Project Reports for PMs: How can I show who was assigned as Creative Lead? | Community
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J
JamesMa4
Level 4
November 4, 2021
Solved

Project Reports for PMs: How can I show who was assigned as Creative Lead?

  • November 4, 2021
  • 2 replies
  • 951 views

Hello all, I currently provide a report for each Project Manager showing all their current projects, listing project name, description, start date, due date, %complete, and status. They are requesting to also see who is assigned to each project in the role of Creative Lead on this report. It seemed like something very easy to do, but when I try to add a column for this, I can't find the criteria that would return the assigned Creative Lead for each project. Any ideas? Thank you, James

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    Best answer by cabutter

    This requires a text mode using collections.

    I reworked an example I used on a different report.

    displayname=Creative Lead

    listdelimiter=

    listmethod=nested(projectUsers).lists

    textmode=true

    type=iterate

    valueexpression=IF(CONTAINS("Creative Lead",{user}.{role}.{name}),{user}.{name})

    valueformat=HTML

    This will work if the first paramter in Contains() matches the name of the role you're assigning

    Some improvements that could be made...

    use the projectUserRoles collections (found in the API Explorer: Project -> Collections) - which would change the fields in bold to...

    listmethod=nested(projectUserRoles).lists

    valueExpression=IF({user}.{role}.{ID} = "ID_OF_CREATIVE_LEAD_ROLE",{user}.{name})

    Collections are a little funky to deal with.

    2 replies

    C
    cabutterAccepted solution
    Level 2
    November 4, 2021

    This requires a text mode using collections.

    I reworked an example I used on a different report.

    displayname=Creative Lead

    listdelimiter=

    listmethod=nested(projectUsers).lists

    textmode=true

    type=iterate

    valueexpression=IF(CONTAINS("Creative Lead",{user}.{role}.{name}),{user}.{name})

    valueformat=HTML

    This will work if the first paramter in Contains() matches the name of the role you're assigning

    Some improvements that could be made...

    use the projectUserRoles collections (found in the API Explorer: Project -> Collections) - which would change the fields in bold to...

    listmethod=nested(projectUserRoles).lists

    valueExpression=IF({user}.{role}.{ID} = "ID_OF_CREATIVE_LEAD_ROLE",{user}.{name})

    Collections are a little funky to deal with.

      C
      cabutter
      Level 2
      November 4, 2021

      I went and tweaked my old example:

      The "improvement" looks something like this:

      valueexpression=IF({role}.{ID} = "5d9d319f014448e648df203e89cffe81",{user}.{name})

      you can find the ID of the role by adding it as a column on the view in the roles list in the admin setup menu.

      J
      JamesMa4Author
      Level 4
      November 4, 2021

      Thanks so much Connor! I haven't done much with text mode yet (it's on my list to get up to speed on), but this worked.

      RandyRoberts
      Community Advisor
      RandyRobertsCommunity Advisor
      Community Advisor
      November 5, 2021

      I use Project form fields to designate creative lead, scientific lead, D2D lead, etc. This way the PM can assign anyone they want regardless of Role. Reporting is easy when it's a form field too.

      J
      JamesMa4Author
      Level 4
      November 8, 2021

      That's a good point Randy, and something to consider. Definitely easier to report on items that are on a form. Thanks, James

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