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SOLVED

Resource Reporting help

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Level 4

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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1 Accepted Solution

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Correct answer by
Level 4

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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1 Reply

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Level 10

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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Level 4

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.

Avatar

Correct answer by
Level 4

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

Avatar

Level 10

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