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Kundanism
Kundanism
Level 10
January 27, 2020
Question

Portfolio Name in column of Task Report

  • January 27, 2020
  • 3 replies
  • 705 views
Hi to All experts, I tried to add text mode to add new column in Task Report. The aim was to collect the name of portfolio instead of ProjectPortfolio ID. Tried small text mode; could any of you review and can help to correct; displayname=Portfolio Name linkedname=project namekeyargkey.0=project querysort=project:ownerID:name textmode=true valuefield=project:ownerID:name valueformat=HTML With regards, Kundan. Kundan Kumar KGON - (Kverneland Group Operations Norway AS)
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3 replies

Kundanism
KundanismAuthor
Level 10
January 28, 2020
Thanks Nichole. It works. I am not quite good in Text mode. With best regards, Kundan. Kundan Kumar KGON - (Kverneland Group Operations Norway AS)
NicholeVargas
Employee
January 27, 2020
@Terry Hynd Most likely, your organization has created a custom field to reference the Portfolio name at the Task level, however, for those that have not done so, the text mode code would look like the following: valuefield=project:portfolio:name valueformat=HTML displayname=Portfolio @Kundan Kumar please reference above. Nichole Vargas Customer Programs Specialist, Workfront
TerryHy
Level 8
January 27, 2020
On the Task report, try Project --> Portfolio. This will give you the name of the Portfolio in which the Project resides. Is this what you were looking for...? Terry Hynd EBSCO Information Services
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