Is it possible to build a report to display projects that are shared with specific teams or groups? | Community
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Level 2
Jan 6, 2021 6:00 PM UTC
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Is it possible to build a report to display projects that are shared with specific teams or groups?

I am trying to build a report to pull in all projects that are shared with a specific team or group. Is there a way to do this?

skyehansen
skyehansenAccepted solution
Level 4
Jan 8, 2021 9:08 AM UTC

The answer from this old post will also work with teams and groups.

https://one.workfront.com/s/question/0D50z00006Z3PNOCA3/report-showing-projects-shared-with-user

Just substitute the GUID of the team or group for the $$user.id part.

8 replies

skyehansen
skyehansenAccepted solution
Level 4
Jan 8, 2021 9:08 AM UTC

The answer from this old post will also work with teams and groups.

https://one.workfront.com/s/question/0D50z00006Z3PNOCA3/report-showing-projects-shared-with-user

Just substitute the GUID of the team or group for the $$user.id part.

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Level 6
Jan 8, 2021 5:07 PM UTC

Awesome Skye! Thanks for sending this.

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New Participant
Jan 8, 2021 12:35 AM UTC

Hi Trisha,

I needed to do this once while troubleshooting an access issue, and wound up building a project report with no filters at all, and then doing a 'run this report with the access rights of' where the user I chose was configured to be part of only the problem Group. Crude and far from automated, but useful for quick troubleshooting.

For a slightly better option, under the Filter section there is a 'Project User' menu. There you could write a filter to say 'Show me all projects where the home group of a user on the project is Finance' etc. This does layer a little interestingly though. It's not looking at the Team or Group, but at the membership of each actual user with access to the project. So if you say 'Group XYZ', and a project is explicitly shared to 'Team ABC' of which one of the members is with 'Group XYZ', then that project will come up in that list.

As I understand the architecture, assigning security to a group or team isn't really giving it to that team perse, it's simply short-hand for 'give this access to anyone with this designation'.

There might be text mode trickery that would take this another level, perhaps someone with that skill will chime in next?

Katherine

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Level 6
Jan 6, 2021 10:03 PM UTC

That would be ideal Trisha... Unfortunately I only see the ability to report on Shared With rather than being able to filter on it.

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Level 2
Nov 12, 2021 10:39 AM UTC

Please use the Exist syntax to filter:

EXISTS:A:$$OBJCODE=TEAMMB

EXISTS:A:teamID=$$USER.teamIDs

EXISTS:A:userID=FIELD:assignedToID

Let me know if that helps.

Thanks,

Ashutosh

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