Need a customized column in project report that returns custom form field information from tasks.

Hi Becka, How do you reference back to the template task? We use templates for every timeline so this sounded like a great solution for a similar advanced report that I am trying to build. My only problem is when I try and filter based on Task Name I get a giant list of all the copied tasks on all the subsequent projects and can never find the template task. I tried the reference ID and ID from the web address and no results appeared. Thanks in advance!

Victoria: This is going to sound silly, but I've actually built a report to help me with report building. I created a Template Task report so I could dig out the information related to the template tasks that I need to reference while I'm building reports - most importantly the Template Task ID. You're right ... trying to use the Template Task Name field as a filter is tough when you have different Template Tasks with the same name. I've attached a screenshot of my "Template Task Query" report. I use prompts to do the focused filtering I want so I'm only looking at the specific information I want to see (ahhh, the beauty of reports). You could create a custom view to use while viewing your Project Templates, but I prefer to have access to all of the Project Templates without having to navigate to and fro. Does this help answer your question?

That was so helpful! Thank you Becka! In Reply to Becka Johns:

Victoria: This is going to sound silly, but I've actually built a report to help me with report building. I created a Template Task report so I could dig out the information related to the template tasks that I need to reference while I'm building reports - most importantly the Template Task ID. You're right ... trying to use the Template Task Name field as a filter is tough when you have different Template Tasks with the same name. I've attached a screenshot of my "Template Task Query" report. I use prompts to do the focused filtering I want so I'm only looking at the specific information I want to see (ahhh, the beauty of reports). You could create a custom view to use while viewing your Project Templates, but I prefer to have access to all of the Project Templates without having to navigate to and fro. Does this help answer your question?

displayname=June 2016 listdelimiter=‚Äö√Ñ√ß‚Äö√Ñ√ß‍ listmethod=nested(tasks).lists textmode=true type=iterate valueexpression=IF(YEAR({plannedCompletionDate})=2016,IF(MONTH({plannedCompletionDate})=6,{DE:Task Parent Type})) valueformat=HTML Replace Task Parent Type with your field name and copy for each month by adjusting year and month. The &zwj < & z w j ; > as the list delimiter, it keeps disappearing on edit)is a zero width delimiter. What this does is check each element in your collection (ie tasks) and if it is in the proper year check the month, if that's right too put in the value of the custom field (which could be blank if it doesn't exist). If you have multiple tasks that meet the criteria you will get each value with no space between. You can use other delimiters but it will print out a delimiter for each element of your collection. It does the value expression on each element of the collection seperately. I haven't found a way to perform an aggregate calculation on the set. *drops mic* *walks away* Melinda Layten melinda@mlayten.com Independent Workfront Consultant

Melinda, this is an amazing resolution. But I think you left two things out, namely: *drops mic* *walks away*

Here you go Barry. This is on Melinda's behalf. In Reply to Barry Buchanan:

Melinda, this is an amazing resolution. But I think you left two things out, namely: *drops mic* *walks away*

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