Project File Holder History
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Permissions Required for this Report
In the staff profile, staff must be assigned to a security group that is granted View functional rights for the following:
- Security group profile > Functional rights > Reports > Shared Library > Shared Views
- Security group profile > Functional rights > Reports > Firm Library > Custom
- Security group profile > Functional rights > Reports > Firm Library > Standard > Firm
- Security group profile > Functional rights > Reports > Firm Library > <report name>
- Security group profile > Functional rights > Administration Manager > Client Manager > Client profile
Reports in Foundation that are Comparable
In Practice Management and Practice Advantage, there is no comparable report. This is a new standard report.
Report Specifications
The following report options and filters are available to determine the report contents.
Options and Settings | ||
---|---|---|
Option | Setting | Description |
Include Deleted Clients |
Yes/No |
Includes or excludes deleted client information. |
Default Filters | ||
---|---|---|
Field Name | Operator | Value |
Project Status |
= |
All |
Optional Filters | ||
---|---|---|
Available Fields | ||
Client |
Project Complexity |
Project Original Planned Finish |
Date |
Project Delivery Method |
Project Planned Finish |
Est. Percentage Complete Per Est. Hours |
Project Extension 1 Date |
Project Planned Start |
Est. Percentage Complete Per Budget |
Project Extension 2 Date |
Project Priorities |
File Holder |
Project Frequency |
Project Prospective |
Project |
Project ID |
Project Region |
Project Actual Finish |
Project Missed Dates |
Project Status |
Project Actual Hours |
Project Name |
Project Team |
Project Actual Start |
Project Office |
Project Template |
Project Bill Manager |
Project On Hold |
Project Type |
Project Budget Hours |
Project On Hold As Of Date |
Roles |
Project Business Unit |
Project Original Due Date |
Works from the Pool |
Grouping | ||
---|---|---|
Available Fields | ||
Project |
Project ID |
Project Team |
Project Business Unit |
Project Name |
Project Template |
Project File Holder |
Project Office |
Project Type |
Project Frequency |
Project Region |
Roles |
Sorting | ||
---|---|---|
Available Fields | ||
Client |
File holder |
Project Name |
Date |
Project ID |
|
Report Fields
The following fields are available for this report. The fields that display and the position of fields are based on the report's settings, grouping, sorting, and filters.
Report Fields | |
---|---|
Field | Description |
Project ID |
The project ID. |
Project Name |
The name of the project. |
Client |
The client name and ID in Client Name (Client ID. Sub ID) format. |
Fileholder |
The staff assigned as the project’s file holder in Last Name, First Name (staff ID) format. |
Date |
The date the transaction was made or the date the record was updated. Date is also known as Entry Date. |
Project File Holder History Sample Report