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Question

How to move finances in time according to how the dates of the schedule move

  • September 13, 2024
  • 1 reply
  • 12 views

I am contacting you to request clarification on the behavior of the movement of the finances recorded and associated with the activities of the project schedule as the start and/or due dates of the activities, milestones and projects are modified. Currently, the financial items that move with the project are those associated with the resources selected in the schedule as responsible for a certain task and that have a cost or billing rate. On the other hand, the NLR are not updated with the dates of the schedule, so it must be done manually. With this situation in mind, we are seeking to configure the system so that the finances related to the NLR also move according to the dates that can be modified in the activities, milestones and projects.

 

Aayush
Planview Falcons
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  • Community Manager
  • April 28, 2025

Hello Felipe! Apologies for the delayed response. This seems like a very specific issue that would be best handled by our Customer Care team. I see that you've already reached out to them. If you need any further assistance, please feel free to open a support ticket — we'll be happy to help!


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