Follow
Grouping: Portfolio / Program/ Project for Tasks

Use this task grouping to group tasks by the Portfolio, by Program, and then by the Project they are associated with.

portfolio_program_project_grouping_for_tasks.PNG

To apply this grouping:

  1. Navigate to a list of tasks.
  2. From the Grouping drop-down menu, select New Grouping.
  3. Click Switch to Text Mode.
  4. Remove the text in the Group your Report area.
  5. Replace the text with the following code:
    group.0.linkedname=project
    group.0.namekey=portfolio
    group.0.notime=false
    group.0.valuefield=project:portfolio:name
    group.0.valueformat=string
    group.1.linkedname=project
    group.1.namekey=program
    group.1.notime=false
    group.1.valuefield=project:program:name
    group.1.valueformat=string
    group.2.name=Project
    group.2.valuefield=project:name
    group.2.valueformat=HTML
    textmode=true
  6. Click Save Grouping.

 

This article last updated on 2019-01-23 20:57:31 UTC