Is it possible to create report on the audit history of a set of records (i.e. a portfolio and all projects, milestones etc. belonging to the portfolio)

[guush]

Is it possible to create report on the audit history of a set of records (i.e. a portfolio and all projects, milestones etc. belonging to the portfolio)?

Basically I need an aggregation of History [sys_history_line] items for a collection of records, without having to manually view them first.

On the docs page it says: "Note:  Do note use history sets to generate reports.

Several fields of information are captured in the History Set record, displayed in the list view."  

My question is,  what should I do in stead?

[Chuck Tomasi]

Hi Guus,

First, narrow down what exactly it is you are reporting on. Are you looking for open-close time? Are you looking for assignment duration? If it is time related, consider defining some metrics to capture that information and then report on the metrics table. It's far more effective than trying to capture everything that was ever changed.

Reference: Metrics

[guush]

Hi Chuck

Thanks for the quick reply, however the goal is to monitor the changes made to all projects, milestones, even financials within a portfolio. The OOTB PPM Security structure is very open, and allows all PPM users to make changes everywhere. This structure was accepted because all important records have an audit trail so if unauthorized changes are made, it can be shown who did what.

The request is by a portfolio manager who has over 200 projects in its portfolio, and he wants a report to see what has been changed by who in his portfolio. Most importantly, any date changes (postponing of milestones, changing of financials, and possible some other changes too. I dont think metrics will cover this.

I was hoping to find a way to create a History Set for a set of records using a scheduled job, viewing (or maybe emailing) a set of History records of recent changes.

If you see any other options please let me know:)

Thanks for thinking along

[Chuck Tomasi · Accepted solution]

HI Guus,

I would get more specifics from what this manager is looking for. It sounds like he's very date-centric. That's a start. You could write business rules that are triggered when various date fields are changed and log those to your own table which would be easy to report against. Something like:

(Current) date, User, Project (or reference to another record), Field changed, old value, new value

[shivanipatel]

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