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Reports: Eliminate duplicate work items on task-level report

I'm looking at joining a webinar, but it seems the next one is not for another 2 weeks (3/16) so am looking for any assistance now.

In each of our projects we have a custom task-level field called "Design Template Number". On each project it holds the design template number selected by the client.

What we want is a report that lists all of that PMgr's **projects** with the project name, PMgr name, and the Design Template Number. What we've created so far does list that information, however, because the Design Template Number field lives at the Task level, not the Project level what is being displayed is every single *TASK* - so we're seeing hundreds of line items.

What we'd like to see is something like the following, showing only 1 line for each project:

Project Name / Project Manager / Design Template Number

  • Acme Widget Company  | Paul Smith |  047
  • Road Runner Tool Co     | Paul Smith | 311
  • Zumba Fitness Factory   | Paul Smith | 019

Instead we are seeing every task listed in each project:

  • Acme Widget Company |  Paul Smith | 047 | Contact client to confirm design
  • Acme Widget Company |  Paul Smith | 047 | Review designs with team
  • Acme Widget Company |  Paul Smith | 047 | Email project lead to adjust design assets
  • Acme Widget Company |  Paul Smith | 047 | Schedule design training

With the Design Template Number being at the task level we're not certain of how to accomplish the filtering.

 

 

Angie Melecio Answered

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Angie, 

You can try specifying the following...

Show results from: Project

Select related information: Impacting and Sub Items

This should allow you to do this. If not, you may need Excel Add-In.

Boris Krutiy 0 votes
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