The Project Highlight Report provides highlights of the past week and the upcoming week, as well as high level project information, risks, requests and issues. The Custom Action can be run by the PM or the manager of the project and will send them an email that can be forwarded as needed to other stakeholders. The PHR includes links to the roadmap and Gantt chart, work items started or completed in the past week, work items due and expected to start in the coming week.
Admin Steps:
- Install the Project Highlight Report
- Enable it
End User Steps:
- Access a project using a detailed view (e.g. Project Overview)
- Click Custom Actions
- Project Highlight Report
How do you edit this?
**figured out 3/19/2019 that the PHR is customizable.
We were also wondering how to edit, if able to. The include 'PM Notes' option doesn't give us consistent data, how is that data determined? For example, it showed my coworkers 'Key Accomplishments' and 'outlook' fields for this project however it was old data, not what was currently in the fields when the PHR was pulled.
When I pulled a PHR of my own, the PM notes section said 'executive summary'. Not sure where that was coming from as I was also expecting 'key accomplishments' and 'outlook'. Thank you!
We would like to run this report on a monthly basis, so we would like to look one month forward and one month in the past. Is this possible?
Is there a way to have this report as a standard Clarizen report (not as an app, as an actual report) so we can customize this even more? It would be great if we can run these reports from the pmo office instead of asking the pm's to run this on a monthly basis
Thanks
Karen
I also think there is an error in the explanation. The report can be run by the owner and the project manager of a project. Not by the project manager and manager.
Thanks
Karen