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Ryzan99
Level 2
February 15, 2024
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Grouping Task Report by Portfolio, Job Role and Project

  • February 15, 2024
  • 2 replies
  • 847 views

Hello Community,

I want to create a task report that groups by portfolio, job role, and project. I've followed through this guide: Grouping: tasks by portfolio, program, and project | Adobe Workfront, however in the Summary and Chart tab the portfolio is not showing.

Here's the text mode code for grouping that we're using:

 

group.0.linkedname=project
group.0.namekey=portfolio
group.0.notime=false
group.0.valuefield=project:portfolio:name
group.0.valueformat=string
group.1.linkedname=role
group.1.namekey=view.relatedcolumn
group.1.namekeyargkey.0=role
group.1.namekeyargkey.1=name
group.1.valuefield=role:name
group.1.valueformat=string
group.2.name=Project
group.2.valuefield=project:name
group.2.valueformat=HTML
textmode=true

 

Screenshot for column view.

 

 

Summary tab: The portfolio name isn't showing.

 

 

Chart tab: Group data by Project | Portfolio but isn't showing the portfolio name in the Chart.

 

 

 

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Best answer by Sujatha_TS

Hi there, 

here is the step to follow: 

Create - Task Report 

Add columns required

hit on groups - switch to text mode and use the below : 

 

group.0.linkedname=role
group.0.namekey=view.relatedcolumn
group.0.namekeyargkey.0=role
group.0.namekeyargkey.1=name
group.0.valuefield=role:name
group.0.valueformat=string
group.1.linkedname=project
group.1.namekey=view.relatedcolumn
group.1.namekeyargkey.0=project
group.1.namekeyargkey.1=name
group.1.valuefield=project:name
group.1.valueformat=string
group.2.displayname=
group.2.linkedname=project
group.2.namekey=view.relatedcolumn
group.2.namekeyargkey.0=project
group.2.namekeyargkey.1=portfolio:name
group.2.querysort=project:portfolio:name
group.2.textmode=true
group.2.valuefield=project:portfolio:name
group.2.valueformat=HTML
textmode=true

 

This should be able to pull the right bucket you are looking for. 

If this helped you, please mark correct to help others!

thanks. Sujatha

2 replies

Madalyn_Destafney
Community Advisor
Madalyn_DestafneyCommunity Advisor
Community Advisor
February 15, 2024

Hi there, your text mode is correct, that is what would pull job role. Are you sure that:

- Your users you're pulling have job roles assigned?

- All the tasks have either a user or a role assigned? If it has neither, it'll pull as No Value.

 

On the portfolio piece, update your text mode to:
group.0.linkedname=project
group.0.name=
group.0.namekeyargkey.0=project
group.0.namekeyargkey.1=portfolio:name
group.0.querysort=project:portfolio:name
group.0.valuefield=project:portfolio:name
group.0.valueformat=HTML
textmode=true

You will not be able to see the portfolio groupings in a chart, only in Details. Charts can't be built with text mode groupings/not native groupings.

If this helped you, please mark correct to help others : )
    S
    Sujatha_TSAccepted solution
    Level 4
    February 15, 2024

    Hi there, 

    here is the step to follow: 

    Create - Task Report 

    Add columns required

    hit on groups - switch to text mode and use the below : 

     

    group.0.linkedname=role
    group.0.namekey=view.relatedcolumn
    group.0.namekeyargkey.0=role
    group.0.namekeyargkey.1=name
    group.0.valuefield=role:name
    group.0.valueformat=string
    group.1.linkedname=project
    group.1.namekey=view.relatedcolumn
    group.1.namekeyargkey.0=project
    group.1.namekeyargkey.1=name
    group.1.valuefield=project:name
    group.1.valueformat=string
    group.2.displayname=
    group.2.linkedname=project
    group.2.namekey=view.relatedcolumn
    group.2.namekeyargkey.0=project
    group.2.namekeyargkey.1=portfolio:name
    group.2.querysort=project:portfolio:name
    group.2.textmode=true
    group.2.valuefield=project:portfolio:name
    group.2.valueformat=HTML
    textmode=true

     

    This should be able to pull the right bucket you are looking for. 

    If this helped you, please mark correct to help others!

    thanks. Sujatha

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