Momentary entities in the planning

Our users requirements are to allow a group defined by the user of the projects (entities). For example, a user has access to 50 different projects but would like to group 5 to use on a master forecast form (looking at the actual spending of the last year, this year and next forecast). They would have several groups; Group 1, group 2, etc. These groups would be strictly defined by the user and they change when they want (if a cumulative dimensional entered administrator is not possible).

I thought I was doing something with a smart list, but can't figure out how it would work. The Group (smart list) would be at the TOP level and therefore you can not show total dollars (account) at the level of the line or column.

Has anyone go through this type of request before? Any way to manage planning?

Hello
An easy solution that I could think of is to use user variables. However, you should limit the number of groups and projects within a group a number.
Say that the limit for number of projects within a group is 10 (maybe more) and the limit for number of groups is 10 (maybe more) in ths case the variables that you create are:
Group1Project1
Group1Project2
Group1Project3
...
Group1Project10
Group2 Project1
...
Group10Project10
You can now duplicate the shape for each investment group of every 10 of these variables to the section of the page. Users can update these variables to create and modify their own groups.

See you soon,.
Alp

Tags: Business Intelligence

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