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10/17/2023
Knowledge base, Status reporting, Workspace

Enabling notifications for the start & end of the reporting period

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01/29/2019
Knowledge base, Status reporting
Administrator, Delegate, Manager, Proponent, Reporter, Supervisor

Reporting the current and predicted periods

heatfolio allows portfolio reporting to focus on two periods: the current period, which refers to the entire status registered by a project at the end of the previous month (current status), and the predicted period, which allows a project manager

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01/29/2019
Knowledge base, Status reporting
Administrator, Delegate, Manager, Proponent, Reporter, Supervisor

Project status options: on track, warning, issue, planned, completed and postponed

When reporting the status for a project in both the “Current status” and the “Predicted status” phases you will have to choose and option out of several. Let’s see what these mean.

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01/29/2019
Knowledge base, Status reporting
Administrator, Delegate, Manager, Proponent, Reporter, Supervisor

Editing project status

A status report can be edited for a project only in the reporting timeframe and if you are assigned to the project as a project manager.

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01/29/2019
Knowledge base, Status reporting
Administrator, Delegate, Manager, Proponent, Reporter, Supervisor

Submitting project status

A status report can be submitted for a project once every reporting period and if you are assigned to the project as a project manager.

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01/29/2019
Knowledge base, Status reporting
Administrator, Delegate, Manager, Proponent, Reporter, Supervisor

What is the predicted status of a project?

The predicted status refers to the progress a project makes from the beginning of the ongoing month to the date of the status report.

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01/29/2019
Knowledge base, Status reporting
Administrator, Delegate, Manager, Proponent, Reporter, Supervisor

What is the current status of a project?

The current status always refers to the status recorded at the end of the previous month in a reporting period.

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