Skip to main content
Solved

WRK14 Forecast to Complete calculation

  • December 16, 2024
  • 4 replies
  • 72 views
S
Gold Active Participant
Forum|alt.badge.img+1

We have added a Financial version called Actual Project Spend, where we are reporting "actuals" on projects, rather than using the Forecast Period date and letting Planview calculate the forecast / actuals based on that date.   No forecast costs are entered in the Actual Project Spend version. 

We are creating a custom version of the WRK14 report and our use of the Actual Project Spend version (FM: Working Version used when generating the report)   is causing the Forecast to Complete (and thus, the Forecast at Complete) to not calculate correctly.  I don't see a way to remove these columns from this report.   Is there a way we can change how they are calculated (or remove the columns completely) in the Financial Summary section of this report?  

Best answer by Mario.munoz

you can make your changes, create a new file, create your own report, upload and create a new tile. You would also need to add it to the Administration > attributes> fasttrack report configuration. You can make a copy of the existing wrk14 and paste it there. You can then point the new tile to that report. The doc below kind of goes over the process

 

https://success.planview.com/Planview_Portfolios/Analytics_and_Reporting/FastTrack_Analytics_and_Dashboards/Moving_from_EFFORT01_to_EFFORT01B_Reports

This topic has been closed for replies.

4 replies

Mario.munoz
Silver Innovator
Forum|alt.badge.img+4
  • Mario.munoz
  • Silver Innovator
  • December 17, 2024

Have you looked at the Administration: Hidden Parameter Configuration: Options by Report Section in the WRK 14 documentation in Success center? 

https://success.planview.com/Planview_Portfolios/Analytics_and_Reporting/FastTrack_Analytics_and_Dashboards/Work_and_Project_Analytics/WRK14_-_Project_(and_Portfolio)_Highlight_Report.

To remove the columns, you can download the sub_financials.rdl (Adminstration> Reporting > Reporting Content management - WRK14-Projectstatusreport) and remove the columns using Visual Studio and then uploading it back. 

 

S
S
Gold Active Participant
Forum|alt.badge.img+1
  • SVarney
  • Author
  • Gold Active Participant
  • December 17, 2024

Wow ​@Mario.munoz!  Thank you!  I had no idea we could do that.  I tried it, and it did work. The only downside is that it removes the columns from all versions of the WRK14 report, not just the new one I’ve created.   I don’t really want to alter the original version.  I am going to go look at that in the Customer Success Center.  

 

Mario.munoz
Silver Innovator
Forum|alt.badge.img+4
  • Mario.munoz
  • Silver Innovator
  • Answer
  • December 17, 2024

you can make your changes, create a new file, create your own report, upload and create a new tile. You would also need to add it to the Administration > attributes> fasttrack report configuration. You can make a copy of the existing wrk14 and paste it there. You can then point the new tile to that report. The doc below kind of goes over the process

 

https://success.planview.com/Planview_Portfolios/Analytics_and_Reporting/FastTrack_Analytics_and_Dashboards/Moving_from_EFFORT01_to_EFFORT01B_Reports

S
Gold Active Participant
Forum|alt.badge.img+1
  • SVarney
  • Author
  • Gold Active Participant
  • December 17, 2024

​@Mario.munoz, thank you!  I had already copied the WRK14 and created a new report, but wasn’t familiar with editing the .rdl file to make changes.  You have helped me give the users exactly what they want.  

 

Mario.munoz
Terms of UseCookie settingsAccessibility statement
All Data Subject Access Requests (DSARs), and requests of “Do Not Sell My Personal Information” according to the CCPA, must be submitted through the Planview DSAR portal located here

Planview has appointed a Data Privacy Officer (DPO) to be responsible for overseeing our Privacy Management Program and related privacy compliance measures. DPO can be contacted at privacy@planview.com