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How to Create a Group "Project>>Portfolio Name" to Access in Task Report?

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Level 10

Hi

Is it possible to create a Group "Project>>Portfolio Name" to Access in Task Report? So the task can be grouped in Portfolio Name in Charts.

best regards,

@Kundan Kumar‚

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3 返信

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Level 4

@Kundanism , did you ever find a solution to this?

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Level 10

Not yet, any suggestion James. Appreciate, if any. Thanks and regards.

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Community Advisor

@Kundanism @JamesM-MERGE  do you have a custom form that is on all tasks? If so have you tried creating a calculated field on that form to pull the portfolio name? Once you have that in a field you should be able to group by that for your chart.

calculation: {project}.{portfolio}.{name}