Admin Guide - Make Changes to Project Status Report VF Page

The Project Status Report is a PDF document that includes Project information such as Project Name, Status, % Complete, Owner, and Project Health (KPIs). It also includes key tasks and active risks and issues. The Project Status report is generated by clicking on the Download Status Report button on the Project Detail, and is automatically attached to the Project. The file can be found in the Files Related List. You may also choose to download a copy.

For more information, please see Project Status Report.

The Project Status Report references an out-of-the-box Visualforce page that is used as a template. However, you may want to include/exclude specific project fields. This help article walks you through how to make adjustments to the Visualforce page that is used for the Project Status Report.

Please note the following:

• You must be a Salesforce System Administrator to complete the steps in this article.
• You must have working knowledge of Visualforce page development.

Create a Custom Visualforce Page

The first step is to create a custom Visualforce page.

1. The default Visualforce page used by the Project Status Report is part of a managed package. Therefore, you cannot edit it. What you will need to do is copy the code from the Inspire Planner StatusReport Visualforce page, create a new Visualforce page and paste the code into it.
   
   The out-of-the-box Visualforce page used by the Project Status Report is called "StatusReport".
   
   
    
2. Copy all of the code.
   
   
    
3. Create a new Visualforce page.
   
   
    
4. Populate the Label. When you click out of this field, it will automatically populate the Name field. Paste the code into the page.
   
   You can now make changes to the code. 
   
   Please Note:
   You will need to add a prefix to all standard Inspire Planner fields included in the Visualforce page. The prefix should be "inspire1__" and this needs to be added to the field API name. For example, "inspire1__Status__c"
   
   This prefix only needs to be added to standard Inspire Planner fields. You do not need to add this prefix to your custom fields.
   
   
   
   
    
5. Save your changes when finished. 

Populate Custom Settings

The next step is to populate custom settings with the name of your custom Visualforce page. This tells Inspire Planner which Visualforce page to use for the Project Status report.
 

1. Enter "Custom Settings" in the Quick Find box and click on Custom Settings.
   
   
    
2. Click on Manage beside Inspire Planner Config.
   
   
    
3. Click on Edit.
   
   
    
4. Look for the custom setting called "Status Report Custom Page Name" and paste the name of your custom Visualforce page. This is the value in the NAME field and not the value in the Label field.
   
   Save your changes. 
   
   The Project Status Report will now use the Visualforce page you populated in Custom Settings. 
   
   If you remove the value in Custom Settings, it will automatically use the out-of-the-box Visualforce page that came with Inspire Planner.