Siebel Professional Services Automation Guide > 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 Show drop-down list, select the appropriate view.
  3. In the Projects list, select the project for which you want a status report.
  4. Click the Status Report view tab.
  5. In the Status Report list, add a new record.
  6. In the new record, complete the necessary fields. Some fields are described in the following table.

    7. 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.


 Siebel Professional Services Automation Guide 
 Published: 18 April 2003