Try It!

There are two (2) status reports available in the Portfolios area, one that may be run directly from within the Portfolio or Program and another in Insights.  At the end of the weekly tracking, we should review the reports and confirm that the program or portfolio status is accurate and complete then verify each of the reports that you and your stakeholders are using.

To view and verify the portfolio / program status report:

Review and verify the Portfolio / Program status report

1. Select Run Report from the command bar. 
   
   
2. Select the appropriate style of status report from the list.
   
   
3. Review the portfolio/program status report and validate that the status report delivers the appropriate message to the stakeholders.
   
   
   

Review and verify the Insights status report

1. From Portfolios Insights > Portfolio Overview / Program Overview report > right mouse click on the current portfolio or program click Drill through, and then select Portfolio or Program Status.
   
   
2. Review the three pages namely Overview, Details, Tracking and Financials and validate that the status report delivers the appropriate message to the project stakeholders.
   
   
   
   

Download Job Aid: Understanding Portfolio/Program Status

_{Disclaimer: Some images in the instructional video and text instructions contained herein may appear different from (or not available) in your organization’s Sensei IQ instance due to specific custom configurations and/or continuous solution updates. Ensure that you are already an enabled user in the Sensei.IQ for Project application and check out the What’s New page. Contact your system administrator for any assistance.}