Customise widgets from Project Status Report portal page

[PaulaaO]

Hi Dev Community,

I have been asked to customise some of the widgets from Project Status Report portal page (data gets displayed on Planning Console - Project Status tab); widgets are related to RIDAC entries.

I have found a few community posts and at first I thought that only by adding the additional fields/columns in the server script that would be sufficient, however upon a closer look I noticed that this script calls PmProjectStatusReport Script Include and it also references the baseline tables.

I've tested it out in my PDI and I noticed that if I list in the server script any field which is also part of the baseline table it will be displayed within the widget (e.g. ris_rank from Risk Baseline), however if it's any other field from Risk table (e.g. mitigation, description) it won't.

Does that mean that I need to configure the baseline tables or is there a way to tweak the Script Include to make this work?

Any help would be much appreciated.

Thank you,

Paula

[PaulaaO · Accepted solution]

Made progress with this request on the back of the following post: Add fields to the Risk, Issues etc on the Project Status Report - Strategic Portfolio Management (SP... (read towards the end).

What I will add is that if the fields you wish to bring are not part of the [insert table name]_baseline table, you need to add them, example below:

Also, when you amend the widget from the Status Report Portal page, you need to list the column name from the baseline table and not from the main table:

[Kunj Bhattad]

Hi Paula, 

I too have a similar requirement where I have created custom fields on risk form and want to display it on 'Project Status Risk' widget. 

Below are some of my queries:

1. If we create custom fields on the risk_baseline table, how will they get populated with our risk field values?

2. How is this risk_baseline table getting created? I can just see the Project Status Report Baseline created whenever we create a status report.

[PaulaaO]

Hi Kunj,

Hope this helps 🙂

1. If we create custom fields on the risk_baseline table, how will they get populated with our risk field values?

They need to be mapped one against the other; please use this path:

https://[insert your instance].service-now.com/nav_to.do?uri=%2Fbaseline_config.do%3Fsys_id%3Dd43ec4...

2. How is this risk_baseline table getting created? I can just see the Project Status Report Baseline created whenever we create a status report.

I don't know very well either - when I did my RIDAC analysis I was not able to find much documentation about these baseline tables. Might worth making a separate post if you haven't already to ask other experts on this.

Paula