Our customer raised following issues for Financial Summary:
1. "Export to Excel" on all request types (i.e. project, proposal, program, and asset) exported the actuals and forecast details (from cost lines) as text, not as numbers.
2. We have an User Data "Notes" for cost line. "Export to Excel" on project/proposal/asset does export the User Data;
However, "Export to Excel" on program does not export the User Data.
3. On the Cost view, when user selected a Fiscal Year, all cost lines are displayed, including those which have no Forecase/Actual for that Fiscal Year. Is it possible to hide those cost lines based on the selected Fiscal Year?
As I understand, PPM does not provide the customization or configuration for all above three issues.