Planned hours and actual hours per assignee when multiple assignees per task

[NickVa1]

Hey WF Community,

Has anyone cracked the code on generating a report that shows planned hours and actual, by assignee, for any given calendar date range, when there are many assignees on a given task?  That last part is the kicker.  If we only had one assignee per task I could generate this report.

I've received this request from users many times over the years and I'm yet to find a reporting solution within WF that can accommodate this.

Thanks,

Nick

[AmyReilly]

Could you share how you generate the report when you have only one assignee?  That would be helpful for us.

[NickVa1]

Hi @AmyReilly  - see attached screenshots.  You would be using an Hours report.
Cheers!

[AmyReilly]

Thank you!  We are still trying to find out how to divide out the planned hours by day, so this isn't quite what we're looking for.  (For now, we're doing it in Power BI, but would love to do it in Workfront.)

[NickVa1]

Ahh, yes, I get you now.  It is a limitation in standard WF reporting, and we too, are pushing data to a BI tool to get what we need.

If they could add the actual hours to the Workload Balancer, since the planned hours per resource is already there, that would be a step in the right direction.

[skyehansen]

I don't think this can be done, but you can probably get close using the same hours report. Your kicker is that currently the hours report is only storing the task (or issue) planned hours. Anything else would involve calling the collection on the task assignments. I'll only give a sample here -- it would look something like this:

displayname=Column Name
listdelimiter=<p>
listmethod=nested(task.assignments).lists
type=iterate
valueexpression=CONCAT({workRequired},' - ',{assignedTo}.{name})
valueformat=HTML

As you can see, I am calling the collection of assignments off the task object in your hours report. If you had enough familiarity with valueexpressions (and collections), you could maybe drill down further (reminder: your valueexpression statement is performing calculations in the Assignment object, so look in Assignment for the workRequired and assignedTo fields).

If you don't have the familiarity or if your needs are too specific, this sample would at least give you the breakdown of all assignments.

[NickVa1]

Thanks for the suggestion, Skye.

Unfortunately, I need to sort, group, aggregate and chart on the Assignment object's Planned Hours.  We'll likely try and solve for this by pushing the data to external databases and BI tools with more flexibility.