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Level 3
July 10, 2020
Solved

Report showing projects shared with User.

  • July 10, 2020
  • 2 replies
  • 1793 views

Is there a way to create a report that shows all active projects that have been shared with the User, even when the User was not assigned to a task or added to Staffing?

It would be great if these projects would show up in the Projects I'm On tab, or maybe another tab could be added to show them.

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Best answer by skyehansen

hi Shawn, here is your report filter we chatted about earlier today. I tested it briefly on myself and it seemed to work.

Of course you would add some sort of active project filter to it (e.g. project status equates with active), but this is the "shared with user" portion of the filter.

You can also add the report to a dashboard so that users can make a tab out of it if they wish or if you wish.

accessRules:accessorID=$$USER.ID

accessRules:accessorID_Mod=cicontains

It was nice to meet you!

2 replies

skyehansen
Community Advisor
skyehansenCommunity AdvisorAccepted solution
Community Advisor
July 31, 2020

hi Shawn, here is your report filter we chatted about earlier today. I tested it briefly on myself and it seemed to work.

Of course you would add some sort of active project filter to it (e.g. project status equates with active), but this is the "shared with user" portion of the filter.

You can also add the report to a dashboard so that users can make a tab out of it if they wish or if you wish.

accessRules:accessorID=$$USER.ID

accessRules:accessorID_Mod=cicontains

It was nice to meet you!

ShawnMeAuthor
Level 3
July 31, 2020

Thank you very much, Skye! Nice you meet you and the group, as well. I will give it a try.

_Manish_Singh
Level 9
May 17, 2022

Hello Skye,

I'm looking for something similar - "Report showing portfolios NOT shared with a team". I'm trying to use team ID as a filter here. We will use this report on a exception dashboard for monthly audits.

Do you have any text mode filter that will work here?

Thanks!

skyehansen
Community Advisor
Community Advisor
May 17, 2022

hi Manish, the code I posted here should work (you would of course sub in the correct GUID instead of using "public"): https://one.workfront.com/s/question/0D54X00006fsK0cSAE/forms-shared-systemwide

_Manish_Singh
Level 9
May 18, 2022

Excellent. Thank you so much 🙂