Milestone Data on Task Report | Community
Skip to main content
AlisonW
AlisonW
Level 5
December 16, 2017
Question

Milestone Data on Task Report

  • December 16, 2017
  • 2 replies
  • 1230 views
Good afternoon Workfront Community! I am in need of your wisdom today... I have a Task report to which I would like to add an icon indicator of whether the milestones on the Project were completed on time or not. The use case is a once monthly move to production of multiple system changes. One of the QC requirements is that lead times for user communication and other tasks are met. We have milestones for each of these steps. Has anyone ever done anything like this? If so, how? Also open to other strategies to achieve the end goal. Appreciate your thoughts and input on this little brain teaser! Thanks, Alison Alison Wells Community Medical Centers
This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

2 replies

Doug_Den_Hoed_AtAppStore
Community Advisor
Doug_Den_Hoed_AtAppStoreCommunity Advisor
Community Advisor
December 16, 2017

Hi Alison,

 

I'd suggest a calculated custom text parameter such as this:

 

IF(ISBLANK({milestoneID}),"not milestone",IF(ISBLANK({actualCompletionDate}),"not complete",IF({actualCompletionDate}> {plannedCompletionDate},"late milestone","milestone on time or early")))

 

And then hook an icon into it on your report (e.g. "late milestone" = sad face, "milestone on time or early" = happy face).

 

Regards,

Doug

S
SuzyF
Level 2
March 6, 2023

Hello Doug,

 

I see you provided this reply many moons ago but I have the save use case.  I have a task report ready.  I need more detail on where to add the text above within the report.

 

Thanks for your time and solution,

Suzy

Doug_Den_Hoed_AtAppStore
Community Advisor
Doug_Den_Hoed_AtAppStoreCommunity Advisor
Community Advisor
March 6, 2023

 

Hi @suzyf,

 

The formula I mentioned above would be placed on a calculated custom text parameter (e.g. Milestone Emoji) on a Task custom form and (then) attached to each such Task of interest, so that the report could then refer to it and display the appropriate icon (e.g. happy face, etc.)

 

Regards,

Doug

AlisonW
AlisonWAuthor
Level 5
December 21, 2017
Thanks Doug, I will give that a try. Looks like I may have to switch to a project report too. Alison Wells Community Medical Centers
Terms & ConditionsAccessibility statement

Loading footer...