What is Status Reporting?
Status Reporting enables program managers to request and receive updates on essential project information. This allows them to ensure that projects are accurate and up-to-date, see a project snapshot for a given point in time, and compare this with previous periods to identify and measure change.
Through status reporting, project managers can escalate issues early in the project lifecycle that allow for timely and informed decision making and the implementation of pro-active mitigation strategies to guide a project to success.
How does Status Reporting work?
The key areas involved in Status Reporting are:
- Template Configuration
- Managing Reports
- Submitting Reports
The first step to using Status Reporting is to create a reporting template. Templates can be created under the Initiative Classification of the project submitting the status update. Learn more about Administration settings required for Status Reporting here.
Access to Status Reporting can be controlled through two separate role permissions. The 'Submit Status Report' permission is generally assigned to the project manager or initiative owner, while the 'Manage Status Updates' permission is relevant to the program manager requesting the reports, or any approver roles. You can learn more about what both of these role permissions control here.
Program managers have a dedicated space where they can request, manage, and review reports. Find out more about how to manage status reports here.
Utilizing the status reporting template, project managers will be able to submit a status update form to the requesting program by the required due date. Find out more about to submit status reports here.
Workflows can be assigned to reports that allow for different areas of the business to leave feedback and approve reports.
Learn how to configure a Status Report Approval workflow here.