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Function documentationProject Status Reports

 

You use this function to summarize project data in reports and store them as project status reports. The reports are created as interactive PDF documents and stored either in Project Management or in document management (DMS) depending on the Customizing settings.

Prerequisites

  • Your system administrator has made the necessary settings for using project status reports in Customizing for SAP Portfolio Project Management. For more information, see SAP Solution Manager under Start of the navigation path Solutions/Applications Next navigation step SAP Portfolio and Project Management Next navigation step Configuration Structures Next navigation step SAP Portf. and Proj. Mgmt 5.0 Next navigation step Basic Settings for Project Management Next navigation step Business Customizing Next navigation step Preparing the Creation of Project Status Reports End of the navigation path.

  • You have installed Adobe Acrobat Reader on your computer.

Features

The system provides a number of different report templates depending on the project type. These can contain different kinds of data. If you want to store the reports in Project Management, the system generates a folder when creating a status report and the report is stored in this folder. If you want to store the reports in document management, you can either create your own document info records or store the reports in the document info records that already exist.

You can transfer other documents to the report folder that you can send together with the report. However, the system creates a separate folder for each status report. The name of the folder is made up of the name of the template you are using and a sequence number.

You can enter comments in the reports and save the comments so that they can be reused in the next project status report.

You can send the reports that have been created by e-mail, for example, to conveniently and easily keep stakeholders informed about the current status of the project. Once you have sent a report, you receive a confirmation e-mail that it was sent.