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Planview Customer Success Center

Using the Financial Analysis data provider to create a report on Fixed Fees

Symptoms
When using the data provider 'Financial Summary by Project,' all the fixed fees for the project are not returned when the report is run.
The fixed fees have been invoiced for the engagement and project and are in committed status. The amount should show up in the 'invoiced amount associated with fixed fee' field within this provider.

Reason
There must be tasks associated with the fixed fee in order for them to show up. This is done on the task edit screen. Also must have effort and a billing rate and cost rate associated with the task assignments.


Resolution
Associate the tasks in the project with the fixed fees, and ensure that there are billing rates associated with the task assignments.
Also ensure that the items in the FinAnnRecType table - rectype 1,2,40 are selected, and that the Financial Analysis Summary job is running.