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Farzaneh
Farzaneh
Level 4
September 11, 2024
Question

Calculated Custom field to show job roles or groups of project users

  • September 11, 2024
  • 2 replies
  • 507 views

on the Portfolio Optimization Tool, I would like to add a column to show the user groups (company teams) and the job roles of the People associated with a project (assignees to tasks within a project). How do I accomplish that? 

 

I imagine I need to create a calculated custom field.

 

In the Workfront Guide, I see codes to aid with creating reports that show this information but I am not able to generate this as a custom field.

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    2 replies

    lgaertner
    lgaertner
    Level 9
    September 12, 2024

    Hello Farzaneh,

     

    I'm afraid I'm going to have to disappoint you as far as the chances of success for your project are concerned.

     

    You are right, you would need a calculated custom field to be able to add additional custom information to the Portfolio Optimization Tool.

    Besides the fact, that this custom field needs to be present on any custom form attached to your projects, calculated custom fields are not capable of showing collections. Information like assignments and jobroles are related as a collection to the "parent" dataset, as more than one relationship can be made (more than one user / team can be assigned to an object and more than one job role can be assigned to a single user...)

     

    What you could achieve is to get a single information into such a column. As you are looking on the corresponding projects using the Portfolio Optimization Tool, you could for example create a calculated custom field on a custom form showing the jobrole of the project owner.

    {owner}.{role}.{name}


    But this will not really help you...

     

     

    Concerning the "codes to aid with creating reports", I am quite sure you mean the text mode. With that you would be able to also display collections in a column using a (report) view. Unfortunately thePortfolio Optimization Tool does not use this kind of technology to show its view.

     

     

    Regards

    Lars

    K
    Community Advisor
    KatherineLaCommunity Advisor
    Community Advisor
    September 12, 2024

    @lgaertner is correct that there is no easy way to accomplish your task. Within a Report, you could easily create a calculated column that referenced the collection of project team members to get that data, but calculated fields on a form do not support that functionality.

     

    If you have a stakeholder that absolutely cannot function without that data easily available, and you have Fusion, it would be possible to create a routine that cycled through the array of project team members to create a single text field containing the information and then insert it into a custom form field. You'd just need to decide how real-time that data needs to be, and set the routine to run accordingly.

     

    Whether that's a reasonable investment of time and effort depends on how heavily the portfolio optimizer is being adopted by your org. 

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