Can you create a status template?

[Jay]

Can you create a customized status report template? Can All you do is add
additinal feild boxes to a status report?

 

[Earl Lewis]

Jay,

There is little customization available to the built-in status reporting - save for changing the heading of each of the report sections or adding sections to the report. This is an area where M$ needs to invest some time and effort. I sort of understand where they're coming from with status reporting but it's just not very robust.

Having said that, when you create a status report you do specify if you want to use all the sections by default and whether those sections are called something else or not - so I guess that's some sort of customized template.

Another idea you might try is to create your status report template as a Word document, put it on your project shared documents folder(s) and have people go there to get the template to complete status reporting as required. Good luck!

Earl
Can you create a customized status report template? Can All you do is add
additinal feild boxes to a status report?

 

[Melvin Perez]

I hope that people at Microsoft are reading this forum, because this is a
major feature Project Server lacks.

Melvin

 

[David H.]

We too would like to be able to do more customization for Status Reporting,
for example we want to be able to show Issues with a Corresponding Mitigation
in the Status Report, currently doing this is clunky by user's having to
enter information rather than a field to enter into.

 

[hbrown]

We outsourced our status report.
Our custom report pulls project owner date, tasks and milestones from a set
period of time and all active "High" priority issues.

The PM selects from their project list, selects a 2w date range, has the
opportunity to enter additional notes, then creates the report in a PDF.

The PMs still have to upload the report manually into their project report
folder. We recently added a feature that allows the PM to remove task lines
from the report to meet a management request of a one page document.

We used www.epm2e.com for this and were happy with their work.