Add a WBS Property to Your Report

This article describes how to configure DESTINI Estimator standard reports to print one or more WBS properties. You can add a WBS property as a column.

Alternatively, you can add it as a row.

This article describes how setup and configure both options.

Create a New Report Parameter

1. Open an estimate in DESTINI Cloud Estimator.
2. Navigate to Home > New Report. Report Designer opens.
3. Click File > Open.
4. Navigate to the folder with the report template file (.repx) you want to modify.
5. Click the .repx file to open it.
6. On the right side of your screen, click the Field List tab at the bottom of Report Explorer.
   
7. Scroll to the bottom of the Field List tab.
8. Right-click Parameters and select Edit Parameters. The Report Parameters Editor opens.
9. In the left pane, scroll down and select a location where you want to add a new parameter for the WBS property. The new parameter will be added below your selection. This article adds the new parameter below WBSProperty4_Rollup. 
10. Click the Add Parameter button.
    
11. With the new parameter selected, enter the following information and click OK. For any setting not specified here, leave the default configuration:
    1. Name: DynamicWBSColumn1_Parameter
    2. Description: Dynamic WBS Custom 1
    3. Type: String
    4. Default Value: Any WBS property you want to specify
    5. Value Source: Dynamic List
    6. Data Source: WBSPropertyValues
    7. Value Member: Name
    8. Display Member: Name
    9. Sort Member: Name
    10. Sort Order: Ascending
        
        

Add a Calculated Field

Use the following procedure to create a calculated field that prints the WBS property in the report.

1. On the right side of your screen, verify that the Field List tab is selected.
2. Scroll up to _DESTINICloudReportsDataSource at the top of the hierarchy.
3. Right-click any node underneath _DESTINICloudReportsDataSource and select Edit Calculated Fields. The Calculated Field Collection Editor opens.
4. Click the Add button.
5. With the new calculated field selected, enter the following information and click OK. For any setting not specified here, leave the default configuration:
   1. Data Member: ScopesOfWork > ScopesofWorkLineItems
   2. Data Source: _DESTINICloudReportsDataSource
   3. Expression: 
      [LineItemsWBSPropertyValues][[Name] == ?DynamicWBSColumn1_Parameter].Single([Value])
      
   4. (Name): DynamicWBSColumn1
      
      
      

Configure a Column

Use the following procedure to display the new WBS Property in a column. If you prefer to display it in row, see Configure a Row later in this article.

1. To specify a column name, in the design section in the middle of your screen, scroll more than halfway down the report and select the Description cell above the [WBSProperty1] band.
   
2. Right-click Insert > Cell.
3. Select the new cell and then click the gear icon.
   
4. Click the drop-down in the Expression field, expand Parameters, and then select the DynamicWBSColumn1_Parameter parameter.
   
5. The parameter expression displays in the cell.
   
6. In the Design section in the middle of your screen, locate the [WBSProperty4] band, and then right-click the [Description] field below it. Choose Insert > Cell.
   
7. Select the new cell and then click the gear icon.
   
8. Click the drop-down in the Expression field, and then select the DynamicWBSColumn1 calculated field. Note: You might have to scroll up to locate the calculated field.
   
9. To ensure the new WBS Property column header and the data printed in the report align properly, locate the new column you created above the [WBSProperty1] band. Click and drag the left edge of the cell to the right until it aligns with the new cell you created in the [WBSProperty4] band.
   
10. Proceed to Configure the Group Header later in this article.

Configure a Row

Use the following procedure to configure your report so the new WBS Property displays as a row beneath line items.

1. In Designer, in the middle of your screen, locate the [WBSProperty4] band.
   

2. Right-click the first cell of the 'Notes:'+[Notes] row immediately below the [Description] row and click Insert > Row Below.

   

3. Select the cell below 'Notes:'+[Notes] and then select the Function button. The Expression Editor opens.
   
4. Copy and paste the following expression into the text field:
   ?DynamicWBSColumn1_Parameter + ': ' + [DynamicWBSColumn1]
   
   
5. Click OK. Report Designer adds the expression to the cell.
   
6. Hover your mouse next to the left edge of the first cell in the row until a black arrow appears. Click your mouse to select the entire row. Then click the Function button.
   
7. In Expression Editor, in the left pane, click Visible.
8. Copy and paste the following expression into the text field:
   NOT IsNullOrEmpty([DynamicWBSColumn1])
   
   
9. Click OK. 
10. Configure the group header, as described in the next procedure.

Configure the Group Header

1. Select GroupHeader10 band immediately below the [WBSProperty4] band and then select the gear icon.
   
2. In the Group Fields field, click the ellipses (...). The Group Field Collection Editor opens.
   
3. Click Add.
4. Click Field Name and then choose DynamicsWBSColumn1 from the drop-down list.
   
5. Click OK.
6. Save and run the report.

Verify the Changes

1. In Report Viewer, in the Parameters panel on the left side of your screen, locate the Dynamics WBS Custom 1 grouping.
   
2. Select a WBS property from the list and click Submit.
3. Scroll to the second page of the report and verify the selected WBS Property appears in the report.