Status MOD009C97 New from DB 39.5.0

Access path

• Program panel Status

Information

• In this module, you can view existing status reports and create new ones.
  • Only reports for the respective program are created, not for the projects assigned to it.
• In order to create a program status report, you have to assign status reports to the projects assigned to the program. For this purpose, see the Project Status Reports section.

Note

• If the module described here is opened in the program and at the same time you make changes to another module of the project panel which have an influence on the data in the module described here and save them (or if another user has done so), the Refresh button will be displayed in the lower left corner of this module. Click on this button in order to refresh the displayed data.

Current Status

Information

• The Current status area of the module shows current planning data of the project divided into several subareas (Costs, Effort, Dates, etc.). In the Costs and Dates subareas, summed-up (summarized) values of the projects assigned to the program are displayed.
  • When you create a new program status report, current program data is included. However, the current data of the assigned projects will not be included. The selected project status reports are the source of the project data in the program status report. This may cause the displayed (summarized) project effort/cost values in the Current status area in the Status module to deviate from those in the Program Status Report.

Header data of the subareas

Detailed information of the subareas (after expanding)

Details

• From the Current status area, new reports (baseline, status, final report) can be created.

Create Baseline Report

Information

• The baseline is a status report in which the approved and adopted planning is displayed and which is regarded as a reference or comparison report in the program progress.

Procedure

• If necessary, click on the Refresh button at the lower left module margin in order to refresh the data displayed in the module.
  • The Refresh button is displayed if a change has been made and was saved in another module of the project panel that might have an effect on data in the Status module.
• Make necessary changes to the Current status area (only estimates and comments possible).
• Click on the Create baseline button.
  • If no baseline report exists, the following message is displayed: Do you really want to create the baseline?
    • Confirm the message with Yes.
  • If a baseline report already exists,
    • the Baseline report available for project! message is displayed when you try to Baseline report available for xxx!.
    • Confirm this message with OK.
    • Confirm the Do you really want to create a baseline? message with Yes.
  • A new program baseline report is created, in which the current status of the program and the status of the projects assigned to the program from the selected project status reports are frozen. The created baseline report is displayed in the Status report area with "Baseline" report status. To open the report, click on the link on the ID of the report. This will take you to the Program Status Report module.

Details

Note

• If a baseline report is created and a status report is created afterwards (or the other way around) without changes having been made in the mean time, the display of the master milestones in the chart in the Dashboard is the same for all three planning statuses (current status = active report = baseline), as it is supposed to be.

Create Status Report

Procedure

• Click on the Refresh button on the bottom left module margin, so that the most current project data is displayed in the module.
  • The Refresh button is displayed if a change has been made and was saved in another module of the project panel that might have an effect on data in the Status module.
• Make necessary changes to the Current status area (only estimates and comments possible).
• Click on the Create status report button.
• Confirm the Are all entries (estimates/comments) and assignments (status reports to planning objects) complete and up-to-date? message with Yes. The status report in which the current status of the program and the status of the projects assigned to the program from the selected project status reports are frozen is created. You automatically switch to the Program Status Report module in which the data of the created status report is displayed. Here, the status report can and should be released (in opposite to the baseline which is released per se).
  • After its creation, if a status report is
    • released, it is displayed in the Status reports area in the Status module with last released report status.
    • not released, it is displayed in the Status reports area in the Status module with created report status.
• If it is a finished project (all tasks have an actual end date), a query is displayed, asking whether a final report is to be created. If the query is negated, the creation is not aborted but a normal status report (no final report) is created.

Details

Notes

• You cannot create a status report if a final report already exists.
• Status reports can only be created for active planning objects (Status = 1 (active)).

Create Final Report

Information

• If a report is created for a programfor which an Actual end has already been set, such a report is called a final report.

Procedure

• Click on the Create final report button.
• Confirm the Have you refreshed your estimates and comments? message with Yes. The status report in which the current status of the program and the status of the projects assigned to the program from the selected project status reports are frozen is created. You automatically switch to the Program Status Report module in which the data of the created status report is displayed.
  • In the Status Report module, you can and should release the status report (unlike the baseline which is a released status report per se).
  • If after its creation a status report is
    • released, it is displayed in the Status reports area in the Status module with last released report status.
    • not released, it is displayed in the Status reports area in the Status module with open final report report status.

Details

Note

• As soon as a final report has been created, no further status report can be created.

Status Reports

Information

• In this area, all projects assigned to the program are listed.
• They must have a status report assignment in the Project status report field so that a program status report can be created.

Procedure

Note

• If a status report has been assigned to a project in the Project status report field, the field can no longer be emptied. You can only replace the selected report by another one.

Program Status Reports

Information

• In the Program status report area, the already existing status reports of the program are listed and a basic overview of the frozen status of different factors in the respective report is provided.
• By clicking on the report ID, you can open and view the corresponding report with detailed data in the Program Status Report module.

Configure Trend Analysis

Information

• From the Status report area, you can switch to the Configure Trend Analysis module by clicking on the Configure trend analysis button. In this module, you can define the status reports that should be considered in trend analyses or the comparison of planning states.

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See also: Program Status Report