The project reports page is a management summary view that includes details on the project report documents to which you have access. Each item in the list represents a project report document. If no project report documents exist, the list is empty. You can click the report name to open the document.
To view this page, click Project Reports from the Management Views menu.
You can view details from the project report documents using the following columns that display on the page:
- Project
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Displays the name of the project to which this document is associated. Click the project name to open the project.
- Report
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Displays the name of the document. You can click the document name to open the document.
- Last Updated Date
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Displays the date the document was last updated and saved.
- Review Status
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Displays the review status for the document at the time of creation. In management views and in list views, the field displays as a stoplight.
Values:
- New. The document is in draft mode and not submitted for review.
- Submitted for Review. The document is submitted for review but not reviewed by all reviewers.
- Review Completed. The document is submitted for review and is reviewed.
Stoplights:
- Grey. The document not submitted for review.
- Green. The document is submitted for review and the review is complete.
- Yellow. The document is submitted for review but not reviewed.
- Days in Review
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Displays the number of days the document is undergoing review and a stoplight to represent the number of days. If you submit the document for review and it is being reviewed, the number and stoplight displays. If the document is not submitted for review, or is approved or rejected, the field is rendered empty.
Stoplights:
- Green. The document is in review stage for less than five days.
- Yellow. The document is in review stage for five or more days, but less than ten days.
- Red. The document is in review stage for greater than ten days.
- Submitted Date
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Displays the date that the project manager submitted the document for review.
- Scope Status
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The scope status for the project relative to the project objectives. The value for the field is derived from the project report properties page. When viewing the field in portlets, the status displays as a stoplight.
Values:
- On Scope. The project is on scope.
- Off Scope. The project is off scope.
Stoplights:
- Grey. The project scope status is not defined.
- Green. The project scope status is "On Scope".
- Red. The project scope status is "Off Scope".
- Schedule Status
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Specifies the schedule status for the project. The value for the field is based on the following checks performed in the order listed:
- If a project report exists, the value from the Schedule Status field on the project report properties page of the most recent project report document is used.
- If a project report does not exist but is baselined, the days of delay is calculated by using the difference between the Baseline Finish field on the baseline revision properties page and the Finish Date field on the schedule page of project properties, and the value is used.
- If a project report exists but not baselined, the days of delay is calculated by using the difference between and the Finish Date field on the schedule page of project properties and the current date, and the value is used.
Stoplights:
- White. The project schedule status is not defined.
- Green. The project is on schedule (no delay).
- Yellow. The project is less than or equal to 10 days late.
- Red. The project is more than 10 days late.
- Cost Status
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Specifies the status of the cost for the project plan based on the project planned cost amount. The cost amount is a field on the budget page of project properties. Once you submit the project report document for review, this field is display only. In management views, the status is display only.
Values:
- On Budget. The project plan is on budget with the project planned cost.
- Under Budget. The project plan cost is below the project planned cost.
- Over Budget. The project plan cost is above the project planned cost.
- Quality Status
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Specifies the status of the quality for this project plan. Once you submit the document for review, this field displays as a stoplight to represent the project quality.
Values:
- Excellent. The overall project quality is excellent.
- Good. The overall project quality is good.
- Fair. The overall project quality is fair.
- Poor. The overall project quality is poor.
Stoplights:
- Green. The overall project quality is excellent.
- Yellow. The overall project quality is fair.
- Red. The overall project quality is poor.
- Project Outlook
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Specifies the status of the project outlook. The field displays a check mark on the project report properties page. The status displays as a stoplight in portlets.
Values:
- Excellent. The overall project outlook is excellent.
- Good. The overall project outlook is good.
- Fair. The overall project outlook is fair.
- Poor. The overall project outlook is poor.
Stoplights:
- Green. The overall project outlook is good or excellent.
- Yellow. The overall project outlook is fair.
- Red. The overall project outlook is poor.
