Project / Task / Assignment and Revenue Report | Community
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A
Anonymous
September 11, 2023
Question

Project / Task / Assignment and Revenue Report

  • September 11, 2023
  • 1 reply
  • 986 views

Hi all,

 

I have a report, which shows Planned hours, Actual Hours and Planned Revenue for completed projects. But I also need to be able to show the Task Assignments (by Job Role). I'm sure that this is possible, but I'm not finding the right starting point to get the fields I need.

 

Thanks in advance

Matt

 

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1 reply

Madalyn_Destafney
Community Advisor
Madalyn_DestafneyCommunity Advisor
Community Advisor
September 11, 2023

Hi there! You can create a task report and in the groupings, add job role name:

This what you're looking for?

If this helped you, please mark correct to help others : )
A
Anonymous
September 12, 2023

Hi,

 

Thanks for this. I was going around and around, but not cracking this. I'll attempt this with today's clearer head and see what happens. I'll let you know.

 

Thanks again

Matt

Madalyn_Destafney
Community Advisor
Madalyn_DestafneyCommunity Advisor
Community Advisor
September 12, 2023

Hi Matt, trying to understand what you're after. Do you want to see the role of the tasks assigned, or are you trying to pull in tasks assigned to a job role and not a user? And if you already have 2 groupings, perhaps you can have assignment info/role name in a column instead of a grouping...

If this helped you, please mark correct to help others : )
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