View: display Program and Portfolio information in a task view
This task view displays the Program and Portfolio that are associated with the project of the task. This information is not available in the report builder when building a task view. This is information is available only in text mode.
The view also provides links to the Project, Program, and Portfolio from a task list.
Access requirements
You must have the following access to perform the steps in this article:
| table 0-row-2 1-row-2 2-row-2 3-row-2 layout-auto html-authored no-header | |
|---|---|
| Adobe Workfront plan | Any |
| Adobe Workfront license* |
New:
Current:
|
| 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.
Display Program and Portfolio information in a task View
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Go to a list of tasks.
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From the View drop-down menu, select New View.
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In the Column Preview area, eliminate all columns except for one.
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Click the header of the remaining column, click Switch to Text Mode, then Edit Text Mode.
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Remove the text you find in the Edit Text Mode box, and replace it with the following code:
code language-none column.0.descriptionkey=name column.0.link.linkproperty.0.name=ID column.0.link.linkproperty.0.valuefield=ID column.0.link.linkproperty.0.valueformat=int column.0.link.lookup=link.view column.0.link.valuefield=objCode column.0.link.valueformat=val column.0.linkedname=direct column.0.listsort=string(name) column.0.namekey=name.abbr column.0.querysort=name column.0.shortview=false column.0.stretch=100 column.0.valuefield=name column.0.valueformat=HTML column.0.width=150 column.1.descriptionkey=project column.1.link.linkproperty.0.name=ID column.1.link.linkproperty.0.valuefield=project:ID column.1.link.linkproperty.0.valueformat=int column.1.link.lookup=link.view column.1.link.valuefield=project:objCode column.1.link.valueformat=val column.1.linkedname=project column.1.listsort=nested(project).string(name) column.1.namekey=project column.1.querysort=project:name column.1.shortview=false column.1.stretch=0 column.1.valuefield=project:name column.1.valueformat=HTML column.1.width=150 column.2.descriptionkey=program column.2.displayname=Program column.2.link.linkproperty.0.name=ID column.2.link.linkproperty.0.valuefield=project:program:ID column.2.link.linkproperty.0.valueformat=int column.2.link.lookup=link.view column.2.link.valuefield=project:program:objCode column.2.link.valueformat=val column.2.linkedname=project column.2.listsort=nested(project:program).string(name) column.2.namekey=project column.2.querysort=project:program:name column.2.shortview=false column.2.stretch=0 column.2.valuefield=project:program:name column.2.valueformat=HTML column.2.width=150 column.3.descriptionkey=portfolio column.3.displayname=Portfolio column.3.link.linkproperty.0.name=ID column.3.link.linkproperty.0.valuefield=project:portfolio:ID column.3.link.linkproperty.0.valueformat=int column.3.link.lookup=link.view column.3.link.valuefield=project:portfolio:objCode column.3.link.valueformat=val column.3.linkedname=project column.3.listsort=nested(project:portfolio).string(name) column.3.namekey=project column.3.querysort=project:portfolio:name column.3.shortview=false column.3.stretch=0 column.3.valuefield=project:portfolio:name column.3.valueformat=HTML column.3.width=150 -
Click Done > Save View.