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Question

Updating RAG indicators on WRK14 report

  • May 15, 2026
  • 5 replies
  • 33 views

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In PV Portfolios, for each of the RAG indicators displayed in the WRK14 report (wbs721 through to wbs726) I have updated the attribute’s Definition and the Display Name however the new name is not reflected when the report is generated.  What have I missed?

5 replies

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  • Planview Falcons
  • May 15, 2026

The WRK14 Status Report is one of the FastTrack Analytics, which use a configuration “layer” called the FastTrack Analytics Framework. Details here:

https://success.planview.com/Planview_Portfolios/Analytics_and_Reporting/FastTrack_Analytics/YYY_FastTrack_Analytics_Configuration

To “fix” your issue you need to run the ADM01 FastTrack Analytics Admin report with the “Refresh Metadata” parameter = Yes.


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  • Author
  • Silver Innovator
  • May 15, 2026

Thanks for the tip ​@mlea . can you tell me how I set that parameter. 


Mario.munoz
Silver Innovator
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  • Silver Innovator
  • May 19, 2026

@cwilliver

 

Open ADM01 tile in My Overview 

 

Click on the 3 dots to open the parameters area and select the option to refresh metadata.

 


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  • Author
  • Silver Innovator
  • May 19, 2026

Thanks ​@Mario.munoz that was so not obvious 😑

 

 


Mario.munoz
Silver Innovator
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  • Silver Innovator
  • May 20, 2026

@cwilliver lol it never is...