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Specific Projects - Column Set: ARM

  • October 19, 2023
  • 2 replies
  • 115 views
B
Freshman I

Hello,

I’m trying to figure out a way to pull specific projects into a column set to build a report. Has anybody had any success, if so, would you be able to share how? 

 

Thanks,

Brandon McIlhargey

Best answer by Laura03

Hello @brandonm ,

I’ve uploaded a sample report that has individual projects in each column. The key with Project ARM reports is to set the Type = PM on the Row Set, Column Set, Unit Set, and Report Definition.

Notice the Column Set TYPE at top of screen = PM

 

Laura03
B

2 replies

Laura03
Captain II
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  • Laura03
  • Captain II
  • Answer
  • October 20, 2023

Hello @brandonm ,

I’ve uploaded a sample report that has individual projects in each column. The key with Project ARM reports is to set the Type = PM on the Row Set, Column Set, Unit Set, and Report Definition.

Notice the Column Set TYPE at top of screen = PM

 

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~ Laura Barber, WM Synergy
StevenRatner
Chris Hackett
B
B
Freshman I
  • brandonm
  • Author
  • Freshman I
  • October 20, 2023

Hi Laura,

Thank you for your quick response as this solution allowed me to pull in projects into my column set. My issue now is that I am trying to pull specific GLs on the row set, but I don’t want to have to update all of our account groups. Is there a way to solve this issue or is this the reality of using Type=PM row sets?

Regards,
Brandon McIlhargey

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