How to add a filter to planned hours column on a project report | Community
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Justin_Charles
Level 3
August 30, 2023
Question

How to add a filter to planned hours column on a project report

  • August 30, 2023
  • 1 reply
  • 482 views

hello!  i'm looking to create a project report that only includes planned hours from certain roles, instead of all planned hours on a project.  i'm assuming it would require a column for planned hours with some text code on the column specifying certain roles.  does anyone know how to achieve this?

 

thanks in advance

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1 reply

Madalyn_Destafney
Community Advisor
Madalyn_DestafneyCommunity Advisor
Community Advisor
August 31, 2023

Hi there! I suggest a task report actually. I'm not seeing a way to get into the granularity you need with roles in just a project report. I suggest:
Groupings could be (and you can collapse the project one to essentially look at a project list and summarize your hours columns so they show totals in your groupings)


Filters - enter roles you're interested in. Enter project names or if a lot of project, filter in project group, or whatever fits for you there.


And of course in your columns include planned hours and summarize that column.
Then you can easily see project and planned hrs by the roles you want, which will also total in the project grouping.
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