We have several hundred company values in our Workfront instance and each has recently been assigned to various groups created for client tiering. I'd like to generate a project report that filters by these groups. Is this possible?
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Not a user but a company value. For instance we have 100 companies created in Workfront and 20 of them are assigned to group A, 30 in group B, and 50 in group C. I want to be able to build project reports that show only projects that involve Companies in group B.
Ok, let me come back about this. May be we can have a meeting together to see the possibility in this regard. If you agree.
Hey Brandon - try running a project report where group name is equal to group B. Add Company Name and Group name as a column, and then group by Company, then by Project. This should filter them out.
Hi @Brandon Solomon‚,
Here's text to allow you to pull the company group name into a project report:
If you would like to group your results by "Group" in the report, you can use this:
For what it is worth, if you want to see ALL Groups users belonged to beyond just their home group, this text view will allow for you to see that.