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Creating a status report
Creating a status report

Learn how to open and add a status report

Jonas Steeger avatar
Written by Jonas Steeger
Updated over 6 months ago

Which permission do I need to use this function?

Writing permissions or higher


Adding a new Status report

A status resembles an interim report on the current status of a project tree element.

  • In the status tab, you can create a status report on the measure, package, project, and program level by clicking on the plus symbol

  • Select the pencil icon to edit your status and the minus icon to delete it

  • As long as the status has not been solved, any user can edit it. Afterward, only admins can make changes.

  • Fill in a Subject and at least a Comment

  • With the Status Traffic Light, you can rate your measure/package/project/program as green, yellow, or red

  • You can also add Decisions and Risks if needed

  • If you want to escalate the information of your status report, you can also flag it as important. Read more here.


Using an existing status report as a template

If you want to base a new status report on an old status report to use the contents or structure of the existing report, you can use any report as a template by right-clicking on it. This will automatically copy and open the report you want to use as a template.


You can learn here, how to add a risk assessment to a status report.

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