Question

Reporting Question for Projects that contain a Specific Task

Forum|Forum|1 year ago
August 16, 2024
3 replies
1693 views

I am looking for text mode filtering that will allow me to pull a project report for all projects containing a specific task. Specifically,

- Pull all projects that have a task id which contains "wireframe"

- I can't pull a project report and filter by task name because I want to account for all the tasks and assignments in those projects that contain a wireframe task

- I'd like to pull a report for completed projects and a report for current projects

Thank you,
Brenda

Workfront

Daniel_Clarke

Community Advisor

Thinking you can pull a task report, filter to name contains "wireframe", add a Project:Name column, and group on that project name. You could add a grouping for status on top of that as well to separate your completed and current projects.

If that does not work, can you explain what is the intended outcome or result for this report?

B

BrendaDa3Author

Thank you; however, that will not work because I need to be able to see and chart everyone assigned to a project that has a wireframe task in it. Not just those assigned to the wireframe task. In other words, there may be 20 other tasks besides the wireframe task in a single projects and I need to be able to see who is assigned to each of them. Hope that helps.

NicholeVargas

Adobe Employee

@brendada3 Are you utilizing templates for your projects? If so, you could create a Task Report that filters for projects with those templates attached (those with the wireframe task associated). That way, you can still see all tasks within that project and the assigned users, but only the projects with the wireframe tasks are visible.

skyehansen

Community Advisor

I'm a bit confused by your question since you say you need a project report but then want to account for all the tasks and assignments, so like Daniel, I think you need to stay with a task report, with an exists filter that will pull in only project tasks if the projects have a wireframe task.

For example, this would possibly work (although you should exercise caution on any "personal projects" since personal tasks don't tend to report very well, and I haven't accounted for it in the sample code below)

EXISTS:a:$$OBJCODE=PROJ
EXISTS:a:ID=FIELD:projectID
EXISTS:a:tasks:name=wireframe
EXISTS:a:tasks:name_Mod=cicontains

B

BrendaDa3Author

You are correct, I only want to pull in projects that have a wireframe task in it and I understand I need a task report. My issue is trying to pull in/account for assignments for the other tasks within the projects that have a wireframe task.

B

BrendaDa3Author

And to add in a little more complexity, I only want to pull in assignments for 3 specific designers. I may just have to go the route of reporting on templates with the understanding it won't be 100% accurate, because I'm beginning to think this is not a report Workfront has the ability to pull. Thanks everyone for your assistance.

kautuk_sahni

Community Manager

@brendada3 Just checking in — were you able to resolve your issue? We’d love to hear how things worked out. If the suggestions above helped, marking a response as correct can guide others with similar questions. And if you found another solution, feel free to share it — your insights could really benefit the community. Thanks again for being part of the conversation!

Kautuk Sahni

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