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

The project status report acts as a snapshot, meaning the report preserves the status of various parameters for the date and time when the status report is generated and does not display the status of various parameters dynamically. For example, the project status report created last week retains the same status as it was for that week and does not update the status dynamically.

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

  1. Open 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 the project workspace.
    3. Click the Status Report tab.
    4. Select a status report from the list to view its contents.
    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.
    From Project Status form
    1. Navigate to Project > Projects > All.
    2. In the project list, open a project record.
    3. Click the Status Report related list.
    4. Click New and create a project status report.
    5. Click Save.
    6. Click View.
    Note: You can also open a project status report from the 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 the following sections.