I am trying to create a status report for each project in our portfolio and am having a tough time determining the best way of doing it. I want to be able to show the following information and/or give PMs the ability to enter text information that will also show up on the report:
Project Name
Project Sponsor
Phase
Reporting Period (ex. October 2021)
Project Manager (Owner)
Project Start
RAG Status (either created automatically or manually entered)
Project Milestones (Milestone, Status, Baseline Completion Date, Expected Completion Date, Issues Exist? Y/N) - This could be entered manually if needed. Having a tough time displaying this information
List of Accomplishments for the period
List of items that were planned but not accomplished
List of Planned actions for the next period
Summary of Issues (Priority, Issue Description, Impact Summary, Action Steps (Mitigation and Contingencies)
Summary of Risks (Priority, Probability of Occurrence, Risk Description, Impact Summary, Response Strategy)
Some ideas I was having about creating this report are as followed:
Create a Project Detail Page that would show this information via webparts, but that doesn't seem to show project specific information
Leverage Power BI to create the report and then show it in PWA somehow (only beginning to use Power BI)
Create a bunch of custom fields, have the PM's fill everything out and then present it all together via webpart (can't figure out how to show the milsetones in a tabular format).
Any suggestions or links to videos that show step by step how to create a status report per project would be greatly appreciated!