I would like to create a historical Project Status report. Realizing that data is live I was thinking that I could possibly create child records per month that would calculate the status at the time ...
Thank you for the suggestion. My ultimate goal is to graph/summarize the number of Pending and Open projects from 2016-2017. The example below is for one project using a new "Monthly Status" child table. This sample job was approved in Feb. so shows as pending in jan. and "Open" starting in Feb.. I uploaded child entries with Dates 1/16-1/17. The table includes a calculated field that compares the date to the "Approval" and "Complete" date, calculating the status at that time. This seems to work. I would just like to automate adding the child record portion if possible.