Project Portfolio & Resource Management
Project Status Reports: manual or AI drafts, publication and history
Record a reviewed project update for a reporting period. Drafts are private to PMs and authorized Managers; published reports retain immutable history and separate reported health.
Steps to follow
- 1
Create a manual report or use the configured organization AI connection to organize pasted updates. AI only suggests text; review every claim before accepting it.
- 2
Create status report first shows an editable period and a choice of manual or AI writing. Manual opens the report fields; AI opens pasted updates and a preview to accept before editing. Weekly defaults to Monday–Friday of the current week in the project timezone. Every two weeks uses the first-start week as its cycle anchor; monthly uses the current calendar month; custom dates are chosen manually. Existing reports do not advance the suggested period. Cadence only suggests periods; it never generates or publishes reports. Overlapping reports are flagged for review.
- 3
Blank sections mean Not provided. Enter None to report only when you have confirmed there is nothing to report. Missing information does not mean green health.
- 4
Save incomplete drafts privately for authorized PMs and Managers. Review the exact saved draft, resolve or acknowledge gaps, and publish explicitly. Published versions are immutable; corrections require a reason and create a new version.
- 5
Only published reports appear in project summaries. Reported health is separate from other health assessments. Reports never update schedules, baselines, risks, actions, decisions, or allocations.
- 6
Full pasted updates are not saved. Before generating, review the configured destination and its retention terms. Use “Learn how your information is used” for processing details. “View supporting notes” keeps references separate from the report body. “Use this draft and continue editing” replaces the editable report text; “Discard AI draft” leaves existing text unchanged. Accept only necessary supporting excerpts; they will be retained with the report. Meeting documents remain in the existing Documents library.