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Can I create a report that shows a user all projects that are shared with them?

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Level 3

I've been looking and found a few older posts that had text code that was supposedly going to work in achieving this, but I have had no luck. At the moment they only wish to see these projects, so that they are aware of what is going on in their team. I don't know that they will want to manage these at any time, and I know that a project can be updated for that purpose. right now, I just want to build a report, or even a filter, that allows this user to see only what is shared with them.

 

Thank you for your help.

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5 Replies

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Level 2

Creating a project report and not applying any filters will essentially show them everything they have access to. Perhaps the only filter you can apply is one that filters out Complete projects so they're not seeing things that are complete. 

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Level 3

This works to show the projects that are shared by the user requesting the report, but none of the projects that the other user is on. So, User A needs to see all projects that User B has set as Projects I Own as well as Projects I'm On. So, I can see all the ones that User B owns through User A's account, but not the ones that User B is just working on. Is there a way to capture both of these in a single report, or will I need to create a new one that tracks the tasks that User B has (and has shared), as a workaround?

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Community Advisor

are there any restrictions we should know about? For example, is there a possibility that user B is working on a project that hasn't been shared with user A? (and so therefore, user A can't normally see such a project)

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Level 3

I didn't share the projects that User A doesn't own, so I am assuming that could be preventing B from having any insight to it through reporting?

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Community Advisor

Before you even start creating a report, it is definitely a risk you should consider.

 

If you share projects to User B by their specific name (rather than generally sharing with a team, job role, group, or company) any report you make in order to show other users the "User B work", may not display correctly if they normally cannot see the project. Same with User A.