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Planview Customer Success Center

Task Hierarchy

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Shows a project's task hierarchy with key details. You can build this report using the design settings in the table below. Alternatively, you can download this report definition and upload it to your PPM Pro instance.

Task Hierarchy.png

Design View Selection Comments
General

Topic: Task

Type: List: Basic

Title: <enter a meaningful title>

 

 
Data

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

  • Task > Outline
  • Task > Title
  • Task > Category
  • Task > Task Phase
  • Task > % Complete
  • Task > Estimated Hours
  • Task > Scheduled Hours
  • Task > Actual Hours
  • Task > Task Hours to Comp

 

 
Display and Preview List Columns

Configure desired options within the Display tab, such as Drill Down to Entity for the Task Titel.

Within the Preview pane, select the Title column's options menu and "Show Hierarchy" to represent the task hierarchy.
Screen Shot 2022-04-12 at 12.47.03 PM.png
Variable Settings

Scope: Project

Filters: optionally include Task filter

 

Selecting the Project Scope will cause this report to be available on the Project Report grid so it can be run per the project (you do not want to run this report from the Organization level, it will be immense!!).

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