Creating a program report with project in each phase

Question

Hello

I'm trying to run a report that has the program and then the projects listed with the start and end date in each milestone phase. For a visual cue:

Is this report even possible or is it possible to create one like it?

Any help would be appreciated.

NicholeVargas · Accepted Answer

@jordanbray You can - it would just require a handful of custom text mode collection columns on a project report. If you add the following text mode column to your project report, this will show you all the names of the milestones within that project (basically the details of the milestone path):displayname=Milestone Nameslistdelimiter=

listmethod=nested(milestonePath.milestones).liststextmode=truetype=iteratevaluefield=namevalueformat=HTMLThe reason you want to add this column in first, is that you'll need the names of all the milestones to create custom columns for the start and end dates.To get the planned start date of Milestone 1 (you'll want to swap the text in bold for the name of your actual milestone), use the following text mode. If you prefer actual start date, be sure to swap that as well. displayname=Milestone 1listdelimiter=

listmethod=nested(tasks).liststextmode=truetype=iteratevalueexpression=IF({milestone}.{name}="Milestone 1",{plannedStartDate})valueformat=HTMLTo get the planned completion date for Milestone 1, here is the text mode for that column: displayname=Milestone 1listdelimiter=

listmethod=nested(tasks).liststextmode=truetype=iteratevalueexpression=IF({milestone}.{name}="Milestone 1",{plannedCompletionDate})valueformat=HTMLYou will need to create 2 columns for each milestone, so this can be a little time consuming, but should pull in the relevant data you need. Let me know if you have any questions! It would look something like this at the end:

Madalyn_Destafney · Answer

Hi, my first thought is a matrix report, but I don't think you'll be able to get it to display exactly as you need. You can start with a project report filtered by the program(s) you need, and go to groupings to create the matrix tab. Where I think you'll get stuck is having the start and end side by side like this. Check out more on matrix reports here: https://experienceleague.adobe.com/docs/workfront/using/reporting/reports/create-manage-reports/create-matrix-report.html?lang=en
When you say 'milestone' are you using actual WF milestones? If so, have you considered milestone or milestone path reports?

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