Hi reporting gurus - some time ago, we retroffited a task to existing proejcts and missed adding a predecessor. Need help with a report to help suss out a retrofit issue we had. We have 2,000+ active projects, so need the report to help us zero-in on the projects with issues. Would like to show the following:
1) Tasks titled "sample task" where there is no predecessor with the name "retrofit"
2) Where #1 is true, show both "sample task" and "retrofit" tasks grouped by project on the task report (below code is a workaround to have this task appear in the report)
Below is how far I have gotten:
name=sample task
name_Mod=cieq
predecessorsMM:name=retrofit
predecessorsMM:name_Mod=cinotcontains
project:status=CUR
project:status_Mod=in
status=NEW INP
status_Mod=in
OR:1:handoffDate_Mod=notnull
OR:1:name=retrofit
OR:1:name_Mod=cicontains
OR:1:project:status=CUR
OR:1:project:status_Mod=in
OR:1:status=HFT YCX NOT CPL
OR:1:status_Mod=notin
Note the "predecessorsMM:name" code does not appear to be working as I am seeing results of the "sample task" where the "retrofit" predecessor is already added.
I am not sure, but this may be a candidate for the EXISTS filter. Can anyone please help...?
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Hi Hrug,
If these projects use templates and your ultimate goal is to correct the missing predecessors, I invite you to consider using our Sync Template solution (perhaps even just in your preview environment) to efficiently synchronize the predecessors (among other things) from the template(s) to the (fitered) projects of interest.
Regards,
Doug
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Hi - so I'll be honest, I've never done an Exist filter with a modifier other than equal or not equal, especially "contains" type filter. So not sure if this will work but thought I'd share.
EXISTS:1:$$OBJCODE=PRED
EXISITS:1:successorID=FIELD:ID
EXISTS:1:name=retrofit
EXISTS:1:name_Mod=cinotcontains
name=sample task
name_Mod=cieq
project:status=CUR
project:status_Mod=in
status=NEW INP
status_Mod=in
OR:1:handoffDate_Mod=notnull
OR:1:name=retrofit
OR:1:name_Mod=cicontains
OR:1:project:status=CUR
OR:1:project:status_Mod=in
OR:1:status=HFT YCX NOT CPL
OR:1:status_Mod=notin
I'd also thought I'd share my notes from Jason Webre's Leap session about Exist filters when you are going down the hierarchy (or looking at collections)
Moving Down The Hierarchy
This is for reports where you want to apply a filter based on a many-to-one relationship (Like portfolios that have projects Anthony owns)
EXISTS:1:$$OBJCODE=[Insert Object Code for the Collection]
EXISTS:1:[Collection Object Type's field that matches current object]=FIELD:[Current Object Type's field that matches collection object]
EXISTS:1:[Field on Collection being filtered]=[Condition]
Based on my Example:
EXISTS:1:$$OBJCODE=PROJ
EXISITS:1:portfolioID=FIELD:ID
EXISTS:1:ownerID=532376910024d8443277c3e46ed5330a
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