Faster Status Reports | Learn with Rego

Document created by navzjoshi00 Champion on Mar 10, 2017
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All that time moving between your project and reports really adds up! So you might be delighted to know you can create status reports from within your CA PPM (Clarity) Project. 

 

It's easy. Just add status report functionality to one of your Project tabs in CA PPM (Clarity).

We'll show you how.

Put Status Reports on a Project Tab

Here's how it looks.

1. Create a HTML portlet on a project tab with a button. 

Status Report Button on Project Tab.png

 

2. Click on the button, and it pulls up the status report screen. (This is a new status report for this project, in a new window.)

Status Report Screen on Project Tab.png

 

3. Submit and see the new record in the status list view.

Status Report Record on Project Tab.png

 

Other Applications

You can do this for any custom project sub-object. Think how great it would be to have a button to add every "Lesson Learned" in a list view portlet on your Lessons Learned tab.

Here's the code to make it happen.

And a special thanks to our regoUniversity guides for sharing this Clarity quick-win.

<style type="text/css">
.clear { /* generic container (i.e. div) for floating buttons DO NOT MODIFY */
    overflow: hidden;
    width: 100%;
}
#regoButtonContainer {
    height: 100px; /* CHANGE TO ADJUST PORTLET HEIGHT Set to 100px for two buttons or 60px for one */
    width: 100%;
}
a.quickButton {
    background: transparent url(data:image/gif;base64,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) no-repeat scroll top right;
    color: #444;
    display: block;
    float: left;
    font: normal 12px arial, sans-serif;
    margin-left: 30%; /* CHANGE TO ADJUST LEFT INDENT */
    margin-top: 15px; /* CHANGE TO ADJUST DISTANCE FROM TOP OF PORTLET */
    height: 24px;
    padding-right: 18px;
    text-decoration: none;
}
 
a.quickButton span {
    background: transparent url(data:image/gif;base64,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) no-repeat;
    display: block;
    line-height: 14px;
    padding: 5px 0 5px 18px;
}
a.quickButton:active {
    background-position: bottom right;
    color: #000;
    outline: none; /* hide dotted outline in Firefox */
}
 
a.quickButton:active span {
    background-position: bottom left;
    padding: 6px 0 4px 18px; /* push text down 1px */
}
</style>
<!-- CHANGE LABEL WITHIN SPAN BELOW TO RENAME BUTTON -->
<!-- BE SURE TO CHANGE THE URL BELOW TO THE APPROPRIATE URL FOR YOUR ENVIRONMENT -->
<!-- UNCOMMENT SECOND A HREF BELOW FOR MULTIPLE BUTTONS -->
 
 
<script type="text/javascript">
  
function callStatus()
  {
 
var url = window.document.URL;
  var loc = window.document.URL.indexOf('id=');
var projectid = url.substring(loc + 3, loc + 10) ;
    //  alert(url +"-----------"+projectid);
       
               var url1 = "/niku/nu#action:odf.subobjectproperties&odf_code=cop_prj_statusrpt&parent_odf_view=projectcreate.subobjlist.cop_prj_statusrpt&odf_cncrt_parent_id="+ projectid +"&odf_parent_id="+ projectid +"&parentobjectcode=project&ui.page.space=mainnav.work∂ition_code=niku.root&return_to=";
              
               var url2 = "projmgr.projectProperties&odf_view=projectCreate.subObjList.cop_prj_statusrpt&odf_code=project&odf_cncrt_parent_id="+ projectid +"&odf_parent_id="+ projectid +"&odf_concrete_parent_object_code=project&parentObjectCode=project&id="+ projectid +"&odf_pk="+ projectid ;
   
    //alert(escape(url1));   
    window.open(url1+escape(url2),'',"width=1000,height=800");
    return false;
   
  }
 
 
</script>  
 
<div id="regoButtonContainer">
  <a class="quickButton"  onclick="callStatus()">
   
   
                                                                                                            
    <span>Create Status Report</span></a>
 
 
</div>

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