Status Reports

Status Screen

The Status screen 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 Indicators for Project Status, % 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.

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