Multi Project Reports

Question

I am trying to create a multi-project report and am having an issue seeing it in PCM 14.
Here are the steps I did:
- Copied multi-project report for daily report
- Changed name to M_Dai_03
- I didnt really change anything in the report
- Logged onto PCM 14 Admin and imported reports
- Loggied onto PCM 14 and clicked print at the top
- Selected daily reports
- Only M_Dai_01 and M_Dai_02 show up
Any ideas what is happening? or steps I missed?
Thanks

Answer 1

In the BIP application there are four steps to copying an existing form or report:
1.     Save a copy of the data model of the source form or report under a new name
a.     Navigate to the form or report being copied and then locate the corresponding data model. Each report or form is associated with a data model. The default naming convention for the data models for stock reports and forms has each data model named the same as the associated form or report, preceded by “DM_”. The data model for the M_DAI_02 report, for example, is “DM_ M_DAI_02”.
b.     Click on the data model title, or on the edit link, to open the data model in edit mode.
c.     In Data Model screen click on the ‘Save As’ icon in the upper right corner of the screen and save the data model under a new name.
2.     Save a copy of the source form or report under a new name
a.     Click on the Catalog link in the upper toolbar and then navigate to the form or report being copied.
b.     Click on the form or report’s edit link.
c.     Immediately click on the ‘Save As’ icon in the upper right corner, and save the form or report as a new name.
3.     Associate the new form or report with the new data model
a.     In the newly named form or report, the data model link in the upper left corner of the screen will still point to the ‘old’ data model.
b.     Click on the search icon in the upper left corner to display a list of all the data models within this folder.
c.     Select the data model created in step 1.
4.     Replace the layout of the report with a layout named to match the report name.
a.     Within each report there is a layout which is typically named the same as the report. After saving the report under a new name and associating the report with a new data model, it is recommended to save a new layout named to match the new report name.
b.     Click on the ‘Edit’ link below the current layout
c.     Immediately click on the ‘Save As’ icon in the layout edit screen and save the layout under a new name which matches the report name.
d.     Click on the ‘Return’ button in the toolbar to display the old and new layouts.
e.     Use the Delete link below the ‘old’ layout to clear this layout. The report name, the layout name and the associated data model will now all match.
f.     Click the ‘Save’ icon to save this version of the report.
Hope the above helps.