Main Topic: Financials

How to permanently update in Planview remove the *** for a labor line in the project's Financial Planning Detail:

Update the Requirement Request for the role that is showing up as *** in the Financial Planning Detail labor lines. Edit the Additional Criteria in the Task Information screen. Specifically, these attributes need to be selected and the appropriate selection made:

Project Role
Resource Classification
Resource Types



The Requirement Request needs to be updated because, if it's done at the labor line in the Financial Planning Detail screen, it will only be retained until Finance does a reload from Planview - which is daily now.