Reports: Project Portfolio Overview - Analytics Board
I created an Analytics board using the Project Portfolio overview template.
It comes with a set of widgets based on data. The data is pulled from Each Writer's folder.
I need help with the following:
- I am trying to create a widget that shows what percentage of the Active projects belong to each writer. I've tried different values but I get No Results. Basically, I want to know out of 104 active projects how many belong to Terri, Danielle & Amanda?
Thanks for the help!
Hi Lea Labastida,
writers are also project owners?
Project owners Pietro Poli are only the Project Managers.
Thanks Lea Labastida,
I suggest you to create a custom field (projects only) where you can add users (copywriters).
Then ask to customer service to add this field in Analyze like a dimension.
Now you can create widget based on projects and copywriters
Pietro Poli So ask wrike to add my custom field as a dimension. Interesting. That would have not occurred to me.
the custom field I need to create will be what exactly? (Thanks for your help on this. I am very green)
Hi Lea Labastida,
create a Users Custom Field and limit it to copywriters only.
Be sure that this field is available for all people and setup it at account level to ask to customer service to add it as a dimension in Analyze.
Here what you've to select when you create request
Pietro Poli Thank you for your help! I finally got the Widget to work as you recommended.