Status reports can pull column data from several locations. This works by mapping the data from the source list or status report to a column in the current status report. When you change the source value, it changes in the status report. You can use information from the project's statement, the project metrics list or a previous status report.

New project status reports have several common columns mapped out-of-the-box, but you can use the status report column mapping page to customize your reports further.

How status report column mapping works

Click to enlarge image.

Map a column to a status report

To map a column:

  1. Navigate to your project and click Status Reporting on the quick launch.
  2. Create a new status report, or select an existing report.
  3. Click List on the Ribbon and click Configure Column Mappings.
  4. Click the relevant link.

    You can map from:

    • The project statement
    • The project metrics list
    • A previous status report

Select column from the Project Statement

  1. Select source column to map from.
  2. Choose:
    • Create a new column: give the new column a unique name.
    • Map to existing column: Select a pre-existing column of a compatible type. (See note below.)
  3. Click Save

Select metric from Project Metrics

  1. Select source metric to map from.
  2. Select metric value type:
    • Metric Number Value
    • Target Number Value
    • Metric Date Value
    • Target Date Value
    • Formatted Metric Value
    • Formatted Target Value
    • Formatted Warning Value
    • Formatted Danger Value
    • Indicator Icon
    • Indicator Status
  3. Choose:
    • Create a new column: give the new column a unique name.
    • Map to existing column: select a pre-existing column of a compatible type. (See note below.)
  4. Click Save

Select column from the previous Status Report

  1. Select source column to map from.
  2. Choose:
    • Create a new column: give the new column a unique name.
    • Map to existing column: select a pre-existing column of a compatible type. (See note below.)
  3. Click Save

Your status reports will now show your updated column mappings.

Remove a column mapping

To remove a column mapping:

  1. Navigate to your project and click Status Reporting on the quick launch.
  2. Select your status report and click List on the Ribbon and click Configure Column Mappings.
  3. Click the Remove button next to the column whose mapping you wish to remove.
  4. Click Confirm.

Was this article useful?

Back to Top