Anyone create a report looking for projects that are not connected to programs and should be? | Community
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JenniferMa10
Level 3
April 8, 2025
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Anyone create a report looking for projects that are not connected to programs and should be?

  • April 8, 2025
  • 2 replies
  • 433 views

We have a set naming convention with projects, but it's up to our managers to move them into programs. I am trying to figure out how to create a report that calls out projects that need to be moved to programs and highlights them. I am feeling a bit lost on where to start! Point me in the right direction!

 

JM

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Best answer by RowvillBh1

Hi Jennifer,

 

Create a project report and add a new column - Program > Name. Once added click on the column and click on "Advanced option" on the upper right side and then click on "Add a rule for this column". You can then setup conditional formatting for projects where Program name is blank. Hope that helps.

 

Regards

RB 

2 replies

RowvillBh1
RowvillBh1Accepted solution
Level 5
April 8, 2025

Hi Jennifer,

 

Create a project report and add a new column - Program > Name. Once added click on the column and click on "Advanced option" on the upper right side and then click on "Add a rule for this column". You can then setup conditional formatting for projects where Program name is blank. Hope that helps.

 

Regards

RB 

    jon_chen
    Community Manager
    jon_chenCommunity Manager
    Community Manager
    April 16, 2025

    Hello @jenniferma10 

    I wanted to let you know that I'm marking a previous response as the correct solution. If this is incorrect or if you need more help from the community, please let me know, and I'll remove the marked solution.

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