Status report on Strategic Planning Workspace

[Fabricio4]

Hi everyone.

We have a request to make the project status report available on the Strategic Planning Workspace, without the need to enter the Project Workspace view. To be more specific, I'm talking about creating a new tab on that panel on the right side of the roadmap, and this tab would show the status reports for that Project.

I'm aware that the client can simply go there with a few clicks, by entering the Project record and selecting then status report tab. However, a VIP client want the convenience of the status reports right there on the roadmap view, just like I point out in the attached image.

Any way to achieve this?

[Mark Manders]

I hope you told them that this is customization that can break on every upgrade they do and needs to be maintained as custom code? You can even enter the projects from the Strategic Planning workspace (there is a 'full details' button right on the sidebar where you are at!!)

No matter how VIP they are, the status report is a different record. It is not part of the record that you are viewing. The 'status' field is already on the form, that shows the status of the project. The status report is part of the project and should be viewed from there. 
The technical debt you are creating is not worth saving 1 mouse click.

[Fabricio4]

Yes, we did say that, but I wanted to double check if this is easier than it looks and if maybe there's an OOB way of actually doing this without heavy customization.

[Fabricio4]

Also, can you at least change the fields displayed on that sidebar without messing with UI builder? I figured maybe there's a view, configuration table or a property organizing that, but I couldn't find it.

[Fabricio4 · Accepted solution]

Managed to do it with UI Builder. I had no experience with UI builder before, so it took some time, but if you know what you are doing, it's fairly simple to accomplish.

First I had to find the sub-page containing the tabs for the free form roadmap. The subpage name is Freeform Roadmap Default and it's inside the Portfolio default page.

To customize the sub-page, I created a duplicated variant and worked there. On the "Roadmap" container I had to insert the instructions for a new tab, then I created a new cointainer pointing to that new tab on the "Hide component" field. Inside the container, I created a Related list component pointing to the Project Status table. Works beautifully.