A marketing agency uses Workfront to plan and execute projects for their clients. Each project is associated with a Portfolio to represent the client and a Program to represent the year that the work was completed. A team leader has asked for a list report that shows the actual revenue for each Project and the total actual revenue for each client.
How would a Workfront Developer achieve this?

Question

A marketing agency uses Workfront to plan and execute projects for their clients. Each project is associated with a Portfolio to represent the client and a Program to represent the year that the work was completed. A team leader has asked for a list report that shows the actual revenue for each Project and the total actual revenue for each client.

How would a Workfront Developer achieve this?

Angad Singh · Accepted Answer

Create a project report and add actual revenue as a column to the report review, set to summarize by sum. Apply a grouping to the report to group by portfolio name

Angad Singh · Answer

Create a project report and add actual revenue as a column to the report review and set to summarize by count. Apply a grouping to the report to group by portfolio name

Angad Singh · Answer

Create a project report and add actual revenue as a column to the report review. Apply a grouping to the report to group by portfolio name.

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