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Baseline Time Phased Data

  • January 13, 2025
  • 1 reply
  • 20 views

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I have been trying to find a way to better present the ‘expected progress’ of a project. The default calculations are soley based on durations, however, most project efforts are not perfectly linear like that, but rather more of an ‘S-curve’. What would be great is if there was a way to save the Time Phased forecast data when a project is ‘Baselined’, so that I could create a custom expected progress field to measure against the ‘baseline forecast’.

 

I have tried created a custom field to capture this via a worfklow, however, it does not seem these time phased fields can be updated via a workflow, or even manually. Am I doing something incorrect?

I also realize there is a field called ‘Original’ that may have been intended to serve this purpose, but I am struggling to figure out how this field is calculated, and it appears it cannot be changed once its populated.

Anyone have any ideas on how to create this custom functionality, or have some other solutions for the main goal here of producing a more realistic ‘expected progress’ KPI? 

Best answer by Sai Sravan

Hey! ​@patrick.jones 

I highly recommend checking out this University of Planview courseTime-Phased Reporting—it's a game-changer for creating reports using Time-phased data in AdaptiveWork, including cross-tab formats.
 

To level up even further, here are some Knowledge Base articles that cover:

Setting/Updating Time-phased Financial Data using Workflow
Data Configuration Support
✅ Time Phase Custom Field Support
Changes to Aggregating Capacity Data in Reports
Best Practices for Time-phased Resource Utilization & Financial Reports (includes formulas, filters & templates!)
 

I know—it's a lot! But mastering Time-phased data doesn't happen overnight.😊 Dive into these resources, and soon, you'll be the go-to expert for all things AdaptiveWork.
Future questions from your fellow AW wizards? You'll be answering them like a pro.🧙‍♂️🚀

Happy Friday...

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Sai Sravan
Planview Falcons
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  • Planview Falcons
  • March 7, 2025

Hey! ​@patrick.jones 

I highly recommend checking out this University of Planview courseTime-Phased Reporting—it's a game-changer for creating reports using Time-phased data in AdaptiveWork, including cross-tab formats.
 

To level up even further, here are some Knowledge Base articles that cover:

Setting/Updating Time-phased Financial Data using Workflow
Data Configuration Support
✅ Time Phase Custom Field Support
Changes to Aggregating Capacity Data in Reports
Best Practices for Time-phased Resource Utilization & Financial Reports (includes formulas, filters & templates!)
 

I know—it's a lot! But mastering Time-phased data doesn't happen overnight.😊 Dive into these resources, and soon, you'll be the go-to expert for all things AdaptiveWork.
Future questions from your fellow AW wizards? You'll be answering them like a pro.🧙‍♂️🚀

Happy Friday...


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