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Unable to Copy Status Reports in PPM

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Article ID: 102438

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Updated On:

Products

Clarity PPM SaaS Clarity PPM On Premise

Issue/Introduction

Unable to Copy Status Reports in PPM. There is no Actions drop down on the Status Report General page to be able to select the Copy option to Copy a Status Report.

Cause

This issue is due to the missing Action Menu item for the Status Report General page.

Environment

Release:
Component: ODPRM

Resolution

To add the Action Menu Item back:
  1. In PPM go to Administration-Objects-Status Report-Views
  2. Filter on the problem partition (If using multiple partitions, repeat the steps below for all partitions that are seeing this issue)
  3. Click on the [Actions Menu] link next to General
  4. Click New and add a Menu Name (example 'General'), and Menu Code (example: general)
  5. Click 'Save and Return'
Now, the Actions drop down will be available when you go to a Status Report where you can then click 'Copy'.

Note:
By design, the Out of the Box Copy feature enables you to copy from an existing Status Report into the Status Report. To add a Copy feature to the Status Report list, one option would be to create a custom process and link that as an Action in the Status Report object.