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Planview Customer Success Center

Opportunity table population - breakdown by fiscal period v2012

What steps need to be performed to populate opportunity tables breakdown by fiscal period for reporting purpose?


Perform the following steps in order to have the opportunity fields populated at the backend for reporting purpose :

  1. Create the opportunity.
  2. Insert the details in the “Services” tab and enter a Start and End Date which has to be a future date along with the hours. (when you put the hours you will see that that is distributed according to the fiscal period.
  3. Save the opportunity.
  4. Now if you query the tables you will have the data populated :

opportunitysrvfiscalperiods table will be populated. (Opportunity services fiscal period)
opportunitywrkdetfiscalperiods table is only used for storing temporary date.
opportunityfffiscalperiods table is populated when fixed fee is used.