Creating a SharePoint Project Status Dashboard [+ Template]

Billy Guinan
By | Updated May 25, 2023 | 8 min read
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What you will learn: This blog will cover how you can create a SharePoint project status dashboard, using our free project management template as an example.

What is a Project Status Report?

project status report summarizes the current status of the project, including health, schedule, and risks against expected performance.

The frequency of the status report is often based on the duration of a task, typically one week.

The report is a useful communication tool, especially for team members or stakeholders who are not working on the project regularly.

The report also provides more context about completed and upcoming work.

A typical Project Status Report includes red-amber-green indicators (RAG) for health, cost, and time, along with information and comments you feel are important.

The metrics included in the report are often decided during the project planning phase.

A status report typically covers:

  • Complete and upcoming work.
  • Overall progress, including budget updates if required.
  • Any key action items.
  • Top open issues or risks.

SharePoint Project Status Dashboard Template

In the free SharePoint project management template, there is a section in the Quick Launch called Status Reports where all of the status report records are housed.

Here is a brief video explain the SharePoint project status dashboard:

Free SharePoint Project Management Template

Download your template pre-configured to help you plan, manage, and track your projects with SharePoint On-Premises.

BrightWork Free SharePoint Project Management Template

Step-by-Step Video: How to Create a SharePoint Project Status Report

 

Before adding a new report, review the project site to check the status of work.

With the free SharePoint Project Management template, the various dashboards on the project homepage are updated as your team works on their tasks.

Use this information as the basis of the status report.  Ask team members for more details as needed.

When you’re ready, navigate to the ‘Status reports’ area in the Quick Launch menu (under ‘Execute and Control’).

Here, you’ll find a list of previous status reports with RAG reporting, completion date, and comments.

Simply add a new item or click “Edit this list” to add a new status report.

Now you have a datasheet view to quickly update the status of the project and add some comments for the team. Work through each column:

  • Overall health, time, cost – color status
  • Date of report
  • Current project phase
  • Expected finish date
  • % complete
  • Status comment
    • How are you feeling about the project?
    • Why are things going wrong?
    • What do you have planned next?
  • Activities planned.

 

Save that information and you have a status report.

The homepage of the project site is also updated with the latest indicators for the entire team to see.

In BrightWork, project status reports logged in individual project sites automatically roll up to portfolio-level dashboards.

This creates instant visibility for project stakeholders and senior management at a high level.

 

Free SharePoint Project Management Template

Download your template pre-configured to help you plan, manage, and track your projects with SharePoint On-Premises.

BrightWork Free SharePoint Project Management Template
Billy Guinan
Billy Guinan

BrightWork Demand Generation Manager • Marketing

Working with a range of B2B SaaS project portfolio management software for nearly 15 years, Billy specializes in best practices and methods of how to leverage Microsoft 365, Teams, Power Platform, and SharePoint to make project management easier. His focus areas are Collaborative Project Management and Template-Driven Project Management on the Microsoft platform. Beyond all things BrightWork, Billy enjoys reading, trying to golf, and walking his pug named Nova.

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