Report showing projects that have moved from one program to another

[MeganDi2]

Hi,

I am trying to create a report that will show when a project moves from one program to another.  This is for awareness for another team that doesn't always know when the project program changes and with the volume of projects within the program it's hard to see these shifts.  I tried a journal entry report but was hitting roadblocks on getting the right filter option to make this happen. Any ideas on types of reports or ways to complete this? 

Thank you

[skyehansen · Accepted solution]

I encourage you to keep going with the journal entry report!

1) You will find it easier if you test your report in the preview sandbox as nothing much should be happening there. Your initial filter is as simple as "entry date is today" (or if you've been in the sandbox for a few minutes, maybe look at your watch and have it be "entry date is greater than Aug 4 at XX PM") and you will then begin to pull up every change you make, that your system tracks (see below handy hint).

2) I would start by including the Old Text Value and New Text Value columns in your view. These are the most likely places that would store that type of a change.

3) After you've created your report (hint: your report should start with no rows), you can change a project's program, and see if it shows up in your report (hint: after you make this change, your report should have at least one new line)

Handy hint: If you make a change to a program, and it doesn't show up on your report, it means you need to go to the setup area and add the program ID to your tracked fields area. This is under Interface / Update Feeds. The reason certain changes don't show up is because Workfront doesn't track everything, in particular the thing that isn't showing up. You have a limited ability to track things (for instance, I don't think you can track calculated fields), but the program ID should not be an issue.

[MeganDi2]

Thank you Skye!  You helped get me on the right track.  I can now see a program ID change note on my report.  Any ideas on how I would filter to only show program changes, though?  I used the filter of "Journal Entry Change Type to Edit" since Edit is the change type I saw when the program changed but it's still pulling all other edit changes that happen and I'm not sure.  I've been playing with different filters, how to only show the program changes, but nothing seems to be working.  

[skyehansen]

you can add to your filter. It doesn’t have to be just one thing. In addition to the edit, maybe you filter on the new text value as well, or the object scope? If you have these columns in your report you can see how they’re getting filled in?

[MeganDi2]

Thanks again, Skye.  I played around with the columns and filters and think I have what I need.  Last step is to try to change the old text value and new text value fields from the program ID to the program name.  I think I have a solution for this in Fusion, though.  Thank you again!