Project_status (Status Report) and Pm_project (Project)

[dennisandrison]

HI

Does anyone know how to link these two tables together for reporting purposes?   I am being asked to pull the overall health status field from the related lists status reports from the project module and can not see how to do this.   Any help is appreciated.

Thanks

Dennis

[Jaspal Singh]

I tried the same & it works well.

Could you confirm if the database view created was well saved.

[dennisandrison]

So you created a new database view

Added to tables to it

And then went to reports

From table searched for the new database view

And it appeared

What version are you on I am on istanbul

[Jaspal Singh]

We are using Jakarta but this has nothing relating to versioning of instance. This is generic stuff.

[dennisandrison]

I created a database view called

U_project status report

Two tables:

Pm_portfolio project

Fields

Overall health

Pm project

Pm project

Fields

State

U_category

As a test

Saved the view and then went into reports and could not locate this table as a reporting source

What am I doing wrong

[dennisandrison]

I will try and be a little more clear on what I need

Request to pull all active projects with the most recent overall health value from when the PM create the individual status reports from within Project

The report I need is a one to one ratio of projects to their overall health from the value that was entered at the time the status report was run.

I have told them they can set the overall project health with the overall health field at the project level but they would like the value to be pulled from the status reports as the pm's generate these status report weekly.