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Grouping: tasks by portfolio, program, and project

Last update: Wed Oct 30 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

Use this task grouping to group tasks by the portfolio, by program, and then by the project they are associated with.

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:

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Adobe Workfront plan Any
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 permissions Manage permissions to a report

*For information, see Access requirements in Workfront documentation.

Group tasks by portfolio, program, and project

To apply this grouping:

  1. Go to a list of tasks.

  2. From the Grouping drop-down menu, select New Grouping.

  3. 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:

    code language-none 
    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

  7. Click Done > Save Grouping.

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

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