Update the status report in Project Workspace

  • Release version: Xanadu
  • Updated April 17, 2025
  • 1 minute to read

    • Create and update the status report for your projects in Project Workspace.

    Before you begin

    Role required: it_project_manager

    Procedure

    1. Create a status report in Project Workspace.
      The status report appears with the data and information that you entered populated.
    2. Optional: 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 status report in the project workspace but don’t get saved to the underlying status report record, which you access from the status report related list in Projects form.

    3. Select the More actions icon and select Edit status report to edit or modify the status report.
    4. From the status report window, modify the fields that you want to update and select Submit.