Create a project status report

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 2분

    • Create project status report from the related lists of the project form. The project status report created for the most recent status date updates the status of the project in portfolios.

    시작하기 전에

    Role required: it_project_manager

    이 태스크 정보

    The project status report shows snapshot status of RIDAC (Risk, Issues, Decisions, Actions, and Request Changes) records, key milestones,and charts only.

    To include RIDAC records in the status report, select the Show on project status report option on individual RIDAC forms.

    You can also print a project status report from project workspace. To print a report, select the print icon (screenshot for print icon) in the header of Status Report tab.

    프로시저

    1. Create a project status report.
      OptionSteps
      From project workspace
      1. Navigate to All > Project > Projects > Project Workspace.
      2. In My Projects Space page, select a project to open it in project workspace.
      3. Select the Status Report tab and select Create new in the header.
        주:
        Alternatively, select a status report and select Copy from the choice list next to Create new. This option copies the selected status report including all fields into the new report.
      From project record
      1. Navigate to All > Project > Projects > All.
      2. In the project list, open a project record.
      3. Select the Status Report related link and select New.
    2. On the status report form, fill in the details.
      For more information, see Status report form.
    3. Select Submit.