


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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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.
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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
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