The Project Lite; Project Standard and Project Structured templates include a Project Status Report list (created using the BrightWork Custom list). The main purpose of this list is to enable you to maintain a historical record of the progress of the project.

The list includes a workflow that pulls data from the Metrics list and in certain circumstances feeds data to the Metrics list. The workflow triggers every time you create an item in this list.

For more information on what metrics are fed by the workflow, see below.

To create a Project Status Report:

1. Ensure the Metric list is up-to-date by doing a manual recalculation.
2. Click Status Reporting on the Quick Launch.
3. Click Add new item.
4. Fill out the form and click Save.
5. Ensure the Metric list is up-to-date by doing another manual recalculation.

Template Metrics Pulled by the Workflow

The Metrics pulled in the Status Report by the workflow depend on the template in question:

Project Lite

• Time - this updates the Current Finish Date in the Status Report
• Time Indicator Icon

The details added to the Health Indicator and %Complete columns in the Status Report in turn feed the Health and %Complete metrics in the Metrics list.

Project Standard

• Time Current Finish Date
• Time
• Issues
• Health

The details added to %Complete column in the Status Report in turn feed the %Complete metric in the Metrics list.

Project Structured

• %Complete
• Current Finish Date
• Customer Satisfaction
• Health Indicator Icon
• Quality Indicator Icon
• Time Indicator Icon
• Issues Indicator Icon
• Process
• Risk Indicator Icon
• Scope Indicator Icon
• Team Satisfaction