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Kundanism
Level 10
January 27, 2020
Question

Portfolio Name in column of Task Report

  • January 27, 2020
  • 3 replies
  • 707 views
Hi to All experts, I tried to add text mode to add new column in Task Report. The aim was to collect the name of portfolio instead of ProjectPortfolio ID. Tried small text mode; could any of you review and can help to correct; displayname=Portfolio Name linkedname=project namekeyargkey.0=project querysort=project:ownerID:name textmode=true valuefield=project:ownerID:name valueformat=HTML With regards, Kundan. Kundan Kumar KGON - (Kverneland Group Operations Norway AS)
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3 replies

Level 8
January 27, 2020
On the Task report, try Project --> Portfolio. This will give you the name of the Portfolio in which the Project resides. Is this what you were looking for...? Terry Hynd EBSCO Information Services
NicholeVargas
Adobe Employee
Adobe Employee
January 27, 2020
@Terry Hynd Most likely, your organization has created a custom field to reference the Portfolio name at the Task level, however, for those that have not done so, the text mode code would look like the following: valuefield=project:portfolio:name valueformat=HTML displayname=Portfolio @Kundan Kumar please reference above. Nichole Vargas Customer Programs Specialist, Workfront
Kundanism
KundanismAuthor
Level 10
January 28, 2020
Thanks Nichole. It works. I am not quite good in Text mode. With best regards, Kundan. Kundan Kumar KGON - (Kverneland Group Operations Norway AS)