Does anyone know anything about the Report Type 'Projects with Project Tasks and Opportunity'?

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Sara-Jane Petescia

• May 26, 2021 15:58

I can't find this one in the list of reports with the AS Installed Package. It is also not in our custom report type list, so I'm stumped. We're having problems with users viewing the report, but unable to locate the report type anywhere. Wondering if anyone else is familiar with this report, exactly as named above?

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  Katie Kampmann

  • May 27, 2021 10:13

  Sara-Jane,

  I am not exactly understanding your question. I may be able to help but would need to see a screenshot or have more details. You can reach me at kkampmann@gmail.com.

   

  Katie

   

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  Bao Do

  • June 02, 2021 02:51

  Hi Sara-Jane,

  That is not a report type that comes with Accounting Seed.  Perhaps someone in your organization created a custom report type of this nature.  Additionally, I am interpreting the report type relationships as 

  Primary object = Project (with)
  Secondary object = Project Task (with)
  Tertiary object = Opportunity

  AS does not have a relationship between Project Tasks and Opportunity OOTB.

  If that report type is to be interpreted as Projects with Project Tasks AND Projects with Opportunities, then I don't believe that is possible as that implies two different relationships between the primary object and two secondary objects.

  Hope this helps.

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