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MarkSa18
Level 2
June 16, 2025
Solved

How to create a Matrix report for milestones

  • June 16, 2025
  • 3 replies
  • 1328 views

I currently have a report that lists Milestones under each corresponding Project. I would like to recreate this report only in a horizontal layout (matrix?) where column heading is the milestone name and each row is a different project name.

Any suggestions?

    Best answer by MarkSa18

    Hi! Did you have any luck? I'm trying to do the exact same thing you are. I'd love to see project name, task name, assignee, milestone name, planned completion and actual completion. Seems we are limited on the number of columns we can have?


    Hi! I am still working on a report that displays milestone data in a linear way...I haven't pushed the column max yet although I may since I would like to see upwards 60 milestones. As you know it's tedious coding each column with milestone name etc...I plan to keep chipping away at solutions until I find something -the matrix view of Milestones is where I would like to land only you can't export in that view.

    3 replies

    skyehansen
    Community Advisor
    skyehansenCommunity Advisor
    June 16, 2025

    You could do this a number of ways. Based exactly on your question, you would set up a task report, filter on milestoneID is not blank, and switch over to a matrix grouping where the project name is to the left and the milestone name is above.

     

    I prefer and recommend a project report using the milestone view.

     

    You can also set up milestone columns based on text mode like the below:

    https://experienceleaguecommunities.adobe.com/t5/workfront-questions/displaying-a-specific-milestone-due-date-in-a-column-task-report/m-p/651452#M58910

    KellieGardner
    Community Advisor
    KellieGardnerCommunity Advisor
    Community Advisor
    June 16, 2025

    The only way to do this is to run a project report and use text mode to get the milestones of tasks.

     

    Example:

     

    Text mode:

    displayname=*Name of your Column* listdelimiter=<div> listmethod=nested(tasks).lists type=iterate valueexpression=IF({milestone}.{ID}="**ID of your milestone**",CONCAT({plannedCompletionDate},": ",{percentComplete},"%")) valueformat=HTML

     

    (mine pulls in the planned completion date and % complete but you could pull in any task data you wanted)

     

    M
    MarkSa18Author
    Level 2
    June 17, 2025

    Thank you @kelliegardner I am testing that next. I appreciate your help.

    Best,

    Mark

    Erika_Antkowiak
    Erika_Antkowiak
    Level 4
    June 16, 2025

    Hi @marksa18! We created the exact report you are describing and I'm happy to share how we built it. Matrix reports can be a game changer so you'll have to let me know how this goes for you. 

     

    1. Create a new task level matrix report.
    2. Select your columns. We used the following:
      • Project Name,
      • Task Name,
      • Task Assignments,
      • Duration,
      • Planned Hours,
      • Actual Hours, 
      • Planned Start Date,
      • Planned Completion Date,
      • % Complete
    3. Select your groupings. In matrix reports, you have row grouping options and column grouping options. We used the following:
      • Row
        • Assigned to > Name (You don't have to include this on your report if it isn't important to you)
        • Project > Name
      • Column
        • Milestone > Name
    4. Add your filters. We used the following: 
      • Task > Assigned to ID = Is Not Blank
      • Task > Milestone ID = [Include individual Milestones]
    5. Save the matrix report to see the projects displayed on the left (top to bottom) and the milestones across the top (left to right).

    Selections can be adjusted based on what you want to see. Ours is used to compare planned and actual hours per project milestone. Give it a try and let me know how it goes. I'm happy to answer any questions you have. I hope to hear from you shortly! Good luck!

     

    Best,

    E

      M
      MarkSa18Author
      Level 2
      June 17, 2025

      Thank you @erika_antkowiak !

       

      I am trying to display the planned completion date of the task under the column heading of the associated Milestone Name.

      I set up a rough version of your report only when I add second project it does not provide a value on the field.

      Any suggestions>

      Thank you

      Mark

        Erika_Antkowiak
        Erika_Antkowiak
        Level 4
        June 27, 2025

        Hi @marksa18! I apologize for the delay. I read your message above. Are you setting it up so the project is listed first on the grouping and then the planned completion date of the task? Below, I've provided a screenshot on how it can be done. Let me know if this helps or if you are looking for something additional.

         

         

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