Clarity: Manage Status Reports for Ideas

For a project manager, investment status reporting is one of the most critical components of effective investment management. By reporting investment status on a periodic basis, you can ensure that your teams stay focused on their work and also ensure the success of investments throughout the entire investment lifecycle.
Investment 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
Before you begin using the feature, ensure that the following configuration details are implemented by your administrator:
  • Ensure that your administrator has configured the STATUS module using blueprints
  • You need the following rights to work with the idea status in
    • Idea - Create - Status Report
    • Idea - Delete All - Status Report
    • Idea - Edit All - Status Report
    • Idea - View All - Status Report
When you create a subobject for Status Report, the following global and instance rights will be created and honored.
Status Report Global Rights:
  • <StatusReport_subobject> - Create
  • <StatusReport_subobject> - Delete All
  • <StatusReport_subobject> - Edit All
  • <StatusReport_subobject> - View All
  • <StatusReport_subobject> - Xog Access
Status Report Instance Rights:
  • Status Report - Create - <StatusReport_subobject>
  • Status Report - Delete All - <StatusReport_subobject>
  • Status Report - Edit All - <StatusReport_subobject>
  • Status Report - View All - <StatusReport_subobject>
But, the following investment-specific instance rights
will not be
created by the system:
- Create - <StatusReport_subobject>
- Delete All - <StatusReport_subobject>
- Edit All - <StatusReport_subobject>
- View All - <StatusReport_subobject>
Upgrade Impact:
In the case of existing status report subobjects, the idea and investment-specific instance rights will not be updated, but project-specific instance rights will work as expected.
Create a Status Report Using the Status Module
You can create the status report to track the progress of an investment using the
Some of the key information about this module are:
  • You can add key accomplishments for the reported period.
  • You can describe the upcoming activities.
  • You can specify if the next milestone is on track.
  • You can see the overall status of the status report instance. This value is auto-populated based on the schedule, scope, and cost/effort status fields.
  • You can also indicate if the investment is encountering any review approval problems or any staffing availability issues.
Follow these steps:
  1. Open the investment.
  2. Click
    to navigate to the corresponding page.
  3. To add a row at the top of the grid, click the plus icon. Ensure that you select the mandatory fields using Column Panel.
  4. Enter values in the required fields.
Right-click Context Menu
You can right-click a cell on a row to view a context-sensitive menu. You can use this context-sensitive to:
  • Insert Row Below
    : A new row gets added to the grid
  • Delete Row
    : The selected row gets deleted from the grid
  • Chart Range (beta)
    creates a chart using the data in the grid. To learn more about using the Chart Range (beta) option in the grid, see Create a Chart.
Grid Components on the Status Page
Some of the key actions you can perform by using the grid are:
  • Add an attribute in the grid
    You can see attributes associated with the Status module in the Column Panel. You can select various attributes to add them to the grid. To learn more about using the column panel in the grid, see Add an Attribute in Grid.
  • Edit Multiple Attributes By Using the Bulk Edit Capability
    You can edit multiple status report instances on the Grid layout. When you select multiple status report instances and click the Edit button, a bulk edit window will be displayed. The window includes all the fields that were displayed in the grid. You can update the relevant fields and click Save to commit your changes. To learn more about using Bulk Edit capabilities in the grid, see Edit Multiple Records.
  • View more information about a status report instance by using the DETAILS panel
    You can view more information about each status report instance by using the DETAILS panel. The panel is available as a two-column layout, and you can resize it to take up 75% of the screen. The Details layout allows you to include two fields per row. You can horizontally drag any field to occupy one or both columns. To learn more about using the DETAILS panel in the grid, see Edit Information by Using the Details Panel.
  • Analyze Status by using the Filter and Search options
    You can use the Search and the Filter options to identify various status report instances based on your requirements. To learn more about using the Filter and Search options, see Filter Your Data in Grid.
  • Personalize the grid and save your view
    allows you to save and modify multiple views that help you achieve your business goals. Some of the key actions you can perform are:
    • Save an existing configuration in the grid
    • Update existing views, by using the Quick Save functionality
    • Access views saved by other users
    • Mark relevant views as favorites so that you can access them easily
    • Select default views
      To learn more about using the Saved View option, see Saved Views.
  • Collapse Related Rows by Grouping Attributes
    You can collapse related rows by using the
    Group By
    option. This option helps you to get a quick summary of status report instances. The grid allows the grouping of data based on any attribute.
  • Export Data to CSV
    You can export the common grid data to a CSV file. If your view includes 500 or fewer rows, your new CSV export file is produced immediately. If your view has more than 500 rows, you will see a notification and can download the CSV file in a few minutes. To learn more about using the Export to CSV option, see Export Grid Data to a CSV File.