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Anyone create a report looking for projects that are not connected to programs and should be?

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Level 3

We have a set naming convention with projects, but it's up to our managers to move them into programs. I am trying to figure out how to create a report that calls out projects that need to be moved to programs and highlights them. I am feeling a bit lost on where to start! Point me in the right direction!

 

JM

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1 Accepted Solution

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Correct answer by
Level 5

Hi Jennifer,

 

Create a project report and add a new column - Program > Name. Once added click on the column and click on "Advanced option" on the upper right side and then click on "Add a rule for this column". You can then setup conditional formatting for projects where Program name is blank. Hope that helps.

 

Regards

RB 

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2 Replies

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Correct answer by
Level 5

Hi Jennifer,

 

Create a project report and add a new column - Program > Name. Once added click on the column and click on "Advanced option" on the upper right side and then click on "Add a rule for this column". You can then setup conditional formatting for projects where Program name is blank. Hope that helps.

 

Regards

RB 

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Administrator

Hello @JenniferMa10 

I wanted to let you know that I'm marking a previous response as the correct solution. If this is incorrect or if you need more help from the community, please let me know, and I'll remove the marked solution.