Project Status Reports - how to pull past reports?

[sonja1]

In the PPM module sets - either in the current release of Eureka or the upcoming Fuji - how would one go about creating a report that would cascade the past status reports for a given project into one view?

For example:   I can create a report to display on my dashboard that lists the current status breakdowns (RYG) for all of the projects in my portfolio.   What I would like to do is create a report for the individual PMs so that they have a view of the status reports created in each of the last [x] weeks for a given project.   Executives sometimes also want to drill into an effort and view the past reports, as well.

I am sure this is probably fairly simple, but I am stumped how to create a report (that can be dashboarded) that will show more than the current values on a status report.

Any ideas?

[anna_scheib]

Yes, I was indeed referring to the stoplight colors / RAG colored portfolio dashboard gauge. Maybe a Knowledge integration with or without Managed Documents plugin could be helpful? Weekly statuses can be published as knowledge articles and referenced by the project. The benefit to using Managed documents would be that you can update the same document week after week, save a new version, and promote to a new KB article, or just maintain in a repository of versioned status reports.

Hope this helps.

[kellykaufmann]

Anna Scheib   that is a brilliant idea! I'll give that a try!!

Only thing is... when a status report is a tab in projects, we can easily run an export of all the status fields for all projects in a portfolio & have that report run weekly & sent to senior leadership. I don't think we can do that with knowledge articles?

[anna_scheib]

Probably not… There are some things you can do with the knowledge articles like email them, create other types of records from them (like an incident), so maybe you can do something with business rules. But it almost seems that it would be easier to do it with a scheduled report which can also be emailed, just thinking out loud here.