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Planview Customer Success Center

Request Associated Projects with Project Status

Show each request's associated projects and their project statuses. You can build this report using the design settings in the table below. Alternatively, you can download this report definition and upload it to your PPM Pro instance.

req assoc project w status.png

Design View Selection Comments
General

Topic: Request

Type: List: Basic

Title: <enter a meaningful title>

 

 

Data

List Fields: Whichever of the following and others would be of value, such as

  • Request > Title
    • Change Display Name to "Request"
  • Request > Associated Projects > Title
    • Change Display Name to "Associated Project"
  • Request > Associated Projects > Status
    • Change Display Name to "Associated Project Status"

When starting with the Request topic you will need to select the field path Request > Associated Projects to get to the project available fields. For example:

Screen Shot 2022-04-14 at 3.33.20 PM.png

To change the data field Display Name or Display Data As, for example to Display Data As "Value on top of color", within the List Fields area titles select the edit icon for "Show Field Options" and in the resulting "Field Options" modal, edit the field options.

Screen Shot 2022-04-14 at 3.27.17 PM.png

Screen Shot 2022-04-14 at 3.23.15 PM.png

Display and Preview List Columns

Configure desired options within the Display tab, such as Grouping, Sorting, Drilldown, or Aggregation.

 
Variable Settings

Filters: optionally include request or associated project filters

 

If you want to allow the user to change to a different Filter before running the report or when viewing the report, select the relevant checkboxes for Allow changing.