Status Report MOD009E3Z | Project and Portfolio Management

Introduction

Planning → Projects panel → Click on the ID of the required project (Proposal, Idea) → Project panel → Status → Click on the link in the ID field of the required status report → Status report (the existing status report will open)
Planning → Projects panel → Click on the ID of the required project (Proposal, Idea) → Project panel → Status → Click on the Status report or Create baseline or Create final report button→ Status report (a new status report will be create)

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, the data which was which was transferred from the Status module and frozen at a specific time is displayed. Here you cannot create or edit data. All fields are set to "Output".

Module Variants

Base	The frozen status of project costs, effort, dates, quality as well as risks/opportunities will be displayed.
Complete	The frozen status of the descriptive data, evaluation data, activities, risks/opportunities, and process steps is displayed.

Details

Depending on the report's approval status, the action bar displays specific buttons for managing the status report:
- For unreleased status reports: Release, Update, Delete, Copy link
- For released status reports: Copy link

Module Header

The module header contains
- project-related data such as the Project ID, Project name, and the corresponding Project manager,
- Status report data such as Status report ID, Status report title or creation or update time of the report.

In the status report, the fixed data is split in several areas depending on the Costs, Effort, Dates, etc. factors.
In each area, the following data is displayed in the header:
- Manager’s estimate on the respective factor
  - The estimate is visualized by a thumb symbol.
    - For factors for which no estimate has been entered yet, no thumb symbol is displayed here.
- Comments
In the Costs, Effort, and Dates subareas, the following data will be displayed in addition:
- Calculated frozen status of the deviation values of the respective factor: Total vs. Budget for costs and effort and Requested vs. Calculated for dates.
  - This is visualized by traffic light triangles with a specification of the percentage deviation of costs and effort, and the deviation of dates in days.
    - red: costs/effort overrun by more than 5%, delay of more than 5 days
    - yellow: costs/effort overrun by up to 5%, delay of up to 5 days.
    - green: costs/effort not overrun, no delay.
- Project trend compared to the report that was active at the time of creation of the current report.
  - This is visualized by trend arrows with a specification of the percentage deviation of costs and effort and date deviation in days.
    - Arrow up = negative trend, arrow down = positive trend.

Click on the Release button in the action bar.
Confirm the Status report cannot be changed after it has been released. dialog message Proceed? message with Yes.

If changes are made to the project between report creation and release that are to be included in the report, the status report must be updated before the release.
Click on the Update button in the action bar.