Project Periodic Report

Hello Leilani,

I have been using the PPR for the past two years and I would be happy to help you.
It took me a lot of time and effort to understand it and required much trial and error, but today it is the corner stone of my executive reporting.
I suggest to start by reading the following documentation:
https://success.clarizen.com/hc/en-us/articles/205711718-16-5-Document-Publisher

Good Luck,
Arnon

Hi Arnon,

This is very helpful! I think I get the overall concept.

I just have one question – I created a template and uploaded the file. However, when I go the project and click the Custom Action ribbon, I do not see a Publish Workitem Document option. I am following the step on the website you provided below.

https://success.clarizen.com/hc/en-us/articles/205711718-16-5-Document-Publisher

Can you help me?

Regards,

Lei

Hi Leilani,

If you installed the Project Periodic Report then you should see two custom actions:

1) On the main Navigation Menu -->Custom Action --> Load Periodic Project Report Template
2) When in a project --> Custom Action --> PPR (Periodic Project Report)

#1 is used for the selection and initiation of the template
#2 is used to run the report

I did not use the Document Publisher apart from using it with the PPR, so I never built my own document from scratch.
I suggest you install and run the PPR and use it as a reference for learning and creating your own documents.
The PPR I use is very different from the original Clarizen PPR. I used the Clarizen template as a basis and customized it to my needs. In the process I also added my own custom fields and updated some of the original Clarizen PPR custom actions and custom fields to suit my needs.

Arnon