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2.03.08 Status Report

Using the Status Report form allows evaluating a project at any given time. These subjective and/or qualitative characteristics are exchanged through quantitative key figures automatically for reporting. Using the information of this form and the evaluation system, an rtf-file is produced, which consists of information about the evaluation and decision demand, time/effort and cost information and Earned-Value-Analysis.

The form consists of the following elements:

On the “Master Data” tab:

  • Number: This alphanumerical field specifies the status report distinctly in the system.
  • Project: This field defines the project, to which the defined process belongs. A process can be assigned to a parent project as well as a sub-project. The projects can be defined and modified in the project form.
  • Report Date: The field report date specifies the date and time of the status report. By default, the current date is pre-occupied from the system.
  • Employee: The employee responsible for the status report is pre-occupied here. The employees are administered in the Employee form.
  • Deadline Status : The deadline status of the project is entered here from the user. In the standard the status 0 - Favorable, 1- Scheduled, 2 - Problematic und 3 - Critical are stored. The status can be defined and modified in Collections (ProjectReportStates).
  • Cost Status: The cost status of the project is entered here from the user. In the standard the status 0 - Favorable, 1- Scheduled, 2 - Problematic und 3 - Critical are stored. The status can be defined and modified in Collections (ProjectReportStates).
  • Quality Status: The quality status of the project is entered here from the user. In the standard the status 0 - Favorable, 1- Scheduled, 2 - Problematic und 3 - Critical are stored. The status can be defined and modified in Collections (ProjectReportStates).
  • Internal Service Rest: The presumable remaining costs for internal services for the project are stored as forecast here.
  • External Service Rest: The presumable remaining costs for external services for the project are stored as forecast here.
  • Real Costs Rest: The presumable remaining costs for real costs for the project are stored as forecast here.
  • Estimated Project End : The presumable end deadkine of the project is stored here.
  • Comments: This field is designated for comments concerning the status report.

On the “Comments” tab:

  • Comments - Critical, Problematic, Scheduled and Favorable: If applicable, comments concerning the status messages deadlines, cost and quality (see Master data) are stored. .
  • Positive and Negative Remarks: Positive und negative remarks for the progress of the project can be stored here.
  • Critical Factors/Risks: Critical factors and/or risks for the progress of the project can be stored here. The risk management module is a further possibility to administer risks for the project.
  • Change Requests: Change requests for the project can be stored here. The project change form offers a further possibility to store change request for the project.

On the “Decision Demand” tab:

  • Demand Decision (1 bis 3): The decision demand for the project can be stored here.
  • Employees (1 bis 3): The employees responsible for the decision demand can be stored here.
  • Date (1 bis 3): The due date for the decision can be stored here.

The form consists of the following action:

  • Print Status Report: Using this action, a complete status report can be generated in rtf-format. The created document can be printed through the browser or in a standard text editor.
en/handbuch/kapitel_2/2.3.08_statusbericht.txt · Last modified: 2019/10/25 14:11 (external edit)