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Planview Customer Success Center

Using 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 is used in reports. This change will be introduced for all customers in our next quarterly release, but it is now available by request for customers with sandbox environments. To enable this new behaviour, please contact your customer success representative.

The main changes are:

Treatment of Resources when Capacity Time Phased Data is included as related data in a report: 

IncludeRelatedData.png

Filters using Labor or Staff Time Phased Data fields 

Filters using Labor or Staff Time Phased Data fields will no longer filter out resources shown in the Report. Only the Labor or Staff Time Phased Data included in the report will be affected.

For example, filtering on a project that uses one resource out of a User Group that contains three resources would previously show just the project resource.

FilterExampleOld.png
In future, the filter results will include all resources and the assignment information from the project:

FilterExampleNew.png

Resource Capacity 

Resource Capacity in time periods where resources are not assigned to work items will be included in the report.

Using the same example as above, the resource capacity was previously excluded. 

ResourceCapacityOld.png
In future, the resource capacity will be included:

ResourceCapacityNew.png

Advanced logic filters

Advanced logic filters will only support definitions for fields from Labor or Staff Time Phased Data. Filters on User, Group or Capacity fields will be applied to the Advanced logic filter using the "and" operator. Fields in the Advanced logic cannot be used.

Before:

AdvLogicFiltersOld.png

After:

AdvLogicFiltersNew7.png


AdvLogicFilterPrevent.png

Report Migration

  • All new reports that include Capacity Time Phased Data will behave as described above.
  • Reports that do not include Capacity Time Phased Data will not be affected.
  • Existing reports that were created before these changes will not be affected and will continue to run and behave as before.
  • Existing reports can be converted to the new behavior by editing and then saving the report.
  • If you edit a report that will be affected by the new behavior, a message will be displayed to advise you of the changes. 
    Warning.png

               

    NOTE

    To retain the previous behavior for a report, you must not save any changes. Use the “Save As” option to leave the original as it is. The new behavior will then apply to the new report only.