📍 When to use this template
- Monthly review meeting with client / owner / board.
- Concessionaire monthly compliance reporting (HAM / BOT projects).
- Submission to lenders + multilateral agencies on multilateral-funded projects.
- Quarterly steering committee review.
Sections & fields
Preview of the template structure. Download Excel to fill on site.
1Header + Snapshot6 fields
Project Name
_____________
Reporting Month
_____________
Reporting Period (Start - End)
_____________
Overall Health (RAG status: Red / Amber / Green)
_____________
2Schedule KPIs7 fields
Planned Progress %
_____________
Actual Progress %
_____________
Schedule Variance (Days)
_____________
Schedule Performance Index (SPI = EV / PV)
_____________
Critical Path Slippage
_____________
Milestone Achievement % (Achieved / Planned)
_____________
Forecast Completion Date vs Contract Date
_____________
3Cost KPIs8 fields
Approved Project Cost
_____________
Cumulative Cost to Date
_____________
Earned Value (EV)
_____________
Cost Performance Index (CPI = EV / AC)
_____________
Cost Variance (CV = EV − AC)
_____________
Estimate at Completion (EAC)
_____________
Variation Orders Approved Value
_____________
Pending VOs Value
_____________
4Quality KPIs5 fields
NCRs Opened / Closed (Month + Cumulative)
_____________
Punch List Items Open
_____________
Failed Test Reports (Month)
_____________
Re-work Cost (Month + Cumulative)
_____________
First-pass Acceptance Rate %
_____________
5Safety KPIs6 fields
Lost Time Injuries (LTI) — Month + Cumulative
_____________
Total Recordable Incident Rate (TRIR)
_____________
Near Misses Reported
_____________
Toolbox Talks Conducted
_____________
Safety Audit Score (%)
_____________
Man-hours Worked (Million)
_____________
6Environment + Social4 fields
Environmental Compliance Status
_____________
Air / Water / Noise Monitoring (Pass / Fail)
_____________
Grievances Logged / Resolved
_____________
Local Employment %
_____________
7Contractor / Resource4 fields
Manpower Deployed (Avg per day)
_____________
Equipment Deployed (Nos / Type)
_____________
Subcontractor Performance Score
_____________
Cash Outflow (Month / Cumulative)
_____________
💡 Sample filled excerpt
Schedule: Planned 45 % / Actual 41 % / SPI 0.91 / Forecast Completion +28 days. Cost: CPI 0.98, EAC = ₹148 cr vs Approved ₹145 cr (+2.1 %). Safety: 0 LTI, 0.8 TRIR, 0.42 M man-hours. Quality: 3 NCRs (2 closed). Overall: Amber.
⚖ Compliance notes
- Schedule + Cost Performance Indices (SPI / CPI) per EVM are the recommended quantitative indicators (per PMI PMBOK + ISO 21502).
- TRIR / LTI definitions should be aligned to BOCW Act + state factory rules + the project's HSE plan.
- For multilateral-funded projects (World Bank / ADB / JICA), use their specific KPI framework + reporting templates.
- RAG status thresholds must be project-specific; suggested: Green (CPI/SPI > 0.95 + 0 LTI), Amber (0.85-0.95 or minor incidents), Red (< 0.85 or major incidents).
- Dashboard should never replace the MPR — it is the executive summary that points to the MPR for detail.