Portfolio "View" where columns show (1) Project ID, and associated (2) Task IDs and status and any (3) Issue IDs and status | Community
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shanemckinney13
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April 17, 2023
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Portfolio "View" where columns show (1) Project ID, and associated (2) Task IDs and status and any (3) Issue IDs and status

  • April 17, 2023
  • 1 reply
  • 661 views

Hi Community, 
How do I create a "View" in Portfolio that displays columns showing the (1) Project ID, and associated (2) Task IDs and status, and any (3) Issue IDs and status?

 

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Best answer by RandyRoberts

Those would all be collections. On a Portfolio report, you can show Active projects with this code in a column:

 

displayname=Active Projects listdelimiter=<div> listmethod=nested(projects).lists textmode=true type=iterate valueexpression=IF({status}="CUR", CONCAT("• ", {name}), "") valueformat=HTML

 

You cannot show Tasks or issues from a Portfolio report because that would be a collection of a collection (tasks and issues are project collections). You could click into a project and see a collection of tasks and/or issues for that project though.

TIP: if this solved your problem, I invite you to consider marking it as a Correct Answer to help others who might also find it of use.

1 reply

RandyRoberts
Community Advisor
RandyRobertsCommunity AdvisorAccepted solution
Community Advisor
April 17, 2023

Those would all be collections. On a Portfolio report, you can show Active projects with this code in a column:

 

displayname=Active Projects listdelimiter=<div> listmethod=nested(projects).lists textmode=true type=iterate valueexpression=IF({status}="CUR", CONCAT("• ", {name}), "") valueformat=HTML

 

You cannot show Tasks or issues from a Portfolio report because that would be a collection of a collection (tasks and issues are project collections). You could click into a project and see a collection of tasks and/or issues for that project though.

TIP: if this solved your problem, I invite you to consider marking it as a Correct Answer to help others who might also find it of use.

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