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Planview Customer Success Center

Known Issues - Financial Summary

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The following are the known issues in the Financial Summary (Beta) feature.

If you update a financial entry for a summary that uses Forecasts and Actuals for leaf items, the updated value will not appear in the summary until you refresh

September 2020 release

  1. In Organization/Finances/Financial Summary Components/General, changing the Display Name of a data stream does not propagate to the corresponding labels in the New Field modal. 

Key Capabilities Still to be Added 

The following are capabilities still to be added to the Financial Summary feature.

  • PMI Metrics (EAC, ETC, NPV, ROI, and PMI)
  • Ability to create baselines
  • Ability to configure budget as a lump sum amount or single total column
  • Reporting