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Hello Community, 

I am stuck and need some config guidance on this one. I am using the Project Highlight Report to send an HTML formatted report showing Project data. The specific issue is with the Tasks tables (Last week Actuall Start date/ Actual End Date) and Next week (start/Due date).

 

Issue: Regardless of the code I use, I am not able to show the Task Resources associated with each task in the list. It seems the variable that pulls the Resource is capturing the resource on the first task and then uses the same resources for every other task. 

 

I need a solution that will iterate on Tasks (from PHR custom action on Project) that meet the PHR criteria and show the unique resource from each task. Is this possible?

 

Current usage is the PPR: ResourcesDisplay field but that pre-populates every time the # of resources changes. This does not show the true Resource on the Task. I changed this to run as a variable to pull the task resource but ran into the issue above where the resource for every task listed is the same. 

Found solution (workaround):

AS mentioned above, the PPF:ResourceDisplay custom field is updated when a resource is added/removed from a Work Item. However, this does nothing otherwise and shows no data if the Resource is blank. However, when the Resource of a task is blank, ownership of the task and its completion falls on the OWNER of the task, typically the PM of the project. 

 

The solution I found was to create a workflow rule that will update the PPR: ResourceDisplay field, not only when a resource is updated but if the Period Project Report custom action is triggered. I set a custom toggle to be triggered to TRUE, which triggers the workflow. The workflow runs on the Work Item object and when triggered, Updates the PPR: ResourceDisplay field with all of the Resources linked to the work item. IF the Resource link is NULL/Blank, then the user in the Owner field is stored in the PPR: ResourceDisplay text field and this field is exposed in the Document Publisher template.

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