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Automatic license removal for disabled accounts

I want to check if we can remove the license from Planview AdaptiveWork when an account is disabled. We are using Azure AD as an IDP. Though we remove the member from SSO group, license assignment is still in place within AdaptiveWork. So, how to remove the license when an account is disabled in AD and removed from SSO group?

sakthi.ganeshGold Active Participant

Ask the community

Analyze Tile does not do anything up on Finish

Hi All,Have anyone faced this issue? In one of the customer instance, the analyze tile does not do anything. I am an Admin and have use reporting/analytics permissions etc. I even tried with out any filters/formatting. Once I click Finish nothing happens. ThanksSakthi,.

AgrantBronze Top Contributor

Ask the community

Custom Mass Update/Upload Tool

Hi All, Has anyone had any luck or experience developing a Mass Upload/Update tool on their own to interact with Portfolio’s open API’s? I heard someone mentioned in another forum that they knew of a few companies that got this to work. I know Planview utlizes a tool themselves to update attributes in Mass from an excel sheet (or at least it’s prepped in a custom excel sheet). It would really help out with support if we were able to make these changes to any attribute, structure, resource information. Just curious if anyone had any luck incolving any of this.

kayla.schwarzPlatinum Innovator

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AW - Reporting on Parent vs. Subprojects

Hi community - I’m having an issue with pulling a report that shows a list of all our portfolio projects, however the report is pulling both parent and sub projects, ultimately double counting. Does anyone have any tips on how to only show:projects with no sub projects + sub projects of projects with parentsFor example, project “a” has sub projects “b” and “c”. Our reporting is pulling through metrics from project “a”, “b”, and “c” which is double counting, inflating our metrics. Any tips are greatly appreciated! Thanks.

DianeYBronze Active Participant

Ask the community

July Release Work Details Screen Not accessible

Anyone else having issues after the July Release? Our user base cannot view the entire Work Details screen. Our screen is configured to use Smart logic - Sections of the screen are visible based on work classification type. Our end users are not able to see sections based on work classifications, only the top section which is open to all. Strangely, admins cannot see this issue, which makes it difficult to troubleshoot.

JUAN PABLOPlanview Partner

Ask the community

Workflow rule to calculate business days

Workflow rule to calculate business daysBest regards, could you please help me with a function that can calculate the business days between the start and end dates of an activity, excluding Saturdays, Sundays, and holidays.Thank you.

Ask the community

Workflow to Calculate Due Date

Hello everyone,I need a workflow that will calculate a due date but will only count working days.For example, if I wanted the due date to be 1 day after the created date and the created date was Friday at 12:00, the due date would be Monday at 12:00

AmauryBronze Active Participant

Ask the community

Action items permissions

Hello,Anybody knows how i can bulk edit permissions on an important amount of action items ?And also automatically apply permissions when the action item is created in the project ?

AmauryBronze Active Participant

Ask the community

How to copy Action Items from project template ?

Hello,Is there a way to import action items from a project template when creating a new project ?Files are copied over but not action items. Is there a workaround ?

AayushCommunity Manager

Learn and Share

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Ask the community

Automatic license removal for disabled accounts

I want to check if we can remove the license from Planview AdaptiveWork when an account is disabled. We are using Azure AD as an IDP. Though we remove the member from SSO group, license assignment is still in place within AdaptiveWork. So, how to remove the license when an account is disabled in AD and removed from SSO group?

sakthi.ganeshGold Active Participant

Ask the community

Analyze Tile does not do anything up on Finish

Hi All,Have anyone faced this issue? In one of the customer instance, the analyze tile does not do anything. I am an Admin and have use reporting/analytics permissions etc. I even tried with out any filters/formatting. Once I click Finish nothing happens. ThanksSakthi,.

kayla.schwarzPlatinum Innovator

Ask the community

AW - Reporting on Parent vs. Subprojects

Hi community - I’m having an issue with pulling a report that shows a list of all our portfolio projects, however the report is pulling both parent and sub projects, ultimately double counting. Does anyone have any tips on how to only show:projects with no sub projects + sub projects of projects with parentsFor example, project “a” has sub projects “b” and “c”. Our reporting is pulling through metrics from project “a”, “b”, and “c” which is double counting, inflating our metrics. Any tips are greatly appreciated! Thanks.

DianeYBronze Active Participant

Ask the community

July Release Work Details Screen Not accessible

Anyone else having issues after the July Release? Our user base cannot view the entire Work Details screen. Our screen is configured to use Smart logic - Sections of the screen are visible based on work classification type. Our end users are not able to see sections based on work classifications, only the top section which is open to all. Strangely, admins cannot see this issue, which makes it difficult to troubleshoot.

JUAN PABLOPlanview Partner

Ask the community

Workflow rule to calculate business days

Workflow rule to calculate business daysBest regards, could you please help me with a function that can calculate the business days between the start and end dates of an activity, excluding Saturdays, Sundays, and holidays.Thank you.

Ask the community

Workflow to Calculate Due Date

Hello everyone,I need a workflow that will calculate a due date but will only count working days.For example, if I wanted the due date to be 1 day after the created date and the created date was Friday at 12:00, the due date would be Monday at 12:00

AmauryBronze Active Participant

Ask the community

Action items permissions

Hello,Anybody knows how i can bulk edit permissions on an important amount of action items ?And also automatically apply permissions when the action item is created in the project ?

AmauryBronze Active Participant

Ask the community

How to copy Action Items from project template ?

Hello,Is there a way to import action items from a project template when creating a new project ?Files are copied over but not action items. Is there a workaround ?

Ask the community

Reporting - Resource Assignment at the Project Level within Excel Add-In

I am able to make a report listing project assignment by resource within AdaptiveWork reporting by pulling in the Project and Resources module. Within the Excel Add-in I am having trouble locating the Resources module and. Does anyone know where it is located within the Excel Add-in?

johan.krugerBronze Active Participant

Ask the community

Updating Lifecycle roles using REST API

Hello,Do you know if it is possible to update the username for lifecycle roles using the REST API?I am able to update the lifecycle administrator with the following JSON:{"lifecycleAdminUser": { "userName": "jsmith", "isPrimary": true }} However, I encounter issues when attempting to update other lifecycle roles. For example:{"LC_ROLE9065": { "userName": "jsmith", "isPrimary": true }}I get this error:{ "meta": { "errors": [ { "code": 1012, "codeDesc": "DeserializationFailed", "message": "An error occurred while attempting to deserialize the request, Project Manager, {\r\n \"userName\": \"jsmith\",\r\n \"isPrimary\": true\r\n}" } ] }}Any guidance you could provide would be greatly appreciated.Thank you!

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