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
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.
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.
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.
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.
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.