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Create project status report using My Project Status Reports

Create project status report using My Project Status Reports

You can use the My Project Status Reports page to create a new project status report.

Before you begin

Role required: it_project_manager, it_project_user.
Note: In the My Projects Status Reports page, you can view all the reports for which you are the owner or a shared user. To create a report or modify an existing report, you must have the it_project_manager role. To view reports that are shared with you, you must have the it_project_user role.

About this task

Watch this three-minute video for an example of project and portfolio reporting.

Procedure

  1. Navigate to Projects > Project Status Portal. If you have opened Project Status Portal for the first time, the My Project Status Reports page is displayed.
  2. To create a new project:
    1. Click Create new.
    2. In the Name field, provide a suitable name for the report.
    3. In the New Criteria field, specify a criteria to filter projects.
    4. Click OK.