Is there a report template that shows all active projects and at what task name each project is at? | Community
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WendyMi2
Level 2
February 5, 2024
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Is there a report template that shows all active projects and at what task name each project is at?

  • February 5, 2024
  • 4 replies
  • 2295 views

Hi There,

 

Looking for a report template or filters and grouping suggestions to have a report that shows all active projects with a team that shows what stage/task each project is at, by task name and planned duration vs. actual duration.

 

Basically "where's the hold up" type of report.

 

Thanks,

 

Wendy

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Best answer by KellieGardner

Hi Wendy -

 

Not sure how advanced you are in reporting but I have several reports I've created using text mode if you are interested and know your way around text mode reporting. Let me know if you want to code for any of these. 

 

This one I call a hot sheet and has tasks due by day this week and then shows next weeks tasks

 

This one is just a list of current tasks in a column with the some project columns. 

 

4 replies

Madalyn_Destafney
Community Advisor
Madalyn_DestafneyCommunity Advisor
Community Advisor
February 5, 2024

Hi there,

 

You can go a couple routes with this, including using project milestone paths to indicate what phase of the project is behind. If you're not using milestone paths, that's a whole can of worms you can read about here:
https://experienceleague.adobe.com/docs/workfront/using/reporting/reports/report-elements/use-milestone-view.html?lang=en 
https://experienceleague.adobe.com/docs/workfront/using/administration-and-setup/customize/approvals-milestones/create-milestone-path.html?lang=en 

 

If you want to go with something simpler, I'd create a task report with:
- Filters for project status is Current (or equates with, depending if you have custom project statuses
Task status and any filters for users (i.e. project group = XYZ).
- Can group by project name
- Add columns for task name, probably assignees, planned duration, actual duration, percent complete


Or if you want to go simpler, just filter in tasks that are with a planned completion date of earlier than $$TODAY to pull in past due tasks.

This is just a start, of course there are other filters/groupings/etc. to add to hone in on what you may need.

 

If this helped you, please mark correct to help others : )
    NicholeVargas
    Adobe Employee
    NicholeVargasAdobe Employee
    Adobe Employee
    February 6, 2024

    Another idea to think about -- If your task list has predecessors associated, you can add a column to your project report that looks for tasks that "Can Start" which would tell you which one is next in line. 

    KellieGardner
    Community Advisor
    KellieGardnerCommunity AdvisorAccepted solution
    Community Advisor
    February 6, 2024

    Hi Wendy -

     

    Not sure how advanced you are in reporting but I have several reports I've created using text mode if you are interested and know your way around text mode reporting. Let me know if you want to code for any of these. 

     

    This one I call a hot sheet and has tasks due by day this week and then shows next weeks tasks

     

    This one is just a list of current tasks in a column with the some project columns. 

     

      J_Mas
      J_Mas
      Level 5
      February 21, 2024

      @kelliegardner I really love this M-F view! Thanks for the idea!

      KellieGardner
      Community Advisor
      KellieGardnerCommunity Advisor
      Community Advisor
      February 21, 2024

      Could you give an example for one of the day columns, as to how you're comparing the task date to the day of the week? I've been playing around with some combinations of DAYOFWEEK, and TODAY(), but my formula is getting out of hand and I feel like there's probably something simplier I'm overlooking.


      Here you go. 

       

      column.2.displayname=Monday
      column.2.sharecol=true
      column.2.textmode=true
      column.2.value=<div style="color: #ff0000;"><em>
      column.2.valueformat=HTML
      column.3.displayname=Monday
      column.3.listdelimiter=<div>
      column.3.listmethod=nested(tasks).lists
      column.3.sharecol=true
      column.3.textmode=true
      column.3.type=iterate
      column.3.valueexpression=IF({plannedCompletionDate}<$$NOW && {plannedCompletionDate}>$$TODAYbw && {plannedCompletionDate}<$$TODAYew && DAYOFWEEK(CLEARTIME({plannedCompletionDate}))=2 && {status} != 'CPL',{name})
      column.3.valueformat=HTML
      column.4.displayname=
      column.4.sharecol=true
      column.4.textmode=true
      column.4.value=</em></div>
      column.4.valueformat=HTML
      column.5.displayname=Monday
      column.5.listdelimiter=<div>
      column.5.listmethod=nested(tasks).lists
      column.5.textmode=true
      column.5.type=iterate
      column.5.valueexpression=IF(({plannedCompletionDate}>$$NOW && {plannedCompletionDate}>$$TODAYbw && {plannedCompletionDate}<$$TODAYew && DAYOFWEEK(CLEARTIME({plannedCompletionDate}))=2) || ({plannedCompletionDate}<$$NOW && {plannedCompletionDate}>$$TODAYbw && {plannedCompletionDate}<$$TODAYew && DAYOFWEEK(CLEARTIME({plannedCompletionDate}))=2 && {status} = 'CPL'),{name})
      column.5.valueformat=HTML

        RandyRoberts
        Community Advisor
        RandyRobertsCommunity Advisor
        Community Advisor
        February 6, 2024

        And here's yet another way to do this…

        This lists the current task number, task name, primary assignee, start and due dates.  Oh, and it's green for easy viewing!

        displayname=Active Task listdelimiter=<hr> listmethod=nested(tasks).lists styledef.case.0.comparison.icon=false styledef.case.0.comparison.leftmethod=ID styledef.case.0.comparison.lefttext=ID styledef.case.0.comparison.operator=notblank styledef.case.0.comparison.operatortype=string styledef.case.0.comparison.righttext= styledef.case.0.comparison.trueproperty.0.name=bgcolor styledef.case.0.comparison.trueproperty.0.value=F5FCF7 styledef.case.0.comparison.truetext= textmode=true type=iterate valueexpression=IF({numberOfChildren}=0,IF({canStart},IF({status}="CPL"||{status}="FLG","",CONCAT({taskNumber},") ",{name}," ∆ ",{assignedTo}.{name}," ∆ ","Start: ",{plannedStartDate},"…","Due: ",{plannedCompletionDate})))) valueformat=HTML width=200

         

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