How to Create a Group "Project>>Portfolio Name" to Access in Task Report? | Community
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Kundanism
Kundanism
Level 10
August 11, 2021
Question

How to Create a Group "Project>>Portfolio Name" to Access in Task Report?

  • August 11, 2021
  • 1 reply
  • 686 views

Hi

Is it possible to create a Group "Project>>Portfolio Name" to Access in Task Report? So the task can be grouped in Portfolio Name in Charts.

best regards,

@Kundan Kumar‚

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1 reply

JamesM-MERGE
JamesM-MERGE
Level 4
August 15, 2024

@kundanism , did you ever find a solution to this?

Kundanism
KundanismAuthor
Level 10
August 19, 2024

Not yet, any suggestion James. Appreciate, if any. Thanks and regards.

Heather_Kulbacki
Community Advisor
Heather_KulbackiCommunity Advisor
Community Advisor
August 19, 2024

@kundanism @jamesm-merge  do you have a custom form that is on all tasks? If so have you tried creating a calculated field on that form to pull the portfolio name? Once you have that in a field you should be able to group by that for your chart.

calculation: {project}.{portfolio}.{name}

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