Status report tracking by status

Status reports in Project Workspace use draft and published status to help project managers manage report readiness and stakeholder visibility.

Draft state

A status report is created in the draft status by default. This state indicates that the report is still being prepared or reviewed by the project manager. The draft status helps project managers iterate on content confidently and ensures that incomplete or in‑progress reports aren’t exposed to stakeholders.

In the draft status:

• The status report remains editable, enabling project managers to update content, refine AI‑generated insights, and incorporate feedback.
• Draft reports are visible to users with the project_user role.

Published status

When the status report is complete and ready for broader visibility, the project manager can change the status to published.

In the published status:

• The published status indicates that the report has been finalized.
• If updates are required after publishing, the project manager can reset the report back to draft to make changes.

A AI Project health analysis column has been added to the project list view. When you publish an AI status report, the health analysis rolls up to the project level and appears in this column. If you publish a standard status report (non-AI), the AI Project health analysis column is cleared. This ensures the column always reflects the latest status report only.

Benefits

The draft and published status provide clear value for both project managers and stakeholders:

• Improved clarity by distinguishing between in‑progress and finalized reports.
• Better communication, helping stakeholders trust the accuracy and readiness of published reports.
• Simple state management without introducing workflow automation or approval dependencies.