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Planview Customer Success Center

Known Issues - Financial Summary (Beta)

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

August 2020 release

  1. When using “task scheduled hours” for a data feed, the role billing rate is being used instead of the resource rate (revenue or cash inflow).

  2. 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. 

July 2020 release

  1. To delete a manual entry you need to enter a value of "0" and save.

  2. When using “task scheduled hours” for a data feed, the role billing rate is being used instead of the resource rate (revenue or cash inflow).

  3. If you define an Inflow field to pull in the Budget Data Source from Task Level Budgets, when using this field in project financial summary and entering task Revenue Budgets, all levels of the task budget are rolling up. Revenue Budget should only come in from the Parent Summary Tasks (scope tasks).

  4. 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. 

  5. The Indent/Outdent feature is not working (does not activate when a field is selected).
  6. The Expand/All Collapse All feature is not working.

Key Capabilities Still to be Added 

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

  • Ability to copy with a project template
  • 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