I need to run a report for our leadership team that shows any projects with a specific pool of users on them and what users they are.
I've tried doing this at the task level but the data just doesn't present itself in a way that leadership wants to see.
My vision is to have it as a project report with the following columns:
Project Name | Project Status | Column that lists only specific users names if they meet the criteria
Can this be done by referencing a collection of user data? Can I filter by user data as well?
@Doug Den Hoed‚ tagging you as the text mode genius and wondering if you have any ideas.
Thanks,
Kellie
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I was able to solve my own problem after a lot of trial and error. Here is the code if anyone is looking
displayname= *enter the name of your field*
listdelimiter=<div>
listmethod=nested(projectUsers).lists
textmode=true
type=iterate
valueexpression=IF({user}.{teamID}="id of name",{user}.{name},"")
valueformat=HTML
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I think if I were to try something like this, I would start with an Assignment report with a prompt for Resource Pool and Date Range. You could also add a prompts for client and or portfolio to narrow it down. Add columns for project name, project status, User name. And filter accordingly.
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There are a few issues with this type of report that won't get leadership the clean view they want.
1) I can't filter by resource pool in a task or assignment report (maybe I'm missing where to do it but I haven't found it anywhere - maybe in text mode?)
2) this will show every issue, task, etc they are assigned when leadership just wants a clean project list to quickly identify which projects have their resources assigned.
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I was able to solve my own problem after a lot of trial and error. Here is the code if anyone is looking
displayname= *enter the name of your field*
listdelimiter=<div>
listmethod=nested(projectUsers).lists
textmode=true
type=iterate
valueexpression=IF({user}.{teamID}="id of name",{user}.{name},"")
valueformat=HTML
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Replies
Total Likes
Great job Kellie: I'd set this one aside to look at later, but am impressed that you solved it on your own!
Regards,
Doug
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