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NickVa7
Level 9
July 10, 2023
Solved

Task report splitting out planned hours by assignee

  • July 10, 2023
  • 1 reply
  • 2225 views

Hi WF Community,

Does anyone know if it's possible to split out a task report by user and planned hours, or would an assignment or work item report be the only options for that?

Example:

- 20 planned hours on Task A

- Pardeep is assigned 5 planned hours

- Keleel is assigned 15 planned hours

 

We would like to see the task report grouped by task, and then see the breakout of planned hours by assignee under the task.

I know this can be handled in an assignment report, but curious if a task report can do this as well?
Thanks,
Nick

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Best answer by skyehansen

hi Nick, I'm not sure if you're familiar with collections in reporting, but if you are, your question is an example of where they would be used. 

https://experienceleague.adobe.com/docs/workfront/using/reporting/reports/text-mode/reference-collections-report.html?lang=en#reference-a-collection-in-the-view-of-a-report

 

You're specifically looking for the assignments collection and then Planned Hours is known as workRequired in the system. A quick search focusing on collections, assignments and workrequired would definitely net you with some good samples to start experimenting with.

https://experienceleaguecommunities.adobe.com/t5/custom/page/page-id/GlobalSearch#q=collections%20report&sort=relevancy&f:el_product=[Workfront]

 

Here's a very specific answer with that in mind: https://experienceleaguecommunities.adobe.com/t5/workfront-questions/text-code-for-assignement-breakdown/m-p/480987#M13783

1 reply

skyehansen
Community Advisor and Adobe Champion
skyehansenCommunity Advisor and Adobe ChampionAccepted solution
July 10, 2023

hi Nick, I'm not sure if you're familiar with collections in reporting, but if you are, your question is an example of where they would be used. 

https://experienceleague.adobe.com/docs/workfront/using/reporting/reports/text-mode/reference-collections-report.html?lang=en#reference-a-collection-in-the-view-of-a-report

 

You're specifically looking for the assignments collection and then Planned Hours is known as workRequired in the system. A quick search focusing on collections, assignments and workrequired would definitely net you with some good samples to start experimenting with.

https://experienceleaguecommunities.adobe.com/t5/custom/page/page-id/GlobalSearch#q=collections%20report&sort=relevancy&f:el_product=[Workfront]

 

Here's a very specific answer with that in mind: https://experienceleaguecommunities.adobe.com/t5/workfront-questions/text-code-for-assignement-breakdown/m-p/480987#M13783

    N
    NickVa7Author
    Level 9
    July 11, 2023

    Thanks for nudging me in that direction, Skye.  A collection could work, I'll see if it suffices based on requirements.  I was able to list assignees and their planned hours in a custom column.

    N
    NickVa7Author
    Level 9
    August 4, 2023

    Hi Nick,

     

    Thanks for sharing that view and text mode. Being able to break down planned hours by assignee on a task report it's definitely useful. Could you please also share the code for 'actual/planned hours' and 'remaining planned hours' column assuming it was both done using text mode?

    Have you also looked into showing planned vs actual hours by job role? I have noticed with a task report, to get the variance or percentage of burn by job role accurately, you will need to have separate tasks for each user/job role (due to primary task owner). Not sure if there is a way to show this accurately on a report without separating task for each job role for tasks that currently have multiple assignments. 

     

    Thanks


    Mo


    Hey Mo!

    Here's the text mode for the "Actual/ Planned Hours" calculated custom column:

    displayname=Actual/ Planned Hours
    linkedname=direct
    namekey=actualworkrequired
    querysort=actualWork
    textmode=true
    valueexpression=CONCAT({actualWorkRequired}/60,' / ',{workRequired}/60)
    valuefield=actualWorkRequired
    valueformat=compound
    viewalias=actualworkrequired

     

    Here's the text mode for the "Remaining Planned Hours" calculated custom column:

    aggregator.valueexpression=SUB({workRequired}, {actualWork})
    aggregator.valueformat=compound
    displayname=Remaining Planned Hours
    linkedname=direct
    textmode=true
    valueexpression=SUB({workRequired}, {actualWork})/60
    valueformat=customNumberAsString

     

    Unfortunately, grouping by job role, on a task report, only allows you to do this by the primary assignee.  This means that if you have many assignees on one task, it will only look at the primary assignee.

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