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Creating report

  • Aug 25, 2025 12:53 PM UTC
  • 5 replies
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Silver Innovator
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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

 

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.

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    5 replies

    Aayush
    Planview Falcons
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    • Aayush
    • Community Manager
    • Sep 22, 2025 3:45 PM UTC

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

    Silver Innovator
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    • Amit N
    • Author
    • Silver Innovator
    • Sep 22, 2025 11:19 PM UTC

    Hi Aayush,

    I am still looking for guidance.

     

    Thanks

    Bronze Active Participant
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    • ndasilva
    • Bronze Active Participant
    • Sep 29, 2025 6:36 PM UTC

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

      Silver Innovator
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      • Amit N
      • Author
      • Silver Innovator
      • Oct 15, 2025 6:18 AM UTC

      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

      Silver Innovator
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      • Amit N
      • Author
      • Silver Innovator
      • Answer
      • Oct 16, 2025 1:57 AM UTC

      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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