Hi -- has anyone found a way to find/ track old requirements after you run progression? My current understanding is that all “un-allocated” requirements are wiped from both the Plan screen and the Financials screen when Progression is run.
In a similar sense, has anyone had luck separating allocations from requirements on the Financials screen for the Recourse Account?
Thanks!
My understanding is when progression runs (and depending on the progression settings on the plan/task), the requirement or allocation gets taken down. I too am curious if there is a way to get the historical value.
Look at your progression options for Requirements. it could be set as Expire Requirement Effort
The TIME_PLANNED snapshotting of requirement, reserve and allocation effort done by the Progressing Engine each time it moves to a new Time Now could be used to answer your question. This information is visualised in the RES28/WRK28 Planned vs. Actual Analytics, and is available for custom reporting.
https://success.planview.com/?cid=res28
Hi all -- thanks for the replies. Want to add some more context!
Requirement details (visible on the Plan: Schedule and Assignments screen) are important for our users. Running Progression wipes them. I.e., they disappear from that screen and also seem to be removed from all WRK reports.
My goal would be to find/see original requirements--from before progression-- on a UI screen or in a report.
Based off some digging I don’t see requirement details on WRK/RES28
I do see them for future periods though that have not yet been progressed.
Thanks again
Already have an account? Login
No account yet? Create an account
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.