Quick Tip: How to add Portfolios and Programs columns to a Task report

[kynabaker16]

Program and Portfolio Owners as well as other stakeholders may find it helpful to group a Task report by Program or Project if, for example, they want to see all of the tasks in a specific program or portfolio that are overdue. To do this, simply edit your report, navigate to the grouping area and switch to text mode. Then paste the following code!

Group a Task Report by Portfolio:

group.0.displayname=Portfolio

group.0.valueformat=HTML

group.0.valuefield=project:portfolio:name

Group a Task Report by Program:

group.0.displayname=Program

group.0.valueformat=HTML

group.0.valuefield=project:program:name

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[cma1]

Hi we have several instances where either the program or portfolio is used for different purposes. Is there a way to create conditional grouping?

So if there is no Portfolio associated with that task it will instead pull in the Program. 

[Femke_Crijns]

I think having a Program without an associated Portfolio is impossible. 

But if it is, then the grouping text mode would probably be:

group.0.displayname=Portfolio or Program
group.0.valueexpression=IF(ISBLANK({project}.{portfolio}.{name}),{project}.{progam}.{name},{project}.{portfolio}.{name})
group.0.valueformat=HTML
textmode=true