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How to create a cross-tab report that uses Time-Phased data to show the Expense type (Capex/Opex) by week/month?

  • June 6, 2024
  • 2 replies
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Hello All!  Can you create a Timesheet report with a cross table to show the Expense Type (Capex / Opex) by week for a month?  Thanks

Best answer by DrewMiddleton

I suspect you’re talking about a cross-tab report that uses Time Phased data. The crazy thing is that Timesheets are not actually time phased data themselves, but they do generate time phase labor data. So you might want to try writing your report using Work Item as the primary object, and then Labor Time Phased Data as the second. If you group by ID, you can use Expense Type as a Leading Column, or you can include the Task Assignment Capex / Task Assignment Opex columns in the Crosstab Columns.

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2 replies

DrewMiddleton
Planview Partner
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  • Planview Partner
  • Answer
  • June 6, 2024

I suspect you’re talking about a cross-tab report that uses Time Phased data. The crazy thing is that Timesheets are not actually time phased data themselves, but they do generate time phase labor data. So you might want to try writing your report using Work Item as the primary object, and then Labor Time Phased Data as the second. If you group by ID, you can use Expense Type as a Leading Column, or you can include the Task Assignment Capex / Task Assignment Opex columns in the Crosstab Columns.


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  • Author
  • June 7, 2024

Yes, very strange how Planview has done this.  Thanks, I’ll take a look at your suggestion.  Thanks