Both for Service Requests and Sales Meetings planning would be usefull to have a kid of report called
something like Planning report showing Dates on columns(for visits, meeting, events, etc) and being able to select another field for rows and cell contents.
It would be something like what MS Excel calls Pivot Tables.
I understand it may be not trivial to develop but, from the management point of view, the applications would be many.
Time management is an high priority issue for all.
For instance, think about a report with dates in columns titles, technicians names on rows titles and the the scheduled customer's name, with contact's phone number and Service Request descriptions inside the cells.
Currently when generating a report, PLM360 provides a plain excel output which is not very practical dealing with a large amount of information for over 1000 items.
When exporting the report to Excel, the report should be formatted similarly as the HTML version.
Below are some features to make reports on PLM more practical.
- Freeze Panes - Top Row
- Filters on column headings
- Bordering lines to show column separation
- Colored rows
To illustrate and example of what I mean...
This is how a regular excel exported report looks. This is how it should ideally look.
It would be useful to allow users to directly export a Workspace Item listing to Excel. You can set-up a report to do this, but for basic users it would help to directly export from the listing screen.
A Tenant may have 100-1000 buildings managed by a large property management group or builder etc.
Owner/Operator/Vendor groups to have access to View/create/update Accident/Service/Maintenance or other workspace requests and interact with Project schedules/tasks related to specific Buildings.
Owner/Operator/Vendor groups are linked to Buildings ( currently groups have access to roles which are linked to workspaces ) This feature is related to data within specific Facilities Management Workspaces.
Configurable Picklist based on Owner/Operator/Vendor groups assigment to only present specific values e.g.Buildings
On Item creation, allow a script to add all Groups assigned to the Building which is required field to be added as Additonal Owners
I want to overlay two report types - Stacked and Line charts. My reason is that I want to create a chart of "hours needed" for all projects company wide by month for an entire year (hence a stacked chart) but I want to overlay available man hours on top of that so I can visually see where I'm short workers.
Having visibility into future labor needs is critical for senior management as our hiring cycle can take months.
i am not sure if i am just missing something or the fuction is not available
when i create a graph (Line Graph) i want to be able to agrogate the last value with the next value.
so if i have a graph with date on the X axis and item count on the Y
day 1 i create 4 items
day 2 i create 3 items
day 3 i create 0 items
the graph should be day 1 = 4, day 2=7, day 3 = 7
again, i may have missed something, i just cant see it.
When creating a project that with multiple levels of tasks and subprojects I want to be able to get a chart for labor hours projected/need. I realize that this currently can be done using multiple apps combined but I would prefer a way to do this simply with a purpose built app or report.
I say this because in Excel I was able to build a project, assign labor hours and see a graph of projected labor (therfore costs) for a myriad of projects all in a single (albiet huge) spreadsheet. It's a tough sell to get a project manager to switch to 360 when Excel seems easier to use and presents richer data in a single interface than 360 which would need multiple items.
In all fairness I did not actually configure 360 to perform the above mentioned function. I spoke to Trung Nguyen out of SF who explained to me that it would take 3 items to replace my spreadsheet.
It would seem to me that a purpose built app/function/capability within a single item would make more sense than having multiple items to perform an equivelant function as Excel.
The more 360 can displace MS project and spreadsheets for project sheduling and management the better.