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Configuring a status report on Project Workspace

Cirrus
Kilo Sage

Hello,

When in a project record in project workspace, you have an option on the left to see status reports. The middle column then shows you existing reports. If you open a report and scroll down, you come to Current Status, which is a 5 x 3 grid showing Overall, Schedule, Cost Resources and Scope. Please can anyone advise where this is configured with the aim of wanting to add an extra row?

 

Thanks

1 ACCEPTED SOLUTION

M Iftikhar
Tera Sage

@Cirrus , so these status reports are generated via templates and you can edit those template.

MIftikhar_2-1759424265784.png

MIftikhar_3-1759424292334.png

 

 

MIftikhar_0-1759424242015.png

MIftikhar_1-1759424248153.png

 

Now as I have added a static value, I believe you want value from table or maybe input it from user just like rest so for that you first need to update section of project_status table, for demo I added a budget section. Make sure view is status_report not default one.

MIftikhar_4-1759424434176.png

MIftikhar_5-1759424495164.png

After this you can see this new section while inputting values in status form which you can utilise in template.

MIftikhar_6-1759424576907.png


Thanks & Regards,
Muhammad Iftikhar
If my response helped, please mark it helpful & accept the solution so others can benefit as well.

 

Thanks & Regards,
Muhammad Iftikhar

If my response helped, please mark it as the accepted solution so others can benefit as well.

View solution in original post

2 REPLIES 2

M Iftikhar
Tera Sage

@Cirrus , so these status reports are generated via templates and you can edit those template.

MIftikhar_2-1759424265784.png

MIftikhar_3-1759424292334.png

 

 

MIftikhar_0-1759424242015.png

MIftikhar_1-1759424248153.png

 

Now as I have added a static value, I believe you want value from table or maybe input it from user just like rest so for that you first need to update section of project_status table, for demo I added a budget section. Make sure view is status_report not default one.

MIftikhar_4-1759424434176.png

MIftikhar_5-1759424495164.png

After this you can see this new section while inputting values in status form which you can utilise in template.

MIftikhar_6-1759424576907.png


Thanks & Regards,
Muhammad Iftikhar
If my response helped, please mark it helpful & accept the solution so others can benefit as well.

 

Thanks & Regards,
Muhammad Iftikhar

If my response helped, please mark it as the accepted solution so others can benefit as well.

Cirrus
Kilo Sage

Thank you Muhammad.

I have now created the extra columns and have an event which shows me that the status is green. The problem now is that the event sits outside the grid. Do you know how to configure this within the new grid? I am assuming its somewhere in the status report in ui builder?