Create a project status report

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You can periodically create project status report from the related lists of the project form. The project status report created for the most recent status date updates the status of the project in portfolios.

Role required: it_project_manager

The project status report shows snapshot status of RIDAC (Risk, Issues, Decisions, Actions, and Request Changes) records, key milestones,and charts only.

To include RIDAC records in the status report, select the Show on project status report option on individual RIDAC forms.

You can also print a project status report from project workspace. To print a report, click the print icon ( ) in the header of Status Report tab.

Create a project status report. Option Steps From project workspace Navigate to Project > Projects > Project Workspace . In My Projects Space page, click a project to open it in project workspace. Click the Status Report tab and click Create new in the header. Note: Alternatively, select a status report and click Copy from the choice list next to Create new . This option copies the selected status report including all fields into the new report.

From project record Navigate to Project > Projects > All . In the project list, open a project record. Click the Status Report related link and click New .

Fill in the form. Table 1. Status report form fields Field Description Project Name of the project. Status Date Date until which you want to generate the status report. Number A system generated number for the status report with a configurable prefix. State Current state of the project. Percent complete Percentage of the project that has been completed. Planned start date Planned start date of the project. Planned end date Planned end date of the project. Actual start date Actual start date of the project. Actual end date Actual end date of the project. Estimated cost Estimated cost of the project. Actual cost Actual cost of the project.

Table 2. Overall status tab details Field Description Overall health Color to signify the status of the overall health of the project in the report. Executive Summary Brief summary and analysis of the project. Comments Comments for the overall status. Last Week's Achievements Progress of the project in the last week. Key Activities planned Next planned activities for the project.

Table 3. Schedule tab details Field Description Schedule Color to signify the status of the schedule-related information of the project in the report. Comments on Schedule Comments related to the project schedule.

Table 4. Cost tab details Field Description Cost Color to signify the status of the cost-related information of the project in the report. Comments on cost Comments related to the project cost.

Table 5. Resource tab details Field Description Resources Color to signify the status of the resources-related information of the project in the report. Comments on Resources Comments related to the project resources.

Table 6. Scope tab details Field Description Scope Color to signify the status of the scope-related information of the project in the report. Comments on Scope Comments related to the project scope.

Click Submit . Parent Topic: Define a project

Related concepts Project and portfolio funding <a class="link" href="../../../product/project-management/concept/ridac-entries-for-project.html" title="RIDAC is an acronym for Risk, Issue, Decision, Action, and Request Change records. In Project Workspace, you can create a risk record for your project that you can convert to other records during the project life cycle. You can track issues and avoid copying relevant details in the related records.">RIDAC records for a project in Project Workspace

Related tasks Copy a project <a class="link" href="../../../product/project-management/task/t_CreateAProjectBaseline.html" title="Create a schedule baseline and financial baseline of a project. A schedule baseline captures planned dates of all tasks and milestones at a particular moment in time. A financial baseline captures benefit and financial metric information (snapshot of cost plan, benefit plan, and project-level financial metrics) at a particular moment in time.">Create baseline of a project Assign a project schedule Create a project cost plan Create a monetary benefit plan for a project Create a non-monetary benefit plan for a project Associate monetary and non-monetary benefit plans Create an expense line Generate labor costs Migrate budget of active projects to Next Experience Migrate financial baselines of projects to Next Experience View project status reports Create a cost type definition Allocate budget to a project