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
