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SOLVED

Reporting Help

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Level 4

I'm trying to think of a way to filter a report to see a specific set of users planned hours. Here is my problem statement:

 

If User A is on project X show me ALL their planned hours for any project.

 

Anyone know if this is possible. I'm hitting roadblocks and can't think of a way to do this. 

 

1 Accepted Solution

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Correct answer by
Level 9
Level 9

There are different ways to arrive at this. This approach uses an Assignments report. This report can include a Planned Hours column that can be summed/grouped by User. 

The below filter in an Assignments report will return a list of user assignments (tasks or issues) where the task or issue:

  • is in New or In Progress Status
  • has Planned Hours greater than 0
  • is assigned to anyone on the Project Team associated to Project X

That does mean you have to hard code the project ID of Project X in the filter's text mode.

EXISTS:a:$$EXISTSMOD=EXISTS
EXISTS:a:$$OBJCODE=PRTU
EXISTS:a:projectID=project_X_ID_here
EXISTS:a:userID=FIELD:assignedToID
task:status=INP NEW
task:status_Mod=in
workRequired=0
workRequired_Mod=gt
OR:1:EXISTS:b:$$EXISTSMOD=EXISTS
OR:1:EXISTS:b:$$OBJCODE=PRTU
OR:1:EXISTS:b:projectID=project_X_ID_here
OR:1:EXISTS:b:userID=FIELD:assignedToID
OR:1:opTask:statusEquatesWith=INP NEW
OR:1:opTask:statusEquatesWith_Mod=in
OR:1:workRequired=0
OR:1:workRequired_Mod=gt

 
Hope that helps.

-WE

View solution in original post

2 Replies

Avatar

Correct answer by
Level 9
Level 9

There are different ways to arrive at this. This approach uses an Assignments report. This report can include a Planned Hours column that can be summed/grouped by User. 

The below filter in an Assignments report will return a list of user assignments (tasks or issues) where the task or issue:

  • is in New or In Progress Status
  • has Planned Hours greater than 0
  • is assigned to anyone on the Project Team associated to Project X

That does mean you have to hard code the project ID of Project X in the filter's text mode.

EXISTS:a:$$EXISTSMOD=EXISTS
EXISTS:a:$$OBJCODE=PRTU
EXISTS:a:projectID=project_X_ID_here
EXISTS:a:userID=FIELD:assignedToID
task:status=INP NEW
task:status_Mod=in
workRequired=0
workRequired_Mod=gt
OR:1:EXISTS:b:$$EXISTSMOD=EXISTS
OR:1:EXISTS:b:$$OBJCODE=PRTU
OR:1:EXISTS:b:projectID=project_X_ID_here
OR:1:EXISTS:b:userID=FIELD:assignedToID
OR:1:opTask:statusEquatesWith=INP NEW
OR:1:opTask:statusEquatesWith_Mod=in
OR:1:workRequired=0
OR:1:workRequired_Mod=gt

 
Hope that helps.

-WE