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Planview Customer Success Center

Notice: Changes to Aggregating Capacity Time Phased Data In Reports

           

NOTE

This feature is in Beta  / Controlled Availability. To request early access, contact your Customer Success Manager. Planview, at its own discretion, reserve the right to accept or reject a customer request to enable a feature that is in Beta / Controlled Availability (i.e. “Beta software”) state. If a customer’s request is approved,  an addendum to the Planview agreement will be required prior to the enablement of the feature in the customer environment, to address legal terms related to the use of Beta software.

           

We are introducing new behavior when Capacity Time Phased Data fields are aggregated using Grouping in report tables. This change will be introduced for all customers in our next quarterly release, but it is now available on request for those customers who would like to test in their sandbox environments. Customers who would like to enable this new behavior should contact their Customer Success representative.

What reports are affected?

The new behavior applies when Capacity Time Phased Data is included as related data, grouping is used in the report table, and Capacity Time Phased Data fields are selected as columns in the report table.

CapacityTimePhasedDataReport.png

What is changing?

Previously, capacity field aggregation was limited to grouping by certain fields (for example, User Item ID, User Group Item ID, etc.). It is now possible to aggregate any Capacity Time Phased Data column when grouping by any field that is related to Capacity Time Phased Data. Specifically:

  1. Grouping by any field from objects linked to Capacity Time Phased Data will now aggregate data from subgroups (by default using the SUM function).
  2. Capacity Time Phased Data is ultimately driven by the User records under a grouping. In those situations where the same user is part of multiple groups (for example, Skills), their capacity will be rolled up and aggregated to the group level, but will not be double counted in Total values.
  3. All fields from the Capacity Time Phased Data object will behave in this way (User Working Hours, Capacity, Total Exceptions, and so on.)

For example: John Jones appears several times in different skills groups and user groups. His capacity is counted in each skill group, but is counted only once for the purpose of User Group Totals and Grand Totals: 

CapacityTimePhasedDataReportExample.png