Grouping: tasks by portfolio, program, and project
Use this task grouping to group tasks by the portfolio, by program, and then by the project they are associated with.
Access requirements
| table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header | |
|---|---|
| Adobe Workfront package | Any |
| Adobe Workfront license |
Contributor or Request to modify a filter Standard or 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 more detail about the information in this table, see Access requirements in Workfront documentation.
Group tasks by portfolio, program, and project
To apply this grouping:
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Go to a list of tasks.
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From the Grouping drop-down menu, select New Grouping.
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Click Add grouping.
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Click Switch to Text Mode.
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Remove the text in the Group by area.
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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 -
Click Done > Save Grouping.
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(Optional) Update the grouping name, then click Save Grouping.