View: display Program and Portfolio information in a task view

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

Topics:
Reports and Dashboards

CREATED FOR:

User

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:

Adobe Workfront plan*

Any

Adobe Workfront license*

Request to modify a view

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 view

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.

Display Program and Portfolio information in a task View

To apply this view to a task list:

Go to a list of tasks.
From the View drop-down menu, select New View.
In the Column Preview area, eliminate all columns except for one.
Click the header of the remaining column, then click Switch to Text Mode.
Mouse over the text mode area, and click Click to edit text.

Remove the text you find in the Text Mode box, and replace it with the following code:

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 Save View.

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