Reporting on project state changes

[Frank Furter]

I would like to report on my projects that are in an 'On-Hold' state, and also show *when* they were moved to On-Hold. I know the data is there, as demonstrated by the screenshot below, but how do I report on this data? 

[Sebas Di Loreto · Accepted solution]

@Frank Furter 

The data is on the sys_history_line table because somebody activated (or maybe out of the box) auditing in the project table (pm_project table). The bad news is that you cannot report on that table.

The only EXACT way of answering your question is by having a METRIC on the pm_project table to track the STATE field, which is very simple to do. There are no out of the box for project but take a look at the one for incident, just add this to your instance to see it: /metric_definition.do?sys_id=35f2b283c0a808ae000b7132cd0a4f55

Then you would use the out of the box database view, pm_project_metric, to report. It combines the information from the project fields and the metric fields.

[Frank Furter]

Hello @Sebas Di Loreto and sorry for the delay. This is interesting and I can replicate that on my system. However, it unintentionally falls into another (more critical) request I have - my organization would like the ability to see (or ideally, send out a notification) when the planned hours change on the requested_allocation table. 

I wonder if a metric table may be a potential solution. Email notifications are one thing, but I wonder if a report could be added to a dashboard that would identify changes to planned hours. Do you think monitoring the planned hour field in that table is doable? Trying to think about any negatives. 

[Sebas Di Loreto]

You can certainly configure a notification trigger by that field changing but the problem with that is that you won’t be able to report on it.You can certainly configure a notification trigger by that field changing but the problem with that is that you won’t be able to report on it.
if you want to report, then you must have a metric that it’s track in that field. You could store the date every time it  changes. Then you would be able to report on it and also say how many times it changed.  

[Frank Furter]

Interesting! Let me do some digging on that today and I will update with my (hopeful) success! 🙂