How can I get the Projected Completion Date of a specific task up to a Project Level custom form? | Community
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R
ryanbrogz1
Level 4
January 21, 2021
Question

How can I get the Projected Completion Date of a specific task up to a Project Level custom form?

  • January 21, 2021
  • 4 replies
  • 1629 views

Our organization has a specific task that ends up being more critical than the actual closure of the overall project. I'd like to bring the projected completion date of that task "up" to a project level custom form so I can use it easier on reports - for filtering, sorting, grouping, etc. I'd think I can use a task name contains, though equals would work too.

Below are some examples I've tried, but are giving me an error, so I'm not sure what the specific calculation would be. Has anyone had to do something similar before, or can you tell me where I'm going wrong?

IF(CONTAINS("TASK NAME",{name}), {Projected Completion Date})

IF(CONTAINS("TASK NAME",{task}.{name}), {Projected Completion Date})

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4 replies

NicholeVargas
Adobe Employee
NicholeVargasAdobe Employee
Adobe Employee
January 21, 2021

@Ryan Brogneri‚ Because there are multiple tasks associated with a project, they are considered a collection. Currently, collections cannot be referenced in a calculated field - you can only reference objects that are higher in hierarchical order. So, for example, on a project custom form you can reference program or portfolio information but not task.

You can, however, pull this specific task's projected completion date into a project report, or into a column in your project list using text mode:

displayname=(customizable column name)

listdelimiter=<p>

listmethod=nested(tasks).lists

textmode=true

type=iterate

valueexpression=IF({name}="task name here",{projectedCompletionDate},"")

valueformat=atDate

If you have any questions, let me know!

    R
    ryanbrogz1Author
    Level 4
    January 21, 2021

    Thanks, I appreciate the reply! I have that part working in some other reports, probably after coming to the WF community here! The problem is that I can't sort or filter if I reference the task collection on a project level report - I can only display it and that's all.

    Is it possible to write the projected date to a task level custom form and then reference that custom form field at the project level? I've seen something somewhat similar in https://www.youtube.com/watch?v=df2sK6dg2k4 but that's for issues and I need it for tasks, so it doesn't appear to be working for me. In short, I know how to push info "down" the hierarchy using custom forms, I just don't know how to pull information "up".

    Doug_Den_Hoed_AtAppStore
    Community Advisor
    Doug_Den_Hoed_AtAppStoreCommunity Advisor
    Community Advisor
    January 21, 2021

    Hi Ryan,

    Your observation that "you can go down, but not up" is correct, and immutable. To store the information you need at the Project level, you'll either need to type it in (which is a good way to start, and confirm that it is then as valuable as you hope), and/or use something like Fusion or our UberCalc solution to then automatically do so.

    Regards,

    Doug

    J
    JeremiahBo
    Level 2
    January 27, 2021

    I have this same need, but don't plan on purchasing either of the add ons. Is there no work around? . . . Can I reference a project milestone planned start date instead?

    R
    ryanbrogz1Author
    Level 4
    January 28, 2021

    I tried that too and wasn't having much luck there either, but I personally haven't used Milestones a great deal.

    My workaround thus far has been to use a Task report to "fake" a Project report and that seems to be OK. I've pushed program+project level information down into a task level custom form section that I have hidden, so only admins see it. I'm then using that calculated information to build out my "faked" Project report, using the specific task that ends up being more critical than the actual end of our project.

    J
    JeremiahBo
    Level 2
    January 28, 2021

    Ryan, this sounds like it might meet the need I have. . . How are you pushing the project custom form data into the task custom form? When i use calculated field, I only see task fields . . . is there a syntax I need to use to pull in the project custom field? something like {project}.{DE:fieldname}?

    T
    TealeMcCleaf
    Level 6
    February 5, 2021

    You can use the milestone ID to capture the Planned Completion Date. It's actually cleaner because when you use the task name, it can't be changed or it breaks the reporting.

    Here's an example of where I use the task milestone ID to get the planned completion date of a task in a project level report.

    displayname=ESA Date

    listdelimiter=<li>

    listmethod=nested(tasks).lists

    textmode=true

    type=iterate

    valueexpression=IF({milestoneID}="5ef679ed00b5871bbc0de47b45f9da82",{plannedCompletionDate})

    valueformat=HTML

    width=50

    Hope this helps,

    Teale

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