Pattern grounded in delivery · CHAPTER 04
Access boundaries and reporting products for each role.
This cross-project example combines solutions delivered for several clients with similar needs. Organisation and engagement details have been generalised to show the repeatable architecture and delivery approach without disclosing client information.
AUDIENCES AND SECURITY
Permissions are driven by Entra ID groups and assignment tables. Everyone uses the same certified model but sees only the entities, projects or level of detail allowed by their role.
REPORTING PRODUCTS
Four reporting products use the same semantic model and definitions. They differ in the questions answered, level of detail and access scope.
Board and directors
Revenue, cost, margin, actual versus budget and forecast, project portfolio, production execution and signals requiring a decision.
Project and portfolio owners
Budget and actual cost, planned and completed hours, task progress, milestones, variances and estimate at completion.
Accounting and controlling
Balances, movements, source documents, allocations, management adjustments, control status and drill-through from KPI to ledger entry.
Operations and functional managers
Production plan and actuals, material use, downtime, team capacity, availability and the impact of variances on timing and margin.
NEXT STEP
A practical first step may be a definition workshop, a data-flow map and reconciliation of one process — for example project performance or month-end close.