Siebel Professional Services Automation Guide > Project Management > End-User Procedures for Project Management >

Creating a Status Report for a Project

End users may want to create a project status report summarizing the project's progress, forecast, and issues. End users can incorporate any project risk issues into the status report. The following procedure explains how to create a status report.

To create a status report

1. Navigate to the Projects screen.
2. From the visibility filter, select the appropriate view.
3. Drill down on the Name field hyperlink for a selected project record for which you want a status report.
4. Click the Status Report view tab.
5. In the Status Report list, create a new record.
6. Complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Status	Current status of the project. Choose from Green, Yellow, and Red.
   Stage	What stage is the project in. For example, Implementation or Validation.
   Forecast Finish	Finish date projected by current schedule or by project manager.
   Forecast Cost	Cost projected by current schedule or by project manager.
   Forecast Fee Overrun	The amount a project is forecast to run over the fee limit. The value is equal to Forecast Cost minus Fee Limit.
   Forecast Overrun Days	The number of days the project is forecast to run over the targeted project end date. The value is equal to Forecast Finish minus Project End Date.
   Plan Variance	Amount the project is forecast to run over the initial projected cost. The value is equal to Forecast Cost minus Planned Total Cost.
   Planned Total Cost	Cost based on initial project schedule.
   Reporting Status	Status of the current report. For example, In Progress, On Hold, or Done.
   Fee Limit	Maximum amount of money to be charged for the project. The value comes from the Fee Limit field in the project record.