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 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 would like to have a workspace downloaded/ checked out for me to bring with me to be filled in where there is no internet connection. At a later time, I wich to easily upload/ check in. (I am aware of the import feature)
One situation, a meeting at a customer where I have an action list/ meeting notes to be filled in using a template in PLM360.
An other situation, factory audit in China, where I fill in the needed items as I go along.
One of the ways we are using PLM360 is to gather new product ideas and vet those ideas for the selection of NPD projects. We have fields for product line, market, global region, etc that tell specifics about the idea.
If we had the option to create a scatter chart as a report output it could really assist us in selecting which ideas are the best. For example: The ability to visualize and plot the complexity of a project vs. the ROI could help to identify the incremental, distinctive and breakthrough opportunities.
Presently, I can create a picklist which can link me to an item in another (or the same workspace). But there is no way for me to see that relationship from the other side.
There is some abiltiy to do this using the BoM and Relationships. But BoM is a very specific relationship model, and Relationships are too generic.
I would like the ability to add a field type on the "linked" object that references the linking object. The field could be read-only, as I mostly want it for reporting.
For instance, if I have an "Inspection" that has a field "Inspected Item" that references an "Item", I'd like to put a "inspections" field on the "Item" workspace that shows me all the inspections. This item has been included in.
Eventually, I can see this being enhance to support:
editing the relationship from the "linked" side
Showing fields other than the description (a mini-grid) for instance in this case, I'd really like to see the "status" of the inspection.
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