---
sourceDocument: Yokohama Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/it-business-management

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    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Add dynamic content to status report in Project Workspace

# Add dynamic content to status report in Project Workspace {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Add dynamic content to a status report in Project Workspace for your projects. The dynamic content gets updated automatically in the status report as a change is made to the record.

## Before you begin

Role required: it_pps_admin, it_project_manager

## Procedure

1. Open a project from the planning page of Project Workspace.  
   For information on how to navigate to the planning page, see [Access Project Workspace](https://www.servicenow.com/docs/hp6s65ww1E4vZvE3ix1biw "Learn how to navigate to Project Workspace and open a project in the planning page.").
2. Open the Docs template page of the project by selecting Docs template from the list.
3. From Docs template page, select the template to open it.
4. Select Doc tab and click at the appropriate place and then type <kbd class="ph userinput">/</kbd> (forward slash) to open a list of actions, including Mention a user or Mention a record or Insert dynamic content as required.
   1. You can type in <kbd class="ph userinput">/</kbd> (forward slash) and select Mention a user to tag a user.  
   2. You can type in <kbd class="ph userinput">/</kbd> (forward slash) and select Mention a record to insert a record.  
      ![Mention a record in status report.]()

      Once you insert a record, it is embedded as a link, which you can click to open the related record and see its details.
   3. You can type in <kbd class="ph userinput">/</kbd> (forward slash) and select Insert a dynamic content to add insert dynamic content in the status report.  

      Using insert dynamic content option, you can configure and view the status date, project, and other dynamic data in your status report template. This option is only available if Is dynamic field is selected in the Doc template form. You can select formatting options such headings, bullets, and others.
   {#add-dynamic-content-to-status-report-in-pw__substeps_cq4_bl3_ydc}
5. Observe and monitor the report.  
   For more information on viewing and analyzing status reports, see [Analyze the status report in Project Workspace](https://www.servicenow.com/docs/2S3Ej7H_KLdPjSkYBl8eXg "Observe a status report in Project Workspace for your project to learn about project health, metrics, risks, issues, and milestones.").
**Related concepts**   

* [Status reporting in Project Workspace](https://www.servicenow.com/docs/uwIAhVxzHHa7fAmCSzrGog "A status report in Project Workspace is a snapshot in time that gives an overview of your overall project health across key areas such as cost, resources, milestones, health, and more.")  
**Related tasks**   

* [Create a status report template in Project Workspace](https://www.servicenow.com/docs/ptwlBxvMj_XJIeXPzG9Hyw "Create a custom template for status reporting in Project Workspace. Use the template to create status reports according to your specific requirements.")
* [Create a status report in Project Workspace](https://www.servicenow.com/docs/RoIUfxUWLheu67uzF2dyPA "Create a status report in Project Workspace for your projects. Your team can view the report and be updated on project health, metrics, risks, issues, and milestones.")
* [Analyze the status report in Project Workspace](https://www.servicenow.com/docs/2S3Ej7H_KLdPjSkYBl8eXg "Observe a status report in Project Workspace for your project to learn about project health, metrics, risks, issues, and milestones.")
* [Duplicate a status report in Project Workspace](https://www.servicenow.com/docs/L1WO9cgX5roCU7QvQd31ZQ "Save time by duplicating an existing status report to copy all the project details without having to copy the information manually in the Project Workspace.")
* [Import old project status report to Project Workspace](https://www.servicenow.com/docs/GMfLu2T_uKLVvANwg11wqw "Migrate your old status reports from the classic Project Workspace to the new Project Workspace and optimize reporting process of your projects.")