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

Thanks for sending those. The issue I’m having is that the report isn’t pulling the Actuals (see below screenshot from report):

versus the Actuals in the Financial Planning view of the project:

Hi Kayla, 

Did you press the ‘refresh time-phased financials’ button in the Reports module first? Financial reports are not only automatically updated throughout the day.