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Planview Customer Success Center

Resource Management Worksheet not showing opportunity

Project Worksheet (PW) and Resource Management Worksheet (RMW) referenced in this article are based on Silverlight technology and are no longer available as of Changepoint 2020

ANSWER:

The opportunity status was not included as demand in resource demand analysis and in the resource management worksheet.
Enable the “Include as demand in resource demand analysis and in the resource management worksheet” for the Opportunity status in System Manager or set a filter criteria for the opportunity status.
Here are the steps:
1) Login to System Manager
2) Expand General Setup, click Resource Demand Analysis Setup
3) For Entity type: select Opportunity
4) Then select a “status” (to be used by the opportunity)
5) Under the “Modify Resource Demand Status” section, select the checkbox: Include as demand in resource demand analysis and in the resource management worksheet".
6) Click on Save.

Or in the RMW filter, under the Opportunity tab set a criteria for the “opportunity status”(opportunity). This will bypass the setting in System Manager.