Professional Documents
Culture Documents
No part of this publication may be reproduced, stored in any retrieval system, or transmitted, in any form, or by any means, whether electronic, mechanical,
photocopying, sound recording, or otherwise, without the prior written consent of AtTask, Inc., except as permitted by law.
2
How to use the participant workbook
This workbook is designed to increase your knowledge of the AtTask tool. The
margins on the left are indented to take notes and record any “ah ha” moments
you want to remember as you progress through the course.
∞∞ our instructor will guide you through the objectives and give exam-
Y
ples throughout the course. Follow along as the instructor demonstrates
AtTask using a real-life scenario.
∞∞ ait until the instructor gives you directions to begin the simulated ex-
W
ercises. Once you understand the concepts, you will be able to complete
the exercises.
Objectives
Scenario / Simulation
∞∞ t the end of each chapter, you will have the opportunity to practice
A
what has been taught in a simulated environment. It is recommended
you complete all exercises to allow the instructor to see if there are con-
cepts that need to be discussed further.
∞∞ he included scenarios present a possible “real life” use case that relates to the
T
topic discussed. Instruction for the course will follow these scenarios.
3
Table of Contents
Chapter 5 - Work Accountability: Filters 27 Chapter 11- AtTask Support & Services 76
4
Chapter 1 Terms and Definitions
Objectives
After completing this chapter, you will be able to:
5
Definitions
Advanced Options Refers to the tool found on the builder interface that provides the ability to set conditional column-style formatting of text
and images based on criteria you select. For example, you may want to show all parent tasks in a bold font-face, or you may
want to display the Planned Completion Date in a red font if the task is late.
Bean or JavaBean A Bean represents a reusable programming element. The term Bean identifies relationships between different objects in
the AtTask application (which correspond closely to the table structure of the AtTask database). It is important to be familiar
with these relationships as you attempt to display additional attributes about an object that are not available in the basic
reporting tools. These relationships are identified in the Table of Databases Relationships on the AtTask Community.
Builder Interface The Builder Interface is the series of drop-down fields presented on the New/Edit View, Filter, and Grouping screens. It
provides an intuitive mapping of the bean relationships to assist in identifying the columns in a view, the criteria of a filter,
and the common attributes of a grouping.
Camel Case Camel Case refers to a specific way to write programming elements to string multi-word attributes together. The rules are
that the first letter of the first word is lower case, there is no space between the words, and the first letter of any subsequent
word is uppercase. For example, Home Group would be rendered homeGroup, Resource Pool would be resourcePool, and
Actual Start Date would be actualStartDate.
Fields Fields is the AtTask term for custom data field. Fields are created and then added to a custom data form to supplement the
core fields provided in the system.
Field Name The Field Name provides a list of available attributes to identify the value that will be displayed in a view, or used in the
condition of a filter, or as the common element of a grouping. The options in the Field Name field are dependent on the
Field Source selection. For example, if you create task view and wish to display the Planned Start Date, you would select the
Planned Start Date Field Name – it is an attribute that describes the task.
Field Source The Field Source provides a list of available objects that can be referenced on a view, filter, or grouping. The options in the
Field Source are dependent on the object type of the UI Element being created. The Field Source allows you to reference
attributes from objects other than the object type of the UI Element. For example, if you create a task view and wish to
display the project name in a column, you would select the Project Field Source and the Name Field Name.
Filter The Filter determines the results that will be displayed in a report.
Chapter 1—Definitions 6
Form Form is the AtTask term for custom form. Fields and sections are added to forms, which are then attached to an object to
extend the database beyond the core fields provided in the system.
Grouping The Grouping identifies how a list of results will be organized. The Grouping creates horizontal bars throughout the report
to group the results by common attributes defined by the Grouping. Groupings are used in Matrix Reports to determine the
axes of charts and tables.
Layout Template A Layout Template is the package of reporting elements distributed to users. The Layout Template is defined by the System
Administrator and identifies the tabs and reports that will display in the user’s workspace. A Layout Template is different
from a Dashboard. A Dashboard tab is defined by the end-user to supplement the reports distributed through the Layout
Template. The Layout Template is assigned to the user through the template setup.
Object or Object Type An Object is an AtTask application element (i.e., Project, Task, Group, Company, Filter). The Object Type is used when
creating a new Report, View, Filter, or Grouping to identify which Object is the focus of the report.
Qualifier The Qualifier field appears on the New/Edit Filter screen and the Advanced Setting screen for a view. Its purpose is to
provide a way to determine how the Field Name of the filter or condition will be compared to another field or value. For
example, the qualifier determines if the task’s Planned Start Date is equal to, greater than, or less than today’s date.
Report A Report is the combination of a view, a filter, and (sometimes) a grouping. The purpose of a report is to display data
consistently across users, to distribute information, and to eliminate the need to run the same search or query on a regular
basis.
Text Mode Interface Text Mode Interface (referred to as Text Mode in this course) provides the ability to modify/manipulate custom views,
filters, and groupings created through the Builder Interface. It is suggested that report elements are initially created through
the Builder Interface and then converted into the Text Mode after they have been saved to simplify advanced view, filter,
and grouping creation.
User Interface (UI) The term UI refers to the components or building blocks of a report. Namely, the View, Filter, and Grouping.
View The View identifies the column headers that will be displayed across the top of a list report.
Chapter 1—Definitions 7
Chapter 2
Understanding Reporting Components
Objectives
After completing this chapter, you will be able to:
8
Basics Of Reporting
Components
In AtTask, all the different elements that can
be pulled into a report are stored in a database
(think Excel workbook). All items relate to each
other, allowing users to locate them in AtTask
to develop reports. The Table of Database
Relationships, available on the community site,
is a great starting point in understanding the
relationships between items in the system and
how they relate to each other.
The Field Name will drive the Value (V). For instance, Status can be displayed
in Current, Planning, or Dead on a Project. Not all Field Names will have a
predetermined Value attribute. For example, dates or planned hours do not have
built in options for users to select on reports.
Object Type is the most important of all the reporting components. It will drive
everything on a report. Projects (FS) will have Status (FN) that are different from
that of Issues or Tasks. In order to gather information on a project’s status, you
need to set an object type that will make it available to gather this information.
For example, using either Project or Task reports will be the object type for this
report. Other chapters in this book will revisit using Object Types.
Learning about field sources and field name relationships can be confusing. Let’s
create a relationship using a common example like an Excel spreadsheet.
The workbook (Excel file) will drive what Sheets (FS) you have access to. A Sheet
(FS) will determine what columns (FN) you can access and ultimately what
information you should see in a report. The Columns (FN) will contain the
specific information (Value), aka the data, you want to have displayed in a report.
Objectives
After completing this chapter, you will be able to:
11
The Story
Marketing IT PMO
Top Pains The Director of Marketing The Director of IT would The PMO Director would like
would like to see projects like to see projects grouped to see projects grouped by
grouped by completion date by completion date and completion date and priority.
and priority. priority.
Create a two-tiered grouping
Create a two-tiered Create a two-tiered that groups project data by (1)
grouping that groups grouping that groups the project’s completion date
project data by (1) the project data by (1) the and (2) by the project’s priority.
project’s completion date project’s completion date
and (2) by the project’s and (2) by the project’s
priority. priority.
Scenario:
On the My Projects Report, we want to see
the upcoming due dates for our projects.
Separate the data by Planned Completion
Date and Project Priority. This will provide
a quick and easy view into which projects
have similar due dates and need your
attention.
5. In the search box, find the field source and expand to see field
names or use the search bar to type in the field name ‘Completion
Date’.
10. You can preview the grouping at the bottom of the light box.
Note:
Many users find it easier to locate information by Field Name rather than
scrolling through all Field Sources. Typing a keyword will show all the
available field sources.
1. Create a Project Level grouping. Develop a Group to look at your Projects by department.
2. Create a grouping to sort your projects by the month they are planned to be completed.
15
Chapter 4 Work Intelligence: Views
Objectives
After completing this chapter, you will be able to:
16
The Story
Marketing IT PMO
Top Pains Create a Custom View The Director of IT would The PMO Director would
called My Standard View like to see a custom like to see a custom
to be utilized on a Tasks view available for each view available for each
report. The view should IT employee. Create a PMO employee. Create
contain the following Custom View called My a Custom View called
elements: Standard View to be My Standard View to be
utilized on a Tasks report. utilized on a Tasks report.
Task Name The view should contain The view should contain
the following elements: the following elements:
Project Name
Task Name Task Name
Assigned to Name
Project Name Project Name
Task Duration
Assigned to Name Assigned to Name
Planned Hours
Task Duration Task Duration
Actual Hours
Planned Hours Planned Hours
Planned Completion Date
Actual Hours Actual Hours
Percent Complete
Planned Completion Date Planned Completion Date
Custom Data
Percent Complete Percent Complete
Status Icons
Custom data Custom Data
17
Creating Views
In AtTask, views organize information into
columns. Views are the eyes of a report and
shape what is shown about an object. There is
no limit to the number of columns in a view.
Creating a View is all about: “What do I need to
See” in my report.
Scenario:
Create a new View that combines elements
from the Project Outline and Standard
Views available on Task Reports provided
with AtTask. Also combine Custom Data
elements.
∞∞ Task Name
∞∞ Project Name
∞∞ Assigned To Name
∞∞ Duration
∞∞ Planned Hours
∞∞ Progress Status
∞∞ Percent Complete
∞∞ Custom Data
∞∞ Status Icons
5. Scroll to find the Field Source Task and then within the
FS, locate the FN option for the column like Name.
Preset Columns:
When creating a new view columns generate several preset
columns in the column preview area. Keep the columns or
remove them according to your needs. These columns show the
most commonly used options for the object type of your report.
Top Pains You want your task views You want your task views The PMO office wants to
to display parent tasks in to display parent tasks in keep apprised of late tasks
a bold red-faced font. For a bold red-faced font. For quickly on a report. Set late
consistency in reporting, consistency in reporting, tasks in red font with a green
set up advanced settings to set up advanced settings to background.
display all parent tasks in a display all parent tasks in a
bold font. bold font.
20
Advanced View
Settings
When working with Views, a column can be
formatted to highlight or reflect information
that is critical or important to display within
the report you are viewing. Several areas
within a column can be modified.
Column Settings
Summarize
The summarize option allows data to be
aggregated in the column.
Field Format
Formatting a column specifies how data will
be output to that column. In most cases, this
option is left as the default. The Format is most
useful when dealing with dates or numbers
and displays them in several different formats.
Column Rules
Within Advanced Settings of the view builder
you are provided with the option to create
views and reports that include conditional
formatting of the text. Similar to Conditional
Formatting in Excel or other spreadsheet
applications, the utility customizes the font
color, style, and background color of a column
or row based on input criteria.
1. Create a new view for project reports. On the view identify the following columns: Project
Name, Owner Name, Planned Start Date, Planned Completion Date, Duration, and Percent
Complete. Name the View ‘Basic View’.
2. Rename the ‘Start On’ and ‘Due On’ columns to ‘Start’ and ‘Finish’ respectively.
3. Add a conditional format rule to the ‘Basic View’. On the Finish column, have results that
finish this quarter display green.
4. Set another rule to include results that are set to be completed next quarter show blue on
the View.
26
Chapter 5 Work Accountability: Filters
Objectives
After completing this chapter, you will be able to:
27
The Story
Marketing IT PMO
Top Pains Create a filter for the Create a filter for the The PMO office wants to see
Marketing Group to be used IT Home Group so the all late tasks that are due to be
on task reports showing Late logged in user can see all complete in the next 3 weeks.
Tasks that are Assigned to Me incomplete tasks for the
group they belong to.
28
Creating Filters
Scenario
Create a filter to be used on task reports
showing only assigned to “me” and late
tasks.
$$USER.name The $$USER.name variable allows you to do name matches in a filter. It provides
Additional wildcards can be found in Appendix B.
the logged in user’s full name (first name + last name). This is not the logged in
user’s username.
$$USER.homeGroupID The $$USER.homeGroupID variable identifies the logged in user’s home group
ID. This is used primarily for group managers that want to see only objects related
to their home group. For example, a manager may want to see all incomplete
tasks on projects in his group: Project: Home Group ID = $$USER.homeGroupID
Percent Complete < 100 .
Or a manager may want to see all incomplete tasks assigned to individuals in her
group: Assigned To: Home Group ID = $$USER.homeGroupID Percent Complete
< 100 .
Chapter 5—Wildcards 31
Date Based Wildcards
Date wildcards can be combined with the
attribute ‘q’, ‘h’, ‘d’, ‘w’, ‘m’, ‘y’ for calendar
quarter, hour, day, week, month, year,
respectively.
Chapter 5—Wildcards 32
Using WIldcards
Scenario
Create a filter looking at late tasks that are
due to be completed within the next three
weeks.
Reminder
Most Wildcards need to be written in
camelCase.
Chapter 5—Wildcards 33
Scenario:
Create a Filter that looks at Incomplete
Tasks for the logged in user’s Home Group.
Reminder
Most Wildcards need to be written in camelCase.
Chapter 5—Wildcards 34
Filter Qualifiers
There are a number of qualifiers available
for custom filters to allow you to create the
specific filter that will meet your business and
reporting needs. The following tables describe
Text Attribute Qualifiers Description
the options for the two attribute types: text,
numeric and date.
Contains Searches for a portion of text throughout an entire text
string. It is case insensitive. Example: Defining a project
search on the Description field that contains Infinity
will capture anything with Infinity in it such as the
word ‘Infinity’. Will also search for ‘infinity’.
Does Not Contain The inverse of Contains. Any record that contains the
input text will be omitted from the results of the report.
Is case insensitive.
Not Equal The inverse of Equal. Any record that equals the input
text will be omitted from the results of the report.
Blank The field exists for the field source but has not been
given a value.
Not Blank The inverse of Blank. Assuming the field exists and
some value exists for the field.
Equal Will return an exact match of the searched value. A filter with
‘equal CPL, CUR’ will return no results, as a project cannot be
complete and current at the same time.
Not Equal The inverse of Equal. Any record that equals the input text
will be omitted from the results of the report.
Is Blank The field is either blank in the field source, or does not exist
for that field source.
Is Not Blank The field exists for the field source and is populated with a
value.
Between Provides two value fields, which AtTask uses to search for all
results within the range of both fields including the values
entered.
Less Than Searches for all results with a lesser value than what is
entered excluding the entered value.
Less than Equal Searches for all results with a lesser value than what is
entered including the entered value.
Greater Than Searches for all results with greater value than the value
entered excluding the entered value.
Greater Than Equal Searches for all results with greater value than the value
entered including the entered value.
OR Statements
OR statements can only be applied through the Filter on the
Builder Interface.
To Create an Or Statement:
1. From the Reporting area menu, select an existing Task
Report.
2. Navigate to the People area, create a filter to view users by Job Role, look at users who
are listed as Project Managers.
3. Create a filter on a project report that shows incomplete projects that were entered by
me or are owned by me.
40
Chapter 6
Working with Calendars
Objectives
After completing this chapter, you will be able to:
41
The Story
Marketing IT PMO
Top Pains Visualizing due dates for Understanding and The PMO office wants to see all
the various projects across visualizing due dates for of the projected end dates for
different clients. implementations within projects within the company so
the IT department as well as they can share this information
across the company. with vested parties. They want to
streamline the process so they are
not always having to maintain
manual files.
Scenario:
You want a calendar that displays both of
your current tasks and projects over the
projected duration time frame.
Chapter 6—Calendar 43
Working With
Calendars
1. Navigate to the Reporting area.
Notes:
Once a calendar is created both the calendar
and the grouping can have names.
Ad Hoc Events
Events on the fly can also be created within
a calendar to give a visual representation of
an event. These events are reportable as they
stand on their own.
Calendar Views
The Calendar can be displayed in week or
month format. When using the Week view,
weekends can be displayed or hidden.
Sharing Calendars
Calendars can be shared with others to
increase visibility of information. Calendars
can be shared with individuals, company-
wide, or the public. When sharing calendars,
the access rights of the calendar can be set. For
example, if you don’t want everyone to have
as much access to project information as you
do, then set the share rights to a user with an
access level less than yours.
2. Create a calendar that you would use to maintain a visual representation of tasks.
Objectives
After completing this chapter, you will be able to:
47
The Story
Marketing IT PMO
Top Pains Create a Task report called Create a Task report called Create a Task report called
“Late Tasks by Project”, utilizing “Late Tasks by Project”, “Late Tasks by Project”, utilizing
the View & Filter from previous utilizing the View & Filter from the View & Filter from previous
lessons and grouping the report previous lessons and grouping lessons and grouping the report
by project. the report by project. by project.
Allow users to further filter this Allow users to further filter Allow users to further filter this
report by setting up Prompts this report by setting up report by setting up Prompts
based on Project & Task Status, as Prompts based on Project & based on Project & Task Status,
well as Project Name. Task Status, as well as Project as well as Project Name.
Name.
48
Creating Detailed
Reports
This lesson introduces the steps for building
detailed reports using the filters, views, and
groupings created in the previous chapters.
Scenario:
Create a report looking at Late Tasks
Assigned to the User, grouped by project.
Reporting Options
Description
Input any additional details about the report
you may want to include, allowing other users
accessing the report to know what it contains
without running it.
Run as User
This is normally left as blank so that the access
rights associated with the user running the report
will limit the results to what that individual is
permitted to see. Selecting a user with the same
access level ranking (or below) will run the report
as if you were them.
Control
This option controls whether or not AtTask will
allow a user to toggle between controls (views,
groupings, filters) after running the report.
Schedule
The Schedule field indicates the frequency for sending
the report, including Day and Time of delivery.
Delivery Format
The Delivery Format field allows you to select the type of
attachment the recipients will receive in the email.
Recipients
You can identify several recipients for the emailed report.
Subject
The value in the Subject field is used in the subject of the
email.
Access Rights:
This sets which user AtTask will run the report. It will
set it as if you had run the report or were viewing it on a
Dashboard.
Chapter 7—Delivery 52
Prompts
Prompts provide the ability to further filter
results when the report is run. Many times
the prompted fields are the same attributes
included in the filter. However, this does not
have to be the case; you can contain the on-
the-fly ability to modify the filter for the report
on attributes not used on the filter.
∞∞ Task: Status
∞∞ Project: Status
Chapter 7—Prompts 53
Practice Exercises
1. Create a Project Report using the reporting elements from earlier practice exercises.
54
Chapter 8
Creating Original Reports
Objectives
After completing this chapter, you will be able to:
55
The Story
Marketing IT PMO
Top Pains Create a Task report, Create an Issue report Create a report that shows all
showing all open late tasks called “IT Open Issues” open projects by their condition
by Project in the Marketing showing all Open Issues in in a column chart.
Group and display this in a the IT Portfolio, displayed
Pie Chart. in a Chart report.
56
Creating Reports
In this lesson, the skills previously learned in
the course will be used to develop a report. At
times, it may be necessary to develop reports
that are not currently available in AtTask.
Understanding how to develop reports can be
a beneficial skill to develop for many AtTask
users.
Scenario:
Create a report that shows all active issues
on projects in the Information Technology
portfolio.
∞∞ Grouping: H
ow do I want my results
separated?
∞∞ Grouping: H
ow do I want my results
separated?
SCENARIO
Create a report that displays the number of
open late tasks for each project displayed in
a pie chart.
3. Within columns, begin to define what information will show on the detail
tab of the report.
4. Set Filter criteria for the report. The filter parameters are set up in the same
manner as stand alone filters.
6. Under Value, select what type of information to display. Use Record Count,
to display the total number of tasks.
Note: If you select another option like duration, the data’s aggregation
method is adjustable.
9. G o to Report Settings to set up the details of the report: name and
description.
10. Set the default tab for the report, select Chart and then Done.
Pie 3D Column
Line Multi-Series 3D
Column
3D Bar Gauge
Bubble
2. Create an hours report looking at hour entries by Owner (User). Look at the frequency of
hour submissions on a weekly basis.
3. Using the report just created, modify the report to look at entries submitted within the
current month.
4. Create a Column Chart as part of the hours report to display the total number of hours
each user has submitted.
63
Chapter 9
Work Intelligence: Matrix Reports
Objectives
After completing this chapter, you will be able to:
64
The Story
Marketing IT PMO
Top Pains You need to see a table You need to see a log of You need to see which
of hours entered into the the number of issues groups are generating the
system by your employees. submitted to each most revenue for your
You want it to show the Request Queue over organization over the past
last 3 months, separated by the past three months. year based on quarterly
week. Finally, it needs to be You’d like to see which production. This will help
sorted by user. users are submitting the you allocate resources
requests most frequently. better.
65
Creating Matrix
Reports
In addition to creating detailed reports and chart
reports, this chapter will show how to include
tables (Matrix) as a reporting option. The purpose
of Matrix reports is to represent summary
information in a tabular format.
SCENARIO
A common use for Matrix reporting is to
review hour entries submitted over time.
Create a report showing number of hours
by owner (user), across a three-month
time frame, displayed by month and week.
1. C
reate a task report that shows revenue of tasks (by Week) based on the planned completion date. This
information needs to be displayed by each project and should display only current projects for the
logged in user. The User is also the project owner.
2. Create a matrix report that shows all open issues by group and status.
69
Chapter 10 Sharing Reports
Objectives
After completing this chapter, you will be able to:
∞∞ Create Dashboards
∞∞ Share reports
70
The Story
Marketing IT PMO
Top Pains Create a dashboard specific Give other users access Give other users access
to your team which to the filters, views, and to the filters, views, and
includes the following groupings created in the groupings created in the
reports: Late Tasks by previous lessons. previous lessons.
Project, Marketing Open
Issues, and My Projects.
71
Report Distribution
Whether you are the System Administrator or another
user creating reports, it is important to understand
how reports, and elements used to build reports, can be
shared with other AtTask users. It is important to know
Access Level impacts a user’s ability to share information
with others.
List Controls
This chapter shows how you can share the reporting
elements created earlier with other AtTask users. When
you create a filter, view, grouping, and/or report, the next
step is to make sure others that may benefit from these
resources put them to use.
5. Select Save.
To Share a Report:
1. Navigate to the report from the Global
Navigation Menu > Reporting > Reports Tab.
Chapter 10—Dashboards 74
Sharing Dashboards
With the dashboard created, it will appear in the My
Dashboard tab of the Reporting area. However, Dashboards
can also be shared with other users or the whole company.
Chapter 10—Dashboards 75
Chapter 11
AtTask Support & Services
Objectives
After completing this chapter, you will be able to:
76
AtTask Community
community.attask.com
Have a question? Visit AtTask community for help articles,
ondemand learning courses, register for ATtask courses, attend
free webinars, or schedule post-implementation consulting
services.
You can join an existing group, or create a new group that others
can join.
Join a group by clicking the ‘All Groups’ tab. From the list, select
the group you wish to join. Select ‘Join Group’. View your groups
on the ‘My Groups’ tab.
∞∞ Training Videos
∞∞ Help Articles
Chapter 11—Education 78
Education
Services
onDemand Learning
Webinars
Webinars are live, instructional sessions
designed to provide information for up
to one hour.
Visit: community.attask.com/webinars
Chapter 11—Education 79
Education
Services
Pick 3 Program
A Pick 3 session allows you to organize
& tailor courses to your specific needs,
creating private education for your AtTask
users. It allows you to provide focused
education for your team on the topics and
functions they need most to be successful
when using AtTask to manage their work.
∞∞ Workflow Management
∞∞ Project Prioritization
Chapter 11—Education 80
Support
Services
AtTask offers four customer support plans,
ensuring you receive the level of support
that is appropriate for your business.
Support plans can be adjusted at any time.
Chapter 11—Support 81
Consulting
Services
The AtTask roadmap for success follows this
simple formula:
Success = Realistic Scope + Right Resources + Achievable timeline
Chapter 11—Consulting 82
Customer Success
Program
The customer success program puts you,
the AtTask user, at the forefront of the AtTask
business model. Our customer success
consultants connect and engage with you
to ensure you receive maximum value from
the AtTask platform by providing additional
resources and expertise tailored to your AtTask
solution.
∞∞ Conference calls
dustinkenyon@attask.com
∞∞ Wildcards
84
Appendix A: Qualifiers
User/Text Qualifier Description
Contains Searches for a portion of text throughout an entire text string. Example:
Defining a project search on the Description field that contains Infinity
will capture anything with Infinity in it such as the word ‘Infinity’ or
‘infinity’. This modifier will conduct a case insensitive search.
Does Not Contain The inverse of Contains. Any record that contains the input text will be
omitted from the results of the report. This modifier will conduct a case
insensitive search.
Equal Will return an exact match of the searched value. Example: when
searching for complete projects, ‘equal CPL’ will return all projects in
the complete status. ‘equal CPL, CUR’ will return no results, as a project
cannot be complete and current at the same time.
Not Equal The inverse of Equal. Any record that equals the input text will be
omitted from the results of the report.
Null The field is either blank in the field source, or does not exist for that
field source.
Not Null The field exists for that field source and is populated with a value.
Blank The field exists for the field source but has not been given a value.
Not Blank The inverse of Blank. Assuming the field exists and some value exists
for the field.
Appendix—Appendix A: Qualifiers 85
Date Qualifier Description
Equal Will return an exact match of the searched value. Example: When searching for projects where the status
‘equal CPL’, AtTask will return all projects in the complete status. A filter with ‘equal CPL, CUR’ will return no
results, as a project cannot be complete and current at the same time.
Not Equal The inverse of Equal. Any record that equals the input text will be omitted from the results of the report.
Blank The field is either blank in the field source, or does not exist for that field source.
Is Not Blank The field exists for that field source and is populated with a value.
Between Provides two value fields, which AtTask uses to search for all results within the range of both fields
including the values entered.
Not Between The inverse of Between. Provides two value fields, which AtTask uses to search for all results outside the
range of both fields including the values entered.
Less Than Searches for all results with a lesser value than what is entered excluding the entered value.
Less Than Equal Searches for all results with a lesser value than what is entered including the entered value.
Greater Than Searches for all results with greater value than the value entered excluding the entered value.
Greater Than Equal Searches for all results with greater value than the value entered including the entered value.
Today Searches for all results with value equal to the wildcard(s) $$TODAY
This Week Searches for all results with values equal to the wildcard(s) values between $$TODAYbw & $$TODAYew
Next Week Searches for all results with values equal to the wildcard(s) values between $$TODAYb+1w & $$TODAYb+2w
Last Week Searches for all results with values equal to the wildcard(s) values between $$TODAYb-1w & $$TODAYbw
This Month Searches for all results with values equal to the wildcard(s) values between $$TODAYbm & $$TODAYem
Next Month Searches for all results with values equal to the wildcard(s) values between $$TODAYem & $$TODAYe+1m
Last Month Searches for all results with values equal to the wildcard(s) values between $$TODAYb-1m & $$TODAYe-1m
This Quarter Searches for all results with values equal to the wildcard(s) values between $$TODAYb1 & $$TODAYeq
Next Quarter Searches for all results with values equal to the wildcard(s) values between $$TODAYb +1q & $$TODAYe +1q
Last Quarter Searches for all results with values equal to the wildcard(s) values between $$TODAYb-1q & $$TODAYe-1q
Appendix—Appendix A: Qualifiers 86
Appendix B: Wildcards
Date-Based Variables
$$TODAY This wildcard looks at the date and time as of Midnight Today.
For example, if you want to display all tasks due before today, you could use the following
expression: Planned Start Date < $$TODAY. This is preferable to defining a filter with today’s date
so you will not have to modify the filter again tomorrow, next week, or next month. $$TODAY is
always equal to midnight for the current day.
$$NOW This wildcard looks at the date and time as of right now.
For example, if you want to display all hour entries provided up to the current time, you can
do this by using the following expression: Planned Start Date < $$NOW. This is preferred over
defining a filter and using the actual current date and time. That way each time the filter runs,
you won’t have to modify it. $$NOW is equal the current date and time.
Date wildcards can be combined with the attribute ‘q’, ‘h’, ‘d’, ‘w’, ‘m’, and ‘y’ for calendar quarter,
hour, day, week, month, year respectively. The modifier ‘b’ and ‘e’ stand for ‘beginning’ and
‘ending’ respectively. The operators ‘+’ and ‘-’ are used to add or subtract values from the wildcard
value.
Example: The wildcard, ‘$$TODAYb+2w’ is the same as saying, ‘Two weeks from the beginning of
this week’. The wildcard ‘$$NOW+2h’ is the same as saying ‘two hours from now’.
When working with date filters there are several built into AtTask that incorporate wildcards for
user’s convenience. However, you may find the need to build upon those foundations to gather
information for your reports.
For example, if you want to look at tasks due two weeks from now the wildcard would look like
$$TODAY+2w. An alternative version would be to incorporate the “b” to indicate the beginning
of today—so $$TODAYb+2w will pull similar results. The distinction between these options is
that the first option will look at tasks starting around 23:59, the second option will look at those
starting at 0:00am.
Appendix—Appendix B: Wildcards 87
User Based Variables
Appendix—Appendix B: Wildcards 88
$$USER.firstName he $$USER.firstName variable allows you to do name matches in a filter. This value
T
and the other name options ($$USER.lastName and $$USER.name) are most commonly
used to match just the logged in user’s first name with a first name value stored
in a Custom Data parameter. It can also be used with other attributes provided in
AtTask.$$USER.lastName. The $$USER.lastName variable returns just the last name of
the logged in user and allows name matches in a filter.
$$USER.name The $$USER.name variable allows name matches in a filter. It returns the logged in
user’s full name (first name & last name).
$$USER.homeGroupID The $$USER.homeGroupID variable identifies and returns the logged in user’s home
group ID. This is used primarily for group managers who want to see only projects,
tasks, etc. related to their home group. For example, a manager may want to see all
incomplete tasks on projects in his/her finance group: Project: Group ID = $$USER.
homeGroupID Percent Complete < 100. That manager may also want to see all
incomplete tasks assigned to individuals in his/her finance group: Assigned To: Group
ID = $$USER.homeGroupID Percent Complete < 100.
$$USER.otherGroupIDs The $$USER.otherGroupIDs variable returns an array of all of the group’s ID values
associated with the logged in user’s profile. The use cases for this variable are similar to
the $$USER.homeGroupID option, except the results would only display work across all
groups the manager belongs to.
$$USER.roleID The $$USER.roleID variable returns the logged in user’s default role assignment. This
allows you to report on tasks or issues assigned to a default job role. $$USER.roleIDs -
[The $$USER.roleID] variable provides an array of the logged in user’s role assignments,
allowing you to create filters that return results associated with all of the logged in user’s
role associations. If a user has job roles defined beyond his/her default job role, this
variable returns the values of those additional roles. You can use those values to find all
of the logged in user’s role associations.
Appendix—Appendix B: Wildcards 89
Appendix C: Multi Currency
Reports
Multiple currencies can be tracked on projects. In addition to
accounting for currency needs on projects, this information
can be showcased in reports so you will not need to do any
additional conversions.
∞∞ Chapter 3-2
∞∞ Chapter 4-2
∞∞ Chapter 4-4
∞∞ Chapter 5-2
∞∞ Chapter 6-1
∞∞ Chapter 7-1
∞∞ Chapter 8-1
∞∞ Chapter 8-4
∞∞ Chapter 9-2