Add dynamic content to status report in Project Workspace

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：2分

    • Add dynamic content to a status report in Project Workspace for your projects. The dynamic content gets updated automatically in the status report as a change is made to the record.

    始める前に

    Role required: it_pps_admin, it_project_manager

    手順

    1. Open a project from the home page of Project Workspace.
      For information, see Access the new Project Workspace.
    2. Open the Docs template page of the project by selecting Docs template from the list.
    3. From Docs template page, select the template to open it.
    4. Select Doc tab and click at the appropriate place and then type / (forward slash) to open a list of actions, including Mention a user or Mention a record or Insert dynamic content as required.
      1. You can type in / (forward slash) and select Mention a user to tag a user.
        Adding dynamic content in status report.
      2. You can type in / (forward slash) and select Mention a record to insert a record.
        Mention a record in status report.

        Once you insert a record, it is embedded as a link, which you can click to open the related record and see its details.

      3. You can type in / (forward slash) and select Insert a dynamic content to add insert dynamic content in the status report.

        Insert dynamic content option.

        Using insert dynamic content option, you can configure and view the status date, project, and other dynamic data in your status report template. This option is only available if Is dynamic field is selected in the Doc template form. You can select formatting options such headings, bullets, and others.

    5. Observe and monitor the report.

      For more information on viewing and analyzing status reports, see Analyze the status report in Project Workspace.