Grouping Task Report by Portfolio, Job Role and Project

[Ryzan99]

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.

[Madalyn_Destafney]

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.

[Sujatha_TS · Accepted solution]

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