Project Status Report

Last Modified On: June 3, 2025

The Project Status Report is a downloadable PDF that provides a comprehensive snapshot of your project, including key details like Project Name, Status, % Complete, Owner, and overall Project Health (KPIs). It also highlights important tasks, as well as active risks and issues.

You can generate the report by clicking the Download Status Report button on the Project Detail page. Once generated, the report is automatically attached to the project and stored in the Files Related List, making it easy to access and share. You also have the option to download a separate copy for distribution or record-keeping.

This report helps stakeholders quickly understand the project’s progress and key concerns, supporting better communication and more informed decision-making.

Please note:

• To enable this feature, please see Admin Guide - Project Status Report. The steps outlined in the Admin Guide must be completed so that Inspire Planner users are able to see and populate fields that are referenced by the Status Report.
   
• You can change the primary brand color used in the Project Status Report. To learn how, please see Admin Guide - Change Primary Brand Color for Project Status Report - this feature will be available starting with the June 2025 Major Release, scheduled for deployment to production environments on June 23, 2025.

Download the Project Status Report

Once this feature has been enabled in your Salesforce environment, you will now find the Download Status Report button within the Project Detail.

Inspire Planner will then automatically generate the Project Status Report.

Please Note:

This process may take a few seconds to complete. A confirmation message will display onscreen when the report has been successfully generated.

The Status Report is automatically attached to the Project and can be found in the Files Related List.





Every time you click on Download Status Report, a new file is generated.

Project Status Report Fields & Sections

This section describes how the different sections of the Project Status Report is populated.

The Logo displayed at the top left corner references the logo defined in custom settings.

The Project Sponsor references the value in the Project Sponsor field on the Project.

The Executive Summary box in the Project Status Report displays the Project Description.
 

The Health Card section displays the Project KPIs. The boxes to the right of each KPI references the comment boxes for each KPI (i.e. Overall Project Health Comments, Budget Comments, etc). If you do not see the comment boxes for each KPI in the Project Detail, please refer back to the Project Status Report - Admin Guide.

The Key Tasks section will display Project Tasks where the "Report" checkbox is set to TRUE. This provides you with the flexibility of choosing which tasks are included in the status report.

The Active Risks and Issues section will display project risks and issues where the status is not canceled or not closed.