Report of Current Users Plans


I would like to make a report that lists all the Plans the Current User is associated with. Plan Reports don't seem to get me what I need because I can't filter on Resources. Task reports don't work because I can't group by Plan. Project reports don't work because there is only a 'Plans Link' field which is cool, but I want a link to each plan individually. How do I achieve what I'm looking for?

Thank you!

Tags PPM plans-report
Asked by Mariah Rible on Mon 5/8/23 12:23 PM
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Answer (1)

This answer has been marked as the accepted answer
Mark Sayers Mon 5/8/23 1:42 PM

Hello Mariah,

I would think a project task report would be the way to go, and just maybe only include the Tasks count and Plan columns, then do the rest with filtering by responsible resource.

There's not going to be a great way to break down anything like person A is on plans 1, 2, and 3 and person B is on plans 1, 3, 4, and 5. But you could at least prompt the report for the resource responsible and see how many tasks on each plan they might have.

Mark Sayers
Sr Support Consultant, CS

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This worked great!! Thank you! - Mariah Rible Mon 5/8/23 3:24 PM