The Project Lite, Project Standard and Project Structured templates include a Project Status Report list. You can use this list to maintain a record of the project's progress.

The list can pull data from the Project Metrics list, the Project Statement list, or a previous status report.

Create a Project Status Report

  1. Click Status Reporting on the Quick Launch.
  2. Click new item.
  3. Give the status report a title, and select a period ending date.
  4. Fill out the rest of the data as is appropriate.
  5. Click Save.

Customizing Status Reports

The default out-of-the-box status report comes with several pre-configured columns mapped. You can extend your status reports by adding extra column mapping to pull data from the project statement, the project metrics list, or the previous status report. To learn more about customizing your status reports, see this related article.

Previous versions of BrightWork used workflows to populate status reports. The new column mapping feature supersedes this method, but deprecated feature information is available.

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Project Status Reports

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