Expand my Community achievements bar.

Add planned start date to a Program report?

Avatar

Level 2

Hello! 

 

Is there a way to add the planned start date of a Project (or the first task in a projects start on date) to a Program Level report?

 

Please let me know if you need more info! Thank you! 

6 Replies

Avatar

Community Advisor

Hi @lizpowell - You can use a collection text mode to pull in the project-level details to a program report. Here is more information on collections.

 

This text mode is just the dates:

displayname=Project Planned Start Dates
listdelimiter=<p>
listmethod=nested(projects).lists
textmode=true
type=iterate
valueexpression={plannedStartDate}
valueformat=HTML

 

This text mode includes the project names and dates:

displayname=Project Planned Start Dates
listdelimiter=<p>
listmethod=nested(projects).lists
textmode=true
type=iterate
valueexpression=CONCAT({name}," ",{plannedStartDate})
valueformat=HTML

 

Avatar

Level 2

Thank you so much! You are a rockstar.

 

Is there anyway to show just the first start on date for all the projects.

 

The formulas above are great but they are pulling in all the project start dates. I was wondering if we can only show the start on date for the first project that was opened. This start on date will always be the earliest start on date.

 

Thanks! 

Avatar

Community Advisor

Ah, gotcha! Does the first project for the program always the same Project Template ID? If so, can add an IF statement for the valueexpression.

Avatar

Level 2

Yes! 

 

1336200

 

I believe this is the template number. ^

Avatar

Community Advisor

Ah, so that looks like the Reference Number of the Template. So, to get the Template ID, navigate to the template itself and the ID is the number in the URL of that page. So, the text mode below, just swap out the ID for the template you have and it should work (but also should mention this assumes that the same template isn't used multiple times in the program).

 

displayname=Project Planned Start Dates
listdelimiter=<p>
listmethod=nested(projects).lists
textmode=true
type=iterate
valueexpression=IF({templateID}='ID',{plannedStartDate})
valueformat=HTML