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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a project status report

Create project status report from the related lists of the project form. The project status report created for the most recent status date updates the status of the project in portfolios.

Before you begin

Role required: it_project_manager

About this task

The project status report shows snapshot status of RIDAC (Risk, Issues, Decisions, Actions, and Request Changes) records, key milestones,and charts only.

To include RIDAC records in the status report, select the Show on project status report option on individual RIDAC forms.

You can also print a project status report from project workspace. To print a report, select the print icon (

Image omitted: PrintIcon.png
screenshot for print icon\) in the header of **Status Report** tab.

Procedure

  1. Create a project status report.
OptionSteps
From project workspace
  1. Navigate to All > Project > Projects > Project Workspace.
  2. In My Projects Space page, select a project to open it in project workspace.
  3. Select the Status Report tab and select Create new in the header.

Note: Alternatively, select a status report and select Copy from the choice list next to Create new. This option copies the selected status report including all fields into the new report.

From project record
  1. Navigate to All > Project > Projects > All.
  2. In the project list, open a project record.
  3. Select the Status Report related link and select New.
  1. On the status report form, fill in the details.

    For more information, see Status report form.

  2. Select Submit.

  3. View project status reports
    Project status reports provide the most recent, at-a-glance progress of a project displayed in several categories.

Parent Topic:Starting a project

Related topics

Create a project task from a project

Create a parent-child relationship on the Project Task form

Create a monetary benefit plan for a project

Create a non-monetary benefit plan for a project

Associate monetary and non-monetary benefit plans

Create a project cost plan

Recalculating costs of all resource plans in a project

Create an expense line

Create and manage waterfall projects

Update a project

Copy a project

Assign a project schedule

Create baseline of a project

Create a milestone

Activate project task email notifications

Change the planned start date of a project

Create a cost type definition

Costing add-on in Project Management

Generate labor costs

Allocate budget to a project

Migrate budget of active projects to Next Experience

Migrate financial baselines of projects to Next Experience

View project status reports

Status report form