In the Executive Status Report, where are the Current Status & Trend values derived from?
Current Status vs. Status Trend Fields
In the Executive Status Report, where are the Current Status & Trend values derived from?
The Current Status and Status Trend fields are subjective and manual entries and are entered from the Notes tab of a Target or Program. To add this information:
- Navigate to the Notes tab.
- Click on the Create button to add a new note, or
- If a Note(s) exist, navigate to the left of one of the Note ID's and click on the Edit Pencil icon.
- In the Notes Detail page, scroll down the window to the Current Status and Status Trend fields.
The Current Status of an item can be on schedule, at risk, etc. The Status trend is from a historical perspective in relation to how this item has performed in the past and can be on schedule, at risk, etc.
The color coding is based on the picklist value that is chosen, e.g. On Schedule = green; At-Risk = orange; delayed = red; Complete = blue, and Not Set = Gray. Current Status and Status Trend tracks the current and historical status of the Workstream. - Complete the remaining fields including Key Updates, Key Focus Areas, etc.