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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

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Level 3

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?

 

1 Accepted Solution

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Correct answer by
Level 10

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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Avatar

Correct answer by
Level 10

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.