CA PPM: Copying a Status Report

Article Id: 111461

Status: Published

Updated On: 29-01-2019 08:23

Products:

CLARITY PPM FOR ITG , Clarity PPM On Premise , CLARITY PPM FEDERAL , Clarity PPM SaaS , Clarity PPM SaaS - Application , Clarity PPM SaaS - Application , Clarity PPM On Premise

Issue/Introduction:

There are times when users would like to copy existing status reports instead of populating one manually.

Environment:

Release: CODFSS99000-15.4.1-PPM SAAS FedRAMP-Sandbox-Small Environment
Component:

Resolution:

Steps to Copy a Status Report in the Classic UX:

1- Login to PPM
2- Click on Home -> Projects -> open the desired project from the list
3- From the project Properties tab menu select 'Status Reports'
4- This will bring up the list of available status reports for this project
5- Click on the New button the page to create a new Status Report
6- Give a name to this report
7- Next from the top right hand corner, click on the Actions drop down
8- Select the option to Copy
9- The popup that comes up will bring up a list of all Status Reports
10- From this list, select the report which you want to copy
11- Click on the save button and this will update the fields on the new report created in step 5 with the fields from the selected report on step 10

Additional Information:

*Please note

If you copy a Status Report that has been locked, the status report you just created will be locked as well.