Project with Task Collection & Need to SUM Task PLN Revenue

[CommunityUs]

Hi there! I have a report where I'm trying to display the total planned revenue of a task with a the name "Invoice Customer". The following facts are true I need to use a project report because that is the only object that can correctly reference a billing record I've built a column w/ a collection pulling the Planned Revenue from any task named "Invoice Customer" Some projects have more than 1 task called "Invoice Customer", this is correct When projects have more than 1 "Invoice Customer" task, I need to be able to SUM the multiple lines that come through in the collection. projects could have up to 10 "Invoice Customer" tasks This is the column that I have so far that is displaying the correct information, but now i need to be able to see the total number instead of the broken out number. displayname=Invoice Customer Planned Revenue listdelimiter= listmethod=nested(tasks).lists textmode=true type=iterate valueexpression=IF({name}="Invoice Customer",{plannedRevenue},null) valueformat=HTML I tried this also but it didn't work: displayname=Invoice Customer Planned Revenue listdelimiter= listmethod=nested(tasks).lists textmode=true type=iterate valueexpression=IF({name}="Invoice Customer",SUM({plannedRevenue}),null) valueformat=HTML Any help here would be much appreciated!

[Doug_Den_Hoed__AtAppStore]

Hi Stephanie, This sounds similar to our new "http://store.atappstore.com/product/estimate/">Estimates solution, which (as per this "https://youtu.be/jzqAps5wGMw">video ) generates a branded, professional PDF right from within Workfront, driving directly off a Project's planned Tasks and Expenses. That said...I do not know of a way to get an aggregate (e.g. your SUM) of an iterated collection (e.g. your "Invoice Customer" Tasks) within Workfront's built in reporting framework. Instead, I'd suggest a Task report with a filter on it, and -- as you'd already decided to use a Project for Billing Record purposes -- suggest that you try to get what you need "through" the Project from the Task. Regards, Doug Doug Den Hoed - AtAppStore Got Skills? Lend a hand! https://community.workfront.com/participate/unanswered-threads