Report for all project tasks assigned to a user

[Peter W1]

Hello,

I am looking for guidance on how to create a multi level pivot report that details the active project tasks assigned to a user. I created a database view the links the following tables: pm_project_task, time_card, and time_card_daily. The report is supposed to sum the amount of work recorded in the time_card_daily for each project task by that individual. So far that works fine, however the report only shows project tasks that have time recorded against it by that user. I need the report to display the assigned project tasks with no time recorded as well.

Has anyone been able to accomplish this or can provide guidance on how to get the report to show all project tasks regardless of whether the user has submitted time against it?

Thanks,

Peter

[Namita Mishra]

Hi @Peter W1 ,

Check if you wanted to get a report as attached.

If yes, let me know, it's simple to create.

Thank You!

Namita Mishra

[Peter W1]

Hello @Namita Mishra ,

Thank you for your response. Unfortunately, this does not sum up the time card entries that a user has submitted against a project task.

Thanks,

Peter

[Namita Mishra]

Hi @Peter W1 ,

Above report shows all project tasks regardless of whether the user has submitted time against it.

Can you please share an example, that would give an idea.

Happy SPM Learning!

Thank You!

Namita Mishra

[Peter W1]

Hello,

I've attached a picture of what we are trying to accomplish. This report shows the project tasks that Brian has submitted time against for the past 3 months. Multiple people are assigned to these project tasks so I want this report to sum the time recorded only for Brian and not the other users. For example, he submitted 11 hours of work for the incidents project task in May 2024.

The filter condition on the report is:

1) The 'week starts on' field is within the last 3 months.

2) The time card user is Brian.

3) The project task is assigned to Brian or he is listed as an additional assignee.

While this report correctly calculates the hours spent each month on the project task, it does not include any active project tasks assigned to him with no time recorded by him.  Ideally these would show up too in this report.

Thanks,

Peter