Create a status report in Project Workspace

  • Release version: Xanadu
  • Updated September 10, 2024
  • 1 minute to read

    • 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.

    Before you begin

    Role required: it_pps_admin, it_project_manager

    About this task

    Procedure

    1. Open a project from the planning page of Project Workspace.
      For information on how to navigate to the planning page, see Access the new Project Workspace.
    2. Open the Status reports page of the project by selecting Status Reports from the list.
    3. From the Pages section, select Create status report.
      Create new status report from template.
    4. Optional: If you want to base your status report on a template, then select Create status report from template.
    5. In the "Welcome to your Template Center!" screen, select Use for the template that you want to use.
    6. On the Create status report form, fill in the fields.
      For a description of the field values, see Create status report form.
    7. Select Submit.
      The status report appears with the data and information that you entered populated.Sample status report.
    8. Optional: Select the More actions icon and then perform these steps.
      1. Select Export as PDF to share and archive a PDF version of the report.
      2. Select Edit status report to open and edit the status report.
      3. Select Hide Live Presence to hide the live presence.
      4. Select Copy to create a copy of status report.
        Export as PDF

        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. This property can be enabled or disabled at both the instance and record levels.

    9. 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.

    10. Observe and monitor the report.

      For more information on viewing and analyzing status reports, see Analyze the status report in Project Workspace.

      If you don’t have old status reports, you can't see the import option. For more information on importing existing status report, see Import old project status report to Project Workspace.