Reporting on Project Request Age

I have a need to report on project request turn-around-time (age from submission to decision (approved/declined/withdrawn).  In looking at the Portfolio Planning report parameters, I don't see a way to do this.  Do you have any recommendations?

Asked by Rebecca Murphy on Fri 4/21/23 9:06 AM
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Answer (1)

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Brittany Renn Fri 4/21/23 9:14 AM

Hi Rebecca, 

If you create a Project Request Report, you should be able to pull in the Start and End Dates on the Report. If you didn't want to report on it that way, you can also include the 'Created' column, which would offer the date the request was created and then another field for 'Approved' to see the date it was approved. There isn't currently a reporting feature for declined/withdrawn, but you can add a column for 'Status' and 'Status' date if you wanted to see all statuses. 

Best,

Brittany Renn

TDX Support

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Thank you! I'm not getting any of the historically approved requests though, just those that are Declined, Not Submitted, Submitted or in the workflow process step. How can I see those approved requests? - Rebecca Murphy Fri 4/21/23 9:40 AM
That's most likely due to them already being converted into Projects. If you need to report on both Projects and Project Requests, then you may want to either create two separate reports and compare them, or you can create a Project and Requests Report and there is a field for Submitted Date that shows the date that the Request was submitted. If you go with the Project and Requests Report, there isn't a report column for Approved, but the created date should offer you the date the Project was created. - Brittany Renn Fri 4/21/23 9:51 AM