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Create Highlight Report

Create a Highlight Report to provide Project Board members and other stakeholders with a summary of the PRINCE2 stage status at intervals defined by the project board.

The Project Board uses the report to monitor progress at both the individual stage-level and overall project level. The project manager uses it to inform and seek advice from the project board on any potential problems.

Follow these steps:

  1. Open the PRINCE2 project.

    The properties page appears.

  2. Open the Properties menu and click Highlight Report.

    The highlight report page appears.

  3. Click New.

    The create page appears.

  4. Define the following and save the changes:
    Report Name

    Defines the name of the highlight report.

    ID

    Displays the PRINCE2 ID automatically generated for this 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:

    • Budget Status
    • Schedule Status
    • Risk Status
    • Period Covered
    • Products Completed During the Period
    • Actual or Potential Problems and Risk Update
    • Products to be Completed During Next Period
    • Budget and Schedule Impact of any Changes
    • Tolerance Situation
  5. Save the changes.

    The highlight report list page displays 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 attributes on the page appear as 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
    Budget Status

    Displays the budget status for the report.

    Schedule Status

    Displays the schedule status for the report.

    Risk Status

    Displays the risk status for the specific report.

    Period Covered

    Displays the period covered by the report.

    Products Completed During the Period

    Displays the products completed for the period covered by the report.