Can I include comments in my Reports?
Rita Conde2025-06-17T15:41:16+00:00Yes, you can include comments in your reports and every time you generate a report in Training Plans you can edit the comment as needed. You can make these comments
Is it possible to include information about the status of the need (approved, denied…) and the progress of the training (in progress, not started…) in the Task Plan Needs report?
Rita Conde2025-06-18T10:33:50+00:00Yes, this is possible. You can configure these fields in Preferences > Report Configuration > Needs Report Data, for a global configuration for new tasks, but also individually, in each
Can I move trainings with priority 2 and 3 from one task to the other?
Rita Conde2025-06-17T15:45:13+00:00Yes, this is possible. Presuming you have configured the priority as a Training Custom Field in both tasks, you need to generate a report (Task Plan Needs, in the tab
Can I move trainings from one task to another?
Rita Conde2025-06-17T15:45:47+00:00Yes, but this is a manual process. To move trainings from one task to another, you can generate a Task Plans report in the “source” task, download the file generated
How can I choose the fields on my reports?
Rita Conde2025-06-17T15:41:57+00:00To configure the fields in your reports, you must go to Preferences > Report Configuration and there you will see all the reports available. Please bear in mind that the
Reporting of needs as executed during execution period
carlo.marques2025-06-17T15:44:43+00:00This FAQ applies to rel 2.56 Training plans associates any training that starts and/or ends during the execution period to that specific Task. Howevere only trainings that are in the
