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.
始める前に
Role required: it_pps_admin, it_project_manager
手順
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Open a project from the home page of Project Workspace.
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Open the Status reports page of the project by selecting Status Reports from the list.
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From the Pages section, select Create status report.
- オプション:
To create a status report from a template:
- From the Pages section, select Create new from template from the drop-down.
- From the "Welcome to your Template Center!" screen, select Use for the template that you want to use.
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On the Create status report form, fill in the fields.
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Select Submit.
注: The status report appears with the data and information that you entered populated in the default status report template. You can replace the existing default template with your desired
template and set it as default by updating the sys id in value field of system property (sn_pw.project_status_report_default_templateId).
- オプション:
Select the More actions icon and then perform these steps.
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Select Export as PDF to share and archive a PDF version of the report.
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Select Keyboard shortcuts to view keyboard shortcuts on status report.
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Select Hide Live Presence to hide the live presence.
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Select Edit status report to open and edit the status report.
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Select Duplicate status report to create a copy of status report.
You can’t edit the status report. To edit the status report, you can disable the status report read-only system property (sn_pw.status_report_doc_read_only). By default, it is set
to true, and the status report is read only.
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Make changes to the report by editing the data, formatting, organizing the content, and entering additional data.
The changes you make to the status report here are saved to the underlying status report record, which you access from the status report related list in Projects form.
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Observe and monitor the report.