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Custom View, Filter, and Grouping Samples

This section provides examples of custom views, filters, and groupings that you can use in your Workfront account. These examples cannot be built just by using the standard more interface and can only be built by using the text mode interface only. For more information about text mode, see "Understanding Text Mode."

Hour

View: Combined Task and Issue Details in an Hour List

An Hour view which combines the Task and Issue name columns, as well as the Task and Issue work required (Planned Hours) using the "sharecol=true" line. This allows you to display the Planned Hours for both Tasks and Issues in one column. Because each hour entry can only be associated with either a Task or and Issue, you always have just one value in the shared column. In the case of an hour entry on a task, the issue reference will be null, and vice versa.

View: Hour with Parent Task Information

This Hour view displays the name of the task where the hours were logged as well as the name of the parent task.

Grouping: Project Sponsor for Hours

This Hour grouping organizes hours by the sponsor of the project where the hours reside. The standard interface for Hour groupings does not provide a mapping to the project sponsor; it must be done through the Text Mode interface.

Issue

View: Issues with Approval Information

This Issue view shows the approval process, step, names of the approvers, and the status of the Issue before the approval was granted. Some of these fields are not accessible through the standard interface builder.

View: Entry Information (Edit) - 

Hiding this article as everything in this view except for the Edit icons can be achieved in the UI. The icon is no longer supported. 

This is the Entry Information issue view provided with Workfront. This view includes the 'Edit' icon in the second column.

View: Issue Detail Information - Hiding this as this is all UI now. The Edit button is no longer supported. 

This is the Detail Information issue view provided with Workfront. The 'Edit' icon has been added to the second column.

View: Issue URL as External Link - Hiding this as this can be done from the UI and the URL column is no longer supported the way it is coded here.

This issue view displays the URL field for the issue as a _blank target.

View: Issues with the Company Name of the Originator

This Issue view displays the company name associated with the user who submitted the issue.

View: Issues with Resolving Object Details

This Issue view displays the name and percentage complete of the resolving object of the Issue, allowing the issue originator to have insight into the progress of the issue even without access to the resolving task or project.

Program - hidden because the view is not supported in the new UI anymore

View: Portfolio Quick Links (for Programs) 

This Program view provides links into the Portfolio the Program belongs to, with specific links into the different portfolio management tools.

Project

View: All Team Users and Roles

This Project view shows a list of users and roles assigned to the project team.

View: Business Case Export - hidden, because this view is not supported anymore.

This was originally created to provide an option to export the business case directly from an emailed report -- the recipient will receive a report of new business cases created in the previous week each Monday morning and be able to export the business case PDF without having to navigate through the Workfront interface.

Filter: Current Projects Pending Approval

This Project filter displays projects in the Current - Pending Approval status, where the logged in user is either the project sponsor or the portfolio manager.

Grouping: Custom Fiscal Quarter - hiding this, because we now have custom quarters

This grouping organizes projects by a custom fiscal quarter the project starts in. This is done by changing the valuefield line to valueexpression and inputting an expression to the right of the equal (=) sign.

View: Help Desk Queues - hidden, because this view is not supported anymore.

This view, like the standard 'Help Desk' view, will create an issue by clicking on the project name.

View: Multi-Row Project View

This Project view displays project information in a two row format. It employs the use of the "sharecol=true" line to combine multiple fields under the same column header. Additionally, it utilizes place holder columns that hold an HTML line break tag (<br/>) that forces the description to reside below the project name, for example.

Filter: Owned By Me Project Ideas and Requests - hidden because this is available from the UI

The following filter displays projects in the Idea and Requested states where the logged in user is project owner (Project Manager).This is an important filter to have in your list of available filters because often project managers are not the people creating the projects they will be assigned to work on.

Grouping: Project Percent Breakdown 1

In this custom project grouping, you can display projects grouped by a range of their percent complete values. The breakdowns show percent complete value of 25 percent point increments: 0-25%, 25-50%, etc. 

Grouping: Project Percent Breakdown 2

In this custom project grouping, you can display projects grouped by a range of their percent complete values. The breakdowns show percent complete value of 10 percent point increments: 0-10%, 11-20%, 21-30% etc. 

Project User - Hiding this because it is supported from the UI.

View: Project User List

This is the default Project User List with the edit icon and the project sponsor check box.

Report

View: Report Delivery Details -This code is no longer supported. Most fields are available through the UI.

This view shows specific details about the reports in your system that are scheduled for automatic delivery via email. You can see the last sent date along with the details about the format of the report and the delivery options you have set.

Filter: Report Delivery Filter

This Report filter will show you all reports scheduled to be delivered automatically through the Workfront report delivery feature. It is best used with the standard Report List View.

View: UI Elements Used In Reports

This Report view displays the View, Filter, and Grouping used to build each report in Workfront in a text mode format.

You can see the fields or valueexpressions used in every element of the report.

Resource Estimate

View: Allocated Hours for Resource Estimates 

This Resource Estimates view shows allocated time per job roles per week, as well as the percent of the allocation. It is best displayed when grouping the view by job role (as shown) or by week. Because of the volume of data that could possibly be returned, we recommend that you apply a filter that limits results to the current month, the next month, or quarter (but never beyond the quarter). 

Resource Pool - hidden because this is no longer valid (the links to Edit and Plan are no longer supported)

View: Resource Pool Quick Links

This view contains all of the left-hand navigation options for a resource pool. The idea behind this view is to build a Resource Pool report that can be placed on a Portfolio Manager, Resource Manager, or Executive's Dashboard, reducing the number of clicks navigating to these Resource Management tools.

Task

View: Display Original Issue Information on Task and Project List

This task view allows you to display information from the original issues on task lists, after the issues have been converted to the tasks. You

View: Actual Over Planned

This Task view provides an example of using the "sharecol=true" line for a column to display the immediately following column under the same column header. In this example the actual hours recorded are displayed over the planned hours for each task.

View: Task with All Dates Variance

This Task view is similar to the "All Dates" view provided with your Workfront account. The additions in the "Task with All Date Variance" view are the "Variance" columns which calculate the difference in days between the Planned & Projected Start Dates, Planned & Actual Start Dates, Planned & Projected Completion Dates, and Planned & Actual Completion Dates.

View: Assigned User's Company and Home Group

This Task view displays the primary assigned resource's company and home (or default) group association. These are values that are not available in the drop down when creating a task view, but they are accessible through the application relationships as referenced in the Table of Database Relationships.

View: Baseline Variance for Duration and Planned Work

This Task view not only displays task information with baseline task information, it also shows the difference between duration and the default baseline duration, and the difference between the planned work and the default baseline planned work.

View(Column): List of Successors

You can add a column to a task view, to show a list of the successors of the tasks. The "Task Successors" column includes the number of the successor as well as the name. 

Filter: Cross Project Predecessors

This Task filter returns incomplete Cross-Project Predecessors.

Filter: Cross Project Successors

This Task filter returns incomplete Cross-Project Successors.

View: External URL Using Custom Data Field

This view displays the text input into a custom data parameter on a task as a link to a page external to Workfront.

View: External URL Using the Task URL - this can be done in the UI now. 

This view displays the text input into the URL field on a task as a link to a page external to Workfront.

Filter: Incomplete, Late Tasks on Owned By Me Projects - This can be done in the UI now.

This filter displays the incomplete late tasks on projects the logged in user owns.

View: Originating Issue Details for Tasks

When an issue is converted into a task a resolving object relationship is established between the task and the issue. This Task view displays some of the details of the issue that resolves when the task completes. 

Filter: Parent Task Filter

This Task filter will filter out all parent tasks in your list and only show working tasks.

View: Parent Tasks - 4 Levels Deep

This Task view shows the task name and (if they exist) parent tasks up four levels deep on the project plan. 

Grouping: Portfolio / Program for Tasks

This grouping organizes tasks by the Portfolio and Program where the projects are assigned.

Grouping: Portfolio Owner / Program Owner / Project Owner / Project Status

This Task grouping provides four levels of grouping. In this case, tasks are grouped by Portfolio Owner, Program Owner, Project Owner, and Project Status. You can only have up to three levels of grouping using the standard interface. To add a fourth level, you must use text mode. 

View: Predecessor Details

This Task view shows details of the predecessors of the tasks using a collection view. In a collection view, you can display information about objects that are in a "one to many" relationship. In this case, each task can have multiple predecessors. The view displays the name of the tasks, as well as its Predecessors' Names, Predecessors' Project Names, Predecessors' Planned Completion Dates, and Predecessors' Statuses. 

Grouping: Portfolio / Program for Tasks

Use this grouping in a task report, to group the tasks by the portfolio and then the program of the projects they belong to.

Grouping: Project Company for Tasks - hiding - this can be done in the UI now

This grouping displays the Company and the project a task belongs to.

Grouping: Project Sponsor for a Task List

This Task grouping allows you to group tasks by the Project Sponsor. 

View: Task Planned vs. Actual Hours per Assignment

This Task view displays the total Planned Hours of a task, the number of Planned Hours allocated to each assignee, the total Actual Hours, and the number of Actual Hours logged by each assignee. 

Grouping: Task Percent Breakdown 1

In this custom task grouping, you can display tasks grouped by a range of their percent complete values. The breakdowns show percent complete value of 25 percent point increments: 0-25%, 26-50%, etc. 

Grouping: Task Percent Breakdown 2

In this custom task grouping, you can display tasks grouped by a range of their percent complete values. The breakdowns show percent complete value of 10 percent point increments: 0-10%, 11-20%, etc. 

View: Tasks Impacted by Schedule Exceptions

This Task view identifies tasks that will have to complete late because of weekends, Personal Time Off, or other schedule exceptions.

User

View: Expanded User Details

This User displays information about your users. In addition to their name, access levels and Company, it also shows lists of their Groups, Teams, and Job Roles. 

View: User Personal Time Off

This User view shows a list of future days which have been marked for Time-Off by users. The view includes lists of the users' job roles, teams, and groups, in addition to their name, access level, and Company.

View: Username - you can do this in the UI.

As an administrator, people may ask you to remind them of their username and password. While the password cannot be displayed in any report, you may find it useful to create a view that displays the username for quick access to this information.

Work Item

Report: Combined Task and Issue View and Grouping

This Work Item report shows both tasks and issues which users have accepted to work on in one report. It is best when combined with a custom grouping.