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  • 1.  report on actuals

    Posted 04-15-2024 10:09

    Hello,

    I would like to know how to  to report on actuals by  leveraging the Location Hierarchy, for example displaying the bottom of the hierarchy showing the total costs might be $ and at the top of the hierarchy total costs might be $$$$...essentially displaying the highest cost at the top and and the lowest costs at the bottom.


    #Reporting

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    Gursev Bajwa
    OCWA
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  • 2.  RE: report on actuals

    Posted 05-10-2024 14:39

    You are going to need some way to define the levels in your location hierarchy.  In ours we have a custom field that defines the nature of the location and all it's children.  Then we have a database package that can roll all descendant locations up to that those locations with the custom field populated either at all or for specific values.  This allows us to tell you where an asset is in general, where a PM is, where work orders and to some extent Job Plans if they are used by PMs.

    But it took a lot of work to do that for the full location hierarchy that we have.  But it lets us summarize the data to the levels each group cares about.  This data is on probably every 2nd or 3rd report.



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    Brad Delong
    WDW
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