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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.

portfolio_and_program_grouping_on_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
  6. Click Save Grouping.