Is it possible to edit an Template

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  • Updated 4 months ago
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Is it possible to edit an Template and add a column in it. In my report, I get only project details, I dont see client details, its not present in template, so can i add and edit that template.
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Kumar Natarajan, Senthil

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Posted 4 months ago

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Vinodh.V, Community Moderator

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Hello Senthil,

Thank you for posting your query in Replicon Community.

As I correctly understand you would like to add a column for "Client name" in the existing report.

We have various reports for the project category and we suggest you check the report type that you have and then see if this has a column for "Client name".

We suggest you refer to the below article which will give you details about the column names present in the reports :

https://www.replicon.com/help/reports-field-matrix/

For your reference, you may click the settings button to see the report type.


Hope this information helps.

Regards,

Vinodh.V
Photo of Kumar Natarajan, Senthil

Kumar Natarajan, Senthil

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Thanks Vinodh for the reply,

I need all these fields,along with Client. Do you have any template like this one below?

User Division Name
Practice (Current)
User Name
Month (Allocation Date)
Project Name
Project Start Date
Project End Date
Project Estimated Hrs
Placeholder
Week (Allocation Date)
Week Start Date (Allocation Date)
Allocated Hours (Selected Dates)
Actual Hours (Selected Dates)
Remaining Hours

I am sorry , i am new to replicon.

Thanks in advance

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Vinodh.V, Community Moderator

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Hello Senthil,

Thank you for the response.

The closest report that I can suggest is the "Resource Allocation Template", but this does not have the clients but it supports programs.

We can also see that you have included column names that are set up as per your company and we would like to understand your company set up and then we can suggest a report name.

Please note: If you want we can also customize reports as per your requirement and this will be based on your requirement.

If you want we can ask one of our support team members to reach out to you on the customization requirement.

Let me know if you want us to contact you?

Regards,
Vinodh.V
Photo of Kumar Natarajan, Senthil

Kumar Natarajan, Senthil

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Hi Vinodh,

Thanks for the reply, we are using the "Resource Allocation Template" only, And we would like to add just "Client" in it. 

Will it cost us if we contact the customer support and ask them to add Client in "Resource Allocation Template" ?

I just all the fields which i said above and just need to client in it. Kindly let me know how to proceed further?

Thanks in advance,

Senthil 
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Vinodh.V, Community Moderator

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Hello Senthil,

Thank you for the response.

Contacting Replicon support will not cost you, but if you want to customize a report as per your requirement, then there will be charges for the customization.

When you contact us we can check the feasibility to add the column to the report and if it is possible then we will share the charges.

Contact us details:

https://www.replicon.com/customerzone/contact-support/

Hope this information helps.

Regards,

Vinodh.V
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Kumar Natarajan, Senthil

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Hi Vinodh,

Thanks for a reply, I need an help.

When i run a report, only one project is showing up.

That project memebers has been loggin hours in it. But still not sure why its not showing up.

can yo help me on this one.
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Vinodh.V, Community Moderator

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Hello Senthil,

As I correctly understand you are running a report and it is showing you data for one project am I correct?

This might be caused due to the filter selection.

Please share a screenshot of the report that you are running.

Regards,

Vinodh.V
Photo of Kumar Natarajan, Senthil

Kumar Natarajan, Senthil

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Hi Vinoth, 

Sorry for not been clear,

I am running the report, it gives me data for all the projects. But not showing data for only one project 

I checked the filter selection and there is no issue in that.





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Vinodh.V, Community Moderator

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Hello Senthil,

Thank you for the clarification.

Can you please send me a screenshot of the project, please

Go to the Projects tab and then search for the project name and then open the project, click project info and share the screenshot.

Regards,

Vinodh.V