REPORT : Parent Task AND subtasks

[EmmaGr]

Hello,

We use for one type of project the Milstone Path to tag both a Project Phase and then the Workstreams in the Project Phase. Under each Workstream there are the tasks that are needed to be done.  We have the same Workstreams under each Project Phase (please see attachment) - so Workstreams can be Logistics or Communication or Governance for example. 

Basically I would like to pull a Workstream report that shows all the tasks that they need to do for that project as its a very long project but we want to keep it contained. So for example : Pull a report that shows all the tasks needed to be done under each Workstream for Logistics (so in the diagram example there would be in the report 4 parent tasks PLUS the sub-tasks under each parent task. So there would be 16 lines if using the attached image). Hope that makes sense!

Can this be done ? 

I have tried both in reports and also in project (using filters).

Thank You so much

Em

@NicholeVargas   

[Richard_Le_]

Hi Emma,

You could try creating a task report that has a primary grouping of Milestone>>Name and a secondary grouping of Parent>>Name. 

This should display all tasks under each milestone and workstream in a similar way as you depict on the screen shot. You wont get the same task indentation as when viewing in a project, but the task list should display as you desire with the correct sorting.

This should also be possible in a project view by applying the same groupings as the report. 

Best Regards,

Rich.

[EmmaGr]

Thanks @Richard_Le_ 

I have tried this - but what I can't get is just one of the Workstreams.
So for example on the report I want to show:

Milestone : Workstream Logistics and all the corresponding tasks

And this would appear four times because there are four project phases.

Why ? We have several projects which are extremely large (alot of tasks and phases) - and every workstream is owned by some one different we want to create a report showing their tasks for that project.

Thank you

Emma

[KellieGardner · Accepted solution]

HI @EmmaGr -

What are the filters you are using. I would suggest using something like this

Task name contains "Milestone: Workstream Logistics"

OR

Parent Take Name contains "Milestone: Workstream Logistics"

Then you should sort by task number. The report will populate with the tasks in order under their parent task.

[EmmaGr]

Amazing thank you. This and the reply here Custom Report where child tasks are shown and grou... - Adobe Experience League Community - 713195   (couldn't find before today)

Can this be in a tutorial / documentation - thank you for your reply have been trying to resolve for ages  

Em