Financial Planning View Report & Chart

Hi Kayla, 

I am not sure if you saw this Success article that covers the Time-phased reports: https://success.planview.com/?title=Planview_AdaptiveWork/Reporting/Reports_%26_Dashboards/Time-phased_Resource_Utilization_and_Financial_Reports

A lot of it goes into creating User Capacity and Utilization reports, however the same report principles apply to creating Time-phased Financial Reports. Here are the key sections from the article above that relate to financials: 

‘Financial Resources ‘related data’ object in Reports: 

https://success.planview.com/?title=Planview_AdaptiveWork/Reporting/Reports_%26_Dashboards/Time-phased_Resource_Utilization_and_Financial_Reports#:~:text=are%20not%20supported-,Work%20item%20%3E%20Financial%20Resources,-Start%20from%20Work

OOTB system reports for Financials (these might be great starting points for ‘Save As’ and update the report to fit your use): 

https://success.planview.com/?title=Planview_AdaptiveWork/Reporting/Reports_%26_Dashboards/Time-phased_Resource_Utilization_and_Financial_Reports#:~:text=Resource%20Utilization%20Dashboards-,Financial%20Reports,-Performance%20for%20Time

If you get started on a Report following these articles and post your questions here(with screenshots), I am happy to help you with building your report!

Hope this helps, 

Mikayla