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Planview Customer Success Center

Editable Non-Labor Resource Fields

What's New?

In the Financial Plan, you can now edit Non-Labor Resource links and custom fields. This includes text fields, toggle switches, picklists, and currency fields.



Update fields directly from the Financial Plan. There's no need to find and open the Non-Labor Resource item.

How it works

Click on any of the editable fields to make changes. When done editing, click Submit.

Additional Financial Plan Enhancement

Non editable (calculated) fields in the exported Flat Excel file are now gray, to differentiate between editable and non-editable fields.