Hi Andy,
Sorry the late reply. Yeah that sucks. We are using charge code but some can't be split out to differentiate by phase so that's no good. I guess the portlet option works.
I've been playing around with it and the only part I'm having troublew with is the Actuals and EAC rollup. Do you (or I'm putting this forward to anyone reading) know if it's possible to do a roll-up in a Hierarchical Portlet/Query without accessing everything in the hierarchy? By that I mean, is it possible to do a phase roll-up of actuals/eac if you haven't accessed the lower parts (tasks and activities) in the query? I'm returning a subquery that provides Labor Actuals, Non-Labor Actuals, Labor ETCs, Non-Labor ETCs for each task in the project, but when I just get the hierarchy in the query to show Project -> WBS Level 1, it doesn't seem to remember quite well which WBS Level 1 task it's attached to, and I don't think each row in the PRTASK table stores every parent WBS Level. I don't currently have access to the DB (Sydney migration, yay!) so I can't test it.
I will get back to this thread with an answer and a query eventually!