Direct Answer: What are Status Reports in OnePlan?
Status Reports in OnePlan is a feature that lets plan owners capture and submit a standardized report on a plan's status, financials, and progress, then route it through an approval process. Reports can be generated automatically on a recurring schedule, or, where enabled by an administrator, created manually off schedule to capture important updates as they happen. Submitting a report works the same way regardless of how it was created. Either way, the same approval workflow applies, so stakeholders get timely, governed visibility into how a plan is progressing.
What you will understand
After reading this article, you will understand what Status Reports are in OnePlan, how scheduled and off-cycle (manual) report creation work, and who is involved in the reporting process.
What This Article Covers: Status Reports
This article introduces the Status Reports feature in OnePlan conceptually, including how scheduled reporting works, how off-cycle (manual) report creation fits in, and the roles involved in creating, submitting, and approving a report. This article is conceptual. For step-by-step instructions, see the linked articles in What to Do Next below.
Who This Article Is For: Status Reports
This article is intended for:
- Plan owners and managers who create and submit status reports
- Approvers who review and approve or reject submitted reports
- Stakeholders who rely on status reports for visibility into plan progress
- Administrators deciding how Status Reports should be configured for their organization
Why This Matters: Status Reports
Status Reports centralize plan status into a single, repeatable process instead of relying on scattered emails, spreadsheets, or ad hoc updates. Because reports follow a defined approval workflow, organizations get consistent, auditable visibility into plan health, financials, and risk — on a schedule, and whenever an important update needs to be captured right away.
Understanding Status Reports in OnePlan
Context: Scheduled Reporting
Administrators configure a reporting schedule for each Plan Type — weekly or monthly, on a specific day and time. When the schedule runs, OnePlan generates a status report populated with current plan data for the report Owner to review, update, and submit.
Context: Off-Cycle (Manual) Report Creation
Where enabled by an administrator, users are not limited to waiting for the scheduled job to get a report to work with. A status report can also be created manually for an individual plan, ahead of the regular schedule, so important updates aren't delayed until the next scheduled report. Once a report exists — whether generated on schedule or created manually — submitting it works the same way and is always available to the Owner; only creating a new report ahead of schedule depends on this setting. Either way, reports follow the same approval process, preserving governance and auditability regardless of when a report is created or submitted.
Context: Plan-Level Schedule Overrides
Where enabled by an administrator, a plan manager can also set a custom reporting schedule for an individual plan, instead of following the Plan Type-level schedule. This lets a plan report more or less frequently than others of the same type, without affecting the schedule used elsewhere.
Context: Owners and Approvers
Every status report has an Owner — the user who reviews, updates, and submits the report — and an Approver — the user who reviews the submission and approves or rejects it. Both roles are defined by plan-level user fields configured by an administrator.
Context: Approval and Rejection
When a report is submitted, OnePlan notifies the Approver through their Notifications inbox, Home Page Insights, and email. The Approver reviews the report and either approves it — making it the official record for that reporting period — or rejects it with a comment explaining what needs to change. A rejected report returns to the Owner in an editable state, along with the Approver's comments, for updates and resubmission.
Context: Snapshots and Trends
Status Reports can capture snapshot values for selected fields each reporting period. Over time, these snapshots make it possible to see how a plan's status, financials, or other tracked fields have trended, shown as graphs like the Project Trends section on a status report.
Snapshotting a field is only half of what's needed for a trend graph to appear. An administrator also has to configure a Trend calculation on that same field. If you notice a field is captured as a snapshot but its trend graph never shows up, that second piece of configuration is likely missing — this is something to raise with your OnePlan administrator rather than something you can control as an end user.
Common Scenarios
- A PMO configures a monthly status report schedule so every active plan of a given Plan Type reports consistently.
- A plan owner notices a major risk mid-cycle and submits a status report immediately, instead of waiting for the next scheduled report, so the Approver and stakeholders find out right away.
- A portfolio leader reviews historical snapshots across several reporting periods to understand how a plan's health has trended over time.
Frequently Asked Questions: Status Reports
Q: What are Status Reports in OnePlan?
A: In OnePlan, Status Reports are a feature that lets plan owners capture and submit a standardized report on plan status, financials, and progress, which is then reviewed and approved by a designated approver.
Q: Can I submit a status report before the scheduled date?
A: In OnePlan, submitting a report always works the same way once you have one. If you don't have a report yet and want one before the scheduled date, your administrator must have enabled manual report creation for your Plan Type. Either way, the report follows the same approval process as a scheduled report.
Q: Who can submit and approve a status report in OnePlan?
A: In OnePlan, the Owner field configured for the Plan Type determines who submits the report, and the Approver field determines who reviews and approves or rejects it. Both are set by an administrator during configuration.
Q: Where is Status Report configuration managed in OnePlan?
A: In OnePlan, administrators configure Status Reports from Setup Mode — accessed from the left navigation — or, once enabled for a Plan Type, directly from an open Status Report page.
Q: Can a single plan report on a different schedule than the rest of its Plan Type?
A: Yes, if enabled by an administrator. In OnePlan, a plan manager can set a plan-level schedule override from the status report's ⋮ menu, which applies only to that individual plan.
Q: What happens if my Approver rejects a status report?
A: In OnePlan, a rejected status report returns to the submitter in an editable state, along with the Approver's comments explaining what to change. The submitter updates the report and resubmits it.
What to Do Next: Status Reports
Get started with step-by-step instructions:
Configure Status Reports (admin):
Learn about related topics:
Comments
0 comments
Please sign in to leave a comment.