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NRYNR
Level 10
May 13, 2016
Question

Status Changes on Project

  • May 13, 2016
  • 71 replies
  • 7740 views
I would like to create a report that provides the dates or elapsed days between status changes on a project. For example, days between Current to Pending Approval, Pending Approval to Pending Implementation, Pending Implementation to Closed. We would like to identify where significant delays occur within projects occurred. Suggestions?
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A
Anonymous
August 30, 2016

This would be a note report not a project report

Doug_Den_Hoed_AtAppStore
Community Advisor
Doug_Den_Hoed_AtAppStoreCommunity Advisor
Community Advisor
August 30, 2016

Hi Laura,

Fun fact: Workfront does carry a Previous Status field under the hood (eg at the Issue level, etc)...but not the date that it changed, which is I think what you seek.

It is possible to track that information in custom date parameters, as I alluded to in The Math above, but it is very complex. That said, once those custom forms are in place, it becomes trivial to then Filter, Sort, and Group on them using Workfront's standard reporting (eg Report all Projects that have changed Status within the past Month, Grouped and Sorted by the Week in which the Status changed and then by Project Owner, and show the Portfolio Name, Project Name, Last Note, Previous Status, and Status in the grid). If you'd like more information, please drop me an email at doug.denhoed@atappstore.com.

On the other hand, without that custom date being stored at the Project Level, you can at least get a list of Projects -- as Melinda asserted -- using a Notes report and plucking out the Project Name and date of a particular Audit Text change (eg Contains "status changed ").

Regards,

Doug

C
CORYSW
Level 2
August 30, 2016
I am having the same issue. i have a few that will populate but not others and can't figure out why.
L
LauraRa1
Level 7
August 30, 2016
Hi Doug, I still cannot get it to work, as Cory suggests below, some show up and some don't, I can't trust the results. I've tried the notes report this time and set filters for the particular milestone path that projects have that we are interested in as well as added Note Obj Code 'is blank'. I've tried using both the Audit Type by selecting status change and well as swapping that out for the Audit Text and contains 'changed the status' which is how WF spells it out. The project I changed the status of to test the report STILL doesn't show up. Am I missing something or is there an error in WF?
imgrund
Adobe Employee
imgrundAdobe Employee
Adobe Employee
August 30, 2016

Hi Laura,

Two things:

  1. Like mentioned before, you need to make sure that it is a Note report, not a project report.
  2. Also, you need to include the Audit Type Combined Entry. If someone changed the status AND did something else on the project, it goes to that audit type. I've been playing around and I think if you use these filters, you can get what you'd like.

imgrund
Adobe Employee
imgrundAdobe Employee
Adobe Employee
August 30, 2016
On my filters, you can ignore Project Owner ID equals $$USER. I just did that when I was playing around. ;) (Unless you only want to see status changes for your projects)
L
LauraRa1
Level 7
August 30, 2016

This is great, thanks for sending.

I have that report setup correctly but it still doesn’t show a project I changed the status on 5 mins ago.

Also, can you explain the ‚Äòcombined’ part, I don’t really understand that part. Sorry, we’re very new to WF‚Ķ.

C
CORYSW
Level 2
August 30, 2016
Anthony, I set my filters up the same way but I am still not getting some changes to pull in. There are two changes that should have come in. One I put into Planning yesterday for about an hour to move some tasks around and put it back into Progress. That is not showing. There was also one that was Closed on Saturday and then moved to Planning and In Progress on Sunday. I am not sure why these are not coming in. Thanks, Cory
imgrund
Adobe Employee
imgrundAdobe Employee
Adobe Employee
August 30, 2016
Hi Laura, Combined Entry is used as an Audit Type when multiple things change on at the same time. For instance, in the sample I attached to my previous thread, you can see that at 10:42 am on July 28th, not only did the status of the project change from Plan Set Up to Current, but the planned completion date change from 8/8 to 8/5. Because both things happened at the same time, the Audit Type is Combined Entry. I thought that might be why some of your projects were not appearing.
L
LauraRa1
Level 7
August 30, 2016

Ah, got it, thanks for the explanation.

Ok, well I don’t know why the project I used as a test isn’t showing up. UGH. I think I read somewhere where Eric had submitted a ticket. Maybe it’s an issue with WF.

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