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SPM - ProjectWorkspace: Status Reports

dsweet
Tera Contributor

an hour ago

When creating a status report within the Project Workspace using a customized report template, the Milestone Planned End date is not sorting as expected and is also sometimes set to the same date when duplicating a report. Also, the time is included in the milestone date, this used to be an editable field by setting the "Allow edit of status report on Project Workspace", now I am unable to edit this since the latest patch.

 

Currently using version MID buildstamp: zurich-07-01-2025__patch10-hotfix3-07-01-2026_07-02-2026_1215.

 

Please advise if there is a way to,

 

1. Update the Milestone details, format the date (Key Milestone/Planned end date

to remove the timestamp?

2. Can the Milestone Dates be sorted ascending by date (Key Milestone/Planned end date)

3. Look into why the dynamic Milestone Planned End Date (Key Milestone/Planned end date)

is set to the same date when duplicating the report.

4. I am unable to delete a row in the dynamic Milestones table, less functionality then previous.

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Vikram Reddy
Tera Guru

37m ago

Hey @dsweet,

 

Two different things are stacked on top of each other here: the timestamp and duplicate-date behavior are a known defect, and the edit/delete lockout is almost certainly a report state issue, not a removed property.

Item                          Likely cause                                  What to do
1. Time shows on date field   Known defect - KB2809194 (dates showing       Log a case referencing KB2809194
                               full timestamps in SPM Project Workspace)
2. Milestones don't sort      Key Milestones list renders pm_project_task   No native sort control on the
                               rows in query/creation order, not end_date   template list; raise as enhancement
3. Same date on duplicate     Same underlying defect as #1, the copy        Track against KB2809194
                               snapshots the display value, not the field
4. Can't edit/delete rows     Report status likely = Published, which       Reopen/unpublish the report, then
                               ServiceNow locks read-only by design         confirm it_project_manager role

Milestones on a status report aren't their own record, they're rows on pm_project_task flagged milestone=true and checked as Key Milestone, and the date you're seeing is that task's end_date. There's no sort setting exposed on that related list in the template designer, so item 2 is just query order, not a sort bug you can flip a switch on.

I couldn't find any documented property named "Allow edit of status report on Project Workspace" in current docs or release notes for Zurich or Yokohama. What is documented is that a Published status report becomes read-only, with edit access otherwise gated by the it_project_manager role. That's the more likely explanation for 1 and 4 breaking after patch10-hotfix3, worth checking before assuming a property was deprecated.

References

 

Thank you,
Vikram Karety
Octigo Solutions INC

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