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It specifies required and optional fields for project identity, phases and sub-phases, funding and drivers, budgets and schedule dates, and responsible roles such as project manager and sponsor. The template includes narrative inputs for accomplishments, next steps, and comments, and uses color-coded status indicators across budget, schedule, scope, control, issues, risk, and overall project performance.",{"@graph":69,"@context":122},[70,84,105],{"@type":71,"itemListElement":72},"BreadcrumbList",[73,77,79,82],{"item":74,"name":75,"@type":76,"position":8},"https://docshare.wps.com","Home","ListItem",{"item":78,"name":9,"@type":76,"position":14},"https://docshare.wps.com/document/",{"item":80,"name":40,"@type":76,"position":81},"https://docshare.wps.com/document/research-report/",3,{"item":83,"name":65,"@type":76,"position":19},"https://docshare.wps.com/document/project-portfolio-management-project-status-reporting-data-elements/182346/",{"url":83,"name":65,"@type":85,"image":86,"author":91,"headline":65,"publisher":94,"fileFormat":97,"inLanguage":63,"description":67,"dateModified":98,"datePublished":99,"encodingFormat":97,"isAccessibleForFree":100,"interactionStatistic":101},"DigitalDocument",{"url":87,"@type":88,"width":89,"height":90},"https://docshare.wps.com/thumbnails/project-portfolio-management-project-status-reporting-data-elements/182346.png","ImageObject",300,407,{"name":92,"@type":93},"Chumphorn","Person",{"url":74,"name":95,"@type":96},"DocShare","Organization","application/pdf","2026-10-09","2026-09-02",true,{"@type":102,"interactionType":103,"userInteractionCount":34},"InteractionCounter",{"@type":104},"ViewAction",{"@type":106,"mainEntity":107},"FAQPage",[108,114,118],{"name":109,"@type":110,"acceptedAnswer":111},"Which fields are required to create a new project entity in this template?","Question",{"text":112,"@type":113},"The template indicates drop-down driven fields such as Activity should be PROJECT for all new project entities, and fields marked with an asterisk (*) like Brief Project Description, Primary Project Driver, Primary Project Outcome, Primary Funding Source, Project Class, and several key dates are required.","Answer",{"name":115,"@type":110,"acceptedAnswer":116},"How are budgets and schedule dates described across project phases?",{"text":117,"@type":113},"Approved Budget covers total expected cost at Authorization and includes direct staffing, supplemental contract staff, vendor costs, and hardware/software development or purchase; Estimated Budget covers expected cost during Idea Phase. Approved Start/Finish and Actual Start Date define initiation and planning timing, while proposed dates cover pre-approval movement into Initiation Phase.",{"name":119,"@type":110,"acceptedAnswer":120},"How do status reporting and comments work when project status is not green?",{"text":121,"@type":113},"The template uses color-coded indicators from Red Minus to Green Plus for financial, schedule, scope, control, issues, risks, and overall status. It requires the Comments field if any status is non-Green and instructs adding major issues, major risks, significant approved changes, and phase gates in a defined order.","https://schema.org",{"og:url":83,"og:type":124,"og:title":65,"og:site_name":95,"og:description":67},"article",{"robots":126,"canonical":83},"index,follow",{"doc_id":128,"site_id":62},182346,1791354689,{"code":4,"msg":5,"data":131},{"doc_id":128,"user_id":132,"nickname":92,"user_avatar":133,"doc_module":4,"category_id":39,"category_name":40,"doc_title":65,"doc_description":67,"doc_content":134,"file_id":135,"file_url":136,"file_type":137,"file_size":138,"view_count":34,"is_deleted":4,"is_public":8,"is_downloadable":8,"audit_status":8,"page_count":44,"language":139,"language_code":63,"site_id":62,"html_lang":63,"table_of_contents":140,"faqs":141,"seo_title":142,"seo_description":67,"update_tm":143,"read_time":144},2336475401981,"https://ap-avatar.wpscdn.com/avatar/22000c94efd8d5204d?x-image-process=image/resize,m_fixed,w_180,h_180&k=1786935347598174694","| Data element | Description |\n| --- | --- |\n| Activity* | Describes the type of activity that the project entity represents. Drop down values. Should be PROJECT for all new project entities. |\n| Actual Start Date | Actual start date of Initiation Phase. |\n| Approved Budget | Total expected project cost at the time of Authorization. Includes direct staff costs, all supplemental contract staff and vendor costs, and costs of hardware and software development or purchase. This field will be updated through project change control. |\n| Approved Start Date | Approved start date of Initiation Phase. |\n| Approved Finish Date | Approved finish date at the end of Planning Phase. |\n| Brief Project Description* | Short description of the project. |\n| Estimated Budget | Total expected project cost during Idea Phase. Includes direct staff costs, all supplemental contract staff and vendor costs, and costs of hardware and software development or purchase. |\n| Primary Project Driver* | What is driving this project request? Drop down values. |\n| Primary Project Outcome* | What is the primary outcome of this project? Drop down values. |\n| Primary Funding Source* | What is the primary funding source for this project? Drop down values. |\n| Project Class* | For future use-Use value = “default” |\n| Project Manager | Project Manager assigned to manage the project. |\n\n\n| Data element | Description |\n| --- | --- |\n| Project Manager email | Email address of state employee project manager |\n| Project Name* | Name of project. |\n| Project Phase* | The Project Portfolio Lifecycle phase that a project is in. Drop down values. |\n| Project State* | Identifies the state of the project. Drop down values. |\n| Project Sub Phase | Identifies the sub phase during Idea Phase. Drop down values. |\n| Project Sponsor | Person identified as the primary project sponsor. |\n| Project Type* | What is the primary project focus? Drop down values. |\n| Proposed Start Date* | Proposed start date prior to approval to move forward with Initiation Phase. |\n| Proposed Finish Date* | Proposed end date prior to approval to move forward with Initiation Phase. |\n| Risk | Has a risk plan been prepared and published? Y/N |\n| When Status Reporting…. |  |\n| Accomplishments | Short Description of the project's accomplishments since the last reporting period. |\n| Budget Status | Select an appropriate color status representing the current project financial status. Provides a color coded view of schedule status of project, consistent with the standard monthly status report template, with values from Red Minus to Green Plus. Red indicates critical status; yellow indicates caution; green indicates controlled or performing as expected. Plus and minus signs allow the project manager to shade the appraisal within those categories. |\n\n\n| Data element | Description |\n| --- | --- |\n| Comments | Any explanatory comments. This field is REQUIRED if any status is non-Green. Also add (in this order) major issues, major risks, any significant approved changes and phase gates approved. |\n| Control Status | Select an appropriate color status that reflects whether the project can currently be considered \"in control\" . Provides a color coded view of schedule status of project, consistent with the standard monthly status report template, with values from Red Minus to Green Plus. Red indicates critical status; yellow indicates caution; green indicates controlled or performing as expected. Plus and minus signs allow the project manager to shade the appraisal within those categories. |\n| Date Status Updated | Date any status was updated. This date should be updated each time any status is updated or revalidated without actual change. Thus it reflects the last time either has occurred. |\n| Issue Status | Select an appropriate color status representing the current project issue status. Red indicates critical status; yellow indicates caution; green indicates controlled or performing as expected. |\n| Next Steps | Add step","cbCaidc6LJV3kuIz","https://ap.wps.com/l/cbCaidc6LJV3kuIz","pdf",290556,"English","# Project identity and lifecycle\n## Core project fields\n## Dates, budget, and descriptions\n# Roles, funding, and governance\n## Manager, sponsor, and agency\n## Project class, type, and outcomes\n# Reporting content and narrative\n## Accomplishments and next steps\n## Comments and status explanations\n# Status and risk indicators\n## Color-coded status categories\n## Issue, risk, and control status\n## Date status updates","[{\"question\":\"Which fields are required to create a new project entity in this template?\",\"answer\":\"The template indicates drop-down driven fields such as Activity should be PROJECT for all new project entities, and fields marked with an asterisk (*) like Brief Project Description, Primary Project Driver, Primary Project Outcome, Primary Funding Source, Project Class, and several key dates are required.\"},{\"question\":\"How are budgets and schedule dates described across project phases?\",\"answer\":\"Approved Budget covers total expected cost at Authorization and includes direct staffing, supplemental contract staff, vendor costs, and hardware/software development or purchase; Estimated Budget covers expected cost during Idea Phase. Approved Start/Finish and Actual Start Date define initiation and planning timing, while proposed dates cover pre-approval movement into Initiation Phase.\"},{\"question\":\"How do status reporting and comments work when project status is not green?\",\"answer\":\"The template uses color-coded indicators from Red Minus to Green Plus for financial, schedule, scope, control, issues, risks, and overall status. It requires the Comments field if any status is non-Green and instructs adding major issues, major risks, significant approved changes, and phase gates in a defined order.\"}]","Project Portfolio Management - Project Status Reporting Data Elements | PDF",1788348275,23]