View: list of project users with job roles

Last update: Tue May 23 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

Topics:
Reports and Dashboards

CREATED FOR:

User

You can apply this view in a project list or report to display a list of users that are associated with the project, as well as a list of the job roles they are performing on the project.

The information in this report can also be found in the People area of the project.

TIP

If no job roles are listed for the users but you know that they are associated with job roles in their user profiles, this might mean they are assigned to tasks and issues but they might not be associated with a job role on the task or issue, or the users listed in the report are not the assignees on tasks and issues, but fulfill other roles on the project (for example, Owner or Sponsor.)

Access requirements

You must have the following access to perform the steps in this article:

Adobe Workfront plan*

Any

Adobe Workfront license*

Request to modify a view

Plan to modify a report

Access level configurations*

Edit access to Reports, Dashboards, Calendars to modify a report

Edit access to Filters, Views, Groupings to modify a view

NOTE

If you still don’t have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can modify your access level, see Create or modify custom access levels.

Object permissions

Manage permissions to a report

For information on requesting additional access, see Request access to objects.

*To find out what plan, license type, or access you have, contact your Workfront administrator.

View a list of project users with job roles

Go to a list of projects.
From the View drop-down menu, select New View.
In the Column Preview area, eliminate all columns except for one.
Click the header of the remaining column, then click Switch to Text Mode.
Mouse over the text mode area, and click Click to edit text.

Remove the text you find in the Text Mode box, and replace it with the following code:

column.0.link.valueformat=val
column.0.linkedname=direct
column.0.listsort=string(name)
column.0.namekey=name.abbr
column.0.querysort=name
column.0.section=0
column.0.shortview=false
column.0.stretch=100
column.0.valuefield=name
column.0.valueformat=HTML
column.0.width=200
column.1.displayname=Project Users
column.1.listdelimiter=<br>
column.1.listmethod=nested(projectUsers).lists
column.1.textmode=true
column.1.type=iterate
column.1.valueexpression={user}.{name}
column.1.valueformat=HTML
column.2.displayname=Project Roles
column.2.listdelimiter=<br>
column.2.listmethod=nested(projectUserRoles).lists
column.2.textmode=true
column.2.type=iterate
column.2.valueexpression={role}.{name}
column.2.valueformat=HTML

Click Save View.

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