Monthly Project Reporting

Owned by Former user (Deleted)
Last updated: Oct 03, 2018Version comment
2 min read

A project status report includes all technical and  business-critical efforts, progress and risk associated with a single project. This is a monthly snapshot where the project is at. 

The best project status reports create accountability and ownership within your team. They communicate issues, mitigate risks, and most of all – ensure you’re on track towards your project goals.

Step-by-step guide

  1. Update your Project Record: https://its-pro.ucsd.edu/secure/RapidBoard.jspa?rapidView=141

    1. Please see project health (RYG) definition below

  2. Review and score your project using the project rubric: https://ucsdcollab.atlassian.net/wiki/display/PPMO/Project+Rubric

    1. If your project scores low and needs improvement, please do what is necessary to improve the score 

    2. Save the monthly rubric in your project’s collab space

  3. Create monthly 4-UP slide

    1. Sample 4-UP slide from the ESR Tririga Space Management project: Project Status Report



RYG Status Definition



Traffic Light

RYG Status Definition

Action

Traffic Light

RYG Status Definition

Action

Red

There are significant issues with the project.



The project requires corrective action to meet business objectives. The issue cannot be handled solely by the project manager or project team.

One or more aspects of project viability — time, cost, scope — exceed tolerances set by the project board.

The matter should be escalated to the project sponsor and program manager immediately.

Yellow

A problem has a negative effect on project performance but can be dealt with by the project manager or project delivery team.



Action is taken to resolve the problem or a decision made to watch the situation.

One or more aspect of project viability — time, cost, scope — is at risk. However, the deviation from plan is within tolerances assigned to the project manager.

The project governance should be notified using a progress report or scheduled briefing with the sponsor.

Green

The project is performing to plan.



All aspects of project viability are within tolerance. However, the project may be late or forecast to overspend.

No action needed.



 

Related articles