Tasks view lets breakdown tasks into multiple subtask levels which can be easily expanded or collapsed to show required records.
However, if you need to create a report, pivot table or chart on particular subtask level, you cannot set appropriate filter, because there is no default property for that purpose. You need to create a custom property that will define your work breakdown structure, and then set filter by the given property.
For example, you have 4-level WBS (process/phase/task/subtask) and want to generate various reports on particular levels.
Report “List of tasks”
Report “List of phases”
To set filter by particular subtask level
- In Configurator, in the Entities Configuration mode, add appropriate enum with values (ex.: enum Type with values Process, Phase, Task, and Subtask)
Learn how to create a database enum
- In Configurator, in the Entities Configuration mode, add task property with appropriate enum data type.
Learn how to create an entity property
and set enum as property data type
- In Configurator, in the Views Configuration mode, add appropriate box to the Task detail view layout.
Learn how to customize detail view layout
- In CentriQS, in the Tasks view, add tasks and subtasks with appropriate type.
, in the Report Designer
view, add report template with appropriate input parameter.
Learn how to use Report Designer
and add input parameters