Viewing the Project Center Dashboard › Create Project Status Reports

Create Project Status Reports

You can enter weekly, monthly, or quarterly project status reports. These status reports indicate how a project is doing in terms of schedule, cost, and scope where compared to the baseline. If a project is not baselined, then the original project plan is used as a snapshot.

These reports are referenced in portlets on the Project Center dashboard.

Follow these steps:

1. Open Home, and from Portfolio Management, and click Projects.

   The projects page appears.

2. Select the project to create a status report.

   The properties page appears.

3. Open the Properties menu and click Status Report List.

   The list page appears.

4. Click New.

   The create page appears.

5. Complete the following:

   Status Report Update

   Provides a status update summary on the project. Enter the summary in the text box.

   Report Date

   Displays the date when the report was created. Enter or select a date.

   Schedule Status

   Displays a stoplight indicating the current project schedule status. Click the drop-down menu to select a schedule status.

   Current Phase

   Displays the current phase of the project. Click the drop-down menu to select a phase.

   Next Milestone on Track?

   Indicates if the next milestone is on track. Select the check box to indicate that the next milestone is on track.

   Variance Explanation

   Provides an explanation for a variance in the project schedule. Enter an explanation in the text box.

   Scope Status

   Displays a stoplight indicating the status of the project scope. Click the drop-down menu to select a scope status.

   Scope Change Required?

   Indicates if a change in the project scope is required. Select the check box to indicate if a change in the scope is required.

   Deliverable Scope Changed?

   Indicates if the scope of the project deliverable has changed. Select the check box to indicate that project deliverable scope has changed.

   Project Objective Changed?

   Indicates if the project objective has changed. Select the check box to indicate that the project objective has changed.

   Change Explanation

   Provides an explanation for a change in the project objective. Enter an explanation in the text box.

   Cost and Effort Status

   Displays a stoplight indicating the cost and effort status of the project. Click the drop-down menu to select a cost and effort status.

   Review Approval Problems?

   Indicates if the project is encountering any review approval problems. Select the check box to indicate that the project is encountering review approval problems.

   Staffing/Availability Issues?

   Indicates if the project is encountering staffing availability issues. Select the check box to indicate that the project is encountering staffing availability issues.

   Project Affected by External Factors?

   Indicates if the project is affected by external factors. Select the check box to indicate that the project is affected by external factors.

   Cost and Effort Explanation

   Provides an explanation for the cost and effort status. Enter an explanation in the text box.

6. Submit your changes.