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Planview Customer Success Center

Known Issues

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

July 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. 

  3. The Indent/Outdent feature is not working (does not activate when a field is selected).
  4. 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