List of PM's with Active projects

I need a list with the following criteria, that I will add to my dashboards. This data would be pulled from my Intake Sheet.

List of all Project Managers that have In Progress Projects and provide a count of the number of projects they have.

I need to be able to add this to my toolkit so I can provision it from Control Center.

Can someone assist me?


  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @JKremer

    I hope you're well and safe!

    Have you explored using a Report?

    Would that work/help?

    I hope that helps!

    Be safe and have a fantastic week!


    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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  • JKremer
    JKremer ✭✭✭✭

    Hi Andree

    A report will not work because what I want is to add this list to a text The list should like the attached, which is a pivot view. The formula should return the number of in progress projects by PM for a specific Portfolio. Then I can calculate the percentage each PM has of the overall pie.

    Basically it would help our viewers to know who the key contacts are for a Portfolio and how much of the pie they own.

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