Expand my Community achievements bar.

The next phase for Workfront Community ideas is coming soon. Learn all about it in our blog!

My client needs a report that groups projects in a..

Avatar

Level 1

My client needs a report that groups projects in an expense report based on the existence of a specific expense type in the list of project expenses. Example, projects with Expense Type "Advertising" vs projects that don't have an expense with this type. Has anyone done anything similar?

Topics

Topics help categorize Community content and increase your ability to discover relevant content.

2 Replies

Avatar

Level 10

Hi Mark,

Although I do have a couple of messier suggestions that would yield a single report with groupings (kinda) by the special expense type, I’ll first offer a cleaner approach: create two project reports using EXISTS and NOT EXISTS for the expense type in question, respectively, similar to these examples from @NRYN R - inactive‚ .

Regards,

Doug

Thank you for helping!

Here is the code I tried. I must be referencing incorrectly. On a Project opject report

EXISTS:A:$$OBJCODE=PROJ

EXISTS:A:ID=FIELD:projectID

EXISTS:A:expense:DE:Expense AOR TA Flag=1

or

EXISTS:A:$$OBJCODE=PROJ

EXISTS:A:ID=FIELD:projectID

EXISTS:A:expense:Expense AOR TA Flag=1

or on an Expense object Report

EXISTS:A:$$OBJCODE=PROJ

EXISTS:A:ID=FIELD:projectID

EXISTS:A:expense:Expense AOR TA Flag=1

or

EXISTS:A:$$OBJCODE=PROJ

EXISTS:A:ID=FIELD:projectID

EXISTS:A:Expense AOR TA Flag=1