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Project field on task report question

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Level 1

How can I get the Project Manager name to populate on a task-level report? It's not a specific task or project field but I can get it to populate on project reports and not on task reports. 

I've even tried this formula which has worked on project-level reports but hasn't worked on task-level reports:
description=Project Manager
displayname=Project Manager
listdelimiter=<div>
listmethod=nested(projectUsers).lists
type=iterate
valueexpression=IF({user}.{role}="Project Manager",CONCAT({user}.{name}),"")
valueformat=HTML
I know Adobe's focus is more on building APIs with other reporting tools than on actually updating their reporting capabilities, but there has to be a way to do this right?

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1 Accepted Solution

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Correct answer by
Community Advisor

sometimes when people say "project manager" what they really mean is the project owner. However, since you've given me the text mode you're using, I'll just mention that since you are on a task level report and not a project level report, you would need to add one extra word (and a period) to your listmethod. We have a number of different ways to show it, but I usually will try "listmethod=nested(project.projectUsers).lists" first -- so see if that works for you.

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5 Replies

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Correct answer by
Community Advisor

sometimes when people say "project manager" what they really mean is the project owner. However, since you've given me the text mode you're using, I'll just mention that since you are on a task level report and not a project level report, you would need to add one extra word (and a period) to your listmethod. We have a number of different ways to show it, but I usually will try "listmethod=nested(project.projectUsers).lists" first -- so see if that works for you.

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Level 1

Glorious! Thank you so much that pulled in as a column! 

Do you know how to change that text mode into a grouping? I added "group.0." before each line and it didn't like that.

Thank you again!

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Community Advisor

You can't group by a collection. If that is important to you, you should probably just include a custom field on the project's custom form to indicate who the project manager is. if this equates to the project's owner, you can definitely group by that field.

 

If there are supposed to be multiple project managers per project, this will be another case where you won't be able to group by that field.

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Level 1

Good to know, thank you!

 

Yes in 98% of our cases, the PM is the owner so that could work for the other chart. Is it a text mode grouping or is there a field I'm missing?

 

Thanks so much for your help with these!

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Community Advisor

if the project owner could work, just type in project owner name when you get to adding the grouping, and it should come right up if you are on a task report.