12-Oct-26 refresh State All ▾ Proposal owner All ▾ 20.0 is committed on 148 open orders; 17 of them are over a year old, and 4 projects are over budget by orders alone. Buildable now: Dev model only Committed (open orders) 20.0 148 purchase orders Orders open over 12 months 17 3.1 still committed Over budget by orders alone 4 AC alone is within BU Oldest open order 26 months raised 14-Aug-24 Released, last 7 days 1.8 invoiced against orders cardVisual · 208,192 · 1680×128 Where the commitments sit matrix + IBCS SVG measures · 224,336 · 816×320 AC & CM vs BU ΔBU Metro site consolidation 36.5 +0.8 Regional campus redevelopment 48.0 −13.8 Community hub redevelopment 26.0 −10.4 Stage 2 fitout 14.8 +0.9 Heritage precinct works 12.5 −6.5 Northern training facility 8.0 +0.5 Open commitments by age of order columnChart · 1056,336 · 832×320 8.4 Under 3 m 5.2 3 to 6 m 3.3 6 to 12 m 2.2 12 to 24 m 0.9 Over 24 m Under a year Over a year mAUD Open purchase orders, oldest first (kAUD) tableEx · 224,672 · 1664×352 Order Vendor Project State Raised Days open Ordered Invoiced Still committed Last invoice 4500123 Sample Architects 18560900 Metro site consolidation NSW 14-Aug-24 789 1,250 1,090 160 28-Feb-25 4500288 Demo Engineering 18571900 Regional campus redevelopment QLD 3-Dec-24 678 2,400 900 1,500 31-Jul-25 4500301 Example Builders Pty Ltd 18604900 Stage 2 fitout QLD 21-Jan-25 629 6,800 6,000 800 19-Aug-26 4500412 Mock Surveyors 18598900 Northern training facility NT 12-May-25 518 420 420 4500577 Pilot Civil Pty Ltd 18588900 Community hub redevelopment VIC 8-Sep-25 399 3,900 1,100 2,800 25-Sep-26 4500640 Sample Architects 18612900 Heritage precinct works SA 17-Nov-25 329 900 150 750 12-Jun-26 4500802 Layout Landscapes 18560900 Metro site consolidation NSW 2-Mar-26 224 3,200 400 2,800 24-Sep-26
Visuals and positions (11)
VisualTypex,yw×hContent
Page navigatorpageNavigator0,144192×256Visible pages only; Project detail is drillthrough and hidden. Programme and Project detail extend the built S&D Capital Projects report
Reset buttonactionButton1792,16112×80Clears slicers and cross-filters
Title (who / what / when)textbox208,481072×80IBCS three-line title; lines 1 and 3 driven by measures
State slicerslicer (dropdown)1296,64232×48Dropdown on DIM_Building[State]
Proposal owner slicerslicer (dropdown)1544,64232×48Dropdown on DIM_PropertyJob[Proposal Owner]
Key messagetextbox208,1441680×32One-sentence message from a text measure, so it always matches the data
Data readinesstextbox1552,146336×28Static text; shows whether the source data exists today
KPI rowcardVisual208,1921680×128From FCT_Commitment: open Coupa purchase orders less what has been invoiced. Coupa loads nightly, the model refreshes about 07:00
Where the commitments sitmatrix + IBCS SVG measures224,336816×320Top 6 projects by CM; AC solid, CM hatched after AC, BU shaded outline; ΔBU shows who is pushed over by orders
Open commitments by age of ordercolumnChart1056,336832×320Still-committed amount by months since the order was raised; crimson = over 12 months, needs a close-out or re-confirmation
Open purchase orders, oldest first (kAUD)tableEx224,6721664×352One row per open order; blank invoiced and last invoice = nothing invoiced yet, never zero. Crimson days = open over a year. Sorted: raised date, oldest first

4. Movement

comparisonWhat changed since the last catch-up: where did the balance go, and which exceptions opened or cleared?

PROPERTY BI Programme Exceptions Commitments Movement Our stake Notes Reset Property · Strategy & Development · Movement Change in balance and exceptions, mAUD 5-Oct-26 to 12-Oct-26 Compare with Last catch-up ▾ State All ▾ The balance fell by 1.4, mostly actuals posted on two projects; 3 exceptions opened and 2 cleared. Needs data: weekly snapshot Balance now 140.0 −1.4 since 5-Oct-26 Actuals posted 2.6 across 31 projects New orders raised 1.1 9 purchase orders Exceptions opened 3 since 5-Oct-26 Exceptions cleared 2 since 5-Oct-26 cardVisual · 208,192 · 1680×128 What moved the balance waterfallChart · 224,336 · 816×320 0 +0.5 Budget added −2.6 Actuals posted +1.8 Orders released −1.1 New orders −1.4 Net change Exceptions opened and cleared barChart (Deneb) · 1056,336 · 832×320 Cleared Opened Open now Over budget incl. committed 1 4 Actuals ahead of funding 1 6 Idle, budget unspent 1 8 Actuals with no budget 1 2 No site recorded 1 5 Biggest movers since 5-Oct-26 tableEx · 224,672 · 1664×352 Project State Owner Balance 5-Oct-26 Balance now Change Main driver 18560900 Metro site consolidation NSW Owner A −0.1 −0.8 −0.7 Actuals posted 18604900 Stage 2 fitout QLD Owner B −0.4 −0.9 −0.5 New purchase order 18571900 Regional campus redevelopment QLD Owner B 14.3 13.8 −0.5 Actuals posted 18588900 Community hub redevelopment VIC Owner C 10.6 10.4 −0.2 Actuals posted 18598900 Northern training facility NT Owner F −0.4 −0.5 −0.1 Actuals posted 18612900 Heritage precinct works SA Owner D 6.0 6.5 +0.5 Budget added Top 6 of 61 projects; the other 55 each moved by less than 0.1.
Visuals and positions (11)
VisualTypex,yw×hContent
Page navigatorpageNavigator0,144192×256Visible pages only; Project detail is drillthrough and hidden. Programme and Project detail extend the built S&D Capital Projects report
Reset buttonactionButton1792,16112×80Clears slicers and cross-filters
Title (who / what / when)textbox208,481072×80IBCS three-line title; lines 1 and 3 driven by measures
Compare with slicerslicer (dropdown)1296,64232×48Dropdown on snapshot date
State slicerslicer (dropdown)1544,64232×48Dropdown on DIM_Building[State]
Key messagetextbox208,1441680×32One-sentence message from a text measure, so it always matches the data
Data readinesstextbox1552,146336×28Static text; shows whether the source data exists today
KPI rowcardVisual208,1921680×128Each tile is a difference between today and the chosen snapshot; needs a stored weekly snapshot of the balances and rules
What moved the balancewaterfallChart224,336816×320Change in BU − AC − CM since the snapshot: blue adds to the balance, grey uses it, navy is the net. Orders released = committed that was invoiced and moved to actuals
Exceptions opened and clearedbarChart (Deneb)1056,336832×320Exceptions that opened (crimson) and cleared (blue) since the snapshot, with the open count now
Biggest movers since 5-Oct-26tableEx224,6721664×352Top 6 projects by size of change in balance; main driver is the largest of budget, actuals and orders. Crimson = balance below zero. Sorted: size of change, descending

5. Our stake

summaryAcross the whole estate, where does S&D lead, where do we hold a stake that others lead, and is anyone watching it?

PROPERTY BI Programme Exceptions Commitments Movement Our stake Notes Reset Property · Strategy & Development · Our stake Properties by S&D involvement, count of properties Estate and projects as at 12-Oct-26 State All ▾ Our role All ▾ S&D is involved in 242 of 4,126 properties; 37 of the 188 we only monitor have no named contact. Partly buildable: no monitored list Properties nationally 4,126 all states and territories Managed by S&D 54 sites with a live S&D project Monitored 188 we hold a stake, others lead Monitored, no named contact 37 of 188 sites Not reviewed in 12 months 52 managed or monitored sites cardVisual · 208,192 · 1680×128 Involvement by state barChart (stacked) · 224,336 · 816×320 Managed by S&D Monitored NSW 14 52 66 of 1,184 VIC 12 41 53 of 967 QLD 11 36 47 of 826 WA 6 20 26 of 412 SA 5 16 21 of 331 TAS 3 9 12 of 187 ACT 6 8 of 84 NT 8 9 of 135 Properties Why we hold a stake (monitored sites) barChart · 1056,336 · 832×320 Neighbouring development 64 Planning or heritage overlay 41 Lease or title matter 38 Surplus site advice 27 Other 18 Monitored sites Where our stake is largest, and where it has gone quiet tableEx · 224,672 · 1664×352 Site State Our role Why Led by S&D budget Named contact Last reviewed Site 31 · 5 Demo St QLD Managed Regional campus redevelopment S&D 48.0 Owner B 29-Sep-26 Site 12 · 1 Sample Rd NSW Managed Metro site consolidation S&D 36.5 Owner A 6-Oct-26 Site 04 · 12 Example Rd VIC Managed Community hub redevelopment S&D 26.0 Owner C 1-Oct-26 Site 52 · 9 Vale Cl SA Monitored Neighbouring development Council 3-Feb-25 Site 19 · 66 Fern St TAS Monitored Planning or heritage overlay Council Owner D 11-Jun-26 Site 45 · 2 Dune Pl WA Monitored Surplus site advice S&L Owner D 17-Aug-26 Site 08 · 31 Kiln Ave QLD Monitored Lease or title matter FM 20-Mar-25
Visuals and positions (11)
VisualTypex,yw×hContent
Page navigatorpageNavigator0,144192×256Visible pages only; Project detail is drillthrough and hidden. Programme and Project detail extend the built S&D Capital Projects report
Reset buttonactionButton1792,16112×80Clears slicers and cross-filters
Title (who / what / when)textbox208,481072×80IBCS three-line title; lines 1 and 3 driven by measures
State slicerslicer (dropdown)1296,64232×48Dropdown on DIM_Building[State]
Our role slicerslicer (dropdown)1544,64232×48Dropdown on Managed or Monitored
Key messagetextbox208,1441680×32One-sentence message from a text measure, so it always matches the data
Data readinesstextbox1552,146336×28Static text; shows whether the source data exists today
KPI rowcardVisual208,1921680×128Managed = sites with an S&D job (buildable now); Monitored, contact and review date need a short register that does not exist yet
Involvement by statebarChart (stacked)224,336816×320Count of properties with a managed or monitored stake, by state, against all properties in the state
Why we hold a stake (monitored sites)barChart1056,336832×320Monitored properties by the reason we hold a stake; the reason is not recorded today, so this needs the register
Where our stake is largest, and where it has gone quiettableEx224,6721664×352One row per site; budget blank where S&D has no job. A blank contact on a pale tint = none named; crimson date = not reviewed in over 12 months. Sorted: managed by budget, then monitored by oldest review

6. Project detail (drillthrough)

narrativeFor this project: how have actuals built up against the budget, what is on order, and what has to be decided? Drillthrough on Property_Job.

PROPERTY BI Programme Exceptions Commitments Movement Our stake Notes Back Property · S&D · QLD · Site 31 · 18604900 Stage 2 fitout Actuals (AC), committed (CM), budget (BU) and funding, kAUD Life to date at 30-Sep-26 (FY27 P3) Actuals alone are within budget, but 2,500 of open orders take the project 900 over. Partly buildable: no milestones Budget (BU) 14,800 approved Actuals (AC) 13,200 89% of BU Committed (CM) 2,500 4 open purchase orders Balance −900 over budget incl. committed Funding received 15,000 +1,800 vs AC cardVisual · 208,192 · 1680×128 Cumulative actuals and orders against budget lineChart · 224,336 · 1024×320 5,000 10,000 15,000 +900 over BU AC + CM 15,700 Funding 15,000 BU 14,800 AC 13,200 FY24 P4 FY25 P1 FY26 P1 FY27 P3 Milestones tableEx · 1264,336 · 624×320 Milestone Planned Forecast or actual Days late Business case approved 14-Feb-25 14-Feb-25 on time Funding confirmed 30-Apr-25 22-May-25 22 Design complete 29-Aug-25 17-Oct-25 49 Planning approval 28-Nov-25 12-Dec-25 14 Construction start 2-Mar-26 30-Mar-26 28 Practical completion 31-Mar-27 28-May-27 58 Grey date = forecast, not yet happened. Open purchase orders on this project (kAUD) tableEx · 224,672 · 1040×196 Order Vendor Raised Ordered Invoiced Still committed Last invoice 4500301 Example Builders Pty Ltd 21-Jan-25 6,800 6,000 800 19-Aug-26 4500355 Demo Engineering 10-Jun-25 1,200 700 500 5-Aug-26 4500390 Sample Architects 7-Oct-25 650 150 500 30-Jun-26 4500466 Mock Fitout Supplies 17-Feb-26 700 700 Latest ledger lines (AUD) tableEx · 224,884 · 1040×140 Date Period Account Description Vendor Document Amount 25-Sep-26 FY27 P3 9005 Buildings Progress claim 7 Example Builders Pty Ltd AP 104233 212,400.00 11-Sep-26 FY27 P3 9010 Consultants Design services Sample Architects AP 103981 18,150.00 Exceptions and decisions textbox · 1280,672 · 608×352 Over budget incl. committed Open since 11-Sep-26 (31 days). Owner B. Decision: approve variation or stop work. Due 16-Oct-26. Actuals ahead of funding Cleared 3-Jul-26. Funding transfer posted. Latest note, 5-Oct-26 Variation request for the fitout package lodged with the client; decision due 16-Oct-26. No further orders to be raised on this project until it is decided.
Visuals and positions (11)
VisualTypex,yw×hContent
Page navigatorpageNavigator0,144192×256Visible pages only; Project detail is drillthrough and hidden. Programme and Project detail extend the built S&D Capital Projects report
Back buttonactionButton1792,16112×80Back to the calling page
Title (who / what / when)textbox208,481072×80IBCS three-line title; lines 1 and 3 driven by measures
Key messagetextbox208,1441680×32One-sentence message from a text measure, so it always matches the data
Data readinesstextbox1552,146336×28Static text; shows whether the source data exists today
KPI rowcardVisual208,1921680×128Same five measures as Programme, for the selected project; replaces the built Project detail header
Cumulative actuals and orders against budgetlineChart224,3361024×320Cumulative AC by fiscal period, CM stacked at the latest period, BU as a shaded outlined band, funding as a dashed step line
MilestonestableEx1264,336624×320Milestones: planned, forecast or actual, and days late. Needs milestone dates, which are not recorded today
Open purchase orders on this project (kAUD)tableEx224,6721040×196From FCT_Commitment for the selected project; blank invoiced = nothing invoiced yet. Sorted: raised date, oldest first
Latest ledger lines (AUD)tableEx224,8841040×140The built Project detail transactions table, cut to the latest lines; newest first. Sorted: date, newest first
Exceptions and decisionstextbox1280,672608×352Open and cleared exceptions with owner, decision and due date, then the latest catch-up note

7. Notes

narrativeWhat do the numbers mean, where does the data come from, and what is not covered yet?

PROPERTY BI Programme Exceptions Commitments Movement Our stake Notes Reset Property · Strategy & Development · Notes Definitions, data sources and known gaps Draft for review What the numbers mean textbox · 224,192 · 816×540 S&D: major capital projects, Property Department S&D (job bands 8 and 9). Budget (BU): approved budget, life to date, including the brought-forward balance. Actuals (AC): project costs posted to date, excluding capitalisation transfers. Committed (CM): open purchase orders less what has been invoiced. Balance: BU less AC less CM. Below zero = over budget once orders are counted. Funding received: funding posted to the project, shown as a positive amount. Exception: a project that breaches one of five rules; limits are placeholders. Open since: the first snapshot in which the project breached the rule. Decision date: set by the owner in the decision log; blank until set. Managed: S&D leads the project. Monitored: we hold a stake and others lead. Orders released: committed that was invoiced and moved into actuals. Not reviewed: no review date in the last 12 months. Dates: d-Mmm-yy. Gaps are blank cells, never zero. Questions to settle textbox · 224,748 · 816×276 1. Who reads the front page first: executive, delivery or finance? 2. Where is Managed and Monitored status recorded, and by whom? 3. Where are decisions and due dates logged so they survive a refresh? 4. Is a weekly snapshot of balances and rules acceptable for Movement? Data readiness table · 1056,192 · 832×480 Page Source State Programme Property Core: budget, actuals, funding, orders Buildable now Exceptions Five rules built; no decision log Partly buildable Commitments Coupa orders in FCT_Commitment Buildable now Movement Needs weekly snapshots Source not built Our stake Managed from jobs; no monitored list Partly buildable Project detail Ledger and orders; no milestones Partly buildable Built = in Dev only. The Property Projects model changes are not in Prod. Not covered yet textbox · 1056,688 · 832×336 Managed and monitored status, and the monitored list, are not recorded yet. Owner, decision and due date need a small log; none exists today. No history is kept, so Movement and open-since dates need weekly snapshots. Milestone dates and a forecast at completion are not recorded. Budget is not phased by month; exception limits are placeholders.
Visuals and positions (7)
VisualTypex,yw×hContent
Page navigatorpageNavigator0,144192×256Visible pages only; Project detail is drillthrough and hidden. Programme and Project detail extend the built S&D Capital Projects report
Reset buttonactionButton1792,16112×80Clears slicers and cross-filters
Title (who / what / when)textbox208,481072×80IBCS three-line title; lines 1 and 3 driven by measures
What the numbers meantextbox224,192816×540Plain-English definitions for every measure on the S&D pages
Questions to settletextbox224,748816×276Decisions that change what gets built, to settle before the first page
Data readinesstable1056,192832×480Where each page gets its data and whether the source exists today
Not covered yettextbox1056,688832×336Known gaps, stated once in plain English