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Task in a portfolio

Question asked by vivianfulk-tiaa-cref on Jul 6, 2011
Latest reply on Jul 8, 2011 by another_martink
Hi All,

I am trying to create a filter on the OOB Task List for portfolio. We allow users to have the same project in multiple portfolios. I only want to display the porfolio once in the lookup and pass all the project ids back to the task list.

This si my lookup thus far
SELECT @SELECT:p.id:portfolio_id@,
@SELECT:p.name:portfolio_name@,
@SELECT:p.unique_name:portfolio_code@
FROM pma_portfolios p
WHERE @FILTER@
and p.is_active = 1

but how do I get it to filter on all the projects in the list? I tried adding

WHERE @WHERE:PARAM:USER_DEF:INTEGER:PROJ_ID_CONSTRAIN@ in
(SELECT c.invest_id from pma_portfolio_contents c1 where p.id = c1.portfolio_id)

and now the filter does not return anything. I added a field to the TASK object and populated it with PRPROJECTID and attached the PARAM PROJ_ID_CONSTRAIN

I am stumped.....ANY HELP?????

Thanks!
Vivian

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