Status Reports

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Status Section

The Status section displays current metrics and KPIs about the project, and provides the project manager with the ability to create a snapshot status report of the project's standing at that moment in time.

The Schedule date values will automatically populate based on task and baseline dates, while the values for Project Status, % Complete (Percent Complete), Health, and other KPIs are manually set by the project manager.

View and Create Status Reports

In the Status Reports section a snapshot record of the current status information can be saved, and here you can also view a history of previous status reports.

To create a new status report snapshot, in the Status Reports section click the ellipses and + New Status Report. This will start the Create Status Report flow which is part of an automatic MS Word document creation process. This document can be found in the Documents section of  the project. 

When creating a new status report, you also have the option to email the MS Word copy of the report to the person listed as the Project Sponsor in the Charter.