Create PRINCE2 Project › Create End Stage Report

Create End Stage Report

The PRINCE2 methodology involves dividing the project phases into discreet stages. At the end of each stage, the Project Board assesses the progress of the project to decide if they should proceed to the next stage.

The End Stage report provides progress update about a PRINCE2 project to the Project Board members using the following:

• A summary of the progress to-date
• The overall project situation
• Details based on which next steps for the project can be decided

The Project Board uses this information to approve, ask for a revision, amend the scope, or stop the project.

Follow these steps:

1. Open the PRINCE2 project.

   The properties page appears.

2. Open the Properties menu, and click End Stage Report.

   The end stage report page appears.

3. Select New.

   The create page appears.

4. Define the following fields and save the changes:

   Report Name

   Displays the name of the end stage report.

   ID

   Displays the PRINCE2 ID automatically generated for the report.

   PRINCE2 Stage

   Displays the current PRINCE2 stage for the project. This field displays only after saving the changes.

   Report Date

   Displays the current date, or the date of creating the report. This field displays only after saving the changes.

   Approval Status

   Displays the current approval status of this report. This field displays only after saving changes. One of the following stoplights displays:

   • New (gray stop light). The default selection when the report is not yet submitted for review.
   • Submit For Review (yellow stoplight). Displays once the report is submitted for review.
   • Approved (green stoplight). Displays if the report is approved during the review process.
   • Rejected (red stoplight). Displays if the report is rejected during the review process.

   Submit for Review

   Initiates the document review and approval process for this PRINCE2 control if selected. Submit the report after selecting the check box. This field displays only after you save changes.

   See the PRINCE2 Workbook for descriptions of the following fields:

   • Current Stage Plan with Actuals
   • Performance against Stage Tolerances
   • Plan Outlook
   • Plan Outlook Details
   • Business Case Review
   • Risk Review
   • Project Issue Situation
   • Quality Statistics
   • Project Manager's Report on Events that Affected
   • Stage Response

5. Save the changes.

   The end stage report list page appears displaying the following fields. To get the latest status, refresh the page using the browser Refresh option.

   Report

   Displays the report name. Click a report name to drill to the properties page. If the report is currently being reviewed, the fields on the page are read-only.

   PRINCE2 Stage

   Displays the current PRINCE2 Stage for the project.

   Approval Status

   Displays the current approval status for the report.

   Report Date

   Displays the date of creating the report.

   Submitted Date

   Displays the date of submitting the report for review.

   Approval Date

   Displays the date of approving the report. If not approved, the field is empty.

   Days in Review

   Displays the number of days passed from the day the report is submitted for review with the applicable stoplight indicator. This field is empty if the form was rejected or approved, or if the form is not yet submitted for review. The following determines which stoplight appears:

   • A green stoplight appears if Days in Review is >0 and < 5 days
   • A yellow stoplight appears if Days in Review is >= 5 and < 10 days
   • A red stoplight appears if Days in Review is >= 10 day

   Plan Outlook

   Displays the current plan outlook for the report.

   Plan Outlook Details

   Displays the current plan outlook details for the report.