# Automated project status report — eight-source worksheet

Editable worksheet for an authorized internal reporting workflow. Eight categories do not require eight tools. Replace bracketed fields with confirmed information; leave unknown facts explicitly unknown. This template does not approve changes, establish an accounting policy or authorize access to data.

## 1. Approved plan and report contract

- Project ID / name: [ ]
- Intended outcome and scope exclusions: [ ]
- Audience / authorized distribution: [ ]
- Reporting window with time zone: [ ]
- Status cutoff / knowledge cutoff / planned release time: [ ]
- Original baseline ID / approval reference: [ ]
- Current approved baseline ID / approval reference / effective date: [ ]
- Approved finish / approved budget and currency: [ ]
- Current forecast finish, assumptions and source: [ ]
- Proposed changes not yet approved: [ ]
- Source ID / owner / version / covered period / accessible reference: [ ]
- Why this version remains applicable at the cutoff: [ ]
- Red / amber / green / unknown criteria for each dimension: [ ]
- Overall aggregation rule and version: [ ]
- Report preparer / reviewers / release authority / correction route: [ ]

## 2. Work-item register

Use stable IDs. Do not duplicate a row because it occurs in two exports. Do not use a task-count ratio as project completion without an explicitly approved metric definition.

| Task ID | Description | Original / added scope | State at window start | State at cutoff | Done time if applicable | Owner | Milestone / blocker reference |
| --- | --- | --- | --- | --- | --- | --- | --- |
| [ ] | [ ] | [ ] | [ ] | [ ] | [ ] | [ ] | [ ] |

- Source / version / owner / coverage / reference: [ ]
- State mapping and meaning of done: [ ]
- Opening commitment IDs: [ ]
- Added / cancelled / reopened IDs and treatment: [ ]
- Total done, with denominator and unit: [ ]
- Done within the reporting window, with exact IDs: [ ]
- Distinction between activity and acceptance: [ ]

## 3. Milestones and acceptance

| Milestone ID | Acceptance criteria / accepting owner | Approved baseline deadline | Current forecast | Actual acceptance time / evidence | Dependencies | Prior-report forecast |
| --- | --- | --- | --- | --- | --- | --- |
| [ ] | [ ] | [ ] | [ ] | [ ] | [ ] | [ ] |

- Source / version / owner / coverage / reference: [ ]
- Date-difference unit: [calendar days / working days with calendar ID]
- Variances and formulas: [ ]
- Missing or failed acceptance evidence: [ ]
- Forecast assumptions and confidence limitations: [ ]
- If displaying milestone completion counts, explicit unweighted-count disclaimer: [ ]

## 4. Risks and responses

| Risk ID | Uncertain event / consequence | Likelihood category | Impact category | Response and execution evidence | Owner / next review | Escalation trigger | Linked issue if realized |
| --- | --- | --- | --- | --- | --- | --- | --- |
| [ ] | [ ] | [ ] | [ ] | [ ] | [ ] | [ ] | [ ] |

- Source / version / owner / coverage / reference: [ ]
- Rating definitions and scale: [ ]
- Changes from previous period and evidence: [ ]
- Exposure remaining after confirmed controls: [ ]
- Do not average ordinal ratings or invent probabilities: [confirmed / needs correction]

## 5. Issues and observed impact

| Issue ID | Observed fact / affected acceptance | Opened time | Current state | Root cause confirmed or unknown | Owner / next action / due time | Closure evidence |
| --- | --- | --- | --- | --- | --- | --- |
| [ ] | [ ] | [ ] | [ ] | [ ] | [ ] | [ ] |

- Source / version / owner / coverage / reference: [ ]
- Workaround and confirmed effect: [ ]
- Customer impact actually evidenced, if any: [ ]
- Late claims: event time / received time / verification state: [ ]
- Does issue closure require a separate acceptance rerun? [ ]

## 6. Budget, actuals and remaining forecast

Financial owner review is required. Do not combine unlike scopes, currencies or recognition bases. Unknown costs are not zero.

- Source / version / owner / covered-through time / reference: [ ]
- Reporting currency / included categories / exclusions: [ ]
- Accounting and posting basis confirmed by finance: [ ]
- Approved budget: [ ]
- Actuals, itemized without overlapping records: [ ]
- Total commitments / amount already in actuals / open commitment balance: [ ]
- Remaining forecast, itemized: [ ]
- Which open commitments are already in the remaining forecast: [ ]
- Forecast total with formula: [ ]
- Variance label, sign convention, formula and comparison baseline: [ ]
- Posting completeness through status cutoff: [confirmed / unknown / gap]
- Missing categories, currency issues, accrual questions for owner: [ ]
- Permitted budget-health conclusion and limitations: [ ]

## 7. Decisions and dependencies

| Record ID | Decision or dependency | Approved / proposed / unconfirmed | Authorized owner | Due time | Evidence / affected baseline or milestone |
| --- | --- | --- | --- | --- | --- |
| [ ] | [ ] | [ ] | [ ] | [ ] | [ ] |

- Source / version / owner / coverage / reference: [ ]
- Requesting and supplying owners for dependencies: [ ]
- Specific leadership question, options and consequence of delay: [ ]
- Approval evidence needed before a change becomes effective: [ ]
- No approval inferred from silence or a generated recommendation: [confirmed / needs correction]

## 8. Owner context, assembled report and release

- Source / version / owner / coverage / reference: [ ]
- Next-period capacity and requirement, same unit and period: [ ]
- Confirmed gap, formula and accountable role: [ ]
- Necessary operational context without private personal inference: [ ]
- Material disagreements and owner questions: [ ]
- Source-category receipt / applicable current coverage, separate from health: [ ]
- Dimension statuses, rule references and reasons: [ ]
- Overall status and unresolved unknowns: [ ]
- Executive summary: [ ]
- Accomplishments in this window only: [ ]
- Next commitments and requested decisions: [ ]
- Limitations to appear in the issued report: [ ]
- Report ID / edition / preparer / prepared time: [ ]
- Reviewer confirmations, scope and time: [ ]
- Release authorization / actual distribution time / recipients: [ ]
- Delivery result (separate from content validation): [ ]
- Correction queue: original edition / new evidence / event time / received time / verification / changed statements / reviewer: [ ]
- Retention and deletion policy for report and input records: [ ]

Before circulation, ask a reviewer to trace every material number, status label and commitment back to an input. Hold or qualify the report under your agreed policy if they cannot. Completing this worksheet is not evidence of legal compliance, product reliability or project success.