Report track for changes in project status

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  • Idea
  • Updated 1 year ago
  • Implemented

develop a  tool where we can track the date, approver and reason/backup when the project status is changed.

On that way, we can track when the project was opened and by who, when the project change from in-progress to completed (as example) or to cancelled (including a reason for the cancelation).

Then if we want to check the project performance, we had all the evidence with dates, responsible and reasons from every change
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Sandra Aguilera

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Posted 4 years ago

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Lingaraj Dharwad, Product Champion

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Hi Sandra,

Thank you for using Replicon community,

We are reviewing your idea.

Thanks,
Lingaraj
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Nuno Ferreira, Champion

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Hi,

That would be a very interesting feature.

Nuno
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Sandra Aguilera

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yes, that feature will help to have our projects in control and we will be able to track performance and MOC
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Naveen Chander, Product Manager

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Official Response
Hi Sandra,

Thank you for posting your idea.
I agree with the need for an audit trail for tracking changes made to projects.

This will mostly be in the form of a report that will list out chronological changes made to certain project parameters and properties and by who, similar to the Timesheet Audit Trail report.  

Right now, the system lacks the back end logic required to track project changes but we are looking to add that to the product. Once that is done, it will enable us to build a report that can extract that tracking data. 

We will be reviewing this idea and will look at including it in a future product release.

Thanks,
Naveen
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Sandy Fanning

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This reply was created from a merged topic originally titled Audit Trail Report for Projects.

We need to track all changes made to Projects within reports. Currently Replicon has Audit trail report for timesheets however there is no report for Auditing Projects. We have a business requirement to track all changes made to Projects. Include Audit trail report for Projects and also let me know ETA.
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Lingaraj Dharwad, Product Champion

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Hi Sandy,

I have merged your post into this thread. This is currently not planned.

Thanks,
Lingaraj
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Drema Herron

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The ability to track status changes would be very helpful. We have other systems that we need to update when Replicon project status changes. A regular report that lists those changes would have great value.  
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Aashnee Kamboj, Community Moderator

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Hi Drema,

We have introduced a Project Status change notification that can help a project manager/co-manager/Client Representative be notified about change in the project. Would you like us to help you set that up
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Drema Herron

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Our support staff actually is who needs the info, as well as the PM. Would we have to add support staff as co-manager on all of our projects?
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Aashnee Kamboj, Community Moderator

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There are two ways that you can go forward with:

- Add all the support staff as co-managers to the projects
- Proceed with a customization that can help you add specific set of people in the notification settings

You can use our Replicon Import Addin to add Co-Managers to the projects