​@cwilliver We don’t currently have a built-in way to snapshot full project status and keep it in Planview portfolios. You can use Logbook for capturing updates and explore if it meets your need, though it's still evolving. Else our Global Reporting Services (GRS) team might be able to offer a complete solution through a paid utility called the Snapshotter, Please open a case if you’d like more details!

​@cwilliver What about a simple attribute history? If you set the attribute to keep history, you can see it by going to the work detail screen and selecting View History: 

 

It’s not a report, but you can always download it to excel and filter on the attributes you’re interested in. Additionally, there is a Fasttrack report WRK19 that allows you to review the history of a specific attribute. If you’re familiar with Planview DB scheme, you can also set something up in the data set management and use the data in excel or Powerbi. 

Something like this one here: 

select 
 ah.structure_code as planning_code
,so.description as old_value
,sn.description as new_value
,ah.action_date
from ip.attribute_history ah
join ip.structure so on so.structure_code = ah.old_value
join ip.structure sn on sn.structure_code = ah.new_value….

or somthing like that: 

    SELECT
        ah.structure_code AS planning_code,
        sn.description AS new_value,
        ah.action_date,
        ROW_NUMBER() OVER (PARTITION BY ah.structure_code ORDER BY ah.action_date DESC) AS rn
    FROM ip.attribute_history ah
    JOIN ip.structure so ON so.structure_code = ah.old_value
    JOIN ip.structure sn ON sn.structure_code = ah.new_value
    WHERE ah.alt_structure IN ('Wbs709')
      AND ah.entity_type = '$Plan'
)…

There are at least a few ways how to achieve it and it all depends on how much time you want to spend on getting the data in a nice format. 

BR, 

Michal 
 

huge thanks ​@mserafinowski  for those great suggestions. I was only vaguely aware of the View History function so will definitely explore that further along with your other suggestions. much appreciated

​@cwilliver recommend that you engage with the Global Reporting Services (GRS) team in Professional Services to explore options for them providing a custom reporting solution. They have a utility that they have developed that can be used to snapshot data, like the data in your status report, and to manage the capture of a snapshot on a periodic cadence, or on demand, via a job stream.

Please raise a Professional Services case on support.planview.com to engage with them.