Reporting issue ..

pramn
Tera Guru

Hi Team , We have a demand module under that we have projects, the report which we have created not giving exact data . some of demands have several projects, however, suppose there are 3 projects align to one demand, when we are extracting the excel , we are getting one project only out of 3 . where its going wrong, can someone help me?

 

Much appreciate your help!

3 REPLIES 3

Jordan Vignoni
Tera Guru

If you have the "Projects" related list on the Demand, do those three projects show?  The Demand should be the "Parent" of those three projects.

Can you please guide me , how do i setup to show all projects under demand ?

From a Demand, you can:

  1. Right-click in the header of the record and go to Configure > Related Lists.
  2. Locate Project -> Parent in "Available" (on the left) and move it to "Selected" (on the right) in the desired position.
  3. Save the changes.

The should also add the related list to the Demand if you are using the Portfolio Planning Workspace.

Once added, you should then be able to add the projects if they are not associated.  However, I would make sure this does not break any other parent-child relationship the projects might already have.