Grouping: tasks by portfolio, program, and project
Use this task grouping to group tasks by the portfolio, by program, and then by the project they are associated with.
Access requirements
You must have the following access to perform the steps in this article:
*To find out what plan, license type, or access you have, contact your Workfront administrator.
Group tasks by portfolio, program, and project
To apply this grouping:
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Go to a list of tasks.
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From the Grouping drop-down menu, select New Grouping.
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Click Switch to Text Mode.
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Remove the text in the Group your Report area.
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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
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Click Save Grouping.
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