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TimVa
New Participant
June 1, 2021
Question

We are thinking of creating a custom field that will give a number value to assign a "weight" to a project or task. I would like to have a report that shows the Assigned Project Owner and the total value of that field, can it could be done in a group

  • June 1, 2021
  • 2 replies
  • 620 views

Here's the full idea. Have a field to assign a number value to a project or task. In a project or task report have a way to total that field for the assigned user. I was hoping it could be possible to have the Projects grouped by owner and somehow in the grouping also show that field total. For example, Project Owner A has 5 projects, this new field shows a value of 1 in each project. A grouping would show The Project Owner name and field total. So this report would show "Project Owner A" "5". I feel like it should be possible but I am not savvy enough to figure out the proper way to create such a report. Can anyone help get me moving in the right direction?

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2 replies

skyehansen
skyehansen
New Participant
June 7, 2021

whatever field you create should be a number (i.e. be formatted as a number / Workfront recognizes it as a number).

When you create your report and add that column, you will see a dropdown in the Column Settings for "Summarize this column by".

Select "Sum" in the dropdown.

    D
    DanielCl4
    New Participant
    June 7, 2021

    Hi Tim!

    We just implemented a similar reporting structure with project weights to assist in our intake / assignment process. We have a calculated field for "project type" that is being created based on the project template used. We are then taking that project type field and associating values with it in a second "project weight" field.

    If(Project Type = <NAME>, 5, If(Project Type = <NAME>, 8........,0))

    With this we can have a better picture of what the team is working on and not just relying on the record counts since our projects vary so greatly.

    Hope that helps!

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