AW - Reporting on Parent vs. Subprojects

Hey ​@kayla.schwarz 
 

If you’re running into double-counting in Planview AdaptiveWork reports, here’s a quick trick using the ParentProject field to keep things tidy:

To see only top-level (standalone) projects:

1. Add a filter on the ParentProject field

2. Set the condition to Equals

3. Set the value to ConstraintSpecialValue

To see only sub-projects:

1. Add a filter on the ParentProject field

2. Set the condition to Not Equals

3. Set the value to ConstraintSpecialValue

By applying one of these filters, you’ll get a clean, focused report either just standalone projects or just sub-projects without any double-counting. 

Hope this helps keep your portfolio reporting neat and accurate!

Hi Archana, thanks so much for your response however I don’t see an option in the filter to set “Parent Project” to “ConstraintSpecialValue”. I only see the ability to set the filter “Parent Project” to Equals, Not Equal, Is One Of, Is Not One Of, Black or Non-Blank. I tried non black but that still showed the parent projects.

It does not allow me to select “ConstraintSpecialValue” it only allows me to select a specific project.

Hello! Did you find a solution to this? I’m facing the same challenge. 

Could be as simple as introducing a naming convention for first level projects, and then add that as a filter to reports. 

Or you can add this as a filter in any report where you want to exclude subprojects: