INDEX / How To: Report Delivery Status for Initiatives

Step 1: Go to Status Tab

Right click the proper Initiative and click the "Properties" option.
After that, click on the "Status" Tab.

Step 2: Commit, create or edit a status report

In this screen you can.

• Create a new status report.
• Edit a status report that has not been committed.
• Commit a status report (submit, no more changes allowed).

Step 3: Assign status values

Consider the following rules for each field:
The overall status is calculated based on the schedule, cost and quality statuses, using the Priorities defined in the General tab.
The schedule status is calculated automatically when there is a baseline and a planned date for delivery. Otherwise it can be defined manually.
The cost status is calculated automatically when there is a baseline and a planned investment. Otherwise it can be defined manually.
Quality status can only be defined manually.


Click the "Save" button to apply the changes.