---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/it-business-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Add dynamic content to a status report or docs template

# Add dynamic content to a status report or docs template {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Add dynamic content to a status report or a Project Docs template in Project Workspace. The dynamic content gets updated automatically as a change is made to the underlying record.

## Before you begin

Role required: it_pps_admin, it_project_manager

## Procedure

1. Open a project from the home page of Project Workspace.  
   For information, see [Access the Project Workspace](https://servicenow-prod.fluidtopics.net/NizzG8MYmtX6E2dj4LyjPw "Learn how to navigate to the new Project Workspace and open a project in the planning page.").
2. Open the Docs template page of the project by selecting Docs template from the list.
3. From Docs template page, select the template to open it.
4. Select Doc tab and select at the appropriate place and then type <kbd class="ph userinput">/</kbd> (forward slash) to open a list of actions, including Mention a user or Mention a record or Insert dynamic content as required.
   1. You can type in <kbd class="ph userinput">/</kbd> (forward slash) and select Mention a user to tag a user.
   2. You can type in <kbd class="ph userinput">/</kbd> (forward slash) and select Mention a record to insert a record.  
      ![Mention a record in status report.]()

      Once you insert a record, it is embedded as a link, which you can click to open the related record and see its details.
   3. You can type in <kbd class="ph userinput">/</kbd> (forward slash) and select Insert a dynamic content to insert dynamic content into your status report or Project Docs template.  

      Using the insert dynamic content option, you can configure and view dynamic data such as the status date, project details, and other project fields. This option is only available if the Is dynamic field in the Category list for PWS Docs is selected in the Doc template form.

      For example, in a Project Docs template, you can insert a dynamic Project manager field. When the template is applied to create a doc, the field is automatically populated with the
      project manager from that project's details. You can select formatting options such as headings, bullets, and others.
   {#add-dynamic-content-to-status-report-in-pw__substeps_cq4_bl3_ydc}
5. Observe and monitor the report.  
   For more information on viewing and analyzing status reports, see [Analyze the status report in Project Workspace](https://servicenow-prod.fluidtopics.net/pcxk2amAUhwnj7xM~xhcyA "Observe a status report in Project Workspace for your project to learn about project health, metrics, risks, issues, and milestones.").
**Related concepts**   

* [Status reporting in Project Workspace](https://servicenow-prod.fluidtopics.net/KL4~BWZf6Ouj~kC_ZTaE8w "A status report in Project Workspace is a snapshot in time that gives an overview of your overall project health across key areas such as cost, resources, milestones, health, and more.")  
**Related tasks**   

* [Create a status report or docs template in Project Workspace](https://servicenow-prod.fluidtopics.net/aLgOYilEVVQ7j_gqS2ofGg "Create a custom template for status reporting in Project Workspace. Use the template to create status reports according to your specific requirements.")
* [Create a status report in Project Workspace](https://servicenow-prod.fluidtopics.net/8QxqsNtOZ4_uY3brQpoLRw "Create a status report in Project Workspace for your projects. Your team can view the report and be updated on project health, metrics, risks, issues, and milestones.")
* [Analyze the status report in Project Workspace](https://servicenow-prod.fluidtopics.net/pcxk2amAUhwnj7xM~xhcyA "Observe a status report in Project Workspace for your project to learn about project health, metrics, risks, issues, and milestones.")
* [Duplicate a status report in Project Workspace](https://servicenow-prod.fluidtopics.net/IMEU9o58ijfHYwoLHtshkQ "Save time by duplicating an existing status report to copy all the project details without having to copy the information manually in the Project Workspace.")
* [Import old project status report to Project Workspace](https://servicenow-prod.fluidtopics.net/4A1SS94nT4uMH9qNMn8ynA "Migrate your old status reports from the classic Project Workspace to the new Project Workspace and optimize reporting process of your projects.")  
**Related reference**   

* [Create document template form](https://servicenow-prod.fluidtopics.net/k6XTIx8Fr1fBClYqmWcidw "Learn about the fields on the Create New Document Template form of the Project Workspace. Use this form to create a status report or docs template according to your requirement.")