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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

 

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

Hi Aayush,

I am still looking for guidance.

 

Thanks

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

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

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.

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