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

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Administrator

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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