Program Status Report MOD009C98

Access

• Program panel → Status → Click on the link in the Report field of the required status report → Program Status Report (an existing report will be opened)
• Program panel → Status → click on the Create baseline or Create status report or Create final report button → Program Status Report (a new status report will be created)

Information

• In this module you can
  
  • access the status report data of the project
  • update, release, and delete newly created or unreleased status reports
• The projects contained in the program are additionally displayed in the Projects of the program area.

Details

• The program data which is displayed in the Status module and has possibly been changed (program estimate), are transferred to the status report and frozen.
• 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 more than 5%, delay of up to 5 days
      • green: costs/effort not overrun, no delay
      • For dates, both the program end date deviation value as well as the master milestone end date deviation value will indeed be instanced; the respective traffic light, however, refers to the worst of both values.
  • the program 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.
  • Please note: For costs and effort, the values are values of the assigned projects from the status reports which have been selected for the current program status report.
• In some subareas you can view details by expanding the tree structure.
  • When you expand the
    • Costs area, details on the cost budget and two graphics on the cost trend of the assigned projects displayed.
      • Graphic 1: cumulated total costs of the assigned projects from the status reports which have been selected for the program status report. The projects and the referenced status reports are listed below.
      • Graphic 2: Total costs per Month of the assigned projects from the status reports which have been selected for the program status report. The projects and the referenced status reports are listed below.
    • Effort area, details on the effort budget and two graphics on the effort trend are displayed.
      • Graphic 1: cumulated effort of the assigned projects from the status reports which have been selected for the current program status report. The projects and the referenced status reports are listed below.
      • Graphic 2: Total effort per month of the assigned projects from the status reports which have been selected for the program status report. The projects and the referenced status reports are listed below.
    • Dates area, the dates and the duration of the program, milestone and master milestone dates, as well as milestone/master milestone trend graphics are displayed.
    • Risks/Opportunities area, damage and gross profit numbers of the program are displayed.
      • In the Risks and Opportunities subareas, a matrix diagram, which shows the number of risks/opportunities as measured by their Extent of damage/gross profit level and probability of occurrence (risk)/Probability of occurrence (opportunity) in the high, medium and low categories, will be displayed in addition.

Note

• When a new program status report is created, current program data will be included, however, current data of the assigned projects will not be included. The selected project status reports are the source of the project data in the program status report. This may cause the displayed (summed-up) project-effort/cost values in the Program Status Report module to deviate from those in the Current status area in the Status module.

Module Variants

Release Status Report

Information

• You can release the newly created status reports.
• If changes which are to be included in the report are made to the project between report creation and release, the status report must be updated before the release.

Procedure

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

Notes

• A released report can be read but it cannot be changed.
  • Only users with multi-project manager or multi-portfolio manager rights and access to the Check Status Report Creation and Project Applications module can cancel the release of a status report.

Update Status Report

Procedure

• Click on the Update button.
• Confirm the Do you really want to update this data? dialog message with Yes.
  • As a result, dates, costs, and budgets of the project concerned will be calculated anew (). This data and other possibly updated data will then be applied to the status report.
  • If comments, measures, and decisions have been changed in the Status module in the meantime, the new data will be included in the status report as well when it is updated.

Delete Status Report

Procedure

• Click on the Delete button.
• Confirm the Do you really want to delete this data? message with Yes.
• The status report will be deleted.

Notes

• Only status reports with created status can be deleted.
• If a released status report is to be deleted, the release must be canceled for the respective status report in the Check Status Report Creation and Project Applications module ( only possible for users with multi-project manager or multi-portfolio manager rights and access to the Check Status Report Creation and Project Applications module).
• Baseline status reports and all released status reports that were created and released before a baseline status report cannot be deleted since their release cannot be canceled.