impact allows you to create Status Reports quickly and efficiently in a predefined template and send them to the PMO in impact. Status Reports for measures should be created by the respective measure owners.
To create a Status Report at the measure level, proceed as follows:
- In the program tree, select the desired measure for which a Status Report shall be generated.
- Go to the "Status Report" tab - here you will find the template for the Status Report.
- Updating activities and milestones:
- Click on "Implementation". In the window that opens, you will find the list of activities and milestones.
- Update the Act/FC values and then exit the pop-up window by clicking "Close".
- Refresh the view by clicking the "Refresh" icon (
) .
- Alternatively, you can update the activities and milestones via the "Implementation" tab.
- impact provides you with a proposal for the status light for implementation (status light colors based on stored threshold values). The Status Report shows you the last Act/FC end date of all activities and milestones. Select a status light manually.
- Afterwards, you can enter a trend referring to the implementation of measures over time (expectation tendentially better, same or worse than plan).
- Updating potentials:
- Click on “Potential". In the pop-up window that opens, you will find the defined value lists, e.g. P&L, Balance Sheet, Cash Flow, Staff Movement.
- Update the Act/FC values and then exit the pop-up window by clicking "Close".
- Refresh the view by clicking the "Refresh" icon (
- Alternatively, you can update the potentials via the “Potential" tab.
- impact provides you with a proposal for the status lights for the evaluation of potentials (status light colors based on stored threshold values). Select a status light manually.
- Afterwards, you can enter a trend regarding the achievement of potentials (expectation tendentially better, same or worse than plan).
- Update the KPIs analogously (if relevant), a trend cannot be stored.
- Write short and concise status comments in the free text fields provided (implementation/potentials).
- A status comment, status light and trend are available for the aspect "Resources” by choice.
- In the drop-down menu, select whether a decision requirement exists. If you select "yes", write the decision requirement briefly and concisely.
- Check your entries again.
- Three green check marks are now visible under "Submit Status".
- Click on "Submit Status Report". impact stores the time of creation and the author of the Status Report. The measure is blocked for further work until it is released by the PMO.
- At the end of the Status Report cycle, the PMO unlocks the measure again. The status lights have been reset while status comments remain. You can now create a new Status Report.
Example: Creating Status Reports