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I need help creating a report that displays how many projects are in queue for a specific product in a specific timeline?

We have two product lines. We need to be able to pull a report that shows how many project we have in the pipeline for each product line at any given time. Is this something Clarizen can do?

Kristen Walters Answered

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Hi Karen,

This can be accomplished a few different ways depending your actual use case. The simplest way would be to create a custom picklist field with the name of each product line. You could then filter in the Work Items module on Projects and then customize your Column view to include this new custom field and sort on it. If you need additional detail you can either join us for one of our free Q&A webinars or reach out to your Customer Success Manager if your use case is different from what I've described above.

Patrick B. Smith 0 votes
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