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SOLVED

Report to show when Task Owner does not equal Project Owner

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Level 1

Hello,

As part of our resourcing process we assign a particular role on the project as the project Owner. We assign all the tasks first (as this is often done in advance and as part of the planning) and then when we're ready I want to generate a report of all the projects where this role is NOT yet the owner. We have a consistent task (called, Deploy Survey) on all projects which is assigned to the role in question. I started a Task Report where I'm looking to compare the owner of that task and the project owner. If they do not match, I want to see that on the report. This report will become sort of a queue of projects that need our action. 

 

For my filter I currently have: 

assignedToID=project:ownerID
assignedToID_Mod=ne
name=Deploy Survey
name_Mod=cicontains
project:status=CUR PLN
project:status_Mod=in

 

It seems like it wants to work, but my report still generates 100% of my projects regardless of whether those two assignments match or not. 

CallyLa1_0-1737511616483.png

 

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1 Accepted Solution

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Correct answer by
Community Advisor

Hey,

 

Looks like you are nearly there. Since you are filtering one field against another, you need to tell Workfront you are doing this by adding "FIELD:" to your filter criteria. So "assignedToID=project:ownerID" will become "assignedToID=FIELD:project:ownerID"

 

assignedToID=FIELD:project:ownerID
assignedToID_Mod=ne
name=Deploy Survey
name_Mod=cicontains
project:status=CUR PLN
project:status_Mod=in

 

Let me know if this works.

Best Regards,

Rich.

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4 Replies

Avatar

Correct answer by
Community Advisor

Hey,

 

Looks like you are nearly there. Since you are filtering one field against another, you need to tell Workfront you are doing this by adding "FIELD:" to your filter criteria. So "assignedToID=project:ownerID" will become "assignedToID=FIELD:project:ownerID"

 

assignedToID=FIELD:project:ownerID
assignedToID_Mod=ne
name=Deploy Survey
name_Mod=cicontains
project:status=CUR PLN
project:status_Mod=in

 

Let me know if this works.

Best Regards,

Rich.

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Level 1

Thank you, Rich. That makes sense. Unfortunately now I am getting 0 results, when I know there should have a couple hundred. 

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Community Advisor

Hey,

 

That's strange, it works in my instance.

 

Can you make sure that there is a Tab character inbetween "CUR" and "PLN"? Tab characters don't copy over from experience league into Workfront, so if you've done a straight copy and paste of my code this might be the problem.

 

Best Regards,

Rich

 

Avatar

Level 1

Oh wow, you're totally right. Excellent catch! Works perfect! Thank you so much!