Topics help categorize Community content and increase your ability to discover relevant content.
Views
Replies
Total Likes
If you’re not talking about approval path timing, you should be able to get close by using the milestone view on a list of projects. This assumes you have 1) a milestone path set up that includes the different phase gates you want to track, and 2) you have aligned the project tasks to those milestone phases in the schedule.
Tim Golden
Views
Replies
Total Likes
Interestingly enough, I worked through this myself about two months ago:
Here is what I learned:
1) The date a change in status occurs is not stored in any database table or attribute;
2) The only place that change in status is documented is in the Audit attributes of the Note reporting object;
a. Note text is stuff people enter into updates;
b. Audit text is stuff the system documents;
3) To find it, you have to search the notes for a specific set of characters. I’ve tried to create a Note report that show audit (not note) text where:
a. Note>>audit text contains “approved”;
b. Note>>Thread date is greater than equal to $$TODAY-3w (this looks back three weeks);
4) That shows me all notes where the word Approved appears. You can search for other unique strings in the note texts this way. I have a version that shows all projects approved in the last three weeks and another that shows all projects that were moved into or out of another status;
If you want to report on where a project is in an approval workflow, it is a similar challenge. I have some text mode code to help with that.
Hope this helps.
Views
Replies
Total Likes
There is an attribute called “Note ObjCode”
DOCU – It is audit text on a document
TASK – It is audit text on a task
OPTASK – Something, not sure, but it is audit text
Null – I think this is a note, not audit text.
I can’t get to other values because of a defect that keeps changing my report filter criteria. Sorry. I just opened a ticket for that.
Eric
Views
Replies
Total Likes
OPTASK is an issue, if memory serves.
Views
Replies
Total Likes
Views
Replies
Total Likes
Views
Replies
Total Likes
Views
Replies
Total Likes
Views
Replies
Total Likes
Views
Replies
Total Likes
This would be a note report not a project report
Views
Replies
Total Likes
Hi Laura,
Fun fact: Workfront does carry a Previous Status field under the hood (eg at the Issue level, etc)...but not the date that it changed, which is I think what you seek.
It is possible to track that information in custom date parameters, as I alluded to in The Math above, but it is very complex. That said, once those custom forms are in place, it becomes trivial to then Filter, Sort, and Group on them using Workfront's standard reporting (eg Report all Projects that have changed Status within the past Month, Grouped and Sorted by the Week in which the Status changed and then by Project Owner, and show the Portfolio Name, Project Name, Last Note, Previous Status, and Status in the grid). If you'd like more information, please drop me an email at doug.denhoed@atappstore.com.
On the other hand, without that custom date being stored at the Project Level, you can at least get a list of Projects -- as Melinda asserted -- using a Notes report and plucking out the Project Name and date of a particular Audit Text change (eg Contains "status changed ").
Regards,
Doug
Views
Replies
Total Likes
Views
Replies
Total Likes
Views
Replies
Total Likes
Hi Laura,
Two things:
Views
Replies
Total Likes
Views
Replies
Total Likes
This is great, thanks for sending.
I have that report setup correctly but it still doesn’t show a project I changed the status on 5 mins ago.
Also, can you explain the ‚Äòcombined’ part, I don’t really understand that part. Sorry, we’re very new to WF‚Ķ.
Views
Replies
Total Likes
Views
Replies
Total Likes
Views
Replies
Total Likes
Ah, got it, thanks for the explanation.
Ok, well I don’t know why the project I used as a test isn’t showing up. UGH. I think I read somewhere where Eric had submitted a ticket. Maybe it’s an issue with WF.
Views
Replies
Total Likes