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Custom field in top down planning report

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  • 1.  Custom field in top down planning report

    Posted 05-25-2018 12:05 AM

    Hello all,

     

    Can I add "custom field" to the top down resource planning?

     

    Thanks

    Parastoo



  • 2.  Re: Custom field in top down planning report

    Broadcom Employee
    Posted 05-25-2018 12:26 AM

    Hi ParastooMousavi82365653,

     

    Does "top down resource planning" mean " Top Down Planning by Investment"  portlet in "Resource Planning: Top Down Planning" tab?

     

    Regards,

    Shoichi



  • 3.  Re: Custom field in top down planning report

    Posted 05-25-2018 12:45 AM

    Hello Shoichi

     

    Correct, I meant " Top Down Planning by Investment"  portlet in "Resource Planning: Top Down Planning" tab

    Thanks

    Parastoo



  • 4.  Re: Custom field in top down planning report
    Best Answer

    Broadcom Employee
    Posted 05-25-2018 01:23 AM

    Thank you for update.

     

    "Top Down Planning by Investment"  portlet uses "Team Allocations" as System Provider.

    If you add "custom field" in Team object, it will be displayed in "Top Down Planning by Investment - List Column Layout".

    After that, you will able to use "custom field" in "Top Down Planning by Investment"  portlet.

     

    Regards,

    Shoichi



  • 5.  Re: Custom field in top down planning report

    Posted 05-25-2018 01:37 AM

    Thanks a lot. It works