Report Explorer – Project Status Report
Project Status report gives a summary of the current status of a project or multiple projects.
Report Filters
Filter | Description |
|---|---|
Search Box | Allows user to refine the list of projects displayed within the project grid below using the criteria in the search box. |
Project Grid | This will show a list of projects as per the search criteria through the search box. The list of projects shown by default with no search criteria would be the 'open' projects. You can choose multiple projects if you wish. |
Action Filter | Dropdown list of action tick box filters. This filter will allow user to further refine the projects chosen through the Project grid. All projects linked to the selected action filter will appear in the report. By default, the dropdown will be as 'Show All'. |
Related Plan | Dropdown list of all Related Plans. This filter will allow user to further refine the projects chosen through the Project grid. All projects linked to the selected related plan will appear in the report. By default, the dropdown will be as 'show all'. |
Hide Cover Page | The tick box will allow user to decide if the cover page should be included or not. By default, this option is unticked. |
Hide Task List | The tick box will allow user to decide if the task list should appear or not. By default, this option is unticked. |
Report Body
Report Element | Description |
|---|---|
Project Name | Displays the name of the Project. |
Project Summary | Displays the current progress and budget summary of the project. |
Project Details
Current Phase | Displays the current phase of the project (i.e. initiate, closed). |
Phase Determination Status | Displays the status of the Final Approval object. |
Project Positions | Displays the project positions added to the report. If you wish to add project positions such as Project owner, Project Sponsor to the report, please go to Settings Configurations > System Settings > Include Project Positions in Reports. Further details, refer 'Include Project positions in reports'. |
Linked Strategy | Displays the linked strategy number and the title. If a project is not linked, 'No strategy linked' message is displayed. |
Linked Action | Displays the linked action/task number and title. If a project is not linked, 'No action/task linked' message is displayed. |
Action Responsible Person | Displays the responsible officer and the position for the linked action/task. If a project is not linked to an action/task, this field will be hidden. |
Department | Displays the Business Unit the action/task is linked to. If a project is not linked, Department is based on the projects' primary service profile. |
Service | Displays the Service profile of the linked action/task. If a project is not linked and the projects primary service profile is not defined, then 'No service profile linked' message will be displayed. |
Project Dates | Displays the project dates (start & end date and baseline dates). |
Project Budget YTD totals | Displays the Action budget. If a project is not linked to an action, this grid will be hidden. |
Commentary
Project Comment | Displays the 'project comment' included in the project details/quick update. If visibility is configured but comment is 'blank', 'no comments entered' message will be displayed. |
Additional commentary | Displays the ‘Custom Areafield2’ in project details/quick update. If the visibility is configured but comment is 'blank', 'no comments entered' message will be displayed. |
Project Tasks | Displays the task table visible in the current phase. |
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