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

Last update: October 28, 2024

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.

four_tier_grouping_for_tasks.png

Access requirements

Expand to view access requirements for the functionality in this article.

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

Adobe Workfront planAny
Adobe Workfront license*

New:

  • Contributor to modify a filter

  • Standard to modify a report

Current:

  • Request to modify a filter

  • 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 filter

Object permissionsManage permissions to a report

*For information, see Access requirements in Workfront documentation.

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

To apply this grouping:

  1. Go 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 in the box displayed 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

  6. Click Done, then Save Grouping.

  7. (Optional) Update the name for the grouping, then click Save Grouping.

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