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BenettaPe
Level 9
October 22, 2020
Question

Project Report to show Project Status and Date it was changed to that status

  • October 22, 2020
  • 1 reply
  • 980 views

If this has already been asked and a solution given - please point me to the post.

I want a simple project report to show the status of the project and the date that project changed/moved into that status.

I looked in the API Explorer and I can not file anything related to "changed to" type date field.

Thanks for your help and any pointers.

Maybe you have a workaround solution for this problem/request - if so please share it with me.

Thanks.

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    1 reply

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    DarylMa1
    Level 2
    October 22, 2020

    Benetta,

    This is the calculated field that we use - IF(Status='IMP',IF(ISBLANK(Change to Implementation),$$NOW,Change to Implementation),Change to Implementation)

    In this case, we had to create a new custom date field that we called 'Change to Implementation'. This needs to be done/saved prior to adding the calculated field. The calculated field will populate the date field when the status changes to Implementation, of course substitute any of the status keys, CPL, IDA etc., you would need. Keep in mind that this will only work when that status is changed once. So you can't toggle back and forth between status without clearing the field every time.

    Hope this helps.

    -Daryl

    B
    BenettaPeAuthor
    Level 9
    October 22, 2020

    Daryl,

    For those projects already in the state that I want to report on, will this calculated field work?

    I am in the process of doing this now for any future changes, just trying to get the past/current values.

    Thanks for this solution.

    D
    DarylMa1
    Level 2
    October 22, 2020

    Unfortunately, it will not work for projects already in the status' now.

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