Is there a magical way to export the milestone report in excel?

Question

Our team is regularly asked to fill in the example excel I've posted and this is currently a manual process that involves copying the data from our milestone report into this excel. I can already hear you all say, why do you have to fill this in? That is because the group asking us to fill this in partners with many other groups and companies that do not use Workfront. Many of the projects listed are not managed by us. If we were at least able to export the milestone report we could easily pull in our data faster.

Ali_Pentico · Answer

I don't have the magical export option. But I have used text mode in project reports to create something similar that can be exported. This also helps if you need any additional information that is not captured in the milestone report. Below is an example of the text mode I have used (this would go into a column of your report). You would update the valueexpression line to match your scenario: milestone name, planned/actual/projected completion, etc. Then repeat for each milestone you need. There is an article on Workfront One breaks down using collections in reports - here. Hope this helps!

displayname=Pln Execution End

listdelimiter=&zwj;

listmethod=nested(tasks).lists

textmode=true

type=iterate

valueexpression=IF({milestone}.{name}="3 Execution",{plannedCompletionDate},null)

valueformat=HTML

Sign up

Login with SSO

Login to the community

Login with SSO

Scanning file for viruses.

This file cannot be downloaded