Status Report MOD009A52

• Project panel (Proposal panel) NEW Status Click on the link in the ID field of the required status report Status Report (the existing status report is opened)
• Project panel (Proposal panel) NEW Status Click on the Create baseline report or Create status report or Create final report buttton Status Report (a new status report is created)

• In the status report, the fixed data is split in several areas depending on the Costs, Effort, Dates, etc. factors.
• In each area, the following data is displayed in the header:
  • the manager’s estimate on the respective factor
    • The estimate is visualized by a thumb symbol.
      • For factors for which no estimate has been entered yet, no thumb symbol is displayed here.
  • Comments
• In the Costs, Effort, and Dates subareas, the following data is displayed additionally:
  • the frozen calculated status of the deviation values of the respective factor: Total vs. budget for costs and effort, and requested vs. calculated for dates
    • This is visualized by traffic light triangles with a specification of the percentage deviation of costs and effort, and the deviation of dates in days.
      • red: costs/effort overrun by more than 5%, date delay of more than 5 days
      • yellow: costs/effort overrun by up to 5%, date delay of up to 5 days
      • green: costs/effort not overrun, no delay
      • For dates, both the project end date deviation value as well as the master milestone end date are indeed instanced, the respective traffic light, however, refers to the worst of both values.
  • the project trend compared to the report that was active at the time of creation of the current report.
    • This is visualized by trend arrows specifying the percentage deviation of costs and effort and the deviation of dates in days.
      • Arrow up = negative trend, arrow down = positive trend.
• In some areas, details can be viewed by expanding the tree structure.
  • When you expand the
    • Costs area, details on the cost budget, two cost trend graphics as well as the Earned Value Analysis are displayed.
      • Graphic 1: cumulated total costs from the selected status report (provided that the report has been released) and from the baseline (if it exists)
      • Graphic 2: total costs per month from the selected status report (provided that the report has been released) and from the baseline (if it exists)
    • Effort area, details on the effort budget and two effort trend graphics are displayed.
      • Graphic 1: cumulated total effort from the selected status report (provided that the report has been released) and from the baseline (if it exists)
      • Graphic 2: total effort per month from the selected status report (provided that the report has been released) and from the baseline (if it exists)
    • Dates area, the dates and the duration of the project, milestone and master milestone dates, as well as milestone/master milestone trend graphics are displayed.
    • Risks/opportunities area,
      • the damage and gross profit values of the project/program resulting from the risks or opportunities as well as
      • the individual risks and opportunities are listed including their measures in the respective Risks and Opportunities subareas.
        • In the Risks and NEW Opportunities subareas, a matrix diagram which shows the number of risks/opportunities measured against their Damage extent/Gross profit level and Probability of occurrence(Risk)/Probability of occurrence(Opportunity) in the high, medium and low categories is displayed additionally.

• In the status report, the fixed data is split in several areas depending on the Costs, Effort, Dates, etc. factors.
• In each area, the following data is displayed in the header:
  • the manager’s estimate on the respective factor
    • The estimate is visualized by a thumb symbol.
      • For factors for which no estimate has been entered yet, no thumb symbol is displayed here.
  • Comments
• In the Costs, Effort, and Dates subareas, the following data is displayed additionally:
  • the frozen calculated status of the deviation values of the respective factor: Total vs. budget for costs and effort, and requested vs. calculated for dates
    • This is visualized by traffic light triangles with a specification of the percentage deviation of costs and effort, and the deviation of dates in days.
      • red: costs/effort overrun by more than 5%, date delay of more than 5 days
      • yellow: costs/effort overrun by up to 5%, date delay of up to 5 days
      • green: costs/effort not overrun, no delay
      • For dates, both the project end date deviation value as well as the master milestone end date are indeed instanced, the respective traffic light, however, refers to the worst of both values.
  • the project trend compared to the report that was active at the time of creation of the current report.
    • This is visualized by trend arrows specifying the percentage deviation of costs and effort and the deviation of dates in days.
      • Arrow up = negative trend, arrow down = positive trend.
• In some areas, details can be viewed by expanding the tree structure.
  • When you expand the
    • Costs area, details on the cost budget, two cost trend graphics as well as the Earned Value Analysis are displayed.
      • Graphic 1: cumulated total costs from the selected status report (provided that the report has been released) and from the baseline (if it exists)
      • Graphic 2: total costs per month from the selected status report (provided that the report has been released) and from the baseline (if it exists)
    • Effort area, details on the effort budget and two effort trend graphics are displayed.
      • Graphic 1: cumulated total effort from the selected status report (provided that the report has been released) and from the baseline (if it exists)
      • Graphic 2: total effort per month from the selected status report (provided that the report has been released) and from the baseline (if it exists)
    • Dates area, the dates and the duration of the project, milestone and master milestone dates, as well as milestone/master milestone trend graphics are displayed.
    • Risks/opportunities area,
      • the damage and gross profit values of the project/program resulting from the risks or opportunities as well as
      • the individual risks and opportunities are listed including their measures in the respective Risks and Opportunities subareas.
        • NEW In the Risks subarea, a matrix diagram which displays the number of risks measured from their Damage extent and its Probability of occurrence in the high, medium and low categories is additionally visualized.

• In the status report, the fixed data is split in several areas depending on the Costs, Effort, Dates, etc. factors.
• In each area, the following data is displayed in the header:
  • the manager’s estimate on the respective factor
    • The estimate is visualized by a thumb symbol.
      • For factors for which no estimate has been entered yet, no thumb symbol is displayed here.
  • Comments
• In the Costs, Effort, and Dates subareas, the following data is displayed additionally:
  • the frozen calculated status of the deviation values of the respective factor: Total vs. budget for costs and effort, and requested vs. calculated for dates
    • This is visualized by traffic light triangles with a specification of the percentage deviation of costs and effort, and the deviation of dates in days.
      • red: costs/effort overrun by more than 5%, date delay of more than 5 days
      • yellow: costs/effort overrun by up to 5%, date delay of up to 5 days
      • green: costs/effort not overrun, no delay
  • the project/program trend compared to the report that was active at the time of creation of the current report.
    • This is visualized by trend arrows specifying the percentage deviation of costs and effort and the deviation of dates in days.
      • Arrow up = negative trend, arrow down = positive trend.
• In some areas, details can be viewed by expanding the tree structure.
  • When you expand the
    • Costs area, details on the cost budget, two cost trend graphics as well as the Earned Value Analysis NEW are displayed.
      • Graphic 1: cumulated total costs from the selected status report (provided that the report has been released) and from the baseline (if it exists)
      • Graphic 2: total costs per month from the selected status report (provided that the report has been released) and from the baseline (if it exists)
    • Effort area, details on the effort budget and two graphics on the effort trend are displayed.
      • Graphic 1: cumulated total effort from the selected status report (provided that the report has been released) and from the baseline (if it exists)
      • Graphic 2: total effort per month from the selected status report (provided that the report has been released) and from the baseline (if it exists)
    • Dates factor, dates and duration of the project as well as milestone and master milestone dates are displayed.
    • Risks/opportunities area,
      • the damage and gross profit values of the project/program resulting from the risks or opportunities as well as
      • the individual risks and opportunities are listed including their measures in the respective Risks and Opportunities subareas.

• In the status report, the fixed data is split in several areas depending on the Costs, Effort, Dates, etc. factors.
• In each area, the following data is displayed in the header:
  • the manager’s estimate on the respective factor
    • The estimate is visualized by a thumb symbol.
      • For projects/programs for which no estimate has been entered yet, no thumb symbol is displayed here.
  • Comments
• In the Costs, Effort, Dates, and Milestones subareas, the following data is displayed additionally:
  • the frozen calculated status of the deviation values of the respective factor: Total vs. budget for costs and effort, and requested vs. calculated for dates
    • This is visualized by traffic light triangles with a specification of the percentage deviation of costs and effort, and the deviation of dates in days.
      • red: costs/effort overrun by more than 5%, date delay of more than 5 days
      • yellow: costs/effort overrun by up to 5%, date delay of up to 5 days
      • green: costs/effort not overrun, no delay
  • the project trend compared to the report that was active at the time of creation of the current report.
    • This is visualized by trend arrows specifying the percentage deviation of costs and effort and the deviation of dates in days.
      • Arrow up = negative trend, arrow down = positive trend.
• In some subareas, details can be viewed by expanding the tree structure.
  • When you expand the
    • Costs area, details on the cost budget and two graphics on the cost trend are displayed.
      • Graphic 1: cumulated total costs from the selected status report (provided that the report has been released) and from the baseline (if it exists)
      • Graphic 2: total costs per month from the selected status report (provided that the report has been released) and from the baseline (if it exists)
    • Effort area, details on the effort budget and two graphics on the effort trend are displayed.
      • Graphic 1: cumulated total effort from the selected status report (provided that the report has been released) and from the baseline (if it exists)
      • Graphic 2: total effort per month from the selected status report (provided that the report has been released) and from the baseline (if it exists)
    • Dates area, dates and duration of the project as well as milestone and master milestone dates NEW are displayed.
    • Milestones area, milestone and master milestone dates are displayed.
    • Risks/Opportunities area NEW, damage and gross profit numbers of the project are displayed.
• For newly created or non released status reports, you can edit the Measures and Decisions fields (depending on the user's rights).

• In the status report, the fixed data is split in several areas depending on the Costs, Effort, Dates, etc. factors.
• In each area, the following data is displayed in the header:
  • the manager’s estimate on the respective factor
    • The estimate is visualized by a thumb symbol.
      • For factors for which no estimate has been entered yet, no thumb symbol is displayed here.
  • Comments
• In the Costs, Effort, Dates, and Milestones subareas, the following data is displayed additionally:
  • the frozen calculated status of the deviation values of the respective factor: Total vs. budget for costs and effort, and requested vs. calculated for dates
    • This is visualized by traffic light triangles with a specification of the percentage deviation of costs and effort, and the deviation of dates in days.
      • red: costs/effort overrun by more than 5%, date delay of more than 5 days
      • yellow: costs/effort overrun by up to 5%, date delay of up to 5 days
      • green: costs/effort not overrun, no delay
  • the project trend compared to the report that was active at the time of creation of the current report.
    • This is visualized by trend arrows specifying the percentage deviation of costs and effort and the deviation of dates in days.
      • Arrow up = negative trend, arrow down = positive trend.
• In some areas, details can be viewed by expanding the tree structure.
  • When you expand the
    • Costs area, details on the cost budget and two graphics on the cost trend are displayed.
      • Graphic 1: cumulated total costs from the selected status report (provided that the report has been released) and from the baseline (if it exists)
      • Graphic 2: total costs per month from the selected status report (provided that the report has been released) and from the baseline (if it exists)
    • Effort area, details on the effort budget and two graphics on the effort trend are displayed.
      • Graphic 1: cumulated total effort from the selected status report (provided that the report has been released) and from the baseline (if it exists)
      • Graphic 2: total effort per month from the selected status report (provided that the report has been released) and from the baseline (if it exists)
    • Dates area, project dates and duration are displayed.
    • Milestones area, milestone and master milestone dates are displayed.
• For newly created or non released status reports, you can edit the Measures and Decisions fields (depending on the user's rights).

• All values that are to be displayed and fixed in status reports are values summarized via the project structure, i.e. for each selected project it is the sum of the values of the project itself and all of its subprojects.
• The values of the status reports are saved in particular data tables.
  • General project data and dates in DT823
  • NEW Costs and effort of the project level in DT284
  • NEW Costs and effort of the yearly tranches in DT285
  • NEW Benefit and revenues in DT835
  • NEW Opportunities in DT872
  • NEW Risks in DT831
  • Risk measures in DT823
  • Opportunity measures in DT873

• Click on the Approve button.
• Confirm the Status report cannot be changed after it has been released. Continue? dialog message with Yes.

• Click on the Refresh button.
• Confirm the Do you really want to refresh this data? dialog message with Yes.
  • As a result, dates, costs, and budgets of the affected project are calculated anew (NEW). These and other possibly updated data are transferred to the status report.
  • If comments, measures, and decisions have been changed in the Status module in the meantime, the new data is included in the status report as well when it is refreshed.

Export Status Report to PowerPoint

• Via the PowerPoint symbol in the header area of the module, the data displayed in the module can be exported to a PowerPoint file. The PowerPoint template file must therefore be stored in the client.
  • In the PLANTA standard delivery, a standard PowerPoint template is already contained in the client and can be adjusted individually if desired. For more information, see the PowerPointExport topic.