How do you manage your project status reports?

[PaulaaO]

Hi Community,

I am interested in finding out how would you approach the following use case and if you have/had similar scenarios in practice and how did you managed them?

- our project users are finding hard to manage their status reports, as they start filling them out and saving them, but then they need to add more info onto the same reports, meanwhile potentially updating some RIDAC records, which means that to reflect any changes, especially on RIDAC, a new status report would need creating.

- our session time out is 30 mins, so our users get a bit frustrated especially if they get a call or get dragged into a meeting; we also restricted their permission to delete such records so in principle each time they fill in a status report, they should already have all their info and RIDAC records aligned, so the snapshot reflects the current status accurately

I am aware that as per product documentation ""The project status report acts as a snapshot, meaning the report preserves the status of various parameters for the date and time when the status report is generated and does not display the status of various parameters dynamically. For example, the project status report created last week retains the same status as it was for that week and does not update the status dynamically." so I don't expect much can be changed about that, therefore I am looking to see what happens in practice for other clients, if anyone might have found a way to make this work for them better.

Thank you.

Paula

[Dhiren Aghera]

Hi @PaulaaO 

As a best practice, I would always recommend to update your current project status like RIDAC, project task % complete and milestones and then only create a status report. Also no need to create a fresh status report, you can use the save as a copy options so that it will copy previous status reports achievements in the new one and take a snapshot of dates, %complete and status from the updates you made to the project. This way you ensure that all the latest status is captured and you don't need to re-editor create new status report again.

Hope this helps

[PaulaaO]

Thank you, this is what we are trying to encourage our user base to do 🙂