Your achievements

Level 1

0% to

Level 2

Tip /
Sign in

Sign in to Community

to gain points, level up, and earn exciting badges like the new
Bedrock Mission!

Learn more

View all

Sign in to view all badges

Project/Milestone Report Help


Level 1
Hi community, I'm new to custom reports and was hoping for some guidance from the collective expertise here. I'm trying to create a report that contains the following information Portfolio Name | Program Name | Project Name | Task Name | Task % Complete | Task Start On | Task Due On | Project Sponsor | Project Owner I'm having a hard time figuring out how to connect portfolio/program/project details to task details. Thanks! -Chris Chris Connors IGM Financial

Topics help categorize Community content and increase your ability to discover relevant content.

2 Replies


Level 10
Hi Chris, I'd suggest you use a calculated custom data parameter to pull the Portfolio and Program information of interest down to the Project level, as described in our "">How's My Portfolio blog post. Regards, Doug Doug Den Hoed - AtAppStore Got Skills? Lend a hand!


Level 7
Hey @Chris Connors From a task report you should be able to pull in all the task/project information you require. Then use this text mode for the department name: displayname=Portfolio linkedname=project namekey=view.relatedcolumn namekeyargkey.0=project namekeyargkey.1=name querysort=project:program:portfolio:name textmode=true valuefield=project:program:portfolio:name valueformat=HTML And then another column for program: displayname=Program linkedname=project namekey=view.relatedcolumn namekeyargkey.0=project namekeyargkey.1=name querysort=project:program:name textmode=true valuefield=project:program:name valueformat=HTML Hope this helps! Vicky Fitzgerald Telegraph Media Group Limited