A filter challenge involving ownership and portfolios | Community
Skip to main content
K
KevinQu1
Level 10
May 16, 2022
Question

A filter challenge involving ownership and portfolios

  • May 16, 2022
  • 1 reply
  • 544 views

I have a request from the Planners to create a filter:

  • Projects I Own (Project ¬ª Owner ID -Equal- $$USER.ID)
  • and Projects Owned by "Jennifer" that are in the same Portfolio I am
  • and Projects Owned by "Bob" that are in the same Portfolio I am

Basically Jennifer and Bob project manage a very specific type of project as inhouse/embedded vendors. So the main Planner is still responsible for budgets and timing of these special projects that Jennifer and Bob handle under the main Planner's sphere of influence. So they need to pull Jennifer and Bob's applicable projects into burn reports, etc.

I'm stuck on dealing with the "same Portfolio I am in"…I know each Planner could make their own filter (so a specific Portfolio can be used as criteria), but we'd prefer to deploy a single filter that works for everyone.

Is this possible?

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

1 reply

RandyRoberts
Community Advisor
RandyRobertsCommunity Advisor
Community Advisor
May 16, 2022

What do you mean by "in the same portfolio I am"?

K
KevinQu1Author
Level 10
May 16, 2022

Another way:

  • Projects I Own (Project ¬ª Owner ID -Equal- $$USER.ID)
  • and Projects Owned by "Jennifer" that are in the same Portfolio I am a member of
  • and Projects Owned by "Bob" that are in the same Portfolio I am a member of

Or:

  • Projects I Own (Project ¬ª Owner ID -Equal- $$USER.ID)
  • and Projects Owned by "Jennifer" that are in the same Portfolio that $$USER.ID is a member of
  • and Projects Owned by "Bob" that are in the same Portfolio that $$USER.ID is a member of

Terms & ConditionsAccessibility statement

Loading footer...