PMBOK Guide Accelerator Documents › Project Report Documents › Edit Project Report Documents

Edit Project Report Documents

The properties page is the default page that displays when you open a document. The fields on this page are defined in the General section when you first created the document. Additional fields also display requiring completion before submitting the document for review.

The fields for the other sections of the document are on separate pages, which you can access from the Properties menu, and edit.

Follow these steps:

1. Open the project.
2. Open the project report document for editing.

   The project report properties page appears.

3. View the following:

   ID

   Displays the unique identifier for the document.

   Limit: 80 characters

   Prepared By

   Displays the name of the resource who created the document.

   Limit: 80 characters

   Report Last Updated

   Displays the date this project report document was last updated and saved.

   Review Status

   Displays the review status for the document at the time of creation. In management views and in list views, the field displays as a stoplight.

   Values:

   • New. The document is in draft mode and not submitted for review.
   • Submitted for Review. The document is submitted for review but not reviewed by all reviewers.
   • Review Completed. The document is submitted for review and is reviewed.

   Stoplights:

   • Grey. The document is not submitted for review.
   • Green. The document is submitted for review and the review is complete.
   • Yellow. The document is submitted for review but not reviewed.

   Baseline Start

   Displays the date of starting the project baseline revision, if a baseline on the project exists. The value for this field is based on the Baseline Start field on the baseline revision properties page.

   Baseline Finish

   Displays the project baseline revision finish date, if a baseline on the project exists. The value for this field is based on the Baseline Finish field on the baseline revision properties page.

   Budget Benefit

   Displays the project planned benefit amount at the time of saving the project report. The value for this field is based on the Planned Benefit field on the budget page of project properties.

   Budget Cost

   Displays the project planned cost amount at the time of saving the project report. The value for this field is based on the Planned Cost field on the budget page of project properties.

   ROI %

   Displays the project planned ROI at the time of saving the project report. The value for this field is based on the Planned ROI field on the budget page of project properties.

   Actual Cost

   Displays the actual cost (AC) at the task level, which is the total cost incurred and recorded in performing the project work, or work breakdown structure component. The actual cost is the total cost incurred in performing the work that the EV measured.

   ETC

   Displays the estimate to completion at the time of saving the project report.

   EAC

   Displays the system-calculated value of estimate at completion (EAC), which is the total cost of all actual work completed to date plus the predicted cost finishing the remaining work. Assuming, the project continues at the same cost performance index.  EAC uses the following formula:

   EAC = AC + [(BAC - EV) / CPI]
   

4. Edit the following fields in the General section, and save:

   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.