Create a project status report

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.

Before you begin

Role required: it_project_manager

Procedure

  1. Open the project form.
  2. In the related lists, click Status Reports.
  3. Click New.
  4. Fill in the form.
    Table 1. Status report form fields
    Field Description
    Project The name of the project.
    Status Date The date until which you want to generate the status report.
    Project manager The project manager assigned to this project.
    Number A system generated number with a configurable prefix.
    Percent complete The 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.
    Overall Status tab
    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.
    Achievements Last Week Progress of the project in the last week.
    Key Activities planned Next planned activities for the project.
    Schedule tab
    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.
    Cost tab
    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.
    Resources tab
    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.
    Scope tab
    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.
  5. Click Submit.