View: display Program and Portfolio information in a task view

Last update: February 20, 2025

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.

View program and portfolio

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:

Adobe Workfront planAny
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 permissionsManage permissions to a report

*For information, see Access requirements in Workfront documentation.

Display Program and Portfolio information in a task View

  1. Go to a list of tasks.

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

  3. In the Column Preview area, eliminate all columns except for one.

  4. Click the header of the remaining column, click Switch to Text Mode, then Edit Text Mode.

  5. Remove the text you find in the Edit 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

  6. Click Done > Save View.

Previous pageView: display original issue information on task or project lists
Next pageView: display task indentations in a task list

Workfront