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May 13, 2016
Question

Status Changes on Project

  • May 13, 2016
  • 71 replies
  • 7721 views
I would like to create a report that provides the dates or elapsed days between status changes on a project. For example, days between Current to Pending Approval, Pending Approval to Pending Implementation, Pending Implementation to Closed. We would like to identify where significant delays occur within projects occurred. Suggestions?
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71 replies

August 30, 2016
What I have noticed is that all projects that were started after May are pulling in but any projects prior to that are not. Laura - are you seeing the same trend? Cory
August 30, 2016

No, I’m not seeing that trend unfortunately.

I don’t know if this makes any difference but we have our own custom statuses‚Ķ. Maybe I should have mentioned that earlier.

Of course, they all relate to the main system statuses, I’m wondering if we’ll be able to produce the report correctly for that reason?

Doug_Den_Hoed__AtAppStore
Community Advisor
Community Advisor
August 30, 2016

Anthony, great explanation; thanks!

Cory, perhaps May is when someone turned Track Changes "on" in your environment, which would fit what you are (not) seeing before that date.

Laura, when in doubt (as from back in my SQL days) I often reduce my WF filter restrictions until I DO see the results, then gradually add back other conditions until I spot the one responsible for hiding what I expect to see. I call this technigue "burning down" the filter (as in forest fire).

In your case, may I suggest you start with only the "Note Text contains" portion, and build up from there?

Regards,

Doug

August 31, 2016
Hi Doug, Thanks good advice. I have fiddled around with the filters as you suggest but I cannot get the one project that I know should show to be listed in the report. Not sure where to go from here except ask WF :)
Doug_Den_Hoed__AtAppStore
Community Advisor
Community Advisor
August 31, 2016
Curious, Laura: if the "contains" didn't find the status change note you are expecting, the simplest explanation is because It's Not There. Is it possible that the Project you are expecting to see has in fact never changed Status? Regards, Doug
August 31, 2016

Well I was thinking about this yesterday. We have custom statuses but at the end of the day they all equate to the system statuses, don’t they, so if you’re saying what I think then when I changed the status of my test project, it didn’t change it to a different system status. However, I just went back to the sandbox and changed the test project to the system ‚Äòon hold’ status and it’s still not showing on my report. UGH!

Doug_Den_Hoed__AtAppStore
Community Advisor
Community Advisor
August 31, 2016
Well that settles it, Laura: it's time for a housecall. I invite you (and anyone who's following in real time that would like to help out and/or learn) to join me at https://global.gotomeeting.com/join/210157101 -- I've got 15 minutes or so to spare, so let's see if that's enough to get to the bottom of this one. Regards, Doug
Doug_Den_Hoed__AtAppStore
Community Advisor
Community Advisor
August 31, 2016
Hi Laura. Thanks for having me in for the Housecall -- we might start a new trend! As discussed, I've attached the 2016-08-31DougHousecallWithLauraStatusChangeFoundOnUpdateFeedButNotInNotes.mp4 video, which seems to prove that Status changes are being recorded in the Updates Tab (via the JOURNAL object), but NOT in the Notes Tab as they've historically done. That would be unfortunate, since only the latter can be accessed by the Workfront Report Builder. For those following this thread, Laura kindly agreed to share the video with the community: any comments, workarounds, or ramifications come to mind? Regards, Doug
August 31, 2016
Hi Doug! That was great! Thanks for the house call. Now fingers crossed it can be fixed :) P.S. Nice to know I'm not going crazy!
September 6, 2016

Hi Laura,

I was looking at this and it looks like you are wanting to filter by the Note>> Note Text contains status. This filter will pull in your example from the video with Doug. When using the Note>> Audit Text field this will only look at the updates where the system made an automated note. ie User A changed the status to Complete - Pending Approval.

Give this new filter a try and it should give you what you are looking for.

Adam