This section contains the following topics:
The Project Report is a Crystal report that provides a summary of the progress to date and the overall project situation. The report contains sufficient information to let project stakeholders decide about what to do next with the project given the information reported. The financial information displayed on the report is from the latest project report. This allows you to view past project reports complete with their historical financial information. When used with project status review meetings, the reports provide essential means to maintain levels of communication among project stakeholders.
Indicates the OBS unit to filter the report. Click the Browse icon and select the OBS unit from the list that appears.
Indicates the project data to include in the report. Click the Browse icon and select the projects from the list that appears.
Indicates the review status of the project report documents to include in the report. You can select multiple statuses.
Values: New, Submitted for Review, and Review Completed
Specifies the name of the project manager to filter.
Defines the date from which to filter this report. To select a specific day, select the Specific Date option and enter a date in the text field in the mm/dd/yyyy format. Or, click the Select Date icon to select a day from the calendar that displays. To select a relative date such as Start of Next Month, select the Relative Date option and select the relative date that applies.
Defines the date to which to filter this report. To select a specific day, select the Specific Date option and enter a date in the text field in the mm/dd/yyyy format. Or, click the Select Date icon to select a day from the calendar that displays. To select a relative date such as Start of Next Month, select the Relative Date option and select the relative date that applies from the drop-down.
Fields in this report are similar to the fields in the project report document, such as scope status, schedule status, and cost status.
The Project Status Snapshot report is a Crystal report that allows project managers to evaluate a project in terms of up-to-date schedule and budgeted cost variance on the phase or task level. This report displays the start date, finish date, percent complete, EAC, BAC, EV, PV, AC, CV, Schedule Performance Index (SPI), and Cost Performance Index (CPI).
Members of the following access groups have access to the report:
Indicates the project data to be included in the report. Click the Browse icon and select the projects from the list that appears.
Specifies the name of the project manager to filter.
Specifies the level of detail to see on the report. Select the level from the drop-down.
Indicates the OBS unit to filter this report. Click the Browse icon and select the OBS unit from the list that appears.
Fields in the report are derived from the latest submitted project report. The project description/synopsis is extracted from the last submitted project charter. Other report fields are the same as the fields in the management views, such as actual cost, earned value, and cost variance.
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