Report for all time cards relating to a project

[pkhoan]

Hello,

I have a Project A that has Project Task1, Project Task 2, and Project Task 3. I then have time cards against these 3 project tasks.

I also have Project B (with no project tasks) and time cards against Project B.

How do I create 1 report to pull all the time cards for Project A and all time cards for Project B? I cannot group by Project Name nor Number as the project tasks will have Project A as its parent project while Project B has no parent.

Has anyone encountered this type of problem or have any suggestions?

Thanks so much!

Spring

[gyedwab]

Hi Phuc,

With Explore Analytics you can do it using the Mash-Up feature, that allows you to combine multiple reports together.

The first step is to create a report on the Time Card table, filtered by task.task_type="Project Task", grouped by "Task.Parent" (with that field relabeled in the report as "Project"):

The second step is to create a similar report on the Time Card table, filtered by task.task_type="Project", grouped by "Task" (with that field also relabeled as "Project"):

Then, you create a 'mash-up to combine the two pivots:

The result looks like this:

One of those projects has timecards directly against it, the other have the timecards against child project tasks, but from the user's perspective it's one report.

It's live, they can drill down to the details, and it can be embedded in ServiceNow or externally.