View project status reports

Project status reports provide the most recent, at-a-glance progress of a project displayed in several categories.

Before you begin

Role required: it_project_manager

Procedure

  1. Open a project status report:
    OptionSteps
    From project list
    1. Navigate to Project > Projects > All.
    2. In the project list, right-click a project record and select Status Report from the context menu.
       
    From project record
    1. Navigate to Project > Projects > All.
    2. In the project list, open a project record.
    3. Click the Status Report related link.
    4. Select a status report from the list.
    Note: You can also open a project status report from portfolio workbench. Open a portfolio in the portfolio workbench and click Track Portfolio. Right-click a project in the Timeline View and select Status Report from the context menu.
  2. Review project status in following sections.
    Table 1. Project status report sections
    Section Description
    Overview Provides a general overview about the project. This information is rolled up from the project form.
    Summary Provides information about the overall health of the project. This information is rolled up from the most recent status entered by the project manager for the project.
    • Executive Summary: Brief summary and analysis of the project.
    • Last Weeks Achievements: Progress of the project in the previous week.
    • Key Activities Planned: Next planned activities for the project.
    Cost (Planned vs. Actual) chart Provides information about the actual cost versus the planned cost. This information is rolled up from the cost plan for the project.
    • Planned cost: Approved cost for the project.
    • Actual cost: Actual cost for the project is derived from the expense line created for the project cost plan and from the time cards created for the project.
    Resource (Allocated vs. Actual) chart Provides information about the actual resource hours used versus the allocated hours. This information is rolled up from the resource plan for the project.
    • Allocated: Resource hours that have been allocated to execute the project.
    • Actual: The actual time spent is taken from the processed time cards created for the project.
    Current Status Provides the status related to overall health, schedule, cost, resources, and scope of the project. This information is populated from the most recent status entered by the project manager for the project.
    • Status: Color indicator to signify the status.
    • Comments: Comments for the status.
    Status History Provides the trend of overall health, schedule, cost, resources, and scope of the project. This information is populated up from last 11 status reports created for the project.
    • Date: Status date of the status reports. The color indicators signify the status of the project on these dates.
    Key Milestones Provides information about key milestones in the project. This information is populated from the project tasks identified as key milestones.
    • Pending: List of key milestone tasks in Pending, Open, and Work in Progress state.
    • Completed: List of key milestone tasks in Closed state.
    Risks Provides information about risks concerning the project. This information is rolled up from the risks that are part of the project.
    • Pending: List of risks in Pending state.
    • Completed: List of risks in Achieved and Not Achieved state.
    Issues Provides information about issues included in the project. This information is rolled up from the issues reported for the project.
    • Pending: List of issues in Open and Work in Progress state.
    • Completed: List of issues in Closed state.
    Changes Provides information about project change requests for the project. This information is rolled up from the change requests created for the project.
    • Pending: List of project change requests in Pending, Open, and Work in Progress state.
    • Completed: List of project change requests in Closed state.