Clarity

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  • 1.  Create a Tab on Status Report

    Posted Aug 28, 2018 03:12 PM
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    Is there a way to create a tab on the Status Report page that replicates the Issues and Risks tab (see attached example)?  The users are wanting to stay somewhat within the status report page.

     

    Thank you,

    Art



  • 2.  Re: Create a Tab on Status Report

    Posted Aug 28, 2018 09:56 PM

    Sadly not.

     

    Technically Status Report is a custom object which is now bundled in PPM.  Custom Objects only appear under the Project Properties pull-down menu.



  • 3.  Re: Create a Tab on Status Report

    Posted Aug 29, 2018 09:30 AM

    Thank you for responding, Roland.  Saved me much time in trying to research or trying to work through it.

     

    Art



  • 4.  Re: Create a Tab on Status Report

    Posted Aug 29, 2018 09:43 AM

    On a (custom) version of a weekly status report I have built in the past, I had a multi-valued-lookup that the user can select from the related project's RISKs to include in the status report. It's just a simple NSQL lookup of the risks associated to the project (and any sub-projects).

    I did this for risks, issues and changes (so 3 separate MVLs really)

     

    (the maintenance of the Risk, Issue, Change itself still needs to be done in the 'normal' project tab of course)

     

    Just an idea!