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

Create a status report in Project Workspace

Create a status report in Project Workspace for your projects. Your team can view the report and be updated on project health, metrics, risks, issues, and milestones.

Before you begin

Role required: it_pps_admin, it_project_manager

About this task

Procedure

Open a project from the home page of Project Workspace.

For information, see Access the Project Workspace.
Open the Status reports page of the project by selecting Status Reports from the list.
From the Pages section, select Create status report.
To create a status report from a template:
1. From the Pages section, select Create new from template from the drop-down.
2. From the "Welcome to your Template Center!" screen, select Use for the template that you want to use.
3. On the Create status report form, fill in the fields.
For a description of the field values, see Create status report form.
Select Submit.

Image omitted: status-report-ACME.png
Sample status report.

**Note:** The status report appears with the data and information that you entered populated in the default status report template. You can replace the existing default template with your desired template and set it as default by updating the sys id in value field of system property \(sn\_pw.project\_status\_report\_default\_templateId\).

Select the More actions icon and then perform these steps.
1. Select Export as PDF to share and archive a PDF version of the report.
2. Select Keyboard shortcuts to view keyboard shortcuts on status report.
3. Select Hide Live Presence to hide the live presence.
4. Select Edit status report to open and edit the status report.
5. Select Duplicate status report to create a copy of status report.
  
  You can’t edit the status report. To edit the status report, you can disable the status report read-only system property (sn_pw.status_report_doc_read_only). By default, it is set to true, and the status report is read only.
Make changes to the report by editing the data, formatting, organizing the content, and entering additional data.

The changes you make to the status report here are saved to the underlying status report record, which you access from the status report related list in Projects form.
Observe and monitor the report.

For more information on viewing and analyzing status reports, see Analyze the status report in Project Workspace.

If you don’t have old status reports, you can't see the import option. For more information on importing existing status report, see Import old project status report to Project Workspace.
Analyze the status report in Project Workspace
Observe a status report in Project Workspace for your project to learn about project health, metrics, risks, issues, and milestones.
Draft and Published status for status reports
Status reports in Project Workspace use Draft and Published status to help project managers track where a report is in their own process. These visibility labels for your project team don't send, share, or restrict the report.
Update status report in Project Workspace
Modify a status report in Project Workspace for your project to update project health, metrics, risks, issues, and milestones.
Duplicate a status report in Project Workspace
Save time by duplicating an existing status report to copy all the project details without having to copy the information manually in the Project Workspace.
Import old project status report to Project Workspace
Migrate your old status reports from the classic Project Workspace to the new Project Workspace and optimize reporting process of your projects.
Add dynamic content to status report in Project Workspace
Add dynamic content to a status report in Project Workspace for your projects. The dynamic content gets updated automatically in the status report as a change is made to the record.