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TimothyBr
TimothyBr
Level 4
September 16, 2024
Question

Get a report of people on a project

  • September 16, 2024
  • 1 reply
  • 1013 views

Hello, 

This has been an on going ask that I just cannot seem to figure out. 

 

I am looking for a report that shows the number of projects a group of people are on grouped by the person. 

 

So here is the example: 

- Filter: A report that shows all the projects that have either a certain list of users OR only people who have a role tied to their name. This part is easy. 

- Grouped: We would like this grouped by the specific individuals who meet the criteria in the filter above. 

 

The problem that I historically have had with Workfront is a way to NOT SHOW task level information (so cannot be an assignment report), and just get a clean list of projects a select group of people work on. I know this is the Workload balancer, but we need it in a report.  

 

Is there anything out there like this? 

 

Thanks in advance

Tim 

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1 reply

Madalyn_Destafney
Community Advisor
Madalyn_DestafneyCommunity Advisor
Community Advisor
September 17, 2024

Hi there, the People tab of a project = Project Users in a project report. So you if you're targeting certain users, you could use this filter in a project report:

Just note that the People tab may include people not even assigned to a task in the project - would include the owner, sponsor if there is one, someone who used to be on a task and is no longer (people tab isn't dynamic which drives me crazy), or someone who was on a template used for the project but really has nothing to do with it anymore. But this could be a starting point for you!

If this helped you, please mark correct to help others : )
TimothyBr
TimothyBrAuthor
Level 4
September 20, 2024

Thanks Madalyn! 

The thing here, is the grouping. That report helps get the list of projects, but then I need to group by the individuals we are trying to assess, which is where it breaks. 

Madalyn_Destafney
Community Advisor
Madalyn_DestafneyCommunity Advisor
Community Advisor
September 20, 2024

What about using the workload balancer > assigned work section to see this? You can have a filter to only look at certain users/teams, select your timeframe, then you can easily see how many projects those users have on their plate in that timeframe natively...? When you expand each user in the balancer after applying your user filter/timeframe, you can see how many projects they have tasks in. Best I can think of at the moment, would be hard to do what you're looking for in a report.

If this helped you, please mark correct to help others : )
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