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Projects By Contact

Generate a list of projects grouped by individual contacts for a specific contact type.

Updated over 3 months ago

The Projects by Contact report provides the same information as the Project List report, except this specific report will group the projects by the Contact Types.

In order to generate this report, the user must select a "Contact Type" in the Report Filters. This will determine how ProjectTracker should group the projects.

Projects that have similar contacts assigned to a project will be grouped and displayed as headers within the report. Projects that do not have any contacts assigned for the specific contact type will belong to the "No Contact Assigned" category within this report.

Each row in the Projects By Contact represents one project. To find out more information on the project, select the row in which the project is in and it will take you to the desired project.

Like with most of the reports that generate a table within ProjectTracker, it will display a standard set of information. If the user wants to see more information for the project, they can leverage the Report Filters to display the information they need.

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