How can I display a summary of all projects that each team member is assigned? 

I have a spreadsheet that includes a column "Project Name" (free text, primary column) and then a column "Assigned to this Project" which is a multi-select drop down with 28 names. This list is all members of a team that could potentially be assigned to the project. The number of assignees varies between 3 and 8 team members.

Is there a way I can list out each team member and have a summary, be it through card view, or a report, etc. that would show all the projects they are assigned to?

I have been stuck on this for a while. I did find a slight work around using a but the client still wants this shown differently.

What I did was create a column called assignee-1, scope-1, assignee-2, scope-2, etc. where each team members name was selected, then created a column formula for each team member that used an IF Formula to pull the associated assigned scope if their name was in any of the assignee columns. Then I used a report for each team member to list their assigned projects & scopes.

For some reason the client is really determined to have it displayed all together, I think, and so I am looking for a way to use card view - but I feel like since its a multi select drop down list and I can't use the contact type of column, its not going to work for me the way I need it to.

Any help is greatly appreciated! 

Answers

  • dojones
    dojones ✭✭✭✭✭

    You can do it through a report. Create report based on the sheet, Add Project and Assigned To then Group by Assigned To. It will list all projects that person is asssigned to. Group if you want a count of projects.

  • Because of the "assigned to" column being a multi-select column, it does not break out each person individually, and I cannot use the group function based on the "assigned to" column to display each person in the report with a summary list of projects beneath their name.

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