--- sourceDocument: Zurich Strategic Portfolio Management sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/it-business-management Release : - zurich ft:locale : - en-US ft:publication_title : - Zurich Strategic Portfolio Management ft:clusterId : - itbm bundleId : - itbm workflow : - Technology --- # Status reporting in Project Workspace # Status reporting in Project Workspace {#ariaid-title1} Release version: Zurich Updated March 12, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Status reporting in Project Workspace Status reporting in Project Workspace offers ServiceNow customers a customizable snapshot of their project's health at any given moment. These reports consolidate critical project metrics including cost, resources, milestones, schedule, scope, and overall health status. By providing a comprehensive and configurable view, status reports enable teams and stakeholders to monitor progress, identify risks, and manage issues in real-time, ensuring effective project oversight. Show full answer Show less ## Key Features * **Main Metrics Tracked:** Overall health (color-coded status), completion percentage, schedule and scope changes, cost vs. budget, and resource utilization. * **Improved Visibility:** Concise summaries of key indicators empower stakeholders to track project progress efficiently. * **Enhanced Decision-Making:** Real-time snapshots help project managers and stakeholders proactively address challenges. * **Risk Management:** Highlights risks, issues, and budget variances to facilitate timely responses. * **Consistent Communication:** Regular, standardized updates foster alignment across teams and stakeholders. * **Template Support:** Pre-built templates (One Page Status Report for high-level views and Default Status Report for detailed insights) streamline report creation while allowing customization. * **AI-Driven Reporting:** AI-enabled status reports automatically generate drafts including health assessments, executive summaries, and rationale based on project data, reducing manual effort and speeding up report generation. ## Practical Benefits ServiceNow customers using Project Workspace status reports can expect enhanced project visibility and communication, enabling better tracking of schedule, cost, resources, and scope. The availability of templates and AI assistance increases efficiency and consistency in reporting. Furthermore, configurable health criteria ensure that overall project health indicators accurately reflect underlying data, helping teams focus on critical issues promptly. A status report in Project Workspace is a snapshot in time that gives an overview of your overall project health . These areas include cost, resources, milestones, health, and more. The Status reports in Project Workspace provide a comprehensive, configurable, and customizable view of the current state of a project. They capture and display key project metrics such as overall health, schedule, scope, cost, and resource utilization. Status reports help project teams and stakeholders track progress, identify risks, and manage any project-related issues in real-time. {#status-reporting-in-pw__table_wly_55z_bdc__entry__2} | Metric | Description | |-|-| | Overall health | The general condition of the project (green, yellow, or red). | | Completion status | The percentage of project completion. | | Schedule and scope | Key milestones and any changes in scope. | | Cost metrics | Planned and actual costs, and budget variance. | | Resource utilization | Allocation and effort tracking for project resources. | [Table 1. Status report main metrics] {#status-reporting-in-pw__table_wly_55z_bdc} ## Key benefits {#status-reporting-in-pw__section_xly_55z_bdc} The status report feature in Project Workspace provides a clear view of the project's overall health, progress, and key metrics, confirming effective communication and tracking throughout the project life-cycle. With status reports in Project Workspace, you can: * Gain improved project visibility by having a concise summary of key metrics such as schedule, cost, and resource utilization, enabling stakeholders to track the progress. * Facilitate better decision-making by providing a snapshot of the project's current state, helping project managers and stakeholders address potential challenges. * Enhance risk management by highlighting any risks, issues, or variances, enabling teams to respond proactively to project concerns. * Maintain consistent communication across teams and stakeholders by delivering regular, standardized updates, confirming everyone stays informed about the project's progress and health. * Increase efficiency through the use of templates that streamline the creation of reports, saving time and confirming consistency across projects while enabling for customization as needed. {#status-reporting-in-pw__ul_yly_55z_bdc} ## Status report templates {#status-reporting-in-pw__section_trt_v5z_bdc} Status report templates simplify the process of generating project updates by providing pre-defined structures, confirming consistency and saving time. Two default templates are available: * One Page Status Report: This template provides a concise one-page summary of key project metrics, making it ideal for quick updates where a high-level overview is sufficient. * Default Status Report: This template includes a more comprehensive range of data points, covering areas such as milestones, risks, issues, decisions, and change requests. It offers a detailed view of the project's progress and status, similar to a classic status report. {#status-reporting-in-pw__ul_owt_5vz_bdc} * You can create a status report using one of the existing templates: [Create a status report in Project Workspace](https://www.servicenow.com/docs/wtzzdM3~ZIW0vJ5NRXALiQ "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.") * You can also create your own status report template from scratch: [Create a status report or docs template in Project Workspace](https://www.servicenow.com/docs/5bwrvHkYi30SPRt0n3PWpA "Create a custom template for status reporting in Project Workspace. Use the template to create status reports according to your specific requirements.") {#status-reporting-in-pw__ul_nqv_w13_ddc} ## Project status reports using AI {#status-reporting-in-pw__section_hxm_gn1_j3c} AI status reports help project managers create project updates faster by generating health assessments, executive summaries, and supporting rationales based on project data and configured criteria. When enabled, the generate status report action creates a status report draft where AI pre-populates key fields: * Overall project health * Health by dimensions (schedule/cost/resources/scope) * Executive summary * Rationale/analysis for each predicted health value {#status-reporting-in-pw__ul_h2h_4n1_j3c} This reduces manual effort and helps stakeholders quickly understand what changed and what needs attention. ## Project health prediction using AI {#status-reporting-in-pw__section_jnf_tn1_j3c} Project health outcomes (such as red/yellow/green) are determined by admin-configured criteria. The test plan for the feature specifically validates rules such as: * Including all dimensions (schedule/cost/resource/scope) in overall health rollups. * Handling missing/incomplete dimension configuration. * Rollup behavior like "overall = red if any dimension is red". {#status-reporting-in-pw__ul_hkc_xn1_j3c} **Related tasks** * [Analyze the status report in Project Workspace](https://www.servicenow.com/docs/~SYfVr9y39JAHENtIrR6Dg "Observe a status report in Project Workspace for your project to learn about project health, metrics, risks, issues, and milestones.") * [Import old project status report to Project Workspace](https://www.servicenow.com/docs/25h~VSEJI6gY2hDkNEtE2Q "Migrate your old status reports from the classic Project Workspace to the new Project Workspace and optimize reporting process of your projects.") * [Add dynamic content to a status report or docs template](https://www.servicenow.com/docs/Mxpgy0OBfQwrXl~zsG89eg "Add dynamic content to a status report or a Project Docs template in Project Workspace. The dynamic content gets updated automatically as a change is made to the underlying record.")