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Grouping Task Report by Portfolio, Job Role and Project

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Level 2

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.

 

Ryzan99_0-1707963713551.png

 

Summary tab: The portfolio name isn't showing.

 

Ryzan99_1-1707963802044.png

 

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

 

Ryzan99_2-1707964003222.png

 

Ryzan99_3-1707964009450.png

 

1 Accepted Solution

Avatar

Correct answer by
Level 3

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

View solution in original post

2 Replies

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Community Advisor

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 : )

Avatar

Correct answer by
Level 3

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