Skip to main content
Answer

Creating report

  • August 25, 2025
  • 5 replies
  • 75 views
A
Silver Innovator
Forum|alt.badge.img+2

Hi,

PlanView AdaptiveWork - Creating report

I need to create a report that lists for a particular project:

-all project assignments by month

-all staffing requests (this includes named requests as well as those unnamed request by job titles) by month

I am able to create the project assignment project by month by using the objects - User Resources→ Capacity Time Phased Data (monthly)→ Labour Time Phased Data (monthly) but then clueless on how to get staffing requests including in this.

Looking for any advice on which objects to choose to create such a report or link to any tutorials on reporting.

Thanks

 

Best answer by Amit N

Hi,

To all future readers,

  • CROSSTAB format is also possible using the 2 objects mentioned above.
  • But there is restriction how things can be grouped and columns displayed.

Upon extraction to excel, some formatting is needed in my case which is still painful.

    5 replies

    Aayush
    Planview Falcons
    Forum|alt.badge.img+4
    • Aayush
    • Community Manager
    • September 22, 2025

    Hi Amit — apologies, this one slipped past the community earlier. Were you able to find an alternative, or are you still looking for suggestions?

    A
    Silver Innovator
    Forum|alt.badge.img+2
    • Amit N
    • Author
    • Silver Innovator
    • September 22, 2025

    Hi Aayush,

    I am still looking for guidance.

     

    Thanks

    N
    Bronze Active Participant
    Forum|alt.badge.img+1
    • ndasilva
    • Bronze Active Participant
    • September 29, 2025

    Could you try this to show both Staffing montly data and Project Assignment data?

    A
    A
    Silver Innovator
    Forum|alt.badge.img+2
    • Amit N
    • Author
    • Silver Innovator
    • October 15, 2025

    Hi ndasilva,

    Thank you for your response. Really appreciate it.

    I am not sure what’s the use of Labor Time Phased Data (Monthly) object. I was able to join the first 2 objects mentioned by you and following are my observations:

    1. Joining the first 2 objects provides staffing request as well as project assignments in one query in a LIST format so that was encouraging.
    2. CROSSTAB format is not possible-it doesn’t provide me all the fields I need, so LIST (or default) was the only option.
    3. Staffing requests are stored on a daily basis, project assignment on monthly basis. So, once I extract the data into excel, I need to do quite a bit of work to format and get the data I need.

    Regards

    A
    Silver Innovator
    Forum|alt.badge.img+2
    • Amit N
    • Author
    • Silver Innovator
    • Answer
    • October 16, 2025

    Hi,

    To all future readers,

    • CROSSTAB format is also possible using the 2 objects mentioned above.
    • But there is restriction how things can be grouped and columns displayed.

    Upon extraction to excel, some formatting is needed in my case which is still painful.

    Terms of UseCookie settingsAccessibility statement
    All Data Subject Access Requests (DSARs), and requests of “Do Not Sell My Personal Information” according to the CCPA, must be submitted through the Planview DSAR portal located here

    Planview has appointed a Data Privacy Officer (DPO) to be responsible for overseeing our Privacy Management Program and related privacy compliance measures. DPO can be contacted at privacy@planview.com