Grouping: tasks by portfolio, program, and project

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

Topics:
Reports and Dashboards

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

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.

Group tasks by portfolio, program, and project

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.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 Save Grouping.

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