Hello,
Could anyone offer advice on how to use the value in the Target Utilization field on a User record to filter or create a calculated fields in a report?
I want to create a reports to include users whose total assignments are less than Target Utilization. I have created a report (with Planview PS help) that shows all users, their total assignments, and their Target Utilization, but I can’t create the right filter to exclude users where Target Utilization is less than the total assignments. The only option in the filters options for Target Utilization is to enter a single value, but that does not work because each of our users has a different Target Utilization.
Below are some details on the report we have configured.
- Report on: User > Capacity Time Phase Data (Monthly) > Labor Time Phase Data (Monthly)
- Leading columns: Grouping: <User>.ItemID, Target Utilization
- Crosstab columns: Capacity, Task Assignment, Planned Utilization% (calculated field showing the value of Task Assignment/Capacity)
I am trying to get a list of users where the value in Target Utilization is more than the value in Planned Utilization%.
I have tried:
- Add a filter for Target Utilization. This option only allows me to enter a defined value in Target Utilization (i.e., “90”). I need to be able to use a filter that is Target Utilization less than Planned Utilization%.
- Add a new calculated field in the report to use as a flag for when Target Utilization is less than Planned Utilization% (which could then be used in a filter). This option does not allow me to choose Target Utilization as a field to use in a calculation.
Thanks in advance for any ideas.
Carey