View project status reports
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- UpdatedAug 1, 2024
- 5 minutes to read
- Xanadu
- Project Portfolio Management
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
About this task
You can use the project status reports to compare the progress of your project. Generate a new project status report for your recent changes to reflect on the report.
The project status report shows snapshot status of RIDAC (Risk, Issues, Decisions, Actions, and Request Changes) records, key milestones, and charts only.
Procedure
Related Content
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An overview of the tasks involved in creating a waterfall project.
- Copy a project
Another option for creating a project is to copy an existing project with all its tasks and relationships. After you specify the start date for the copy, the system adjusts all task start and end dates automatically.
- Create baseline of a project
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.
- Assign a project schedule
Without an assigned schedule, a project calculates a day as a full 24 work hours. To schedule tasks by a more realistic work day, assign a schedule to the project. If the schedules provided in the base system do not suit your needs, define a new one.
- Create a project cost plan
Project cost plans capture the costs of projects. Create a cost plan to specify the unit cost of a cost type for a fiscal period.
- Create a monetary benefit plan for a project
Project benefit plans capture the potential benefits accrued by the project when the project is executed. Create a monetary benefit plan to specify the estimated benefit in a category spanning one or more fiscal periods.
- Create a non-monetary benefit plan for a project
Create a non-monetary benefit plan to specify the estimated benefit in a category spanning one or more fiscal periods. Project benefit plans capture the potential non-financial benefits accrued by the project when the project is executed.
- Associate monetary and non-monetary benefit plans
Associate monetary and non-monetary benefit plans, so that you can capture the potential benefits (financial and non-financial) accrued by the project for the hybrid benefit plans.
- Project and portfolio funding
Specify the amount of money that projects and portfolios are allowed to have.
- Create an expense line
A project expense line is cost associated with a specific source, such as a user, fixed asset, or a CI. Expense lines are part of project cost plans.
- Generate labor costs
Generate labor costs based on the planning attributes configured for financials in the planning attributes page for the resource assignments in a project.
- Migrate budget of active projects to Next Experience
Migrate the project budget to Next Experience to manage the financials using Project Workspace.
- Migrate financial baselines of projects to Next Experience
Migrate the financial baselines of your project to Next Experience to manage the financial using Project Workspace.
- 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.
- Create a cost type definition
Create a cost type definition to associate a cost type, operating, or capital, to an account in the General Ledger from the Financial Management application. Create a cost type definition if you are using Project Portfolio Management with Financials.
- Allocate budget to a project
Set the budget of a project according to the fiscal years.
- RIDAC records for a project in Project Workspace
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.