Project status template
A template created in purpose to help oversee a project throughout its plan and how is it fruited.
Wondering how to install EDT at your instance?
A simple step by step video is ready. Here at Youtube!
When doing a project, there are a lot of things that need to be taken care of and it is not unusual when things are sidetracked or redundant effort is happening as there is no board to keep the updates. This template purpose is to help that by creating a board where the team can always refer back to as the project status and summary will be recorded in this page.
How to use the Project status template:
Step 1: Recurring summary
As the project is going on, there will be a recurring meeting happening to make sure that the project is going well by discussing any pain points and how is the status of the project components/phases. In the Summary section, each of these meetings can be recorded with date included, it will act as a the meeting history so the team can always refer back to it and what was the status. This can be used in the next meeting to see how the project progresses and if any immediate action is needed.
Step 2: The project status
At the Project Status section, we can list those for a top-level status of each component for the team to see how much percentage that is left for it to be completed. Not just that, it can also show how many components left are needed for the project is complete. This will help the team to prioritize what needs to look for first before any other components.
Step 3: What has been done, what's next, and the risks
After the project component has been listed, we can show the Jira ticket associated with those components in the provided panel. In the panel, we are using the Jira issue macro to list the issues which are actually controlled with Scaffolding List Data macro and Reporting Report On macro. This can be modified to set what kind of JQL that will be used to retrieve the tickets. The examples are using labels and status as their conditions.
Ingredients
Apps | |
|---|---|
Hosting platform | Server, Data Center |
Expand to use this template in your instance using storage format. Our quick start video will help you get up and running fast!
You can copy and paste this code into the Confluence Source Editor:
<ac:layout>
<ac:layout-section ac:type="single">
<ac:layout-cell>
<ac:structured-macro ac:macro-id="deb03ac9-4ac4-4f7d-961e-a1ccd1798ecd" ac:name="hidden-data" ac:schema-version="1">
<ac:parameter ac:name="whenNotEmpty">projectName</ac:parameter>
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
<ac:rich-text-body>
<p>
<em>
<span style="color: rgb(122,134,154);">Add project details in the following <a href="https://docs.servicerocket.com/scaffolding/macro-reference/text-data">Text Data</a> macro.</span>
</em>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<table class="fixed-table wrapped">
<colgroup> <col style="width: 155.0px;"/> <col style="width: 301.0px;"/> </colgroup>
<tbody>
<tr>
<th>Project Name</th>
<td>
<div class="content-wrapper">
<ac:structured-macro ac:macro-id="82381652-a946-408a-86a0-e6d2f85fa246" ac:name="text-data" ac:schema-version="1">
<ac:parameter ac:name="name">projectName</ac:parameter>
<ac:parameter ac:name="type">line</ac:parameter>
<ac:parameter ac:name="content">text</ac:parameter>
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
<ac:rich-text-body>
<p>
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
</div>
</td>
</tr>
<tr>
<th>Project Key</th>
<td>
<div class="content-wrapper">
<ac:structured-macro ac:macro-id="ce24d887-4dfe-4519-8d79-08db3e428a44" ac:name="text-data" ac:schema-version="1">
<ac:parameter ac:name="name">projectKey</ac:parameter>
<ac:parameter ac:name="type">line</ac:parameter>
<ac:parameter ac:name="content">text</ac:parameter>
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
<ac:rich-text-body>
<p>
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
</div>
</td>
</tr>
<tr>
<th>Project Description</th>
<td>
<div class="content-wrapper">
<ac:structured-macro ac:macro-id="77f281a7-2314-419a-9aa9-e057bd812b64" ac:name="text-data" ac:schema-version="1">
<ac:parameter ac:name="name">projectDesc</ac:parameter>
<ac:parameter ac:name="type">line</ac:parameter>
<ac:parameter ac:name="content">text</ac:parameter>
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
<ac:rich-text-body>
<p>
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
</div>
</td>
</tr>
</tbody>
</table>
</ac:layout-cell>
</ac:layout-section>
<ac:layout-section ac:type="single">
<ac:layout-cell>
<p>
<br/>
</p>
</ac:layout-cell>
</ac:layout-section>
<ac:layout-section ac:type="single">
<ac:layout-cell>
<h2>
<span style="font-size: 20.0px;letter-spacing: -0.008em;">Summary</span>
</h2>
<ac:structured-macro ac:macro-id="f46372cf-8202-4c56-9c04-b9bca9a9f96f" ac:name="hidden-data" ac:schema-version="1">
<ac:parameter ac:name="whenHasRows">summaries</ac:parameter>
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
<ac:rich-text-body>
<p>
<em>
<span style="color: rgb(122,134,154);">Record the project summary by date in <a class="external-link" href="https://docs.servicerocket.com/scaffolding/macro-reference/table-data" rel="nofollow" style="text-decoration: none;">Table Data</a> macro.</span>
</em>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<ac:structured-macro ac:macro-id="ba338911-f3dc-427c-8f96-b14421a2448a" ac:name="table-data" ac:schema-version="1">
<ac:parameter ac:name="name">summaries</ac:parameter>
<ac:rich-text-body>
<table class="wrapped">
<colgroup> <col/> <col/> <col/> <col/> </colgroup>
<tbody>
<tr>
<th>Summary date</th>
<th>Project health</th>
<th>Project status</th>
<th>Project constraints</th>
</tr>
<tr>
<td>
<div class="content-wrapper">
<ac:structured-macro ac:macro-id="6df756fc-ed4a-42c6-baaa-dddda7b38e4d" ac:name="date-data" ac:schema-version="1">
<ac:parameter ac:name="format">EEE, dd MMM yyyy</ac:parameter>
<ac:parameter ac:name="name">summarydate</ac:parameter>
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
</ac:structured-macro>
</div>
</td>
<td>
<div class="content-wrapper">
<ac:structured-macro ac:macro-id="6bd40b63-858a-439e-8d72-4df4ac919cb6" ac:name="list-data" ac:schema-version="1">
<ac:parameter ac:name="name">projecthealth</ac:parameter>
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
<ac:rich-text-body>
<ac:structured-macro ac:macro-id="6c819ea4-1e29-4b56-8f7e-ba2d7accecdc" ac:name="list-option" ac:schema-version="1">
<ac:parameter ac:name="sortValue">1</ac:parameter>
<ac:parameter ac:name="value">Healthy</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="11d6adf9-7a51-4bf4-a134-4efc7c83b279" ac:name="status" ac:schema-version="1">
<ac:parameter ac:name="subtle">true</ac:parameter>
<ac:parameter ac:name="colour">Green</ac:parameter>
<ac:parameter ac:name="title">Healthy</ac:parameter>
</ac:structured-macro>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<ac:structured-macro ac:macro-id="5663fd1e-0f45-411f-93e7-cbab2c5850bf" ac:name="list-option" ac:schema-version="1">
<ac:parameter ac:name="sortValue">2</ac:parameter>
<ac:parameter ac:name="value">Warning</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="b2e26529-773a-41d4-9612-04056bd3320a" ac:name="status" ac:schema-version="1">
<ac:parameter ac:name="subtle">true</ac:parameter>
<ac:parameter ac:name="colour">Yellow</ac:parameter>
<ac:parameter ac:name="title">Warning</ac:parameter>
<ac:parameter ac:name=""/>
</ac:structured-macro>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<ac:structured-macro ac:macro-id="2ab6c013-bff5-40dd-a539-43d0b5ade665" ac:name="list-option" ac:schema-version="1">
<ac:parameter ac:name="sortValue">3</ac:parameter>
<ac:parameter ac:name="value">Critical</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="c34483d3-c61e-40b3-ba48-5fdee0af7852" ac:name="status" ac:schema-version="1">
<ac:parameter ac:name="subtle">true</ac:parameter>
<ac:parameter ac:name="colour">Red</ac:parameter>
<ac:parameter ac:name="title">Critical</ac:parameter>
</ac:structured-macro>
</p>
</ac:rich-text-body>
</ac:structured-macro>
</ac:rich-text-body>
</ac:structured-macro>
</div>
</td>
<td>
<div class="content-wrapper">
<ac:structured-macro ac:macro-id="2cab6b86-abae-43f1-bcce-d8fbcbcb4681" ac:name="text-data" ac:schema-version="1">
<ac:parameter ac:name="name">projectstatus</ac:parameter>
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
<ac:rich-text-body>
<p>
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
</div>
</td>
<td>
<div class="content-wrapper">
<ac:structured-macro ac:macro-id="3e7aed78-d7b4-407a-a6f5-e3d5475a3570" ac:name="text-data" ac:schema-version="1">
<ac:parameter ac:name="name">projectconstraint</ac:parameter>
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
<ac:rich-text-body>
<p>
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
</div>
</td>
</tr>
</tbody>
</table>
</ac:rich-text-body>
</ac:structured-macro>
</ac:layout-cell>
</ac:layout-section>
<ac:layout-section ac:type="single">
<ac:layout-cell>
<p>
<br/>
</p>
</ac:layout-cell>
</ac:layout-section>
<ac:layout-section ac:type="single">
<ac:layout-cell>
<h2>Project status</h2>
<ac:structured-macro ac:macro-id="3822acc5-8c0d-4e4e-9aa7-324bd58120d1" ac:name="hidden-data" ac:schema-version="1">
<ac:parameter ac:name="whenHasRows">toplevel</ac:parameter>
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
<ac:rich-text-body>
<p>
<em>
<span style="color: rgb(122,134,154);">Add in details of project status in <a class="external-link" href="https://docs.servicerocket.com/scaffolding/macro-reference/table-data" rel="nofollow" style="text-decoration: none;">Table Data</a> macro.</span>
</em>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<ac:structured-macro ac:macro-id="26cecc6d-cac7-4277-b57a-6f0b6a8335ca" ac:name="table-data" ac:schema-version="1">
<ac:parameter ac:name="name">toplevel</ac:parameter>
<ac:rich-text-body>
<table class="wrapped">
<colgroup> <col/> <col/> <col/> <col/> <col/> </colgroup>
<tbody>
<tr>
<th>Components/Phases</th>
<th>Date added</th>
<th>Status</th>
<th>% Completion</th>
<th colspan="1">Notes</th>
</tr>
<tr>
<td>
<div class="content-wrapper">
<ac:structured-macro ac:macro-id="54078a23-4399-4c39-b1dc-7fe6120af4bc" ac:name="text-data" ac:schema-version="1">
<ac:parameter ac:name="name">component</ac:parameter>
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
<ac:rich-text-body>
<p>
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
</div>
</td>
<td>
<div class="content-wrapper">
<ac:structured-macro ac:macro-id="838b9443-a69a-4a8e-b532-5adf1eb8f773" ac:name="date-data" ac:schema-version="1">
<ac:parameter ac:name="format">EEE, dd MMM yyyy</ac:parameter>
<ac:parameter ac:name="name">componentadded</ac:parameter>
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
</ac:structured-macro>
</div>
</td>
<td>
<div class="content-wrapper">
<ac:structured-macro ac:macro-id="ff8b4a45-8132-4a76-bc1c-b4a990170665" ac:name="list-data" ac:schema-version="1">
<ac:parameter ac:name="name">projectstatus</ac:parameter>
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
<ac:rich-text-body>
<ac:structured-macro ac:macro-id="86d34abf-0990-4208-b641-a79f51330066" ac:name="list-option" ac:schema-version="1">
<ac:parameter ac:name="sortValue">1</ac:parameter>
<ac:parameter ac:name="value">Done</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="c4a505f1-2e9e-4ce3-a141-ca8a2a8c0032" ac:name="status" ac:schema-version="1">
<ac:parameter ac:name="colour">Green</ac:parameter>
<ac:parameter ac:name="title">Done</ac:parameter>
</ac:structured-macro>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<ac:structured-macro ac:macro-id="aca29f6c-e026-4cdb-b42f-1c70936f4ba6" ac:name="list-option" ac:schema-version="1">
<ac:parameter ac:name="sortValue">2</ac:parameter>
<ac:parameter ac:name="value">In progress</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="b21202c8-3172-4443-8086-5e5b737fba6f" ac:name="status" ac:schema-version="1">
<ac:parameter ac:name="colour">Yellow</ac:parameter>
<ac:parameter ac:name="title">In progress</ac:parameter>
</ac:structured-macro>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<ac:structured-macro ac:macro-id="f71a905e-3b02-4261-93fc-3d4d9529fdbb" ac:name="list-option" ac:schema-version="1">
<ac:parameter ac:name="sortValue">3</ac:parameter>
<ac:parameter ac:name="value">Not started</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="26d280e1-6b34-4ccf-ae66-cfe9ca0bb17f" ac:name="status" ac:schema-version="1">
<ac:parameter ac:name="subtle">true</ac:parameter>
<ac:parameter ac:name="colour">Grey</ac:parameter>
<ac:parameter ac:name="title">not started</ac:parameter>
<ac:parameter ac:name=""/>
</ac:structured-macro>
</p>
</ac:rich-text-body>
</ac:structured-macro>
</ac:rich-text-body>
</ac:structured-macro>
</div>
</td>
<td>
<div class="content-wrapper">
<ac:structured-macro ac:macro-id="d66bc564-0b92-4b93-9515-7b502c3c89f3" ac:name="number-data" ac:schema-version="1">
<ac:parameter ac:name="maxValue">100</ac:parameter>
<ac:parameter ac:name="format">#</ac:parameter>
<ac:parameter ac:name="name">percentage</ac:parameter>
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
</ac:structured-macro>
</div>
</td>
<td colspan="1">
<div class="content-wrapper">
<ac:structured-macro ac:macro-id="bacfb133-efba-4012-815e-58ce7acca87f" ac:name="repeating-data" ac:schema-version="1">
<ac:parameter ac:name="name">projectnotes</ac:parameter>
<ac:rich-text-body>
<ul>
<li>
<ac:structured-macro ac:macro-id="660f39ca-6c10-4a0a-a196-b6dd08b93bcf" ac:name="text-data" ac:schema-version="1">
<ac:parameter ac:name="name">thenotes</ac:parameter>
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
<ac:rich-text-body>
<p>
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
</li>
</ul>
</ac:rich-text-body>
</ac:structured-macro>
</div>
</td>
</tr>
</tbody>
</table>
</ac:rich-text-body>
</ac:structured-macro>
</ac:layout-cell>
</ac:layout-section>
<ac:layout-section ac:type="single">
<ac:layout-cell>
<p>
<br/>
</p>
</ac:layout-cell>
</ac:layout-section>
<ac:layout-section ac:type="single">
<ac:layout-cell>
<ac:structured-macro ac:macro-id="3bf90b45-bd9d-47de-9ffa-14253427f648" ac:name="hidden-data" ac:schema-version="1">
<ac:parameter ac:name="whenNotEmpty">complete</ac:parameter>
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
<ac:rich-text-body>
<p>
<em>
<span style="color: rgb(122,134,154);">Retrieve the tickets related to the project from Jira using <a class="external-link" href="https://docs.servicerocket.com/scaffolding/macro-reference/table-data" rel="nofollow" style="text-decoration: none;">Report On</a> macro.</span>
</em>
</p>
<p>
<em>
<span style="color: rgb(122,134,154);">Use comma(,) as a separator and closed the name of the status with double quote(" ") for status that has more than 1 word.</span>
</em>
</p>
</ac:rich-text-body>
</ac:structured-macro>
</ac:layout-cell>
</ac:layout-section>
<ac:layout-section ac:type="three_equal">
<ac:layout-cell>
<ac:structured-macro ac:macro-id="223df849-854b-48c9-acc7-bd896c502910" ac:name="panel" ac:schema-version="1">
<ac:parameter ac:name="titleBGColor">#E3FCEF</ac:parameter>
<ac:parameter ac:name="title">(/) Completed</ac:parameter>
<ac:rich-text-body>
<p>
<strong>For Status: </strong>
</p>
<ac:structured-macro ac:macro-id="9b2589a4-0a89-4c88-ae3d-3b555eba4a7a" ac:name="text-data" ac:schema-version="1">
<ac:parameter ac:name="name">complete</ac:parameter>
<ac:parameter ac:name="type">line</ac:parameter>
<ac:parameter ac:name="content">text</ac:parameter>
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
<ac:rich-text-body>
<p>
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<ac:structured-macro ac:macro-id="d8a313f7-8a7f-4ad1-bbe9-309492e52333" ac:name="report-on" ac:schema-version="1">
<ac:parameter ac:name="injected">true</ac:parameter>
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="c3e592c5-5828-4b1c-ac30-55558dce818e" ac:name="jira" ac:schema-version="1">
<ac:parameter ac:name="server">JIRA</ac:parameter>
<ac:parameter ac:name="columns">key,summary,status</ac:parameter>
<ac:parameter ac:name="maximumIssues">20</ac:parameter>
<ac:parameter ac:name="jqlQuery">project = %data:projectKey% AND resolution is not empty AND status in (%data:complete%)</ac:parameter>
<ac:parameter ac:name="serverId">b5b94f51-402c-30e1-9c51-a08d154d83dd</ac:parameter>
</ac:structured-macro>
</p>
</ac:rich-text-body>
</ac:structured-macro>
</ac:rich-text-body>
</ac:structured-macro>
</ac:layout-cell>
<ac:layout-cell>
<ac:structured-macro ac:macro-id="2fcc5d3d-1144-4e34-9e55-dfc756ee56b2" ac:name="panel" ac:schema-version="1">
<ac:parameter ac:name="titleBGColor">#EAE6FF</ac:parameter>
<ac:parameter ac:name="title">(i) Next in line</ac:parameter>
<ac:rich-text-body>
<p>
<strong>For Status: </strong>
</p>
<ac:structured-macro ac:macro-id="72866860-61cd-4801-ae8f-8c2974524803" ac:name="text-data" ac:schema-version="1">
<ac:parameter ac:name="name">inProgress</ac:parameter>
<ac:parameter ac:name="type">line</ac:parameter>
<ac:parameter ac:name="content">text</ac:parameter>
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
<ac:rich-text-body>
<p>
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<ac:structured-macro ac:macro-id="aded9d26-9fa9-423f-b188-7665a084f389" ac:name="report-on" ac:schema-version="1">
<ac:parameter ac:name="injected">true</ac:parameter>
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="d77db047-b20c-4bce-b9c6-f188e740cfe6" ac:name="jira" ac:schema-version="1">
<ac:parameter ac:name="server">JIRA</ac:parameter>
<ac:parameter ac:name="columns">key,summary,status</ac:parameter>
<ac:parameter ac:name="maximumIssues">20</ac:parameter>
<ac:parameter ac:name="jqlQuery">project = %data:projectKey% AND resolution is empty AND status in (%data:inProgress%)</ac:parameter>
<ac:parameter ac:name="serverId">b5b94f51-402c-30e1-9c51-a08d154d83dd</ac:parameter>
</ac:structured-macro>
</p>
</ac:rich-text-body>
</ac:structured-macro>
</ac:rich-text-body>
</ac:structured-macro>
</ac:layout-cell>
<ac:layout-cell>
<ac:structured-macro ac:macro-id="4df3a8c5-47ee-4234-98e3-15d4cbfdabdc" ac:name="panel" ac:schema-version="1">
<ac:parameter ac:name="titleBGColor">#FFEBE6</ac:parameter>
<ac:parameter ac:name="title">(x) Risks</ac:parameter>
<ac:rich-text-body>
<p>
<strong>For Status: </strong>
</p>
<ac:structured-macro ac:macro-id="ecd61d48-bd85-47f3-bfb0-8d1bbc0e8cc7" ac:name="text-data" ac:schema-version="1">
<ac:parameter ac:name="name">open</ac:parameter>
<ac:parameter ac:name="type">line</ac:parameter>
<ac:parameter ac:name="content">text</ac:parameter>
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
<ac:rich-text-body>
<p>
<br/>
</p>
</ac:rich-text-body>
</ac:structured-macro>
<ac:structured-macro ac:macro-id="95e262eb-5d32-4867-b722-acf024001b85" ac:name="report-on" ac:schema-version="1">
<ac:parameter ac:name="injected">true</ac:parameter>
<ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
<ac:rich-text-body>
<p>
<ac:structured-macro ac:macro-id="e02e3a08-0b28-4e9f-aa82-27320b909a1b" ac:name="jira" ac:schema-version="1">
<ac:parameter ac:name="server">JIRA</ac:parameter>
<ac:parameter ac:name="columns">key,summary,status</ac:parameter>
<ac:parameter ac:name="maximumIssues">20</ac:parameter>
<ac:parameter ac:name="jqlQuery">project = %data:projectKey% AND resolution is empty AND status in (%data:open%)</ac:parameter>
<ac:parameter ac:name="serverId">b5b94f51-402c-30e1-9c51-a08d154d83dd</ac:parameter>
</ac:structured-macro>
</p>
</ac:rich-text-body>
</ac:structured-macro>
</ac:rich-text-body>
</ac:structured-macro>
</ac:layout-cell>
</ac:layout-section>
</ac:layout>
Wondering how to install EDT at your instance?
A simple step by step video is ready. Here at Youtube!