Reporting on Issues within Projects

[MaryMc1]

Hello,

We have users that are associating a custom project status and when they select that project status, they're supposed to enter an issue within the project with that status. I'm trying to build a report to see when projects have that status, show me only when the issue doesn't exist. It's basically an audit type report to ensure we're entering issues into projects with that status. I attempted to build it as a project report and if the issue id is blank which means it doesn't exist, but that's not a native option. Thoughts? Thanks!
Mary

[Sven-iX]

Sounds like a project report filtering to that status, with an EXISTS block that looks for notexists, issues:status=XXX (special issue  status) would work? 

[Richard__Carlson]

I would consider building an issue report grouped by project

[Sven-iX]

OP asked to see projects that "show me only when the issue doesn't exist" - if it's an issue report that won't work.

[MaryMc1]

Hi Sven,

You're correct, that's why I didn't built it as an Issue report. I attempted to use text mode and use the not exists options you noted and it didn't work. I found an alternative option, using ChatGPT actually, to search for projects in that status and if the number of open issues equals 0, that pulled what I was looking for. If you're able to get it to work via text mode to show in a Project report to show when an issue doesn't exist when a specific project status is selected, pass that along as I was striking out. Thanks!

[Sven-iX]

Hi @MaryMc1 

here the exists block 

portfolioID=64d51cc....216048
status={special project status}
status_Mod=in
EXISTS:a:$$OBJCODE=OPTASK
EXISTS:a:projectID=FIELD:ID
EXISTS:a:status={special issue status}
EXISTS:a:$$EXISTSMOD=NOTEXISTS

EXISTS works like this: 

• check for OPTASK objects (issues)
• that are linked to the project by projectID = the project's ID
• where the status is {special issue status} (3-letters)
• list only where such tasks DON'T exist

At the start the portfolio DI to limit the search (you may want that or not - alwasy try to make the filter as narrow as possible)

and the check for the project special status.

[MaryMc1]

Hi Sven,

I gave that a shot and the results that appeared were inaccurate. But when I did a project report and used the native "Number of Open Issues Equal (Case Sensitive) 0," then I got what I needed. Thanks for your assistance and input!
Mary

[Sven-iX]

Hi @MaryMc1 

I am both glad you got what you need and very confused

"report to see when projects have that status, show me only when the issue doesn't exist"

Looks like I misunderstood and you are not checking for issues with a special status - just whether ANY open issue exists in a project of that special status. 

Note that you're report will show the project when that issue gets closed. 

[MaryMc1]

Hi Sven,

I am looking for projects in a specific status to see if an issue doesn't exist when that status is used and when I copy/pasted your code into the text mode report, the results weren't correct. I do have a portfolio filter, program filter, etc. on my report and when I used that native option, it got me what I needed. Pasting below the full report filter. So it shouldn't be showing any issues that gets closed which is what I'm looking for. I didn't initially say in my original post I was looking for open issues entered in projects with that status but that's the need. Thanks!
Mary

numberOpenOpTasks=0
numberOpenOpTasks_Mod=eq
portfolioID=679aa7ce000142b41b20045d42b244b1
portfolioID_Mod=in
programID=68064afe0000725fdefdd7bcf834c22d 68064b5a00008775b89711f85597e969
programID_Mod=notin
status=TZF
status_Mod=in