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Pat_Paterson
New Participant
May 23, 2024
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Creating a custom column in a project report that displays all active parent tasks

  • May 23, 2024
  • 2 replies
  • 1060 views

Hi All,

 

I'm trying to create a custom column on a project report that will display all active parent tasks in a project, along with the % complete. How would I go about creating a text code that would generate this for me?

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Best answer by KellieGardner

I have several project reports that do variations of this. I call them hot sheets. You can play around with this if you'd like.

 

displayname=Parent Tasks
listdelimiter=<div>
listmethod=nested(tasks).lists
textmode=true
type=iterate
valueexpression=IF({percentComplete}<100 && {canStart}="true" && {numberOfChildren}>0,CONCAT({name}," | ",CONCAT({percentComplete},"%")," | ",{plannedCompletionDate}," | ",{progressStatus}))
valueformat=HTML

2 replies

KellieGardner
KellieGardnerAccepted solution
New Participant
May 28, 2024

I have several project reports that do variations of this. I call them hot sheets. You can play around with this if you'd like.

 

displayname=Parent Tasks
listdelimiter=<div>
listmethod=nested(tasks).lists
textmode=true
type=iterate
valueexpression=IF({percentComplete}<100 && {canStart}="true" && {numberOfChildren}>0,CONCAT({name}," | ",CONCAT({percentComplete},"%")," | ",{plannedCompletionDate}," | ",{progressStatus}))
valueformat=HTML

    P
    Pat_PatersonAuthor
    New Participant
    May 28, 2024

    Thanks! this helped out a lot. Going to change the progress status to display words instead of status initials.

    J_Mas
    J_Mas
    New Participant
    May 23, 2024

    Any reason you can't do this as a Task-Level Report and then just group by Project? It would be very simple as a Task-Level report (no Text-Mode needed).

    P
    Pat_PatersonAuthor
    New Participant
    May 24, 2024

    Its really a preference for the team.  I would prefer to do it the normal way, but I wanted to see if it was possible to do it in a task report maybe using nesting text or something.

      J_Mas
      J_Mas
      New Participant
      May 24, 2024

      Give this a try (on a Task report). This should build a bulleted list of any tasks that have a status of In Progress and have at least 1 child task. The list will show the name of the task and the % complete of that task.

      displayname=Parent Task - % Complete
      linkedname=tasks
      listdelimiter=<div>
      listmethod=nested(tasks).lists
      namekey=view.relatedcolumn
      textmode=true
      type=iterate
      valueexpression=IF({numberOfChildren}>=1,IF({status}="INP",CONCAT(" • ",{name}," - ",{percentComplete},"%"),""),"")
      valueformat=HTML

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