Status Changes on Project

Level 9

That's how you would filter them - by using the Note ObjCode. If you set it to "is blank", you get just Project Status changes. if you change it to "Task", you get Task changes, and if you set it to "opTask", you get Issue changes.

Level 7

I've played around with the report using your suggestion and it doesn't work. It seems that my original filters are based on a task moving through one of our milestone (stage gate) tasks. It's not actually pulling anything based on the Project Status being changed. That works for us anyway because based on a project going through a stage gate, they Project Owner should be changing the status of the project - would be nice if that happened automatically!

Level 9

Laura, for my clarification, can you tell me what didn't work? From the Word doc you sent, based on the filters and what you said earlier, you get changes in status for projects, tasks, and issues. If you added a filter that said "where Note OjbCode is blank", you would just get Project status changes. Are you saying you added this filter and it still gave you Task and Issue changes? Also, can you give clarification on what you mean when you say "a task moving through one of our milestone (stage gate) tasks". Are you saying the task is part of Milestone path?

C

CORYSW

Level 2

After a lot of trial and error, I was able to create a Project Report that shows me projects that status changed in the prior two weeks (only start or finish). At this point it appears to be accurate. This is as close as I can get. Ideally I would like to have all status changes but to date I have not been able to get anyone elses code here to work. Here is my code.

OR:1:actualCompletionDate=$$TODAY-2w

OR:1:actualCompletionDate_Mod=gte

OR:1:portfolioID=INSERT YOUR ID HERE

OR:1:portfolioID_Mod=in

OR:1:status=previousStatus

OR:1:status_Mod=notin

actualStartDate=$$TODAY-2w

actualStartDate_Mod=gte

portfolioID=INSERT YOUR ID HERE

portfolioID_Mod=in

status=previousStatus

status_Mod=notin

Level 7

Hi Cory,

I only get an error when adding this code, I added it under the ‚ÄòFilters’ which I’m assuming is where you have it? Sorry, I’m not that advanced in coding yet.

Let's try that again.

¬∑ Invalid Parameter: Search Parameter value "actualStartDate" (RequestID: 57e8cfea00ea1bee87b3b74ef5a1461a)

Level 7

Hi Greg I tested the report by changing the status of an existing project and the report didn't pick it up with the note objcode set to is blank. I changed the dates to include today but no luck. Curiously, this morning the report shows the project status changes from the original 'Idea' entered through the request queue which we do leave attached to the project created from it. Thanks :)

Level 9

Laura, The reason you're probably getting that error is because you're putting these filters in for a NOTE report (which we've been using). (The same thing happened to me :-)). Cory is doing this from a "Project" report, so start with a Project report and then add the TEXT for a filter. (This is in response to your question to Cory.)

Level 7

Hi Greg So I tried creating a 'project' report, added the filter text no problem but I cannot add the columns I need to make any sense of the report. What am I missing?

Level 9

You may not be able to with a "Project" report. What columns are you trying to add?