Business Alignment, Portfolio Categorization and Status Reports › Create a Status Report

Create a Status Report

You can create a status reports to track the progress of a project or program.

Follow these steps:

1. Open the project or program.

   The properties page appears.

2. Open the Properties menu and click Status Reports.
3. Click New.

   The create page appears.

4. Complete the following fields:

   Status Report Name

   Defines the name of the status report.

   Report Date

   Displays the date the report was created.

   Report Status

   Displays the report status. The report status field includes the following values: draft or final.

   Status Report Update

   Displays the overall project or program status including the latest updates.

   Key Accomplishments

   Describes the main accomplishments or deliverables for the reported period.

   Upcoming Activities

   Describes the upcoming activities.

   Schedule Status

   Specifies a stoplight indicating the schedule status for the project.

   Stoplights:

   • Green. The project or program is on track.
   • Yellow. The project or program has minor variance from the schedule.
   • Red. The project or program has significant variance from the schedule.

   Current Phase

   Displays the current phase of the project or program.

   Next Milestone on Track?

   Indicates if the next milestone is on track.

   Default: Cleared

   Variance Explanation

   Provides an explanation for a variance in the project or program schedule.

   Limits: 2000 characters

   Scope Status

   Indicates the status of the project or program scope.

   Stoplights:

   • Green. The project or program scoping is on track.
   • Yellow. The project or program scoping has minor variance.
   • Red. The project or program scoping has significant variance.

   Scope Change Required?

   Indicates if a change in the project scope is required.

   Default: Cleared

   Deliverable Scope Changed?

   Indicates if the scope of the project deliverable has changed.

   Default: Cleared

   Project Objective Changed?

   Indicates if the project objective has changed.

   Default: Cleared

   Change Explanation

   Provides an explanation for a change in the project objective.

   Limits: 2000 characters

   Cost and Effort Status

   Displays the cost and effort status of the project.

   Stoplights:

   • Green. The cost and effort status is on track.
   • Yellow. The cost and effort status has a minor variance.
   • Red. The cost and effort status has a significant variance.

   Review Approval Problems?

   Indicates if the project is encountering any review approval problems.

   Default: Cleared

   Staffing/Availability Issues?

   Indicates if the project is encountering staffing availability issues.

   Default: Cleared

   Project Affected by External Factors?

   Indicates if external factors affect the project.

   Default: Cleared

   Cost and Effort Explanation

   Provides an explanation for the cost and effort status.

   Limits: 2000 characters

5. Save the changes.

   The status report is created.