New User Experience: Measure Progress and Publish Project Status Reports

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HID_newux_project_status
Nicole.jpg
For a project manager, project status reporting is one of the most critical components of effective project management. By reporting project status on a periodic basis, you can ensure that your teams stay focused on their work and also ensure the success of projects throughout the entire project lifecycle. You can also share the project reports with the entire PMO team and other stakeholders in a PDF format so that they are constantly updated on the status and the risks associated with the project.
Project status reporting:
  • Facilitates effective communication
  • Establishes a repeatable process on what has been accomplished
  • Measures how the team is performing
  • Documents what actions are necessary to implement and mitigate risk
  • Highlights where the team should focus to correct problems and should maintain the progress necessary to meet or exceed customer expectations
You need the following rights to work with the project status in
New User Experience
.
  • Project - Edit
     and 
    Status Report 
    access right to create new reports
  • Status Report - Edit All
    and
    Project - Edit
      to edit status reports 
The PMO Project Manager access group contains all the access rights required to access a project and create Status Reports in the New UX. For more information about access rights and other details about project status reporting, see New User Experience: Compare with Classic Clarity PPM.
You can use the Status tab to perform the following activities:
Use the Default Project Status
Example
: Nicole is a project manager and wants to view the current status of the project. She wants to evaluate if the project is on schedule and the current effort and cost metrics. She will then share her findings with the team in an upcoming team meeting. 
Status Report Default.jpg
To view the current project status, open a project and click the 
Status
 tab. The latest draft of the status report appears by default and summarizes the current project.
Some of the key widgets that you can update in the default status are given below. 
Widget Name
Description
High Level Status Module
Overall Status.jpg
Allows you to see the status of a project at a single glance. The High Level Status Module is included in the project status by default. You can remove this widget from the project status and add individual status widgets instead.
  • Overall Status
    : The overall status of the project is derived from the schedule, scope, and cost/effort status. The overall status is also visible on the project tile. The status colors on the status report page and the project tiles (for example, green for On Track, or Red for At-Risk) are based on the display mapping configuration for the Overall Status attribute of the Status Report object. See 
    CA PPM Studio Objects and Attributes
     for details on configuring display mappings for attributes.  
  • Schedule Status
    : Indicates if the project schedule is on track, has a minor variance, or a significant variance from the original schedule.
  • Scope Status
    : Indicates if the project scope is on track, has a minor variance, or a significant variance from the original scope.
  • Cost/Effort
    : Indicates if the effort and the budget amount that is consumed for the project are on track with the original estimates.
Effort Metrics
Effort Metrics.jpg
Allows you to review:
  • The total effort that  was estimated for the project
  • The total effort that has been submitted against the project by team members
  • The balance effort for the project
The value in the status report is based on the value selected for the Default Display Unit for Work Effort setting in Classic 
Clarity PPM
. The setting appears under Administration, Project Management.
Cost Metrics
Cost Metrics.jpg
Allows you to review:
  • The total approved budget for the project
  • The total budget that has been exhausted to date
  • The balance budget for the project
Status Report Update and Key Accomplishments
Status Report.jpg
Allows you to share a summary of the status report and highlight key accomplishments of the team by editing these custom text fields. 
Next Two Weeks
Next2Weeks.jpg
Allows you to review the tasks that are due starting from the Monday of the upcoming week.
If status reports exist for the project in Classic 
Clarity PPM
, the system populates the information from the latest Draft report (based on Report Date) under the Current tab. If there are only Final status reports (that is, no drafts) in Classic 
Clarity PPM
, the system creates a draft status report instance from the latest status report based on Report Date. When the project manager or a user with the appropriate access rights navigates to the Status page in the New User Experience for the first time, the information from the draft status report populates under the Current tab.
Customize the Project Status
Example
: Nicole shares the status with her team and it really helps the team understand the current status of the project. However, the team requests Nicole to make the following changes to the report:
  • Add the current phase and completed tasks to the status and remove the calendar that shows the tasks for the next two weeks
  • Add the risks to the project so that risks can be highlighted to the management team
  • Add a custom field that highlights the key contributor of the month
  • Ensure that the status for the project can be set to Project Started during the initial phase of the project
Let's review how Nicole customizes the project report to help it reflect the team's progress. 
3
3
Add or Remove Widgets from the Project Status
You can customize a project status to include or exclude information by adding or removing widgets. 
Customize Status Report1.jpg
Follow these steps:
  1. To customize a status, click image2017-9-27 12:44:58.png
    Configure. 
    The 
    Customize Status Report
     dialog box appears. 
  2. Select the widgets to include in the report. In our scenario, Nicole would select the 
    Completed Tasks
     and the 
    Current Phase
     check boxes. 
  3. To remove widgets from the report, clear the associated check boxes. In our scenario, Nicole would clear the 
    Next 2 Weeks
     check box. 
  4. Click (X) to close the 
    Customize Status Report
     dialog box. 
  5. To restore the default layout, click 
    Reset Layout
  6. You can drag-and-drop widgets to change the report layout. 
Add Risks, Issues, Changes, and Tasks to the Project Status
From 
Clarity PPM
 15.6.1 onwards, you can add Risks, Issues, Changes, and Tasks to the project status. 
Risks Details.gif
Follow these steps
:
  1. Ensure the Risks, Issues, Changes, and Tasks have been marked to be included in the project status. See Manage Risks, Issues, or Changes
    1. Click Risks, Issues, or Changes to navigate to the corresponding page.
    2. Click any column associated with a risk, an issue, or a change to display the 
      Details
       tab. 
    3. Click
       CONFIGURE
       to display a list of all the attributes that are available. 
    4. Drag-and-drop the 
      Include in Status Reporting
       flag to the Details layout. 
    5. Select the 
      Include in Status Reporting
       flag to ensure the risk, issue, or change is included in the project status.
      You can navigate to the Tasks page, select the Grid view, and select the 
      Include in Status Reporting
       flag against tasks which need to be included in the status.
  2. Select the list of attributes associated with Risks, Attributes, Changes or Tasks to be displayed in the status report. 
    Risks, Issues, Changes, and Tasks have multiple attributes that can be displayed on the status report. You can use the image2017-9-27 12:44:58.png
    Configure 
    icon associated with the relevant grid to select the attributes to be displayed in the report. 
    Configure Risks.gif
    1. To customize a status report, click image2017-9-27 12:44:58.png
      Configure. 
      The 
      Customize Status Report
       dialog box appears. 
    2. Select 
      Risks
       to add it to the status report and click (X) to close the 
      Customize Status Report
       dialog box.
    3. On the Risks widget, click image2017-9-27 12:44:58.png
      Configure 
      to select the attributes that should be displayed on the status report. 
    4. Select the relevant attributes. 
    5. Based on the area available in the status report, 
      Clarity PPM
       calculates if the attributes you are selecting can be included in the report. 
    6. When you see the
       
      maximum column reached
       message, you will not be able to add additional attributes to the grid. 
    7. Click 
      Close
       to save your changes.  
Add Custom Attributes to the  Project Status
The Project Status is associated with Status Report custom object in Clarity PPM. This Status Report object is installed when you install the PMO Accelerator add-in. If you have created custom attributes of a supported data-type in the Status Report object, you can add them to the project status. In our scenario, Nicole requests the Administrator to create an attribute where she can highlight the key contributor of the month. The administrator creates the attribute and ensures that it has an API alias so that the attribute is available in the 
New User Experience
. Nicole can now add this attribute to the project status. To create a custom attribute, see Clarity PPM Studio Objects and Attributes
Key Contr.jpg
You can create a custom attribute with the following data types to ensure that the attribute is included in the project status:
  • String
  • Large String
  • Number
  • Money
  • Boolean
  • Date
  • Single-Valued Lookup
  • Multi-Valued Lookup
  • Calculated Number
  • Calculated String
  • Calculated Datedata
Edit the Project Status Values
You can also request your administrator to edit the 
Status Report Status 
lookup add additional values to the lookup. You can then edit the Status Report object and edit relevant attributes such as schedule status, scope status, and cost and effort status to edit colors associated with each lookup value. The overall status of the project is derived from these three attributes. In our scenario, Nicole asks the administrator to add 
Started 
to the 
Status Report Status 
lookup. 
Follow these steps
:
  1. Log in to 
    Classic PPM
    .
  2. Click 
    Administration
    Data Administration
    Lookups
    .
  3. Use the filter options to locate and open the 
    Status Report Status
     lookup.
  4. Click 
    Values
     and use the 
    New
     button to add a new value. In our scenario, we will add the 
    Started
     value. 
    Edit Lookup.jpg
  5. Click 
    Save and Return
     to save your changes. 
  6. Click 
    Administration
    Objects 
    and use the filter options to locate and open the 
    Status Report
     object. 
  7. Click 
    Attributes 
    and use the filter options to identify and open the relevant attribute. In our scenario, let's open the 
    Schedule Status
     attribute. 
  8. Use the Display Mapping section to associate a color with the new value you added to the 
    Status Report Status
     lookup. In our scenario, the administrator would  associate the Grey color with the 
    Started
     value.
    Edit Color.jpg
  9. Click 
    Save and Return
     to finalize your changes. 
Analyze Project Trends
Analyzing project trends is a common project management technique to use project data and determine possible variance from the baseline (budget, cost, schedule, or scope). This data can help you anticipate and predict how much variance you can expect if the project is not adjusted during a specific timeframe. Specific trends can be anticipated and adjustments can be made to minimize risk, maximize the team effectiveness, and deliver the project on time.
The trending indicators (up, down, and side/neutral arrows) on the status report gauges are based on the latest value of the gauge as compared to the value in the prior published status.
  • Up Arrow
    : The latest draft status is better than the prior published status.
  • Horizontal (Neutral) Arrow
    : The latest draft status is the same as the prior published status.
  • Down Arrow
    : The latest draft status is worse than the prior status.
The color of the arrows and the status report gauges are based on the latest status values:
  • Green
    : On Track
  • Orange
    : Needs Help (Minor Variance)
  • Red
    : At Risk (Significant Variance)
For example, a green up-arrow for the Schedule gauge indicates that the project schedule is trending upward and is on track for the go-live date. You can update the values in the gauges and the overall status gets updated based on the latest values. Use the following information to determine the status for the various gauges:
  • Effort Metrics
     displaying the team member hours remaining for the project.
  • Cost Metrics
     displaying the latest budget available for the project.
  • Upcoming work and completed tasks gauges.
The initial status report for a new project shows no trending indicators because no previous data exists. As you publish additional reports, trending arrows appear comparing current status against the last published status. For example, if the overall health trend for the current status is looking better than the prior published status, a green up arrow appears.
The following image shows trending indicators for a sample project:
The image shows trending indicators for a sample project.
 If you are not using status reports, you can hide the status badges (On Track, Needs Help, At Risk) on the project tiles and project headers. In classic PPM, remove the display mappings on the Overall Status attribute for the Status Report object. See 
CA PPM Studio Object Views
Configure Display Mappings
 for more information.
Arrange Tabs on the Project Status Grid
The Status tab has a two-column grid. You can perform two key activities to arrange widgets on the Project Status grid.
  1. You can use the Move icon.jpg icon on a the top right corner of each widget to drag and drop it  wherever you need it within the grid. 
  2. You can drag a widget to accommodate it in a single column or expand it to fit it in two columns. 
Most widgets such as Status Report Update, Cost Metrics, and Effort Metrics require only one column. You can drag a single-column widget left or right to ensure it occupies two columns. Some widgets such as Next Two Weeks, Risks, Issues, Changes, and Tasks are best displayed in two columns because they typically display a lot of information. While you can drag these widgets and resize them to fit them in a single-column, it is not recommended since it reduces the readability of the content in these grids.
There are two types of widgets available on the Status page:
  • Widgets that are best displayed in one column - Most of the widgets such as Status Report Update, Cost Metrics, and Effort Metrics require only one column. You can drag a single-column widget left or right to ensure it occupies two columns.
  • Widgets that are best displayed in two columns - Some widgets such as Next Two Weeks, Risks, Issues, Changes, and Tasks are best displayed in two columns because they typically display a lot of information. You can resize these widgets to fit into a single-column. 
Publish Project Status Reports
You can preview current and previous status reports in PDF format. You can also publish a status report to create a new status report instance from the preview status report. A PDF is attached to the latest status report which you can then share with the project stakeholders.
Ask your administrator to verify that .PDF is an 
Authorized File Extension
 under
Administration
,
System Options
in Classic PPM.
Complete Status Reports
When a status report is complete, you can publish it after previewing the latest updates in real time. Every time that you preview a report, any previous preview drafts are overwritten with the latest draft. When you publish a report, the status attribute on the status report changes from 
Draft
 to 
Final
 and a PDF of the report is created under Reports. Only status reports that you publish in the New User Experience display under Reports.
New Status Reports
A new status report gets created based on the latest published status report. In the new report, the trending arrows appear as neutral and you can change the gauge statuses, edit the entry fields, and so on, for the next reporting period.
Status Reports and Microsoft Browsers
When viewing a status report in a Microsoft browser such as Internet Explorer or Microsoft Edge, you do not see a PDF file in the browser under the Reports tab in the Status area for a project. Instead, you see an image of the status report with a Download link. Click the link to download the status report as a PDF.
Follow these steps:
  1. Open a project and click 
    Status
    .
  2. To view all previously published status reports (with 
    Final
     status) and the current draft, click 
    Reports
    .
    The current 
    Draft
     status report appears only if you have previously clicked Preview Current to preview the current status report in PDF.
  3. To generate a preview of the current status report before publishing, click 
    Preview Current
    We recommend that you click 
    Preview Current
     before clicking 
    Publish
     to verify that the status report is refreshed with the latest project information available in the system.
  4. To publish the current draft status report, click 
    Publish
    .
Update Project Status in a Grid
In addition to the 
STATUS
 tab that allows you to view and publish PDF status reports, administrators can also configure a project blueprint to include a 
STATUS REPORT
 grid. See New User Experience: Configure Blueprints for Projects and Investments for more information.
image2018-11-19_14-40-45.png
Use this page to update stock and custom attributes of the project Status Report object. You can update the values for current and prior status reports.
We recommend using either the Status tab to generate PDF status reports or the Status Report grid, but not both at the same time. Using both for the same project can potentially be confusing. For example, when you publish a PDF status report from the Status tab, the following changes occur in the grid:
  • A new status report instance appears.
  • The value in the Report Status field changes from
    Draft
    to
    Final
    .
  • The values from the previous status report instance are copied over to the new instance.
Manually changing the report status from Draft to Final in the grid is similar to what happens when publishing; however, no PDF file is created under the Status tab, under Reports. Users might perceive this behavior gap between the PDF status report and the grid status report. The values from the Final status report on the grid are not copied over to create a publishable draft status report under the Status tab, under Reports. Users of the PDF status page might expect a PDF to be generated when they or other users mark the status
Final
on the grid; however, no PDF is generated for that status report record.
Refer to the following chart to decide whether to use the traditional Status report page or the new Status Report grid.
Capability
Status Page
Status Report Grid
Generate a project status report PDF
Yes
No
Publish new status report with values from previous status report
Yes
No
View and edit custom attributes
Yes
Yes
Review current and previous status reports
  • Project managers require the
    Status Report - Edit All
    access right
  • Team members require the
    Status Report - View All
    access right
  • Status Report - View
    global or instance rights control the display of one or more status report instances
  • Status Report - Edit
    instance rights and
    Status Report - Edit All
    global access rights are required to update status report instances*
  • The grid does not allow deletion of status report instances
Saved views
No
Yes
Filtering
No
Yes
Configurable report layout sections such as Key Accomplishments, Completed Tasks, Next 2 weeks, Effort Metrics, and Cost Metrics
Yes
No
*See the Change, Impact, and Upgrade guide for a potential known issue with this feature.