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.
In PLM360, the history of an item is available through a change log, however, the change log is not available through the API for each record in order to enable historical reporting on the actions for an item.
Use Case: changes to Product Name as it moves from temporary to legal versions.
Previously we had problems with product name changes over time because we were communicating to customers about products they didn’t buy.
We could write on every transaction into the ODS
For Ad hoc we could clone records into another workspace and store them for a historical view
I would like the ability to export the data from a workspace view rather than having to create a report first. Second best would be to be able to create reports that mirror workspace views (maybe even keep them linked so that a linked report always matches a particular view).
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.
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.
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.
The default text box in the initial view should be customizable or auto size to the text in it. I realize you can hover over it and see the fill value but it would be handy to see the whole thing to start