Status Reports

🎯 Objective of this section

The Status Reports module is used for the regular assessment of project progress with regard to costs, schedule, quality, and risks.
It is the most important management and communication tool in a construction project.
Standardized templates make it possible to create, publish, and share reports with management quickly.

Structure of the status overview

The status overview shows all reports created for a project – the latest report is always displayed at the top.

• Column – Description
• Title – Name of the report (e.g. Status Report 10/2025)
• Date – Creation or publication date
• Overall status – Traffic light display (on track, at risk, critical, paused, completed)
• Progress [%] – Progress is optional and can be set using a progress bar (including an automatic suggestion).
• Author – Creator or project manager
• Publication status – Draft or released

💡 Tip:
Status reports should be created regularly, for example monthly – this creates a complete project history.

Creating a new status report

Step-by-step instructions:

1. 1️⃣ Open the Status menu item
2. 2️⃣ Click New status
3. 3️⃣ Use a template → select ⭐ Browse templates via the star icon
4. 4️⃣ The title is set automatically, e.g. Status Report 10/2025
5. 5️⃣ Select the overall status:
   • 🟢 On track
   • 🟡 At risk
   • 🔴 Critical
   • ⚫ Paused / Completed
6. 6️⃣ Set progress using the progress bar (optional)
7. 7️⃣ Add content in the text fields (costs, schedule, goals, risks, organization, etc.)
8. 8️⃣ Save or publish

💡 Note:
By using a template, all sections (costs, schedule, goals, etc.) are already prepared – the report only needs to be completed.

Structure and layout of a status report

A complete status report consists of several standardized sections:

• Section – Description
• Overall status – Summary assessment with traffic light color
• Progress [%] – Percentage of completion
• Costs – Assessment of the budget situation (plan, extra costs, change orders)
• Schedule – Assessment of adherence to the schedule
• Goals / deliverables – Evaluation of project results and quality
• Organization / resources – Personnel and organizational situation
• Decisions / risks – Key points for management and control
• Actions / next steps – Planning for the next reporting period

Example wording:

Overall status:
Overall, the project is progressing according to plan. Costs and schedule are currently stable.

Costs:
Due to change orders in the structural shell trade, an additional burden of approx. 3% is expected.

Schedule:
The schedule (LPH 8) is currently being adhered to. Delays are not expected.

Risks:
Material deliveries for MEP are critical; ongoing monitoring is required.

Next steps:
Completion of finishing works by the end of October, followed by acceptance preparation.

Progress and KPIs

Progress is not mandatory and is recorded via a progress bar that you can move with the mouse.

If progress is 0, you do not need to actively set the bar.

The progress bar also provides an automatic suggestion, which is calculated based on the tasks in the project (simplest default: all open and completed tasks in the project).

💡 Note:
How the suggestion is calculated can be defined in the Status settings via a task filter. Only these “relevant” tasks will then be included in the percentage calculation based on their completion status.

Examples of filter criteria:

• Tasks with a specific flavor value (e.g. flavor("TYPE") == "Date")
• Tasks with a specific label

Charts and widgets

Automatically generated charts are available on the status page:

• Widget – Description
• Project progress – Comparison of PLAN / ACTUAL based on tasks, dates, or costs
• Status history – History of the traffic light assessment over time
• Task status – Share of completed, open, and overdue tasks

These widgets update automatically with each new status report.

Publication and archiving

Once editing is complete, the report can be published:

1. 1️⃣ Click Publish
2. 2️⃣ The report is displayed in the dashboard of the project overview
3. 3️⃣ Previous reports remain archived under Past status reports
4. 4️⃣ Changes after publication are documented with a timestamp

💡 Note:
Published reports are revision-safe – subsequent edits are recorded in the history.

Interaction with other modules

Module – Use in the status report

• Project overview – Display of the traffic light assessment and progress chart
• Cost tracking – Basis for assessing the cost situation
• Dates & schedule – Basis for schedule status
• Risks – Display of critical issues
• Minutes / meetings – Transfer of decisions and actions

💡 Recommendation:
Before creating the status report, the cost and schedule modules should be updated – this ensures that the latest data is included automatically.

Best practices

• Update monthly – ensures traceability.
• Use templates – saves time and ensures a consistent structure.
• Apply traffic light colors consistently – clear statement for management.
• Document actions – binding tasks for the next period.
• Archive reports – as a project history and proof.

🔗 Related topics

• Chapter 3 – Project overview & widgets
• Dates & scheduleChapter 6 – Dates & schedule
• Chapter 7 – Cost tracking
• Chapter 10 – Forecast & cash flow planning

💡 Practical note:
The status report is the central communication tool between the project team, client, and project control.
It summarizes figures, assessments, and actions – compact, up to date, and traceable.