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Heather_Kulbacki
Community Advisor
Heather_KulbackiCommunity Advisor
Community Advisor
March 12, 2021
Solved

Is this report even possible

  • March 12, 2021
  • 1 reply
  • 1015 views

Ideally I'd like a task report that pulls in the planned hours and actuals hours for a specific role or user when there are multiple roles/users assigned to the same task.

I've tried an Assignments report - that gives me the planned hours for just a single assignee on the task when there are multiple assignees, but only gives me actual hours for the whole task.

I've tried an Hours report grouped by task - that gives me the actual hours for just the single assignee, but only gives me the planned hours for the whole task.

I'm guessing this is something I need to bring up next time I talk to the New Reporting team, but still hopeful that someone here has something we haven't thought of.

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Best answer by TealeMcCleaf

Hi Heather,

Give this a try...

valueexpression=IF(ISBLANK({assignedToID}),CONCAT({role}.{name}," - ",{actualWorkCompleted}/60,' / ',{workRequired}/60," Hours"),CONCAT({assignedTo}.{name}," - ",{actualWorkCompleted}/60,' / ',{workRequired}/60," Hours"))

listdelimiter=<br>

listmethod=nested(assignments).lists

valueformat=HTML

displayname=Assignment Breakdown

textmode=true

type=iterate

I have this in a column on a Task report and it pulls the User and Job Role assigned, their individual allocation of time on the task and the actual / planned hours.

Hope this helps,

Teale

1 reply

T
TealeMcCleafAccepted solution
Level 6
March 13, 2021

Hi Heather,

Give this a try...

valueexpression=IF(ISBLANK({assignedToID}),CONCAT({role}.{name}," - ",{actualWorkCompleted}/60,' / ',{workRequired}/60," Hours"),CONCAT({assignedTo}.{name}," - ",{actualWorkCompleted}/60,' / ',{workRequired}/60," Hours"))

listdelimiter=<br>

listmethod=nested(assignments).lists

valueformat=HTML

displayname=Assignment Breakdown

textmode=true

type=iterate

I have this in a column on a Task report and it pulls the User and Job Role assigned, their individual allocation of time on the task and the actual / planned hours.

Hope this helps,

Teale

    Heather_Kulbacki
    Community Advisor
    Heather_KulbackiCommunity AdvisorAuthor
    Community Advisor
    March 15, 2021

    Thank you! This was helpful.

    Once I added this column into a task report, I was asked if we could get the planned/actuals for a particular user instead of all users on the task. But with this as the base, a little tweaking got us exactly what we needed.

    F
    FemkeCr
    Level 4
    January 18, 2022

    Hi @Heather Kulbacki‚ ,

    I'm trying to make this work in a calculated column to show the assignment planned hours for the particular user, filtered with the $$USER.ID wildcard.

    Could you specify what little tweaking you did to make this info user-specific instead of all users on the task?

    Hopefully, that will help me finalize my calculation.

    But maybe it's not even possible what I want 😏 .

    Kind regards,

    Femke

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