OpenText Project and Portfolio Management Community

Cost rollup from timesheets to Financial Summary should be controlled

AvinashJain

At present, timesheet effort costs are recorded in the project financial summary immediately (after service run) when the timesheet hours are saved by the user, regardless of whether it has been approved. I deally the timesheet status at which the cost…

3 months ago
OpenText Project and Portfolio Management
Project and Portfolio Management Ideas

Is possible to have "Actuals only" option on the Cost information from financial summary?

David Garvey

Currently we have "Forecast only" and "Forecast and Actuals" on Financial Summary but we also want Actuals Only

3 months ago
OpenText Project and Portfolio Management
Project and Portfolio Management Ideas

Allow for Currency decimal values in PPM Budgets

puthar

Hi, Our client would like to balance to the cent with the Approved Budget and allow that the currency decimal to be stored in the database. Currently if you capture any decimals in the Budgets, the decimal value is rounded and not stored in the database…

over 1 year ago
OpenText Project and Portfolio Management
Project and Portfolio Management Ideas

Allow for budget to be entered by duration instead of by single year or multi year at least

Wyatt Chester

Currently, you are only allowed to enter budget at one year intervals and it doesn't allow for accurate reporting on the Cost details tab because the budget just falls off. Please refer to SD00463920 for info.

over 1 year ago
OpenText Project and Portfolio Management
Project and Portfolio Management Ideas

Configure Discount Rate default value for each Program Type

Harvin Dy

Hi, We are having an issue where the customer requires a default value for the Discount Rate for a program. However, as per the discussion here , the value is hardcoded at 10% and could only be manually changed in the Program's FS. Ideally, we would…

over 1 year ago
OpenText Project and Portfolio Management
Project and Portfolio Management Ideas

Project Financial Summaries need to be exported to .xlsx format

pkan

The current format for Financial Summaries on projects are in the .xls format. It needs to be upgraded to the .xlsx format like the portlets in PPM.

over 1 year ago
OpenText Project and Portfolio Management
Project and Portfolio Management Ideas

Add total FAC column in the Financial summary [Edit costs] section

Joyce Sidiangco

It would be great if we could have a total FAC column in the Financial summary [Edit costs] section of PPM As per example below, we only have Forecast and Actual (YTD). We don’t have a FAC (Forecast at completion- Actual YTD + remaining months) forecast…

over 1 year ago
OpenText Project and Portfolio Management
Project and Portfolio Management Ideas

Update/Correct budget by allowing dollar fractions to be entered .000

Wyatt Chester

When correcting or updating a project container's budget, it only allows whole dollars to be entered before applying it to the existing budget. This does not allow for fractional dollars to be adjusted. Can we have this configured to the hundredths, so…

over 1 year ago
OpenText Project and Portfolio Management
Project and Portfolio Management Ideas

Financial Summary Decimals in Cost Line

IBayraktar

Hello, Is it possible able to see decimals in the cost line while editing and while viewing the forecast and actual cost? Currently, PPM allows to enter with decimals, but while viewing it is round the figures, so it is not possible to find issues…

over 2 years ago
OpenText Project and Portfolio Management
Project and Portfolio Management Ideas

Financial Summary link to be displayed on the Project's Cost tab when no costs lines exists.

Herman Wolhuter

There is a requirement from the customer for the Financial Summary link to display on the Project's Cost Tab. This will allow the user to add/create cost lines from the Project's Cost Tab instead of navigating to a different form. Current: The Financial…

over 2 years ago
OpenText Project and Portfolio Management
Project and Portfolio Management Ideas

Export to Excel in .xlsx format (Financial Summary Page)

pkan

All exports to XLS should now be in the .xlsx format. Right now, the Financial Summary screen and Resource Search screens export the XLS file in .xls format. They should all be in .xlsx format across the application.

over 2 years ago
OpenText Project and Portfolio Management
Project and Portfolio Management Ideas

Whole dollars with decimals in Financial Summary

Christian Del Mar

Our customer AENA is demanding that PPM should be able to show decimal numbers in the cost lines in the Financial Summary when showing the amounts in whole dollars and not round them up. Currently, for example, if we enter EUR 400.500,55 (four hundred…

over 2 years ago
OpenText Project and Portfolio Management
Project and Portfolio Management Ideas

Ability to add '0' into Years View of Edit Costs/Benefits

Nam Tran

Hi team, As mentioned, our customer is not able to save their editing when a '0' value is added to Edit Costs or Edit Benefits when viewing from Years View. This is not happening if the value is added to other views in advance. Thank you!

over 2 years ago
OpenText Project and Portfolio Management
Project and Portfolio Management Ideas

Financial Summary / Line user data user data fields - dependency

Nisari raj P n

Hi, We have business requirements to implement a bunch of user data fields in Financial Summary and Financial Summary Line with dependency. Example desired scenarios 1. We want to have a new auto complete list validated field that is restricted…

over 2 years ago
OpenText Project and Portfolio Management
Project and Portfolio Management Ideas

Rest API Requirements for Module Enablement

EmreNyz

Hello, We need to access some modules objects in rest api. There is no endpoint below objects. Could you please evaluate the endpoints ? CRUD Resource Profile Org Unit Resource Pool Resource Profile Informations CRUD Staffing Profile…

over 2 years ago
OpenText Project and Portfolio Management
Project and Portfolio Management Ideas

Financial Summary Export to Excel: replace null values with zero instead

Herman Wolhuter

The Financial Summary export to excel is well used. The .xlsx file generates null values whenever forecast or actuals are not entered. Applying formulas in excel on null values cause some difficulty/errors in Excel. Request: It'd be great if the export…

over 3 years ago
OpenText Project and Portfolio Management
Project and Portfolio Management Ideas

Ability to Configure/Relabel components on Financial Summary/ Staffing Profiles/ Budgets

Urva

Need the ability to Configure and Relabel components on Financial Summary/ Staffing Profiles/ Budgets. Currently there is no ability to do any changes,configuration on these components such as Financial Summary/ Staffing Profiles/ Budgets

over 3 years ago
OpenText Project and Portfolio Management
Project and Portfolio Management Ideas

Ability to create rules on staffing profiles and financial summary

Urva

Today there is not way to place any rules, filters or logic on the staffing profile or financial summary.Having this ability is really helpful.

over 3 years ago
OpenText Project and Portfolio Management
Project and Portfolio Management Ideas

If a user is part of a TEAM, their actuals should come through as the rate associated with the TEAM

Daniel Sterrett

When submitting a timesheet as a user on a team, the costs are coming through based upon the user's role cost rate, and not the team cost rate. If we are forecasting dollars as a team, the actuals should come through in the same manner as well, Otherwise…

over 3 years ago
OpenText Project and Portfolio Management
Project and Portfolio Management Ideas

Financial summary edit cost user experience enhancement

burkle

Edit costs user experience.pdf In our instance we have NUMBER_OF_FUTURE_YEARS_TO_SHOW_ON_FINANCIAL_SUMMARY and NUMBER_OF_PAST_YEARS_TO_SHOW_ON_FINANCIAL_SUMMARY parameters set to 5. When user edits cost in financial summary we want it to default to…

over 4 years ago
OpenText Project and Portfolio Management
Project and Portfolio Management Ideas

Configure default Financial Summary Access

bcramer

fs_access_control.png PPM should allow system administrators to change the seeded Access Controls in Financial Summaries either thru APIs or application configurations. Presently, Project Managers and other users must manually add individual named participants…

over 5 years ago
OpenText Project and Portfolio Management
Project and Portfolio Management Ideas

The ability to stop user from toggle capex/opex in Financial summary once actuals are loaded

wo_cow

Hi, We need the ability to stop people from modifying the capex/opex in Financial Summary once actuals are loaded. PPM has the ability to stop cost lines to be removed once actuals are in place. It is the same concept in the capex/opex perspective where…

over 5 years ago
OpenText Project and Portfolio Management
Project and Portfolio Management Ideas

Approved Budget User Data Fields

Amar

Need option to create User Data fields for Approved Budgets.

over 5 years ago
OpenText Project and Portfolio Management
Project and Portfolio Management Ideas

Financial Summary Header should be kept visible as you scroll down on long FS

surie

Financial Summary Header should be kept visible as you scroll down on long FS.

over 5 years ago
OpenText Project and Portfolio Management
Project and Portfolio Management Ideas

Group FS lines by Cost Category to have forecast & actuals of a same Cost Category on the same line.

surie

Group FS lines by Cost Category to have forecast & actuals of a same Cost Category on the same line.

over 5 years ago
OpenText Project and Portfolio Management
Project and Portfolio Management Ideas

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OpenText Project and Portfolio Management

Cost rollup from timesheets to Financial Summary should be controlled

Is possible to have "Actuals only" option on the Cost information from financial summary?

Allow for Currency decimal values in PPM Budgets

Allow for budget to be entered by duration instead of by single year or multi year at least

Configure Discount Rate default value for each Program Type

Project Financial Summaries need to be exported to .xlsx format

Add total FAC column in the Financial summary [Edit costs] section

Update/Correct budget by allowing dollar fractions to be entered .000

Financial Summary Decimals in Cost Line

Financial Summary link to be displayed on the Project's Cost tab when no costs lines exists.

Export to Excel in .xlsx format (Financial Summary Page)

Whole dollars with decimals in Financial Summary

Ability to add '0' into Years View of Edit Costs/Benefits

Financial Summary / Line user data user data fields - dependency

Rest API Requirements for Module Enablement

Financial Summary Export to Excel: replace null values with zero instead

Ability to Configure/Relabel components on Financial Summary/ Staffing Profiles/ Budgets

Ability to create rules on staffing profiles and financial summary

If a user is part of a TEAM, their actuals should come through as the rate associated with the TEAM

Financial summary edit cost user experience enhancement

Configure default Financial Summary Access

The ability to stop user from toggle capex/opex in Financial summary once actuals are loaded

Approved Budget User Data Fields

Financial Summary Header should be kept visible as you scroll down on long FS

Group FS lines by Cost Category to have forecast & actuals of a same Cost Category on the same line.

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