Status report on Strategic Planning Workspace

Fabricio4 · ‎08-26-2025

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?

Fabricio4 · ‎09-02-2025

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.

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CarolynN3989674 · 5 hours ago

I’m at this stage now with our status reports. I’ll give this a try.