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SOLVED

How to add a column in the Programs view that shows # of projects?

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Level 4

The subject says it all.  Does anyone know how to add a column in the Programs view that shows how many projects are under each program?  I would want to filter out complete, dead, etc.

 

TIA!

1 Accepted Solution

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Correct answer by
Community Advisor

I would recommend just using an exists statement in your filter in that case. Something like

 

EXISTS:a:$$EXISTSMOD=NOTEXISTS

EXISTS:a:$$OBJCODE=PROJ

EXISTS:a:programID=FIELD:ID

 

View solution in original post

7 Replies

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Level 4

Hi Justin, 

If you just need the project count it would be easier to create a project report and group by program. This will allow you to: (a) get a count of projects by program, and (b) create a bar chart to visually display the data.
- Matt

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Level 4

I'm hoping to target programs with 0 projects under them - this would not show up in a project report.

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Correct answer by
Community Advisor

I would recommend just using an exists statement in your filter in that case. Something like

 

EXISTS:a:$$EXISTSMOD=NOTEXISTS

EXISTS:a:$$OBJCODE=PROJ

EXISTS:a:programID=FIELD:ID

 

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Community Advisor

Hi Justin - you can't count a collection unfortunately but you can list the projects if that helps your scenario in anyway. 

 

valueformat=HTML
textmode=true
type=iterate
listdelimiter=<p>
displayname=Project Names
listmethod=nested(projects).lists
valuefield=name

 

 

I believe it's possible to count and return a value to a custom field on a program custom form if you have Fusion. 




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Level 1

I am looking to do the same thing. Here is my usecase. 

1. We create Portfolios to organize our work and name them by month (FY25_01_Jan, FY25_02_February...etc)

2. We create Programs that live within the Portfolio Month.

3. After we create Portfolios and Programs, we create Projects that live within a specific Program and in that specific Month Portfolio.

4. I want to select Portfolios from Hamburger menu and then select the FY25_04_April.

5. In viewing the FY25_04_April, I will see all the Programs that have been created, but not the number of Projects in each Program in this view. 

6. Like the other thread mentioned. In the FY25_04_April Portfolio View, I do not want to click into each Program to see if there are Projects that the team has entered. 

7. I want to add a column that can tally's or count the number of Projects in the Program and show me in a column. 

8. This way I can alert my team that "hey, no projects have been entered for the XorY Program" do it my Friday. 


I will try this per earlier threads:

 

EXISTS:a:$$EXISTSMOD=NOTEXISTS

EXISTS:a:$$OBJCODE=PROJ

EXISTS:a:programID=FIELD:ID

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Level 1

@KellieGardner @Justin_Charles @skyehansen @MattMc2  what do you think of myuse case above?

@skyehansen  i cant get 

 

EXISTS:a:$$EXISTSMOD=NOTEXISTS
EXISTS:a:$$OBJCODE=PROJ
EXISTS:a:programID=FIELD:ID

 

in the right place. can you help based on my usecase?

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Level 1

UPDATE:

 

When you viewing a Portfolio, on the left menu you can select Programs AND Projects! 

Duh. I have 14 Programs, and if I select the Projects menu icon on the left, it switches to only Projects in my Programs...and I have 34 of them.  Then you can group them by Program.

 

So SIMPLE!  Did not see the icon, right.there.in.front.of.me!