Grouping: projects by Entry Date

Last update: October 30, 2024

CREATED FOR:

  • User

In this custom project grouping, you can display projects grouped by their Entry Date values.

Each grouping shows projects with an Entry Date within:

  • The last 30 days
  • 30-60 days
  • 60 days or older

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.

Group projects by Entry Date

To apply this grouping:

  1. Go to an existing project report, or create a new project report.
    For more information about creating a report, see the article Create a custom report.

  2. Click Report Actions > Edit.

  3. From the Grouping tab, click Add Grouping.

  4. Click Switch to Text Mode.

  5. Remove the text in the Group by area.

  6. Replace the text with the following code:

    group.0.linkedname=direct
group.0.name=Project Entry
group.0.valueexpression=IF(ABS(DATEDIFF({entryDate},$$TODAY))<=30,"Last 30 Days",IF(ABS(DATEDIFF({entryDate},$$TODAY))>30&&ABS(DATEDIFF({entryDate},$$TODAY))<=60,"30-60 Days","Older than 60 days"))
group.0.valueformat=atDateAsMonthString
textmode=true

  7. Click Done > Save Grouping.

  8. (Optional) Update the name of the grouping, then click Save Grouping.

More help on this topic

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