Separation of Tasks and Sub Tasks to show in report form in separate fields instead of all on one line

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  • Idea
  • Updated 5 years ago
  • Not Planned
  • 1
When creating project based reports we would like to show the report format as taking the tasks in one column, the sub tasks in another and so forth.  It is easier to report certain metrics if we can separate these items.  Also to add Project Hours to this type of report.
Photo of Rhonda

Rhonda

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Posted 5 years ago

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5 years ago
Photo of Naveen Chander

Naveen Chander, Product Manager

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Official Response
Hi Rhonda,

Thank you for posting your idea.
The Task Name (Full Path) column is currently a consolidated column. However, it is possible to break apart individual task levels into separate columns using a custom formula in the Task report. 

I've included a sample formula for pulling out the 2nd level task name from the Task hierarchy. Additional Task level names can similarly be extracted from the full path by extending the same logic. 
IF (Find (Mid (TaskHierarchyName, Find (TaskHierarchyName, "/") + 1, Len (TaskHierarchyName) - (Find (TaskHierarchyName, "/") +1) ), "/") = -1, "", Left (Mid (TaskHierarchyName, Find (TaskHierarchyName, "/") + 1, Len (TaskHierarchyName) - (Find (TaskHierarchyName, "/") +1) ) , Find (Mid (TaskHierarchyName, Find (TaskHierarchyName, "/") + 1, Len (TaskHierarchyName) - (Find (TaskHierarchyName, "/") +1) ), "/")) )

If you'd like further help in setting this up in your report, please let us know and one of our Support Specialists will get in touch with you.

Also, we recently added a new column to the Task report - 'Total Project Hours'. This column shows the overall total hours logged against the project for all tasks, all dates and by all users.

Hope this helps.

Thank you,
Naveen
(Edited)
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