Next Step in Portfolio View

Yep! We ran into the same issue a while back here at The Public. We have since added a “Next Open Step” column and a “Next Open Step Date” column to the portfolio screen. They look at Step Description (instead of the general Step Type so we can see detail) and Due Date. It pulls the next due step that does not have a Completed On Date and has a Due Date greater than or equal to today’s date.

This can easily be created in the TR_PORTFOLIO_CUSTOM_ELEMENT system table by you or your DBA. Our logic is listed below to use as a reference. I hope it’s helpful. As always, verifying that it will work for your business rules and trying it out in your test environment before adding, would be ideal. J #testingmatters

NOTE: The below logic will not pull past due open steps, audit steps, and steps that do not have a due date. You can change the logic to include any of these, if you prefer.

--Next Open Step –String Data Type

SELECT TOP 1 description

FROM VS_STEP WITH (NOLOCK)

WHERE plan_no = @plan_no

AND step_type NOT IN('-1','-2')

AND completed_on_dt IS NULL

AND due_dt IS NOT NULL

AND due_dt >= GETDATE()

ORDER BY due_dt ASC

--Next Open Step Date –Date Data Type

SELECT TOP 1 due_dt

FROM VS_STEP WITH (NOLOCK)

WHERE plan_no = @plan_no

AND step_type NOT IN('-1','-2')

AND completed_on_dt IS NULL

AND due_dt IS NOT NULL

AND due_dt >= GETDATE()

ORDER BY due_dt ASC

My understanding is it’s reading Step Date for “Next Step Date”, not Due Date.   Our Step Date is the date we enter it, so that’s in the past. 

Chandra Asken

Senior Manager, Development Information Technology

415.503.5339 phone

casken@sfsymphony.org

S A N   F R A N C I S C O   S Y M P H O N Y

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Michael Knight
Sent: Wednesday, April 13, 2016 9:51 AM
To: Asken, Chandra
Subject: Re: [Tessitura Development Forum] Next Step in Portfolio View

Hi Chandra,

Did you ever find a solution?  We are having the same issue.

Michael