Using the Status Module

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The PDWare Status module serves two purposes; status entry/reporting and review of project history and performance. The Status Entry sheet is used for the first purpose, all other sheets provide ways to see and understand previous reports and performance.

To launch the Status Module, right click on any row on any project type sheet (e.g. Project Demand) and select SHOW STATUS. The right click SHOW STATUS command is also available on the Effort Forecasts sheet and on Resource Request sheets.

A project OBS node owner has rights (P2 or above) to check out the node and change any field on any project. A project manager with manager rights to individual projects usually does not have node owner rights. The only way the project manager can change Project fields in the database is to submit status.

The only fields the project manager can modify and submit are the standard status fields and the administrator defined status optional fields that are not Read Only.

NOTE: Status can be submitted either from the Status Module OR from the Project Data sheet in the Portfolio Data Module. (See  Submitting Status from Project Data.)

 

Project Status Process

Project status can be submitted through the Status module or by updating fields on Project Data and selecting DATABASE>SUBMIT STATUS.

Periodic Status Reports

The project manager is expected to forecast phase and milestone completion dates and other critical project parameters on a periodic basis. Frequency of reporting is a function of project duration and type but should be monthly at least and more often if appropriate.

When a project manager submits status in PDWare Portfolio, ALL fields on the Project Data sheet as well as milestone names and dates are saved to the database.

Project Baselines

Immediately after a successful project life cycle phase transition review, the project baseline should be captured. A project baseline has a name (usually the upcoming phase name) and includes all the project data in a normal status submiission plus all labor (resource plan) and non-labor assignment data currently in the database. (See Resource Baselines and Actuals.)