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Planview Customer Success Center

PPM Pro QAs from July Release Webinar

Question Answer
For trend fields in our sandbox, we are seeing each trend field duplicated.  Would there be a reason for that? seeing that when selecting available fields in the trend report There should not be any duplicated fields for trend series fields. Please submit a Customer Care case so we can evaluate and address. 
Can you report on trending project staffing allocation hours (including future demand) against actual hours (from timesheet)? Definitely! To setup your trend fields, navigate to Admin -> Setup -> Trend Fields. You can there select either Project or Portfolio fields to trend on. 
Will the financial summary data be automatically enabled or do we have to enable it via the admin console? Financial Summary option will be available but NOT enabled after the July 2022 production release. You will still have to navigate to Admin -> Setup -> All Entities to configure both the Financial Entries, and the Project Category to display the Financial Summary section. 
Do we have an estimate ETA on the new OData feature? The Odata Revamp feature is still in our roadmap for this year but we don't have a target date yet. Once we start work we will be able to provide a clearer target date for delivery. 
If I missed this, apologies -- will the KPI Trend Reports be added to the Cookbook as updates are released? KPI Cookbook Recipes will be added in the coming 2 weeks and will be accessible via the Import Report Definition… option in the UI as well
Are there any trend reports in the cookbook in the CSC? KPI Cookbook Recipes will be added in the coming 2 weeks and will be accessible via the Import Report Definition… option in the UI as well