Hello! I am trying to create a report that filters and shows a list of projects and their planned hours for the current week only. I have played around with a task, hour, and project report and I cannot find a way to show just current week or next 7 days hours vs. all hours for the entire project or remaining hours for the entire project.
Topics help categorize Community content and increase your ability to discover relevant content.
Hi Chloe,
Not a perfect solution, but an approach you could take is to build a task report and then:
You will now see a report that shows the total planned task hours for each project, where the tasks are due to either start or complete in the current week.
There is some nuance with this report in that if a task is due to start in one week and complete in another, the planned hours will show in this weeks report as well as the next, but this should get you closer to what you are trying to achieve.
Best Regards,
Rich.
Thanks, Rich!
Views
Replies
Total Likes
Hi Chloe,
Particularly (as Rich pointed out) if your tasks do span more than a week, I invite you to consider our Resource Contouring solution (particularly the Capacity Charting and Heatmap sections in the latter part of the video) which lets you visualize and manage resources using rollup Hours by Day, Week, or Month with no “Special Math” required.
Regards,
Doug
Views
Replies
Total Likes
Thanks, Doug!
Views
Replies
Total Likes
Hi @Chloe Washington‚
I agree with @Richard Leek‚ , but I was also trying to collect planned hours with respect to duration in each portfolio. But honestly speaking, could not succeeded yet. Because many fields not available in Task report such as "Portfolio Name" in grouping. Also, when you select task planned completion date this year, we cannot filter hours for tasks which are started a year before and continuing next year too.
But still I am looking such a good solution, may any of in the community can help in this regard. Very much appreciated. We cannot include any add-on solution.
Looking for your expertise in this regard.
Mvh
Kundan.
Views
Replies
Total Likes
Hi Kundan, if I find anything additional as I work on this report I will let you know!
Views
Replies
Total Likes