Projects - Download Status Report - Admin Guide

The Project Status Report is a document that includes Project information such as Project Name, Status, % Complete, Owner, and Project Health (KPIs). It also contains 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.

This help article will walk you through the necessary configurations to enable this feature.

• Enable Access to Apex Classes and Fields
• Add Download Status Report Button to Project Page Layout
• Add Fields and Files Related List to Project Page Layout
• Add Report field to Project Task Custom Fields Fieldset

Please Note:

You must be a Salesforce System Administrator to complete the steps in this help article.

Enable Access to Apex Classes, Visualforce Page and Fields

If you have custom permission sets, you will need to modify them and enable access to Apex classes and fields related to this feature.

You can skip this step if you are using the standard permission sets - Inspire Planner Standard User - v1.12 and Inspire Planner - Agile Project Management, since these apex classes and fields are already enabled.

1. Click on the Gear Icon at the top right corner and go to Setup.
   
   
    
2. Enter "Permission Set" in the Quick Find box and click on Permission Sets. Click on your custom permission set. The image below is just an example.
   
   
    
3. Click on Apex Class Access.
   
   
    
4. Click on Edit.
   
   
    
5. Add the following apex classes and click on Save.
   
   inspire1.StatusReportExtension
   inspire1.StatusReportExtensionTest
   
   
   
    
6. Next, within the same permission set, go to Visualforce Page Access.
   
   
    
7. Click on Edit.
   
   
    
8. Add the following Visualforce pages and click on Save.
   
   inspire1.DownloadStatusReport
   inspire1.StatusReport
   
   
    
9. Next, still within the same permission set, go to Object Settings.
   
   
    
10. Click on Projects.
    
    
     
11. Click on Edit.
    
    
     
12. Enable Read and Edit Access for the following fields. Click on Save when finished.
    
    Budget Comments
    Issues Comments
    Overall Project Health Comments
    Project Sponsor
    Resources Comments
    Risks Comments
    Schedule Comments
    Scope Comments
    
    
    
    
     
13. Next, still in Object Settings, click on Project Tasks.
    
    
     
14. Click on Edit.
    
    
     
15. Enable Read and Edit Access for the Report field. Click on Save when finished.
    
    
     
16. If you have multiple custom permission sets, you will need to repeat the steps above for each permission set.

Add Download Status Report Button to Project Page Layout

You will need to add the Download Status Report button to your Project page layouts.

1. Click on the Gear Icon at the top right corner and go to Setup.
   
   
    
2. Go to Object Manager.
   
   
    
3. Enter "Project" in the Quick Find box at the top right and click on Project.
   
   
    
4. Go to Page Layouts and click on the Page Layout you are using.
   
   
    
5. Click on Mobile & Lightning Actions. Then drag Download Status Report in the section labeled "Salesforce Mobile and Lightning Experience". If you see two (2) options for "Download Status Report", hover over each and look for the one with the name "inspire1__Project__c.inspire1__Download_Status_Report". This is the one you should add to the page. Then click on Save.
   
   Please Note:
   If you are using a custom Project Lightning Record page, you are using Dynamic Forms for the Details Tab, you will need to drag the "highlights panel" on top of the Fields section. This will then reference and display the Salesforce Mobile and Lightning Experience actions you've enabled in Page Layouts. 
   
   
   

Add Fields and Files Related List to Project Page Layout

The out-of-the-box template used when generating the Project Status Report includes some new fields we've added to the Project object. These new fields include comments related to each of the Project KPIs (i.e. overall project health, budget, scope, etc.) and a Project Sponsor field. If you would like to be able to populate these fields so that they are then pulled into the Status report, you will need to add these fields to your Project Page Layout.

The Project Status Report is automatically attached to the Project and can be found in the Files Related List. You will also need to ensure that the Files Related List is in your page layout.

1. In the Project object, go to Page Layouts and click on the page layout you are using.
   
   
    
2. Click on Fields and drag the following fields to your desired area on the page. 
   
   Project Sponsor
   Overall Project Health Comments
   Budget Comments
   Schedule Comments
   Resources Comments
   Scope Comments
   Risks Comments
   Issues Comments
    

   Please Note:

   If you are using a Project Lightning Record page that uses Dynamic Forms, you will also need to edit the Lightning record page and add these fields. 

   
   
   
    

3. Next, go to Related Lists and drag Files to your desired area on the page. Then click on Save when you are finished.
   
   

Add Report Field to Project Task Custom Fields Fieldset

A new field called "Report" has been added to the Project Task object. This allows users to select which tasks are included in the Project Status Report. You will need to add this field in the Inspire Planner Custom Fields fieldset in Project Task object so that it displays as a column in the Project Schedule.

1. In Object Manager, enter "Project Task" in the Quick Find box and click on Project Task.
   
   
    
2. Go to Field Sets and click on Inspire Planner Custom Fields. This field set controls which fields are available as columns within the Project Schedule.
   
   
    
3. From the list of Fields at the top of the page, drag Report into the box labeled "In the Field Set" and click on Save.