Create a Project Status Report
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
- Click Status Reporting on the Quick Launch.
- Click
new item. - Give the status report a title, and select a period ending date.
- Fill out the rest of the data as is appropriate.
- Click Save.
Tip! You'll notice that some of the values might have been filled in already. These are taken from the project statement, project metrics, or the previous status report by default.
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.
Tip! Status reporting comes with a default, pre-configured status report. Not only is this a useful way to get started reporting, but it's also a good way to see which projects are generating reports. By reporting on the top-level Status Reports list, you can see that any project with just the default report is not creating new status reports.
Previous versions of BrightWork used workflows to populate status reports. The new column mapping feature supersedes this method, but deprecated feature information is available.