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Planview Customer Success Center

Group Membership

Show all groups and their members, including resources, other groups, and units:

Group Membership.png

 

Design View Selection Comments
General

Topic: Group

Type: List: Basic

Title: <enter a meaningful title>

 

 

Data

List Fields: Whichever of the following and others would be of value, such as

  • Group > Title
  • Group > Members > Member Type
  • Group > Members > Member Title

When starting with the Group topic you will need to select the field path Group > Members to get to the group member available fields:

Screen Shot 2021-10-11 at 9.12.26 PM.png

To change the data field Display Name, for example from "Title" to "Group" or from "Members > Member Type" to just "Member Type", either double-click the column title in the Preview pane and edit directly:

Screen Shot 2021-10-11 at 9.17.08 PM.png

Or, within the List Fields area select the edit icon for "Show Field Options" and in the resulting "Field Options" modal, edit the field options:

Screen Shot 2021-10-11 at 9.12.38 PM.png

Screen Shot 2021-10-11 at 9.11.58 PM.png

Display and Preview List Columns

Configure desired options within the Display tab, such as within Sorting, select the Member Type field and the Group By "Group" option

 

 
Variable Settings

Scope: Organization

Filters: optionally include a group filter for "Group: Title is not All Resources / Users", since this group does not show any members (since it automatically includes all users)

 

Selecting the Organization Scope will cause this report to be available on the Organization Report grid so it can be run from there.

If you want to allow the user to change to a different Filter before running the report or when viewing the report, select the relevant checkbox for Allow changing.