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

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Status reporting in Project Workspace

# Status reporting in Project Workspace {#ariaid-title1}

Release version: Brazil  
Updated September 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 a configurable and comprehensive snapshot of your project's health, covering key areas like cost, resources, milestones, and schedule.
These reports provide real-time insights into project progress, risks, and issues, enabling project teams and stakeholders to track and manage projects effectively throughout their lifecycle.
Show full answer Show less  

## Key Features

* **Main Metrics:** Status reports capture overall health (green/yellow/red), completion percentage, schedule and scope changes, cost data (planned vs. actual and budget variance), and resource utilization.
* **Templates:** Two default templates streamline report creation:
  * *One Page Status Report:* A concise overview suitable for quick updates.
  * *Default Status Report:* A detailed report including milestones, risks, issues, decisions, and change requests.
* **Customization:** Customers can create and tailor their own status report or document templates to fit specific project needs.
* **AI-Enhanced Reporting:** AI can generate draft status reports by pre-populating key fields such as overall health, health by dimensions (schedule, cost, resources, scope), executive summaries, and rationales. This reduces manual effort and accelerates stakeholder understanding.
* **Health Prediction Logic:** Project health outcomes (red/yellow/green) are based on admin-configured criteria that consider all dimensions and apply rollup rules to deliver an overall health status.

## Key Outcomes

* **Improved Visibility:** Provides stakeholders with a concise and clear summary of critical project metrics, facilitating progress tracking.
* **Better Decision-Making:** Enables project managers and stakeholders to identify challenges early and take timely action.
* **Enhanced Risk Management:** Highlights risks and variances to support proactive mitigation.
* **Consistent Communication:** Ensures standardized, regular updates keep all teams and stakeholders aligned on project status.
* **Increased Efficiency:** Templates and AI assistance streamline the reporting process, saving time while maintaining consistency and accuracy.  
A status report in Project Workspace provides a snapshot of your project health across key areas such as cost, resources, milestones, and schedule.

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.  
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| 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]

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## 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.
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## 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.

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* You can create a status report using one of the existing templates: [Create a status report in Project Workspace](https://www.servicenow.com/docs/P7F3Jz1ppHBlMW6HVqKxbQ "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/4YzPYaoh2wOE1QAxP5h4UQ "Create a custom template for status reporting in Project Workspace. Use the template to create status reports according to your specific requirements.")
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## AI project status reports {#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
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This reduces manual effort and helps stakeholders quickly understand what changed and what needs attention.

## AI project health prediction {#status-reporting-in-pw__section_jnf_tn1_j3c}

ServiceNow Otto 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".
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**Related tasks**   

* [Analyze the status report in Project Workspace](https://www.servicenow.com/docs/XbfSa8CdE4tz77JRXoOguA "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/quHFq2iFJZ9iuGG7E2qbXA "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/mpJ8n3e6cRsSr_4xT1NxyA "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.")