As a SH, RQ, SP, FM, PM, I can review the project reports
The Project Manager (PM), also PMO, PMA, PfM and PgM, and Stakeholders (SH), Requester (RQ), Sponsor (SP) and the Functional Manager(FM), can review the project reports at CONTROL > Status Reports:
In the summary view, they can see the traffic light color and data date for the project itself (Work Package #0).
The project status report, as of a given review date, can be produced at CONTROL > Health Checks.
Reliable organizations can certify these status reports, so that they cannot be altered. Then an icon is shown before the traffic light. This icon indicates if a status report has been published, verified, or invalidated.
Opening a project status report summary item, it can be deleted by clicking the “Delete” button. Header is formed by traffic light and date. Details are shown for WP#0’s status data:
Project global status summary :
- Global Status: Traffic light color for global status.
- Scope Status: Traffic light color for scope management status.
- Schedule Status: Traffic light color for schedule management status.
- Cost Status: Traffic light color for cost management status.
The same data can be read in the mobile application:
In regard to dashboard representation, Project Manager (PM), also PMO, PMA, PfM and PgM, and Stakeholders (SH), Requester (RQ), Sponsor (SP) and the Functional Manager(FM), can review a dashboard on each project status report at More… > REPORTS.
Open section GLOBAL PERFORMANCE to see global status summary for work package #0, and also traffic lights for scope, schedule, and cost. Below we can read status summaries for risks, assumptions, issues, and dependencies. Global status summaries for decomposing work packages can be read on the right.
Open section SCHEDULE PERFORMANCE to see a schedule status summary for work package #0.
Open COST PERFORMANCE to see a cost status summary for work package #0.
Open section FINANCE to see a summary of finance performance as baselined, planned, and actual for work package #0.
Open section TEAM PERFORMANCE to see a summary of team hours as baselined, planned, and actual, also a chart with tasks to-do, in progress and done so far.
Users can download these reports as a PDF file or XML file. Xlsx or .csv files can be uploaded later or [ from IPFS] in the REPORTS section of this project (or another) to keep evidence of project status as of a certain review date. Users can add or remove their own reports collection above:
In reliable organizations, users can also add status reports which have been published in Blockchain.
Frequently Asked Questions
Who can review project reports?
Stakeholders (SH), Requesters (RQ), Sponsors (SP), Functional Managers (FM), and Project Managers (PM), including PMO roles, can review project reports.
Where can I find project report summaries and traffic light indicators?
Go to CONTROL > Status Reports for a summary view. You’ll see global status, scope, schedule, and cost indicators.
Can I access project report dashboards and detailed performance views?
Yes. In More… > REPORTS, access sections like Global Performance, Schedule Performance, Cost Performance, Finance, and Team Performance.
Are project reports accessible on mobile?
Yes, the same report data and summaries are available via the mobile application.
Can reports be exported or imported?
Reports can be downloaded as PDF or XML. Xlsx/.csv files can be uploaded for traceability or stored on IPFS/Blockchain in reliable organizations.