Is there a grouping or filter to use in a report to see all projects the employees in their home team is assigned to? | Community
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DominicTa2
Level 2
Mar 26, 2021 8:42 PM UTC
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Is there a grouping or filter to use in a report to see all projects the employees in their home team is assigned to?

Is there a grouping or filter to use in a report to see all projects the employees in their home team is assigned to? Essentially, I want to create a milestone report for someone displaying all of the projects that their team has an assignment on.

Thanks!

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Richard_Le_Accepted solution
New Participant
Mar 28, 2021 8:56 PM UTC

Hi Dominic,

Try using the Project Users data fields in your filters. i.e. create a project report with a filter appllied where Project Users >> Home Team ID equals $$USER.homeTeamID. This should return all projects where a member of project team belongs to the home team of the person viewing the report.

Hope that helps!

Best Regards,

Rich.

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2 replies

Richard_Le_Accepted solution
New Participant
Mar 28, 2021 8:56 PM UTC

Hi Dominic,

Try using the Project Users data fields in your filters. i.e. create a project report with a filter appllied where Project Users >> Home Team ID equals $$USER.homeTeamID. This should return all projects where a member of project team belongs to the home team of the person viewing the report.

Hope that helps!

Best Regards,

Rich.

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    DominicTa2Author
    Level 2
    Apr 2, 2021 8:28 PM UTC

    Hi Richard,

    Thank you so much, this is perfect! You're a genius!

    I didn't even think to look at that filter.

    Thank you again!

    Dom

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