CA PPM: Copying a Status Report

Products

• CLARITY PPM FOR ITG
• CLARITY PPM FEDERAL
• 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.