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March 19, 2021
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Requests Report: Display Converted Projects Planned Completion Date

  • March 19, 2021
  • 1 reply
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Hello!

We have a "My Requests" report (see screenshot) that shows the original request, the converted project, status, etc. The status automatically feeds off of the Project status, however the Planned Completion Date (Due Date in our case) is set to the Request which is always different. If I switch it to the Project Planned Completion Date, it is not accurate. How do we create a Due Date column that pulls the Converted Project's Planned Completion Date?

Thanks in advance!

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Best answer by skyehansen

Converted project information should all be under the "Resolve Project" section of your "field picker".

i.e. If you were editing the report and you clicked on the Converted Project Name column of your view, you should see that this is the Name field under the Resolve Project section.

All your other converted project fields would also come from this one section (resolve project name, resolve project status and resolve project planned completion date).

1 reply

skyehansen
Community Advisor
skyehansenCommunity AdvisorAccepted solution
Community Advisor
March 19, 2021

Converted project information should all be under the "Resolve Project" section of your "field picker".

i.e. If you were editing the report and you clicked on the Converted Project Name column of your view, you should see that this is the Name field under the Resolve Project section.

All your other converted project fields would also come from this one section (resolve project name, resolve project status and resolve project planned completion date).

March 22, 2021

Oh wow silly me - easy as that!! Thank you so much :)