PMBOK Guide Accelerator Documents › Project Report Documents › Create Project Report Documents

Create Project Report Documents

Create project report documents using the project report page.

Follow these steps:

1. Open the PMBOK Guide project.
2. Open the Properties menu, and click Project Report.

   The project report properties page appears.

3. Click New.
4. Complete the following fields in the General section:

   Report Name

   Defines the name of this project report document. Once you submit the report for review, this field becomes display-only. In management views, the report name is a link to the project report.

   ID

   Displays the unique identifier for the document.

   Limit: 80 characters

5. Complete the following fields in the Status of Project Relative to Project Objectives section:

   Scope Status

   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".

   Scope Details

   Defines the scope details for the document.

   Limits: 2000 characters

   Schedule Status

   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.

   Schedule Details

   Defines the details of the schedule.

   Limits: 2000 characters

   Cost Status

   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.

   Cost Details

   Defines the cost details.

   Limits: 2000 characters

   Quality Status

   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.

   Quality Details

   Defines the quality details.

   Limits: 2000 characters

   Project Outlook

   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.

   Project Status Outlook Details

   Defines the details of the project status outlook.

   Limits: 2000 characters

6. Complete the following fields in the Progress Report section, and save:
   • Status of Project Work to Date, Including Progress Reported This Period
   • Special Problems or Issues to be Addressed
   • Plans For Next Period
   • Other Notes and Concerns
   • Key Changes
   • Estimate
   • Issues or Comments

   The project report document is saved.