Clarity

  • 1.  Details Plan Costs portlets or Reports

    Posted Nov 22, 2018 05:02 PM

    Hi,

     

    Somebody knows if there are some portlets or reports than can show the details of plan costs in a consolidate view.

     

     

     

     

    Regards,

     

    Cira



  • 2.  Re: Details Plan Costs portlets or Reports

    Posted Nov 22, 2018 05:17 PM

    You may explore OOTB financial management reports:

    https://docops.ca.com/ca-ppm/15-5/en/advanced-reporting-with-jaspersoft/pmo-accelerator-advanced-reporting-content/financial-management-reports

     

    In addition to that you may also have a look at ad hoc reporting options to build cross tab reports using Financial Management domain.



  • 3.  Re: Details Plan Costs portlets or Reports

    Posted Nov 25, 2018 12:08 PM

    Thank you so much. I found the Detail Costs object and made one portlet to get the information, but I need to check how to get the budget detail plan .

     

    Regards,

     

    Cira



  • 4.  Re: Details Plan Costs portlets or Reports
    Best Answer

    Posted Nov 25, 2018 07:37 PM

    Forecast and Budget plan details are part of Cost plan detail object. Plan Type attribute in that object should help you to differentiate whether the detail is of cost plan(Plan Type = Forecast) or a budget plan (Plan type = Budget).



  • 5.  Re: Details Plan Costs portlets or Reports

    Posted Nov 27, 2018 12:39 PM

    Thank you,

     

    Regards

     

    Ciraima