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

About this task

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 (screenshot for print icon) in the header of Status Report tab.

Procedure

  1. Create a project status report.
    OptionSteps
    From project workspace
    1. Navigate to Project > Projects > Project Workspace.
    2. In My Projects Space page, click a project to open it in project workspace.
    3. 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
    1. Navigate to Project > Projects > All.
    2. In the project list, open a project record.
    3. Click the Status Report related link and click New.
  2. Fill in the form.
    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.
  3. Click Submit.