Is it possible to get this type of report or dashboard view in Workfront based on projects and portfolios or projects and programs? | Community
Skip to main content
T
TrishaGr
Level 2
November 19, 2020
Question

Is it possible to get this type of report or dashboard view in Workfront based on projects and portfolios or projects and programs?

  • November 19, 2020
  • 1 reply
  • 519 views

See the example attached. Is it possible to get a visual similar to this in Workfront. The center area are the projects or programs the left side are the portfolios.

    This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

    1 reply

    Doug_Den_Hoed_AtAppStore
    Community Advisor
    Doug_Den_Hoed_AtAppStoreCommunity Advisor
    Community Advisor
    November 19, 2020

    Hi Trisha,

    If this precise look is a requirement, I invite you to consider our Magic Reporting solution, with which we could tailor to suit, and you could then run in real time from a dashboard right within Workfront. Happy to chat further offline via doug.denhoed@atappstore.com if you're interested.

    On the other hand, if you're willing to compromise the look, I'd suggest you create a Task Report in matrix mode, grouped by the Portfolio and Project horizontally, then by the Planned Start Date (to the month) vertically, filtered to Task Number = 1 (the first task, assuming each project has one). That should at least give you a checkerboard of the information, which you might then be able to fuss with (e.g. coloring the cells) to get it in the ballpark.

    Regards,

    Doug

    Terms & ConditionsAccessibility statement

    Loading footer...