Project and Portfolio Management
Version 27 Version 26 39.5.25 39.5.23 39.5.22 39.5.21 39.5.20 39.5.19 39.5.18 39.5.17 German English
Project and Portfolio Management
Version 27 Version 26 39.5.25 39.5.23 39.5.22 39.5.21 39.5.20 39.5.19 39.5.18 39.5.17 German English
Breadcrumbs

Status (Program) MOD009E6O

Introduction

  • Planning → Programs panel → Click on the ID of the required program → Program panel → Status

Alternative Introduction

Alternative Introduction

  • There are several ways to access the desired planning object or portfolio panel and its associated modules:

    • via Quick Access in the user menu (My Objects and Favorites)

    • via the Global Search function in the user menu (Direct Entry)

    • via links on planning objects or portfolios in various modules


Information

  • In this module you can view existing status reports and create new ones.

  • In order to create a program status report, you have to assign status reports to the projects assigned to the program. For this purpose, see the Project Status Reports section.

Note

  • If the module described here is opened and at the same time you make changes to another module of the project panel which have an influence on the data in the module described here and save them (or if another user has done so), the Refresh button is displayed at the lower left corner of this module. You have to click on this button in order to refresh the display of the data.

Action Bar

Create Baseline Report

Information

  • The baseline is a status report in which the approved and adopted planning is displayed and which is regarded as a reference or comparison report in the program progress.

Procedure

  • If required, click on the Refresh button at the lower left module margin in order to refresh the data displayed in the module.

    • Click on the Refresh button will be displayed if a change has been made and was saved in another module of the project panel that might have an effect on data in the Status module.

  • Make the required changes in the Current Status area (only estimate and comment possible).

  • Click on the Create baseline button.

    • If there is no baseline report yet,

      • the following query will be displayed: Do you really want to create a baseline?

      • Confirm the query with Yes .

    • If there already is a baseline report

      • and you attempt to create a new baseline report, the Baseline report available for xxx!.

      • Confirm the message with OK .

      • Confirm the Do you really want to create a baseline? message with Yes .

Create Status Report

Procedure

  • If required, click on the Refresh button on the bottom left module margin in order for the current project data is displayed in the module.

    • Click on the Refresh button will be displayed if a change has been made and was saved in another module of the project panel that might have an effect on data in the Status module.

  • Make the required changes in the Current Status area (only estimate and comment possible).

  • Click on the Create Status Report button.

Notes

  • You cannot create a status report if a final report already exists.

  • Status reports can only be created for active planning objects (Status = 1 (active)).

Create Final Report

Information

  • If a report is created for a program for which an Actual end has already been set, such a report is called a final report.

Procedure

  • Click on the Create final report button.

  • Confirm the Have you updated your estimates and comments? message with Yes .

  • In the Status Report module you can and should release the status report (unlike the baseline which is a released status report per se).

    • If, after its creation, a final report is

      • released, it will be displayed in the Status reports area in the Status module with the report status "Last released".

      • not released, it will be displayed in the Status reports area in the Status module with the report status "Open Final Report".

For further information, please see: Report status.

Current Status

Information

  • The Current status area of the module shows current planning data of the project divided into several subareas (Costs, Effort, Dates, etc.).

Project Status Report

Information

  • In this area, all projects assigned to the program are listed.

  • They must have a status report assignment in the Project status report field so that a program status report can be created.

  • Click on the arrow button next to the Project status report field to assign a status report to a project.

    • A dialog module is opened in which all released status reports of the project are listed.

      • For the desired status report, select the Select checkbox and click the Assign Selected Status Report button. The status report will automatically be assigned to the selected project and the dialog module will be closed.

Program Status Reports

Information

  • The Program Status Reports section lists the program's existing status reports.

  • By clicking on the report ID you can view the corresponding detailed report in the Program Status Report module.

Configure Trend Analysis

Information

  • From the Status Reports section, click the Configure Trend Analysis button to navigate to the Configure Trend Analysis module.

See also: Program Status Report