Status Report Publish – Oracle & SQL

Status Report Publish - Oracle & SQL

The Status Report Publish workflow process pushes values from the status report sub-object to the parent project object. The process is started when the user ticks the “Publish” Boolean field on the status report (custom field added). This workflow will update the project object with the overall status indicator, the status comment, the previous overall status, and the as of date. This eliminates the project manager having to update the fields in both the status report and the project overall.

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Download Details

RegoXchange Content ID: EX0114

Submission Date:

Submitter:

Content Type: Clarity Studio

Related Modules: Project Management

Company: Rego Consulting

Version Support

Versions Supported: 15.x, 16.x

Special Instructions

Special Instructions:

This process requires the PMO Accelerator Content Pack add-on installed. It also requires the following fields to be created on the Status Report object:

  • Overall Comment (rego_overall_comment) – String 762 characters
  • Current Overall Status (rego_current_status) – Lookup of “Investment Status Indicator”
  • Current Flag (rego_current) – Boolean
  • Publish (rego_publish) – Boolean

The following fields must be present on the project object:

  • Status Report DB ID (rego_stat_report_id) – Number
  • Previous Status Indicator (rego_previous_status) – Lookup of “Investment Status Indicator”
  • Status As of Date (rego_status_as_of) – Date

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