Create a basic grouping
- Topics:
- Reports and Dashboards
CREATED FOR:
- Beginner
- User
This video explains how to create and manage groupings in Workfront to organize project lists effectively. Groupings are one of the three main reporting elements, alongside filters and views, and they help organize results based on shared information.
This tutorial provides practical steps for organizing project lists to streamline daily work and collaboration.
Transcript
Key takeaways
- Purpose of Groupings: Groupings are a key reporting element in Workfront that organize project lists based on shared information, such as completion dates, portfolios, or programs.
- Creating Groupings: You can create custom groupings with up to three levels of criteria. For example, projects can be grouped first by portfolio and then by program for better organization.
- Editing and Saving Groupings: Built-in groupings cannot be overwritten, but you can save edits as a new grouping. Custom groupings should have clear, descriptive names for easy identification.
- Sharing Groupings: Groupings can be shared with other users, with default “view” permissions allowing them to use and share the grouping but not edit it. “Manage” permissions allow editing and deletion.
- Removing Groupings: Deleting a grouping you created will also remove it from the lists of users you shared it with. Shared groupings appear under the “Shared with Me” section for other users.
“Create a basic grouping” activities
Activity 1: Create a basic grouping
Create an issue grouping that will be used in a report to track requests that come through a request queue. This grouping will make it easy to see similar types of issues/requests grouped by their priority. Name the grouping “Request Queue, Queue Topic, Priority.”
Group the issue report based on:
- The name of the request queue (this will be the project name)
- The queue topic
- The priority of the request
Answer 1
- In an issue list report, go to the Grouping menu and select New Grouping.
- Name your grouping “Request Queue, Queue Topic, Priority.”
- Click Add Grouping.
- In the Group by field. type “project name” then select Name under the Project field source.
- Click Add another Grouping, then type “queue” and select Name under the Queue Topic field source.
- Click Add another Grouping, then type “priority” and select Priority under the Issue field source.
- Click Save Grouping
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