Interactive Filter frustration

[matthew_magee1]

Hi all,

In London, we are trying to create an interactive filter for a home page with various reports.

Here is breakdown of the filter and reports we are trying to filter based on the filter on top of the homepage.

The problem I'm running into is the Interactive Filter References. For example, I'm creating a new Interactive Filter Reference:

Reference table: cost_plan

Reference field: Project/Demand

Error: Reference field 'task' is not of type 'pm_project'

I think I'm getting this error because the Project/Demand field on the cost_plan record points to the task table, and not the pm_project table...I think.

Any recommendations?

[sachin_namjoshi]

This is happening since you don't have reference of cost_plan table on  Project/Demand field table( task in this case)

Reason for this is one project may have many cost plans and hence cost plan is a related list on project, demand table.

Regards,

Sachin

[matthew_magee1]

This makes sense sachin, thank you for the post.

I agree, one project may have 1 or more cost plans.

Do you think there is any way around this?

Should my interactive filter be on the task table vice the pm_project table?

[sachin_namjoshi · Accepted solution]

You need to do other way around.

Configure interactive filter on task table and with filter to filter our projects in interactive filter reference choose cost_plan table with reference field of project table like below

Regards,

Sachin

[matthew_magee1]

Sachin-

Worked beautifully for resource plans and cost plants. Now I'm looking to show the list of stakeholders associated with a project.

Of course, I run into another situation.

Reference table == pm_m2m_project_stakeholder

Reference field choices: Domain, Project, Stakeholder (I can't select Task)

I'm sure there has to be a way to do this one too