Hi Ryan, Unless you use the API this might not help a whole lot, but it might spawn an idea or something. Essentially we use Issues (with a custom form) to hold the historical information. We use the API to take relevant data directly from the project plan (Deployment Date (attached to a Milestone), Target Date, Forecast, Budget etc. – sample attached) and place it into two forms (a Project Form they use to view and manage data, and an Issue form we use to keep the historical data). So the process goes like this: PM updates their project plan. PM goes to the Project Form to enter an Executive Summary (I tell them 3-5 bullets – keep it brief). Project form contains fields we populate from the plan. They don't have to enter anything else. When ready, in the same form the PM checks a box that will trigger the API API runs: Creates an Issue with a form virtually identical to the project form Moves data from the plan to the Issue form (dates, budget, etc.). Moves Exec Summary from the project form. Close the Issue (so they don't have unnecessary Issues in their Issue List). Move the data from the previous Status Issue to the Previous Status fields in the Project form i. This gives the PM a glance at previous and current fields directly in the project form (so they don't have to chase the previous Issue etc.) API generates an email to the PM with a Status table (attached). PM verifies the data in the email table and forwards to all Stakeholders. I've tried sending a link to a WF dashboard, links to the email table etc. But you'll be surprised how many people won't perform one simple click. So I found our best readership results happen when we put it directly in front of their face in an email. Hope this gives you some ideas. Current Status Previous Status Status Date 6/19/2019 6/10/2019 Project Health Yellow Yellow % Complete 37.27% 35.49% Target Imp Date 8/22/2019 8/22/2019 Current Project Plan Imp Date 11/19/2019 11/19/2019 Project Close Out Date 12/6/2019 12/6/2019 Total Budget $250,000.00 $250,000.00 Total Forecast $327,492.66 $327,351.02 Actuals to Date $57,371.08 $33,593.07 Executive Summary • NNSI Completed ordering materials. • Some materials received, more on it's way. • Change Order has been submitted to address the date shift. Waiting on Approval. Next Steps: • Approve Change Order • NNSI to begin Cat6A cable installs Vic Alejandro, MPM, PMP, CSM | IT Program Manager Denver Water | t: (303-628-7262) | c: (303-319-6473)
http://www.denverwater.org INTEGRITY | VISION | PASSION | EXCELLENCE | RESPECT ------Original Message------ I want to get a short blurb by project from the Project Manager. My thought is to pull in the Last Condition Note and have PM's post it as an update but it will be wrong if the PM has to make another update. My second thought was to create a custom form but my concern is that I'll lose the historical status's as the PM will have to overwrite the status every week. Has anyone developed a way to give a weekly status blurb that is preserved in the system? Ryan Eide