Create a project status report
Create project status report from the related lists of the project form. The project status report created for the most recent status date updates the status of the project in portfolios.
Before you begin
Role required: it_project_manager
About this task
The project status report shows snapshot status of RIDAC (Risk, Issues, Decisions, Actions, and Request Changes) records, key milestones,and charts only.
To include RIDAC records in the status report, select the Show on project status report option on individual RIDAC forms.
You can also print a project status report from project workspace. To print a report, select the print icon (
screenshot for print icon\) in the header of **Status Report** tab.
Procedure
- Create a project status report.
| Option | Steps |
|---|---|
| From project workspace |
Note: Alternatively, select a status report and select Copy from the choice list next to Create new. This option copies the selected status report including all fields into the new report. |
| From project record |
|
On the status report form, fill in the details.
For more information, see Status report form.
Select Submit.
View project status reports
Project status reports provide the most recent, at-a-glance progress of a project displayed in several categories.
Parent Topic:Starting a project
Related topics
Create a project task from a project
Create a parent-child relationship on the Project Task form
Create a monetary benefit plan for a project
Create a non-monetary benefit plan for a project
Associate monetary and non-monetary benefit plans
Recalculating costs of all resource plans in a project
Create and manage waterfall projects
Activate project task email notifications
Change the planned start date of a project
Costing add-on in Project Management
Migrate budget of active projects to Next Experience