Is this report even possible

[Heather_Kulbacki]

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.

[TealeMcCleaf · Accepted solution]

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]

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.

[Femke_Crijns]

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

[Heather_Kulbacki]

Hi Femke,

This is what I ended up using for my calculated column:

displayname=Hours: Planned/Actual

listdelimiter=<br>

listmethod=nested(assignments).lists

textmode=true

type=iterate

valueexpression=IF(CONTAINS("User's first or last name",{assignedTo}.{name}),CONCAT({assignedTo}.{name},": ",{workRequired}/60,' / ',{actualWorkCompleted}/60," Hours"))

valueformat=HTML

I also used a report filer of: Assignment Users >> ID = Same User's Name

Example of the output

Hope that helps

[Femke_Crijns]

Thanks for your answer, Heather. I understand now that you already have a personalized report (filtered for a specific user).

I was hoping to get the same results in a column using a USER-wildcard in the filter, but I understand that this is not possible (yet).

Thanks anyway for taking your time to reply!