Completix

How to Write a Project Status Report

status report

A status report is a document that shows the progress of a project during its lifecycle. 
It typically includes information such as the current status of project milestones, budget updates, risks and issues encountered, and any changes to the project scope or schedule. Project status reports are essential tools for keeping stakeholders informed about the project’s health and ensuring transparency and accountability throughout its lifecycle. They help project managers and team members track progress, identify areas needing attention, and make informed decisions to keep the project on track toward its objectives.

Top content that should be included in a status report

Any organization may have their own requirements, but, regardless of the format used, all have similar content that can include:

  1. Overall project health:
    A typical Green/Yellow/Red representation of the project status to quickly identify if all is going according to plan or help is required.
  2. Status Summary:
    This is where the project manager briefly describes, in plain language, the progress for the past period.
  3. Planned for Next Period:
    This is where the project manager describes what the team will be focusing until the next report. This field is very useful as it is used as a baseline for future reports.
  4. Issues and Risks:
    Top 5 issues and risk the team is currently dealing with and pose a challenge.
  5. Schedule update :
    A comparison of the current timeline against the project schedule.
  6. Budget  update:
    A review of what the project has spent as well as the forecast against the project budget.
  7. Major milestones status:
    The status of the most important milestones that have been communicated to the stakeholders.
status report

Tips for writing a status report

The goal of a status report is to show the project’s progress quickly and clearly.

  • Keep it concise: Whenever writing any summary, keep it brief and to the point. The goal is to convey the message in just a few seconds. Don’t add to many details that can confuse a reader, unless it is specifically required by your stakeholders to do so.
  • Always have a baseline: it is important to be able to compare your schedule and budget against a baseline to fully gauge  its progress.
  • Limit Issues and Risks to 5 each: In a weekly status report, the goal is to make things “pop”. By limiting your issues and risk to the top 5, you can prioritize where help is required without overwhelming the stakeholders
  • Summarize: Keep the information simple and don’t be tempted to write everything broken down in every detail. If questions arise and details are required, follow up and address them in a separate venue. This is especially true for schedule and budget; for the budget show the rolled up totals and for the schedule focus on the end date only.

Every organization may require a different approach, but good project management should be consistent across the board. If specifics are required, they can always be address in a separate document.

To help your project management journey, consider Completix. It has been created with status reports as a cornerstones of its design and can guide you to automatically produce the best status report for your projects with minimal effort.

status report

Consider uniformity in project status reports

When dealing with multiple projects, one of the main challenge is the ability to quickly spot issues and deviations. To address this, all status reports should have the same look and feel, so a reader knows exactly where to look and what to expect.

Uniformity of delivery is a key part of a PMO process, along with templates and clear steps to follow.  Completix Project Governance is part of our platform and can help you define and follow the perfect process for your business.

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Weekly Status Report

Changelog

Nov 18, 2024

  • New – Task Template
  • Improved –  Search can find checklist items in tasks
  • Improved – Budget. Cell-assignment has, for each resource, an added total and total to date field.
  • Improved – Adding user to project  has a new interface where multiple team member can be added by selecting form a list
  • New – Timesheet report export has an added option to export all months on record.
  • Improved – Outlook Integration now has the ability to sync your Out of Office Availability
  • Improved – My Availability can be set in hours as well as days
  • Fix – Various bug fixes and UI tune-ups

Oct 16, 2024

  • New – Outlook 2-way Integration
  • Improved –  Forecast calculation
  • Improved – Allocation. When effort-driven is enabled, Task s in allocation now show start/end dates
  • Improved – Timesheet functionalities
  • Fix – Various bug fixes

Aug 29, 2024

  • New – Users Calendar. Unified view of all user’s calendar
  • New – Vacation calendar. Visualize your resources’ vacations in a searchable centralized calendar
  • New – Allocation Gantt. A new view that represent resources’ allocation in a Gannt chart
  • New – My Availability. Each user can set their own working time and days off. The availability is fully automated with the schedule, forecast and allocation
  • New – Effort based schedule. You can now assign effort to tasks in the schedule and report them in the Timesheet. Timesheet entries are automatically calculated and pre-populated.
  • New – Task based Timesheet. You can now report time against assigned schedule’s tasks. This functionality is tied to Effort based schedule.
  • New   Each project has a dedicated general chat
  • New –  Timesheet custom entries. Add non-billable hours to the timesheet and visualize reports. For example you can track a resource’s vacation days.
  • New   Added new interactive resources’ effort reports with time/cost views
  • New – Multi-Language support
  • Improved –  Timesheet reports now include “To Date” tally
  • Improved – In the resource view, actuals and forecast are now displayed side-by-side
  • Improved – Vendors logos are now automatically added to the vendor component.
  • Improved – New schedule, forecast and actuals triggers have been added to improve the warning engine
  • Improved – Search functionality now includes RAID items
  • Improved – Gantt charts have a new rounded look and have the resource(s) assigned visible in the bar
  • Improved – Raid. You can now hide all RAID items, while in list view, that are closed with the click of a button.
  • Change – Allocation calculation are no longer tied to the project end, and instead rely on the allocation calendar
  • UI tune-up– All dashboards have bigger graphic counters and a new coloring scheme to clearly separate the budget data from the rest.
  • Fix – Various bug fixes

Jun 7, 2024

  • New – Change Request impacting the schedule are now automatically updating the “Approved end date” of the project and are clearly flagged. 
  • New – Project duration (in days) is now displayed in the overview page and in the status report. 
  • Improved – Schedule and RAID filters have been improved
  • New – Baseline capability has been added to the schedule
  • New – Schedule history is now available. The schedule automatically save itself and provides multipole restore points
  • Improved – New triggers have been added to the warning engine to better support more use cases
  • New – Search is now available across the entire site  and covers multiple items
  • Improved: project search now includes RAID items
  • New: In the Simplified view, we have added the Tasks Kanban view. The Kanban view is now the default one

Apr 20, 2024

  • New – Document search is indexed and fully integrated with external drives (OD. GD. etc).
  • Improved – Schedule and RAID filters have been improved 
  • Improved – Milestones in gantt chart are placed in different level when colliding
  • Improved – CSV exports data improvement
  • Improved – Dashboards columns are also customizable “per user” and can be set directly in the dashboard.
  • Fix – Fixed bugs in schedule and RAID where resources couldn’t be copied via context menu

Mar 16, 2024

  • New – OneDrive Integration (2-way) 
  • New – Google Drive Integration (2-way)
  • New – Schedule Kanban view
  • New – Tracking and Operational initiatives have been simplified and add the ability to migrate to a full project
  • Improved – Document templates can now be organized into folders

Jan 29, 2024

  • Improved – Site Settings’ UI has a new look with explanation and guide
  • New – Portfolio status can now be exported unified 
  • New – Jira Integration (2-way)
  • New– MS Project Integration (2-way)
  • New– Simplified view – Record is committed automatically

Dec 22, 2023

  • New – Introduced a FREE plan
  • New – Introduced a new trigger-based Warning engine
  • New – Added charts for budget’s status
  • New– Added Portfolio Manager role
  • New– Added Portfolio view in My Dash for assigned Portfolio Managers
  • New – Project type can be hidden if not in use
  • Improved – Status reports now export in PDF landscape for better readability

Nov 25, 2023

  • Fix – Bugs and UI tune-ups
  • New – RAID Cards in Kanban mode have an updated look
  • New – Added 5 custom budget fields. You can track your own custom financial targets and display them in the various dashboards and status reports
  • New – Budget templates can now be created by importing directly from MS Excel
  • New– When, in a project, components are hidden, all related options are also hidden
  • New– Added a Resource view for Portfolios

Nov 5, 2023

  • Fix – Bugs and UI tune-ups
  • New – Introduced Operational and Task Tracking as type of initiatives
  • New – Project type tags are now colored differently for a better experience
  • New – Project types are now tracked in the Dashboards
  • New– Added ability to show/hide all details’ components separately in the Overview page 
  • New – Added a “Note” field in vendor expenses.

Oct 5, 2023

  • Fix – Bugs and UI tune-ups
  • New – Introduced Financials lock
  • New – Dashboards: added alert icons for values over the baseline 

Sep 6, 2023

  • Fix – Fixed FY calculation in PM Dashboard
  • New – Introduced a new Trial start Welcome guided setup
  • New – Table’s headers have a new and improved look
  • New – Added option to include/exclude any given project in the overall Budget and/or Financials calculations
  • New – Added option to enable/disable the budget fiscal on a per project basis

Aug 25, 2023

  • Fix – Bugs and UI tune-ups
  • Update – We updated all internal libraries to the latest version 
  • New – Introduced a Simplified project type to be used for task tracking type activities
  • New – Increased the number of components that can be turned off separately
  • New – Tasks can now be added directly from the dashboards
  • New – The Trial plan has been simplified by turning off, by default, all advanced components. All features can be turn back on in the Site settings
  • New – Individual users can now customize their dashboards by show/hide columns of data. Go to “My Account” to customize it.

Aug 10, 2023

  • Fix – Bugs and UI tune-ups
  • New – Grouping of resources in MyTeams
  • New – Pre-built budget “Estimates vs Actuals”
  • New – Status report now has a new widget: Summary bar
  • New – More components can be turned off separately
  • New – New tasks can be added directly from the dashboard

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