Grouping projects by RBS RRS feed

  • Question

  • Hi,

    In Project Centre view I am able to show projects that are owned by descendent of the user as per RBS.

    I want to create multiple level grouping based on RBS values.

    For ex. All projects owned by Team lead to be grouped under respective Project Managers and similarly all projects under Project Managers to be grouped under Portfolio Manager.

    Thursday, November 3, 2016 8:32 AM

All replies

  • Hi,

    Unfortunately you cant use RBS in Project Center view as its resource level attribute.

    you can only use Project's Owner field (i.e. treated as Project Manager in most cases) to group Projects by Project Manager/Owner. 

    for your need, you have 2 options:

    1. create SSRS based report to dynamically fetch the relation between resources, and group by data as per your need.

    You need SQL/reporting skills to achieve this way.

    2. create project level custom fields to manually record requried information such as Team Lead/Portfolio manager related to each project. And then group by these fields in project center views.

    Hope this helps.

    Khurram Jamshed | Blog |Twitter | Linkedin

    • Edited by Khurram Jamshed Tuesday, November 15, 2016 2:50 AM fix signature
    • Proposed as answer by Subhan Basha Wednesday, November 16, 2016 6:47 PM
    Tuesday, November 15, 2016 2:35 AM