Display last status report date.

D

Doug

How can I display the last status report date for a project? I want to add
that date to my "Dashboard" view I created for all projects. Since we have
an issue with PM's not submitting timely status reports, our PMO wants to see
the status date in the dashboard view.
 
M

Marc Soester

Hi doug,

I assume that you would like to add the status date of a Project into your
Project center view of Project Web Access. You will need to use an Enterprise
Project Date field ( maybe name it Project Status Date) and add this formular
to it:
[Status Date]
Once you have saved this field in the global template you can use this field
in your Project Center view. This will allow you to check the status date on
the Project Center view.
PS: please note, before you see the date in the Project Center you will need
to republish the Projects, only then the new field will be updated.
I hope this helps
 
D

Dale Howard [MVP]

Doug --

You will need to use several tricks to make this happen since the Status
Date field is not an available field in Project Center views. Here's the
tricks:

1. Open the Enterprise Global field and name a custom enterprise Project
date field as something like My Status Date. Add the [Status Date] formula
to the field and save the custom field changes. Save and close the
Enterprise Global file, then exit and relaunch Microsoft Project
Professional.

2. Ask your PM's to open each project, to click Project - Project
Information, and to make sure they have entered a Status Date for their
project. After doing so, they should click the OK button and then press the
F9 function key to recalculate the project. They should click Project -
Project information again to confirm that the My Status Date field has
picked up the correct Status Date information and then click OK. After
doing this, they should click Collaborate - Publish - All Information to
"push" the My Status Date field for the project to PWA.

3. You should add the My Status Date field to your Project Center dashboard
view in PWA.

Hope this helps.
 
M

Marc Soester

nice answer Dale, may be an answer for your projectexperts Q&A portal :)
greetings from Australia
--
Marc Soester
State Manager: EPM


Dale Howard said:
Doug --

You will need to use several tricks to make this happen since the Status
Date field is not an available field in Project Center views. Here's the
tricks:

1. Open the Enterprise Global field and name a custom enterprise Project
date field as something like My Status Date. Add the [Status Date] formula
to the field and save the custom field changes. Save and close the
Enterprise Global file, then exit and relaunch Microsoft Project
Professional.

2. Ask your PM's to open each project, to click Project - Project
Information, and to make sure they have entered a Status Date for their
project. After doing so, they should click the OK button and then press the
F9 function key to recalculate the project. They should click Project -
Project information again to confirm that the My Status Date field has
picked up the correct Status Date information and then click OK. After
doing this, they should click Collaborate - Publish - All Information to
"push" the My Status Date field for the project to PWA.

3. You should add the My Status Date field to your Project Center dashboard
view in PWA.

Hope this helps.




Doug said:
How can I display the last status report date for a project? I want to
add
that date to my "Dashboard" view I created for all projects. Since we
have
an issue with PM's not submitting timely status reports, our PMO wants to
see
the status date in the dashboard view.
 
C

Chris Allen

This approach captures the status date from the Project Server file, but does
not capture the date of the last status REPORT, which would be more to the
point.

Status reports features that would make them useful are:
-strong link to a PROJECT, instead of a manually typed name
-Automatically brought-forward 'last period' numbers, tasks by period and
expenditure to date
-numbers and graphic indicators in traffic-light type fields
-multi-project and multi -period by project reports compiled from project
reports.
- easy and robust export to project library as documents.

Marc Soester said:
nice answer Dale, may be an answer for your projectexperts Q&A portal :)
greetings from Australia
--
Marc Soester
State Manager: EPM


Dale Howard said:
Doug --

You will need to use several tricks to make this happen since the Status
Date field is not an available field in Project Center views. Here's the
tricks:

1. Open the Enterprise Global field and name a custom enterprise Project
date field as something like My Status Date. Add the [Status Date] formula
to the field and save the custom field changes. Save and close the
Enterprise Global file, then exit and relaunch Microsoft Project
Professional.

2. Ask your PM's to open each project, to click Project - Project
Information, and to make sure they have entered a Status Date for their
project. After doing so, they should click the OK button and then press the
F9 function key to recalculate the project. They should click Project -
Project information again to confirm that the My Status Date field has
picked up the correct Status Date information and then click OK. After
doing this, they should click Collaborate - Publish - All Information to
"push" the My Status Date field for the project to PWA.

3. You should add the My Status Date field to your Project Center dashboard
view in PWA.

Hope this helps.




Doug said:
How can I display the last status report date for a project? I want to
add
that date to my "Dashboard" view I created for all projects. Since we
have
an issue with PM's not submitting timely status reports, our PMO wants to
see
the status date in the dashboard view.
 
D

Dale Howard [MVP]

Chris --

Thank you for your comments and I agree with what you said, although I get
the feeling your are LECTURING me about Status Report deficiencies. So,
what is the answer to the original poster's question???




Chris Allen said:
This approach captures the status date from the Project Server file, but
does
not capture the date of the last status REPORT, which would be more to
the
point.

Status reports features that would make them useful are:
-strong link to a PROJECT, instead of a manually typed name
-Automatically brought-forward 'last period' numbers, tasks by period and
expenditure to date
-numbers and graphic indicators in traffic-light type fields
-multi-project and multi -period by project reports compiled from project
reports.
- easy and robust export to project library as documents.

Marc Soester said:
nice answer Dale, may be an answer for your projectexperts Q&A portal :)
greetings from Australia
--
Marc Soester
State Manager: EPM


Dale Howard said:
Doug --

You will need to use several tricks to make this happen since the
Status
Date field is not an available field in Project Center views. Here's
the
tricks:

1. Open the Enterprise Global field and name a custom enterprise
Project
date field as something like My Status Date. Add the [Status Date]
formula
to the field and save the custom field changes. Save and close the
Enterprise Global file, then exit and relaunch Microsoft Project
Professional.

2. Ask your PM's to open each project, to click Project - Project
Information, and to make sure they have entered a Status Date for their
project. After doing so, they should click the OK button and then
press the
F9 function key to recalculate the project. They should click
Project -
Project information again to confirm that the My Status Date field has
picked up the correct Status Date information and then click OK. After
doing this, they should click Collaborate - Publish - All Information
to
"push" the My Status Date field for the project to PWA.

3. You should add the My Status Date field to your Project Center
dashboard
view in PWA.

Hope this helps.




How can I display the last status report date for a project? I want
to
add
that date to my "Dashboard" view I created for all projects. Since
we
have
an issue with PM's not submitting timely status reports, our PMO
wants to
see
the status date in the dashboard view.
 
C

Chris Allen

Dale,
Guilty of lecturing, though it isn't personal. I had just cut a
late-nighter writing a proposal for a development project to extend Project
Server status reports in the ways I mentioned. Custom developments do not
please me when the standard tool looks so far along the road already.

How Doug can handle his problem: Create a Custom Enterprise 'Project' date
field, and manually enter the 'last status report' dates for all his
projects.

Set a graphic indicator and list for 'status reports overdue for the
following projects', save it as HTML and distribute as a pop-up when PMs try
to access an off-site web address. ;-)


Yours in lectureship,
Chris


Dale Howard said:
Chris --

Thank you for your comments and I agree with what you said, although I get
the feeling your are LECTURING me about Status Report deficiencies. So,
what is the answer to the original poster's question???




Chris Allen said:
This approach captures the status date from the Project Server file, but
does
not capture the date of the last status REPORT, which would be more to
the
point.

Status reports features that would make them useful are:
-strong link to a PROJECT, instead of a manually typed name
-Automatically brought-forward 'last period' numbers, tasks by period and
expenditure to date
-numbers and graphic indicators in traffic-light type fields
-multi-project and multi -period by project reports compiled from project
reports.
- easy and robust export to project library as documents.

Marc Soester said:
nice answer Dale, may be an answer for your projectexperts Q&A portal :)
greetings from Australia
--
Marc Soester
State Manager: EPM


:

Doug --

You will need to use several tricks to make this happen since the
Status
Date field is not an available field in Project Center views. Here's
the
tricks:

1. Open the Enterprise Global field and name a custom enterprise
Project
date field as something like My Status Date. Add the [Status Date]
formula
to the field and save the custom field changes. Save and close the
Enterprise Global file, then exit and relaunch Microsoft Project
Professional.

2. Ask your PM's to open each project, to click Project - Project
Information, and to make sure they have entered a Status Date for their
project. After doing so, they should click the OK button and then
press the
F9 function key to recalculate the project. They should click
Project -
Project information again to confirm that the My Status Date field has
picked up the correct Status Date information and then click OK. After
doing this, they should click Collaborate - Publish - All Information
to
"push" the My Status Date field for the project to PWA.

3. You should add the My Status Date field to your Project Center
dashboard
view in PWA.

Hope this helps.




How can I display the last status report date for a project? I want
to
add
that date to my "Dashboard" view I created for all projects. Since
we
have
an issue with PM's not submitting timely status reports, our PMO
wants to
see
the status date in the dashboard view.
 
R

Rob

You will have to write a custom report using the following data fields.

MSP_SR_REPORTS.SR_NAME
MSP_SR_SECTIONS.MOD_DATE <------ latest edited date (closest you will get to
the last report)
 
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