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Level 10
May 13, 2016
Question

Status Changes on Project

  • May 13, 2016
  • 71 replies
  • 7752 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

Level 9
September 22, 2016
That's how you would filter them - by using the Note ObjCode. If you set it to "is blank", you get just Project Status changes. if you change it to "Task", you get Task changes, and if you set it to "opTask", you get Issue changes.
Level 7
September 22, 2016

Hi Greg

Well actually, each entry is on a task and in fact I’ve added the task name column to the report to highlight that. I also realised in doing that that some are indeed issue changes so I added that column as well. I imagine I could filter out the issue status changes but I’m not sure how.

Level 9
September 22, 2016
Laura, Thanks for sharing. I notice that your filters don't include where Note ObjCode is blank. Why aren't you getting issue and task status changes on your report as well? Also, I guess the Audit TYPE equal to "Status Change" or "Combined Entry" is not required since you've got the Audit Text contains filter...
Level 7
September 22, 2016
Happy to report we've done it!!! Well Nikolay created the report to be precise! I've attached screenshots of the report as well as the all important filters. We were close team!
Level 7
September 8, 2016
Oh, sorry, didn't realise :) I'll call support and see what they say. Thanks -----End Original Message-----
Level 9
September 7, 2016

Laura,

Actually, Adam (the guy who just commented above) is the employee I asked to check this out for you. I second his advice. It might be best to jump on a call with someone here to troubleshoot and see if it's a bug we need to submit to the Dev team.

Let me know if I can help with any of that!

-Nate

Level 7
September 7, 2016

Great, thanks guys. I actually asked Nate to look at the thread and he now has a support guy looking at it. Will keep you posted. 😀

Level 2
September 7, 2016
Laura, I agree with Doug. Open a helpdesk ticket and they can take a closer look at the report with you and determine if this is something that needs be be looked at by the Development Team. Adam
Doug_Den_Hoed__AtAppStore
New Participant
September 7, 2016
Thanks for retrying both ways, Laura. Your understanding matches mine. The reason filtering on Note Text for "contains status" returns fo rows is because the word "status" has not been typed into an update by a user (that I noticed in your pdf); where filtering on Note Text for "contains Laura" should return data. The reason filtering on Audit Text for "contains status" returns no rows is AS IF the system generated phrase recording such status changes are not being recorded in the NOTES object, although (as I recollect from our Housecall) I believe we did physically make such a change and saw it register on the Updates Tab (aka JOURNAL object). I also believe we were reporting on the same object we were editing (eg changing Project Status, and specifically searching for Notes on that same ProjectID). I think it's time to rub the helpdesk lamp and tell the Dev Genie you'd like to use up one of your wishes. Regards, Doug
Level 7
September 7, 2016
Hi Doug and Adam, Please see attached screenshot. I have made the suggested changes and it's not showing the status I just changed on the 'TISP 2016' project. I may be misreading what you have both said but I DO want to know when someone changes the status of the project which is a system update, not a typed in statement by the user, isn't it? Sorry if I've misunderstood.