I am trying to use the Process functions in Celoxis for portfolio management of our projects. So I have created the workflow for our Portfolio process for projects that start with New then go to Estimate, then go to Scheduling, etc. I now assign the projects to this workflow process when we create them and the workflow seems to be working.
Is there anyway to generate project reports that include the Process workflow fields? I need to have a report that lists all projects by the Process Step. For example, all projects in New, Estimate, Scheduling, Active, Complete, etc. I want to be able to group projects by the workflow status.
Is it possible?