Rush Request Reports - Your Tips / Best Practices

[LinnieCi]

I need to create a report that analyzes rush requests submitted in our system. I initially created a report that looked at the issue/project priority statuses. However this probably isn't returning accurate results as assigning priority statuses is a manual effort for us and it may be getting overlooked when issues are being converted into projects. Instead, I figure a more accurate report would look at the following*: -Comparing a project's planned completion date to the related issue's requested completion date. -Comparing a project's planned completion date to the project template's default duration(?) -Comparing an issue due date to the submitted on date, and somehow also compare this to the default duration for that request type. *Not sure how best to create these, though, as some seem like they may need text mode editing. I'd be interested to hear if others have created similar reports and what your best practices are. I'm looking for a way to do this without custom fields or fields require manual data entry as it leaves too much room for human error. Linnie Ciepielowski Esri

[SkyeHa]

hi Linnie, here's a good article or two to get you started. One is on filtering, one is on conditional formatting "https://support.workfront.com/hc/en-us/articles/360001028853-Understanding-Common-Uses-of-Text-Mode#filtering-by-comparing-two-fields" title="https://support.workfront.com/hc/en-us/articles/360001028853-Understanding-Common-Uses-of-Text-Mode#filtering-by-comparing-two-fields">https://support.workfront.com/hc/en-us/articles/360001028853-Understanding-Common-Uses-of-Text-Mode#filtering-by-comparing-two-fields "https://support.workfront.com/hc/en-us/articles/222425988-Comparing-Fields-in-Conditional-Formatting" title="https://support.workfront.com/hc/en-us/articles/222425988-Comparing-Fields-in-Conditional-Formatting">https://support.workfront.com/hc/en-us/articles/222425988-Comparing-Fields-in-Conditional-Formatting I think the thing that might be missing from your question is the condition. What the articles look at are scenarios like, "compare date 1 to date 2 and flag it if it meets a certain condition" and the conditions are things like X is less than Y, A is not equal to B, that kind of thing. But if you do have a condition in mind, then the two articles are a nice start, depending on what you're interested in reporting on. -skye

[LinnieCi]

Thank you for the links! Yes, I was thinking of using conditional formatting to flag items that are submitted as rush requests (that is, if the requested duration is less than the default duration in the queue topic). Linnie Ciepielowski Esri