View: list of project users with job roles

Last update: Tue Nov 05 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

Topics:
Reports and Dashboards

CREATED FOR:

User

You can apply this view in a project list or report to display a list of users that are associated with the project, as well as a list of the job roles they are performing on the project.

The information in this report can also be found in the People area of the project.

TIP

If no job roles are listed for the users but you know that they are associated with job roles in their user profiles, this might mean they are assigned to tasks and issues but they might not be associated with a job role on the task or issue, or the users listed in the report are not the assignees on tasks and issues, but fulfill other roles on the project (for example, Owner or Sponsor.)

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:

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	Current: Request to modify a view Plan to modify a report New: Contributor to modify a view Standard 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
Object permissions	Manage permissions to a report

For more detail about the information in this table, see Access requirements in Workfront documentation.

View a list of project users with job roles

Go to a list of projects.
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 > Edit Text Mode.

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

code language-none

code language-none
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.section=0 column.0.shortview=false column.0.stretch=100 column.0.valuefield=name column.0.valueformat=HTML column.0.width=200 column.1.displayname=Project Users column.1.listdelimiter=<br> column.1.listmethod=nested(projectUsers).lists column.1.textmode=true column.1.type=iterate column.1.valueexpression={user}.{name} column.1.valueformat=HTML column.2.displayname=Project Roles column.2.listdelimiter=<br> column.2.listmethod=nested(projectUserRoles).lists column.2.textmode=true column.2.type=iterate column.2.valueexpression={role}.{name} column.2.valueformat=HTML

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.section=0
column.0.shortview=false
column.0.stretch=100
column.0.valuefield=name
column.0.valueformat=HTML
column.0.width=200
column.1.displayname=Project Users
column.1.listdelimiter=<br>
column.1.listmethod=nested(projectUsers).lists
column.1.textmode=true
column.1.type=iterate
column.1.valueexpression={user}.{name}
column.1.valueformat=HTML
column.2.displayname=Project Roles
column.2.listdelimiter=<br>
column.2.listmethod=nested(projectUserRoles).lists
column.2.textmode=true
column.2.type=iterate
column.2.valueexpression={role}.{name}
column.2.valueformat=HTML

Click Done > Save View.

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