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View: Project User List

You can apply this view in a project list or report to display a list of users that are associated with the project, as well as a list of the job roles they are performing on each project. 

The information in this report can also be found in the Staffing tab of the project.
project_with_user_and_role_information_report.png

 

To apply this view to a project list: 

  1. Navigate to a list of projects.
  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.section=0

    column.0.shortview=false

    column.0.stretch=100

    column.0.valuefield=name

    column.0.valueformat=HTML

    column.0.width=200

    column.1.displayname=Project Users

    column.1.listdelimiter=<br>

    column.1.listmethod=nested(projectUsers).lists

    column.1.textmode=true

    column.1.type=iterate

    column.1.valueexpression={user}.{name}

    column.1.valueformat=HTML

    column.2.displayname=Project Roles

    column.2.listdelimiter=<br>

    column.2.listmethod=nested(projectUserRoles).lists

    column.2.textmode=true

    column.2.type=iterate

    column.2.valueexpression={role}.{name}

    column.2.valueformat=HTML

  7. Click Save View.

 

 

This article last updated on 2018-05-11 12:42:59 UTC