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javola1227
javola1227
Level 1
September 23, 2022
Question

View Projects In Other Projects

  • September 23, 2022
  • 1 reply
  • 532 views

Hello. Our team has several projects that we'd like to combine in one view. The thought is to bring in multiple Projects at the Project level (where tasks are displayed) in the same view. Basically, you'd click on Project A and in the task list, you'd see tasks from Project B and Project C. Yet, Projects B and Project C would live independently. Maybe it's a custom view or grouping? Does anyone have experience in viewing a project in a project? Your thoughts and/or feedback is appreciated. Thanks!

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    1 reply

    Jason_JB
    Jason_JB
    Level 5
    September 23, 2022

    Hi @javola1227 - We use a report to do something that's pretty close to what I think you're describing.

     

    In our scenario, the report is part of a dashboard on the program level - so it dynamically filters to include the projects in that program.  However, the same concept should work with a report level filter that could limit to projects A, B, and C from your example.

     

    Below is a screenshot of some test data (so the data looks a little weird).  For this view we're grouping projects based on a project level custom data field.  Then we use a filter based on a task level custom data field to determine which tasks we're showing in the summary view.

     

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