Managing Keys

You can use the Status Report Keys page to create and manage keys that appear on status reports. For each initiative, you can configure multiple keys. For example, you can create a key called Time or Budget.

To create a key:

1. Select the Application Configuration tab.
2. Click the Keys link. The Status Report Keys page is displayed.
3. Click the Add a New Status Report Key button. The Create Status Report Key page is displayed.
4. Select an initiative from the drop-down menu.
5. Enter a name for this key. If you enter Red, Yellow, or Green, the status indicators displayed on status reports will display in the corresponding color.
6. Select if you want this to be an aggregate key.
7. Enter an order ID. This determines where it is displayed in status reports.
8. Click Create.

To manage keys:

1. Select the Application Configuration tab.
2. Click the Keys link.
3. To edit the status:
   1. Click the [Edit] link next to the key you want to edit.
   2. Make the necessary changes and click the Update button
4. To delete a status:
   1. Click the [Delete] link next to the key you want to delete.
   2. Click OK to confirm the deletion.

See Also

Configuring Status Reports

Managing Status Reports

Configuring Custom Sections for Project Status Report

Managing Key Statuses