Status Date vs. Published Date of a Status Report

Description

In status reports, there are two different date fields: Status Date and Publication Date. These serve different purposes and enable more precise control over reporting.

Difference Between Status Date and Publication Date

The Status Date indicates the period for which the status report applies. This can be a date in the past or the future. It is used as the validity date of the status report.

The Publication Date, on the other hand, is the system date when the status report was published. This date is automatically set when the report is released using the Publish button.

Setting the Status Date

When creating or editing a status report, the status date can be individually adjusted.

Steps:

1. Open an existing or new status report.
2. Click on the Date at the top of the status report mask.
3. Select the desired date from the calendar.

Publication Date

The publication date is automatically set once a status report is released via Publish. This date cannot be changed manually.

In the portfolio list, both date fields are available and can be displayed as columns:

Conclusion

The distinction between status date and publication date allows for more flexible use of status reports. While the publication date technically documents the creation date, the status date can be specifically adjusted to represent reports for particular periods.