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Question

Rolled Up Action Items Report

  • September 3, 2024
  • 1 reply
  • 25 views

Does anyone have any experience with creating a report in AdaptiveWork to roll up Action Items that are nested and attached to children work items. For example we have a program and are trying to create a report to aggregate any action item that is attached to any Project, Milestone or task nested under the program. We would also like to do the same type of report for Risks, Issues and Decisions as well eventually.

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1 reply

Aayush
Planview Falcons
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  • Community Manager
  • December 26, 2024

Hi Kevin,

This can be done by reporting. I would recommend contacting your CSM to go through all the options. 

Thanks, 
Aayush