Status Updates

Overview

A status update is a report or communication that provides information about the current state, progress, and key developments of a particular project. It is a tool used to keep stakeholders informed about how well the project is advancing toward its goals and objectives. The content of a project status update can vary but typically includes:

• Progress Overview: A summary of what has been accomplished since the last update. This may include completed tasks, milestones achieved, and any changes in project scope.
• Issues: Identifying any problems, challenges, or obstacles that have arisen and may impact the project's timeline or success. It often includes proposed solutions or mitigation strategies.
• Upcoming Milestones: Outlining the next set of goals or milestones the project team aims to achieve and their anticipated timelines.
• Budget and Resource Status: Providing an overview of the project's financial health and resource utilisation. This may include budget updates, resource allocation, and any deviations from the initial plan.
• Risks: Discussing potential risks to the project and outlining plans or strategies to mitigate these risks.
• Timeline and Schedule: Confirming or adjusting the project schedule, including any changes to deadlines or delivery dates.

Usage in Altus

Status Updates can be tracked in the following places in Altus:

• Programs
• Projects

Views

There are two types of views for Status Updates in Altus:

• User Views: These views show all items assigned to the current user. In addition, users with higher levels of access can view items across the portfolio.
• Object Views: These filter items based on which portfolio, program, or project they belong to automatically.

User Views

There are no out-of-the-box user views for Status Updates.

Object Views

These show items filtered within the context of the object. For example, the project Status Updates view below only shows Status Updates for the current project.

Program

Project

Item Form

There are two types of items forms in Altus:

• Quick Create: This is a simple version used to create the item.
• New/Edit: Provides a full browser width version containing all fields and features.

Quick Create form

There is no Quick Create form for Status Updates in Altus.

New/ Edit Form

New Form:

Edit Form:

Columns

The following columns exists in Altus.

Columns prefixed with sensei_ are those that form part of the Altus solution.

The remaining are default dataverse fields created automatically.

Property	Value
Display Name	Status Update
Name	sensei_statusupdate
Primary Column	Name
Description

Display Name	Name	Data type	Field Length	Customizable	Required	Searchable
Actual Work	sensei_actualwork	Decimal		True	False	False
Baseline Comment	sensei_baselinecomment	Multiple lines of text	2000	True	False	False
Baseline Created Date	sensei_baselinecreateddate	Date and Time	Date and Time	True	False	True
Baseline Finish	sensei_baselinefinish	Date and Time	Date Only	True	False	True
Baseline Name	sensei_baselinename	Single line of text	100	True	False	False
Baseline Total Work	sensei_baselinetotalwork	Decimal		True	False	False
Budget	sensei_budget	Currency		True	False	False
Budget (Base)	sensei_budget_Base	Currency		True	False	False
Change Requests Approved	sensei_changerequestsapproved	Currency		True	False	False
Change Requests Approved (Base)	sensei_changerequestsapproved_Base	Currency		True	False	False
Change Requests Due Date Missing	sensei_changerequestsduedatemissing	Whole number		True	False	True
Change Requests KPI	sensei_ChangeRequestsKPI	picklist		True	False	False
Change Requests Overdue	sensei_changerequestsoverdue	Whole number		True	False	True
Change Requests Rejected	sensei_changerequestsrejected	Currency		True	False	False
Change Requests Rejected (Base)	sensei_changerequestsrejected_Base	Currency		True	False	False
Change Requests Status	sensei_ChangeRequestsStatus	Multiple lines of text	4096	True	False	False
Change Requests Submitted	sensei_changerequestssubmitted	Currency		True	False	False
Change Requests Submitted (Base)	sensei_changerequestssubmitted_Base	Currency		True	False	False
Created By	CreatedBy	Lookup		True	False	False
Created By (Delegate)	CreatedOnBehalfBy	Lookup		True	False	False
Created On	CreatedOn	Date and Time	Date and Time	True	False	False
Currency	TransactionCurrencyId	Lookup		True	False	False
Deliverables Active	sensei_deliverablesactive	Whole number		True	False	True
Deliverables Due Date Missing	sensei_deliverablesduedatemissing	Whole number		True	False	True
Deliverables KPI	sensei_DeliverablesKPI	picklist		True	False	False
Deliverables Overdue	sensei_deliverablesoverdue	Whole number		True	False	True
Deliverables Status	sensei_DeliverablesStatus	Multiple lines of text	4096	True	False	False
Duration	sensei_duration	Decimal		True	False	False
Exchange Rate	ExchangeRate	Decimal		True	False	False
Financials KPI	sensei_FinancialsKPI	picklist		True	False	False
Financials Status	sensei_FinancialsStatus	Multiple lines of text	4096	True	False	False
Forecast	sensei_forecast	Currency		True	False	False
Forecast (Base)	sensei_forecast_Base	Currency		True	False	False
ID	sensei_ID	Single line of text	100	True	False	False
Import Sequence Number	ImportSequenceNumber	Whole number		True	False	False
Is Baseline	sensei_IsBaseline	Yes/No		True	False	False
Issues Active	sensei_issuesactive	Whole number		True	False	True
Issues Due Date Missing	sensei_issuesduedatemissing	Whole number		True	False	True
Issues KPI	sensei_IssuesKPI	picklist		True	False	False
Issues Overdue	sensei_IssuesOverdue	Whole number		True	False	True
Issues Status	sensei_IssuesStatus	Multiple lines of text	4096	True	False	False
Lock Information Panels	sensei_lockinformationpanels	Yes/No		True	False	False
Modified By	ModifiedBy	Lookup		True	False	False
Modified By (Delegate)	ModifiedOnBehalfBy	Lookup		True	False	False
Modified On	ModifiedOn	Date and Time	Date and Time	True	False	False
Name (Primary name column)	sensei_name	Single line of text	100	True	False	True
Owner	OwnerId	Owner		True	False	False
Owning Business Unit	OwningBusinessUnit	Lookup		True	False	False
Owning Team	OwningTeam	Lookup		True	False	False
Owning User	OwningUser	Lookup		True	False	False
Portfolio	sensei_portfolio	Lookup		True	False	False
Program	sensei_program	Lookup		True	False	False
Project	sensei_project	Lookup		True	False	False
Project KPI	sensei_ProjectKPI	picklist		True	False	False
Project Status	sensei_ProjectStatus	Multiple lines of text	4096	True	False	False
Record Created On	OverriddenCreatedOn	Date and Time	Date Only	True	False	False
Remaining Work	sensei_remainingwork	Decimal		True	False	False
Risks Active	sensei_risksactive	Whole number		True	False	True
Risks Due Date Missing	sensei_risksduedatemissing	Whole number		True	False	True
Risks KPI	sensei_RisksKPI	picklist		True	False	False
Risks Overdue	sensei_risksoverdue	Whole number		True	False	True
Risks Status	sensei_RisksStatus	Multiple lines of text	4096	True	False	False
Schedule KPI	sensei_ScheduleKPI	picklist		True	False	False
Schedule Status	sensei_ScheduleStatus	Multiple lines of text	4096	True	False	False
Schedule Variance	sensei_schedulevariance	Whole number		True	False	True
Scheduled Finish	sensei_scheduledfinish	Date and Time	Date Only	True	False	True
Start Date	sensei_startdate	Date and Time	Date Only	True	False	True
Status	statecode	Choice		True	False	False
Status Date	sensei_StatusDate	Date and Time	Date Only	True	True	True
Status Reason	statuscode	Choice		True	False	False
Status Update	sensei_statusupdateId	Primary Key		True	False	False
Target Finish	sensei_targetfinish	Date and Time	Date Only	True	False	True
Time Zone Rule Version Number	TimeZoneRuleVersionNumber	Whole number	-1 to 2147483647	True	False	False
Total Work	sensei_totalwork	Decimal		True	False	False
UTC Conversion Time Zone Code	UTCConversionTimeZoneCode	Whole number	-1 to 2147483647	True	False	False
Variance	sensei_variance	Currency		True	False	False
Variance (Base)	sensei_variance_Base	Currency		True	False	False
Work KPI	sensei_WorkKPI	picklist		True	False	False
Work Status	sensei_WorkStatus	Multiple lines of text	4096	True	False	False
Work Variance	sensei_workvariance	Decimal		True	False	False

Overall Change Requests KPI (sensei_overallchangerequestskpi)

Value	Label	Description
955000000	On Track
955000001	On Watch
955000002	Troubled

Overall Deliverables KPI (sensei_overalldeliverableskpi)

Value	Label	Description
955000000	On Track
955000001	On Watch
955000002	Troubled

Overall Financials KPI (sensei_overallfinancialskpi)

Value	Label	Description
955000000	On Track
955000001	On Watch
955000002	Troubled

Overall Issues KPI (sensei_overallissueskpi)

Value	Label	Description
955000000	On Track
955000001	On Watch
955000002	Troubled

Overall Project KPI (sensei_overallprojectkpi)

Value	Label	Description
955000000	On Track
955000001	On Watch
955000002	Troubled

Overall Risks KPI (sensei_overallriskskpi)

Value	Label	Description
955000000	On Track
955000001	On Watch
955000002	Troubled

Overall Schedule KPI (sensei_overallschedulekpi)

Value	Label	Description
955000000	On Track
955000001	On Watch
955000002	Troubled

Overall Work KPI (sensei_overallworkkpi)

Value	Label	Description
955000000	On Track
955000001	On Watch
955000002	Troubled

Security Roles

Security Role	Create	Read	Write	Delete	Append	Append To	Assign	Share
Altus - PMO User
Altus - Portfolio Manager
Altus - Portfolio Manager - Team
Altus - Program Manager
Altus - Program Manager - Team
Altus - Strategy Executive
Altus Admin User
Altus Portfolio User
Altus Project Executive
Altus Project User
Altus Strategy User

Legend

• Organisation / Global
• Business Unit / Local
• User / Basic
• None

For details see Application Security.

Dataverse Tables

Register Status Update	Register Status Update with fields

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Related Articles

• Status Report
• Project Insights