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.

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.

Possible workarounds:

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

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

Hi All,

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.

Thanks

James

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.

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.

Possible Solution

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

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.