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View: Display Program and Portfolio Information in a Task View

This task view displays the Program and Portfolio that are associated with the project of the task. This information is not available in the report builder when building a task view. This is information is available only in text mode. 

The view also provides links to the Project, Program, and Portfolio from a task list.

To apply this view to a task list: 

  1. Navigate to a list of tasks.
  2. From the View drop-down menu, select New View.
  3. In the Column Preview area, eliminate all columns except for one.
  4. Click the header of the remaining column, then click Switch to Text Mode.
  5. Mouse over the text mode area, and click Click to edit text.
  6. Remove the text you find in the Text Mode box, and replace it with the following code:
    column.0.descriptionkey=name
    column.0.link.linkproperty.0.name=ID
    column.0.link.linkproperty.0.valuefield=ID
    column.0.link.linkproperty.0.valueformat=int
    column.0.link.lookup=link.view
    column.0.link.valuefield=objCode
    column.0.link.valueformat=val
    column.0.linkedname=direct
    column.0.listsort=string(name)
    column.0.namekey=name.abbr
    column.0.querysort=name
    column.0.shortview=false
    column.0.stretch=100
    column.0.valuefield=name
    column.0.valueformat=HTML
    column.0.width=150
    column.1.descriptionkey=project
    column.1.link.linkproperty.0.name=ID
    column.1.link.linkproperty.0.valuefield=project:ID
    column.1.link.linkproperty.0.valueformat=int
    column.1.link.lookup=link.view
    column.1.link.valuefield=project:objCode
    column.1.link.valueformat=val
    column.1.linkedname=project
    column.1.listsort=nested(project).string(name)
    column.1.namekey=project
    column.1.querysort=project:name
    column.1.shortview=false
    column.1.stretch=0
    column.1.valuefield=project:name
    column.1.valueformat=HTML
    column.1.width=150
    column.2.descriptionkey=program
    column.2.displayname=Program
    column.2.link.linkproperty.0.name=ID
    column.2.link.linkproperty.0.valuefield=project:program:ID
    column.2.link.linkproperty.0.valueformat=int
    column.2.link.lookup=link.view
    column.2.link.valuefield=project:program:objCode
    column.2.link.valueformat=val
    column.2.linkedname=project
    column.2.listsort=nested(project:program).string(name)
    column.2.namekey=project
    column.2.querysort=project:program:name
    column.2.shortview=false
    column.2.stretch=0
    column.2.valuefield=project:program:name
    column.2.valueformat=HTML
    column.2.width=150
    column.3.descriptionkey=portfolio
    column.3.displayname=Portfolio
    column.3.link.linkproperty.0.name=ID
    column.3.link.linkproperty.0.valuefield=project:portfolio:ID
    column.3.link.linkproperty.0.valueformat=int
    column.3.link.lookup=link.view
    column.3.link.valuefield=project:portfolio:objCode
    column.3.link.valueformat=val
    column.3.linkedname=project
    column.3.listsort=nested(project:portfolio).string(name)
    column.3.namekey=project
    column.3.querysort=project:portfolio:name
    column.3.shortview=false
    column.3.stretch=0
    column.3.valuefield=project:portfolio:name
    column.3.valueformat=HTML
    column.3.width=150 
This article last updated on 2018-06-27 21:33:40 UTC