Grouping: 4-level task grouping for Portfolio Owner, Program Owner, Project Owner, and Project Status

Last update: Tue May 23 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

Topics:
Reports and Dashboards

CREATED FOR:

User

This task Grouping provides 4 levels of Grouping. In this case, tasks are grouped by Portfolio Owner, Program Owner, Project Owner, and Project Status. You can only have up to 3 levels of Grouping using the standard interface. To add a fourth level, you must use Text Mode. You cannot group reports by more than 4 criteria at the same time.

Access requirements

You must have the following access to perform the steps in this article:

Adobe Workfront plan*

Any

Adobe Workfront license*

Request to modify a grouping

Plan to modify a report

Access level configurations*

Edit access to Reports, Dashboards, Calendars to modify a report

Edit access to Filters, Views, Groupings to modify a grouping

NOTE

If you still don’t have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can modify your access level, see Create or modify custom access levels.

Object permissions

Manage permissions to a report

For information on requesting additional access, see Request access to objects.

*To find out what plan, license type, or access you have, contact your Workfront administrator.

Create a 4-level task Grouping for Portfolio Owner, Program Owner, Project Owner, and Project Status

To apply this grouping:

Go to a list of tasks.
From the Grouping drop-down menu, select New Grouping.
Click Switch to Text Mode.
Remove the text in the Group your Report area.

Replace the text with the following code:

group.0.linkedname=project
group.0.name=Portfolio Owner
group.0.notime=false
group.0.valuefield=project:portfolio:owner:name
group.0.valueformat=string
group.1.linkedname=project
group.1.name=Program Owner
group.1.notime=false
group.1.valuefield=project:program:owner:name
group.1.valueformat=string
group.2.linkedname=projectOwnerMM
group.2.listgrouingparsedmethod=nested(project).nested(owner).string(name)
group.2.namekey=projectownermm
group.2.notime=false
group.2.valuefield=projectOwnerMM:name
group.2.valueformat=string
group.3.enumclass=com.attask.common.constants.ProjectStatusEnum
group.3.linkedname=project
group.3.namekey=view.relatedcolumn
group.3.namekeyargkey.0=project
group.3.namekeyargkey.1=status
group.3.notime=false
group.3.valuefield=project:status
group.3.valueformat=val

Click Save Grouping.

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