Report that only shows projects that have tasks assigned to certain role ids | Community
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StephaneePu
Level 2
June 20, 2024
Question

Report that only shows projects that have tasks assigned to certain role ids

  • June 20, 2024
  • 3 replies
  • 947 views

I am trying to build a project report that only pulls projects that have tasks assigned to a specific group of role ids within that project. The goal is to show the amount of projects a specific team is included on in a fiscal year. 

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3 replies

Kurt_Jones
Community Advisor
Kurt_JonesCommunity Advisor
Community Advisor
June 20, 2024

Stephanee, 

Something like below:

 

It's a Task Report, grouped by project name (you can group by role as well).  For filters, use AssignedTo->Role ID and input the role (I used Project Manager, but you can list as many roles as needed), I also had filter that Project status not equal to Complete, and Task status not equal to Complete.

-JC
-JC
Level 6
June 25, 2024

Hi Stephanee, 

 

If the other suggested option of a Task report, grouped by Projects doesn't work for you, you could use a Project report and the "EXISTS" function. In this report you would essentially be saying "show me all of the projects where exists at least 1 assignment to this role".

 

Here is an example to start you off. In a Project report, in text mode, paste the following:

EXISTS:A:$$OBJCODE=ASSGN EXISTS:A:projectID=FIELD:ID EXISTS:A:assignedTo:roleID=ROLE ID HERE EXISTS:A:assignedTo:roleID_Mod=in

 

Replace "ROLE ID HERE" with your roleID. You may need to add more filters to either the EXISTS statement (so, adding more lines starting with "EXISTS:A") or to the report overall to suit your specific needs.

J
J_Hobbs
Level 3
January 8, 2025

@stephaneepu 

 

Did you ever figure out how to get what you needed?

 

I needed something similar where I was trying to build a report that shows all Tasks assigned to a Job Role as opposed to a User. I was not able to do this in a Task Report so I built an "Assignment Report" and get what I needed. The only problem is that when a task has more than one object assigned to the task the column for that field is blank. 

 

What did you end up doing in your report?

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