Creating Project Status Reports 

Prerequisites

·        You are on the Status Reports tab page in a project.

·        You have write authorization for the project.

Procedure

Creating Project Status Reports (Document Management, SAP DMS)

...

       1.      Choose one of the following options:

¡        To create a new status report and a new document link at the same time, choose Create Status Report and enter the data for the link.

The system then inserts the new status report directly below the document structure header.

¡        To create a new document link first and then create the status report in the next step, choose Create Link.

If you create a link to a new document info record, the system only displays the new info record when you save the project and choose Refresh. This applies to both steps. The project status report is also only created after the project has been saved in document management (DMS).

For more information on creating the link, see Working with Document Info Records.

¡        To create a new status report in an existing folder, open the document structure of a document info record and choose Create Status Report.

       2.      Select a template.

       3.      Choose Preview.

The system creates and displays the report.

       4.      Enter a comment, if required.

·         If you want to reuse the comments the next time you edit the report, choose Transfer Comments.

·         If comments already exist that you do not want to reuse, choose Delete Comments. The comments no longer appear the next time you call the status report.

       5.      Choose Continue or Send to send the report straight away.

The project status report is only created after the project has been saved in document management (DMS).

       6.      Save the project.

Creating Project Status Reports (cProjects)

...

       1.      Choose New Status Report.

       2.      Select a template.

       3.      Choose Preview.

The system creates and displays the report.

       4.      Enter a comment, if required (see details above).

       5.      Choose Save to save the report or Save & Send to send the report straight away.

 

See also:

Editing Project Status Reports