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WorkItem Document Publisher - FInancial Information

Hello, 

How do I use the Document publisher tool to map through the financial data?  Specifically the non labour costs against a project and their associated items.

The Data Model suggests there should be a FInancial Resources link that I could use but i cant see this defined in the Document Publisher tool (Macro) nor within the list of fields in the "22.3" Clarizen Fields.

The goal is to have a document generated that shows at a high level the project information, its resources, risks, labour expenses and non labour expenses.

Through some trial and error i have managed to get most of the related fields working... cant see how to do this for the detailed financial information.

Thanks in advance

 

Jason Fazackerley

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Hi Jason,

To make sure we are on the same page, can you provide us with some screenshots of what you are referring to? Please make sure they are dummy information since this is a public forum. I believe this will need our Professional Services team but I would like to take a look before recommending you that route. 

Tom Do 0 votes