Project

Tracks a Project, including Risks, Issues and Schedule

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AnyDB

The AnyDB Project template is a centralized container for managing a single project, integrating high-level project details with live updates from linked child templates such as project status reports, risk lists, schedules, and weekly updates. It supports full traceability and real-time rollups from sub-components, enabling dynamic project dashboards.

Suitable for

Project Management

Description

This template captures critical project information, including the project name, manager, team, status, and completion date. It is designed to pull live data from attached child templates using dynamic references (DYNREF) for automatic updates to fields like project status, completion date, executive summary, high risks, high issues, and remaining scheduled items.

The Project record links to:

  • Weekly Status Reports: for live status and summary
  • Risk List: for surfacing key risks
  • Issue List: to highlight open/high-priority problems
  • Project Schedule: for timeline tracking and completion rollups

This structure provides a hierarchical connection between a top-level project record and detailed operational layers below it.

Key Data Stored

  • Project Name
  • Project Manager Name
  • Team
  • Project Description
  • Executive Summary – Pulled dynamically from latest status report
  • Project Status – Automatically populated from linked status report
  • Completion Date – Dynamically calculated from schedule reference
  • High Risks – Linked from Risk List reference
  • High Issues – Linked from Issue List reference
  • Remaining Scheduled Items – Pulled from project schedule
  • Schedule, Risks, Issues, and Weekly Report References
  • Project Benefits – Rich-text field for impact summary

Business Use Cases

  • Program and Portfolio Management – Centralized roll-up of key project data across initiatives
  • Project Monitoring and Reporting – Auto-updated dashboards for status, risks, and completion
  • Cross-Team Collaboration – Connects team-specific updates with broader project visibility
  • Weekly Reviews and Ops Syncs – Replace slide decks with live, linked project records
  • Audit & Documentation – Maintain a history of progress, challenges, and outcomes

Why This Template is Powerful

  • Rollup from Linked Templates – Automatically reflects child-level activity in the parent project view
  • Dynamically Updated – Status, summaries, and issues change in real time based on weekly reports
  • Modular Structure – Links to risks, schedules, and reports without duplication
  • Color-Coded Status Indicators – Visual highlight of "On Track", "At Risk", or "Off Track"
  • Scalable Across Projects – Enables a dashboard of multiple project records with unified logic

This template forms the core of a scalable project management framework within AnyDB, enabling live updates, structured reporting, and decision-making visibility across project portfolios.