View: list of project users with job roles

Last update: November 5, 2024

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.)

project_with_user_and_role_information_report.png

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

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 permissionsManage 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

  1. Go to a list of projects.

  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, then click Switch to Text Mode > Edit Text Mode.

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

    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

  6. Click Done > Save View.

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