Customize the out of the box "Status Report" for Project
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02-27-2018 01:48 PM
Hello All - In the “Status Report” tab – is there a way I can customize the standard template to remove e.g. I don’t want “Cost (Planned vs Actual) & Resource (Allocated vs Actual) in the report and may be insert something else like high level key milestone or Gantt chart? I could not find the place holder for this report template where I change the widgets. Has anyone worked on this or developing status reports for your individual projects. I am using the ServiceNow PPM module.
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02-27-2018 04:05 PM
If you want to customize it for yourself, you can click on the gear button and add or remove fields you want. Note that, that field should exists in the Status Report table. I didn't find Grant Chart. Key Activities Planned is what you are referring as Key Milestones?
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08-16-2018 08:36 AM
Hello Manhaak,
Yes you can edit the "Status Report" tab in workspace by visting the page(record in "sp_page" table) named "Project Status Report" using PPM module.
You can add/edit/delete content present in this page by customization of widgets present in it as shown below -
Please let me know for further information required to achieve your requirement.
Also, Mark this answer as correct/acceptable solution if you find it helpful. Thanks!!
Regards
Madhuri Bhawnani