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pawan.rajuPlanview Falcons

Learn and Share

Setting Up OKRs in Planview PortfoliosTutorial

Ready to take your organization to the next level with OKRs? Let's dive into the design and set up process.1. Define Your Organizational GoalsBefore setting OKRs, clarify your organization's mission, vision, and strategic priorities. This will help you align your goals with the bigger picture.2. Identify Key Areas of FocusPinpoint the areas where you want to make a significant impact. These could be areas like product development, customer satisfaction, or revenue growth.3. Set Ambitious ObjectivesCreate inspiring goals that challenge your team and drive innovation. Remember, OKRs should be ambitious but achievable.4. Define Measurable Key ResultsFor each objective, set specific, measurable, achievable, relevant, and time-bound (SMART) key results. These will help you track progress and stay accountable.5. Cascade OKRsEnsure everyone is aligned by cascading OKRs down to different levels of your organization. This creates a clear hierarchy of goals.6. Establish a Review ProcessRegularly

maria.moranGold Innovator

Ask the community

Project creation from template and Project Assignment

Hi everyone,I’m curious if the behavior we are experiencing is correct.We built templates for some of our projects, which are very detailed and include all the resources that should be involved for each task. We noticed that when creating a new project from the template, it duplicates the template. So far, so good—this is working as expected.However, if the template has any values assigned at the project level for any of the resources, we observe different behaviors when creating a project from it:In some cases, project assignment values for the resource are assigned after the project’s due date. In other cases, random project assignment values are entered for the resource.Has anyone experienced such behaviors? Is this normal?Thanks!

Mayank BajpaiBronze Active Participant

Ask the community

Create a Worflow to calculate the number of days spent by a request in each state

Hi All, I am trying to create a workflow which calculates the number of days a request has spent in each state( for ex days spent in Submitted,Active,Planning,Onhold state), could anyone be able to help with the steps on this workflow?

StephanieWallacePlanview Falcons

Organizational Change Management

Does Organizational Change Management Really Matter?

Question for the community: Has embracing change management techniques helped you drive project success?Why does OCM matter?Change is unavoidable, and your teams will either run from it or embrace it. Embracing change is crucial for innovation and maintaining a competitive advantage.Change Management WILL help you drive project success. If your projects are behind schedule, over budget, or lack employee engagement, it’s time to start asking WHY and discovering HOW a strategic change plan will help you meet or exceed your objectives.Effective OCM includes: helping employees adapt to new processes, technologies, or strategies minimizing resistance to ensure a smoother transition communication planning training programs stakeholder engagementBenefits of OCM:Smoother transition periods: Periods of change are easier and less complicated (e.g., implementing new Product or Value Stream Management practices) Increased employee engagement: Employees are involved in the change process and conce

Organizational Change Management

Planview and OCM

Have any of you used PlanView wo manage OCM or can you share how you have used it? We have a Dashboard that we plan to integrate but I am curious if you have used it or more than project planning.

Ask the community

How do I update the Mangers field listed in Workplan so all projects are affected?

Example I have projects from last month, where a person wants to be added in the Managers field how can I add them so all projects are updated?

bkrutiyPlatinum Top Contributor

Ask the community

Custom Workflow to update a field on related entity when an email is created/attached

Hello AdaptiveWork Champions, Typically this is relatively straight forward but running into all kinds of issues and could use some help. I am working with AdaptiveWork Emails related to Cases (Requests and Bugs) which is very old technology so it may simply not work anymore. However, here is what I am trying to accomplish…Use Case - update State field on related entity (Cases) when an email is received, specifically when email From is not equal to Assigned To. This will tell the system that the requestor has replied to the case and the State should be changed from Pending response to Work in Progress. However, I am running into the following issues…When building the Evaluation Criteria, I am not able to see Related Entity > <Cases Item>.Item Type to specify the rule to run only on Requests and Bugs with specific other data points. Fine, so I removed evaluation criteria to only run when the the related entity > ID was a certain value, still nothing Set evaluation to run al

maria.moranGold Innovator

Ask the community

Financial Planning | Baseline

Hello everyone! I’m reaching out to gather some insights on how you manage to set a budget baseline for your projects after the initial project baseline has been established. Specifically, I’m curious about the following:Does setting a new budget baseline overwrite all the existing information? Is there a way to set a new budget baseline without affecting other baselines?Your experiences and tips would be greatly appreciated. Looking forward to hearing your thoughts and best practices!Thank you in advance for your help.Best regards,

Ask the Community

Agileplace PowerBi and Odata

Hello! Looking to connect with a solution using the AgilePlace Odata to see what PowerBi visualizations you are are leveraging and how it’s going for you.

LaurentBronze Active Participant

Ask the community

REST API filters - Any documentation?

Hello,We’re beginning our journey using Portfolios’ Rest API.While pretty straightforward in its use, there is one undocumented option that we are struggling with.Using the Work endpoint API, the /public-api/v1/work query has a ‘filters’ parameter that does not have more extended syntax documentation than what we found on the Success Center The single provided example for a work item (that is, a task below PPM) is: project.Id .eq 1906This is a little odd because when looking at the project data type, there is no Id attribute, instead we’d usually use projet.structureCode or project.shortNameWe tried applying a similar filter on those attributes but always got a HTTP 400 Bad Request response. Is someone aware of a more detailed documentation on the API system used by Portfolios that would describe the filter syntax used here? Or is there a specific Portfolios API documentation available somewhere (maybe from the inner circle group)? Thanks in advance and have a nice end of week.

maria.moranGold Innovator

Ask the community

Project creation from template and Project Assignment

Hi everyone,I’m curious if the behavior we are experiencing is correct.We built templates for some of our projects, which are very detailed and include all the resources that should be involved for each task. We noticed that when creating a new project from the template, it duplicates the template. So far, so good—this is working as expected.However, if the template has any values assigned at the project level for any of the resources, we observe different behaviors when creating a project from it:In some cases, project assignment values for the resource are assigned after the project’s due date. In other cases, random project assignment values are entered for the resource.Has anyone experienced such behaviors? Is this normal?Thanks!

Mayank BajpaiBronze Active Participant

Ask the community

Create a Worflow to calculate the number of days spent by a request in each state

Hi All, I am trying to create a workflow which calculates the number of days a request has spent in each state( for ex days spent in Submitted,Active,Planning,Onhold state), could anyone be able to help with the steps on this workflow?

Organizational Change Management

Planview and OCM

Have any of you used PlanView wo manage OCM or can you share how you have used it? We have a Dashboard that we plan to integrate but I am curious if you have used it or more than project planning.

Ask the community

How do I update the Mangers field listed in Workplan so all projects are affected?

Example I have projects from last month, where a person wants to be added in the Managers field how can I add them so all projects are updated?

bkrutiyPlatinum Top Contributor

Ask the community

Custom Workflow to update a field on related entity when an email is created/attached

Hello AdaptiveWork Champions, Typically this is relatively straight forward but running into all kinds of issues and could use some help. I am working with AdaptiveWork Emails related to Cases (Requests and Bugs) which is very old technology so it may simply not work anymore. However, here is what I am trying to accomplish…Use Case - update State field on related entity (Cases) when an email is received, specifically when email From is not equal to Assigned To. This will tell the system that the requestor has replied to the case and the State should be changed from Pending response to Work in Progress. However, I am running into the following issues…When building the Evaluation Criteria, I am not able to see Related Entity > <Cases Item>.Item Type to specify the rule to run only on Requests and Bugs with specific other data points. Fine, so I removed evaluation criteria to only run when the the related entity > ID was a certain value, still nothing Set evaluation to run al

maria.moranGold Innovator

Ask the community

Financial Planning | Baseline

Hello everyone! I’m reaching out to gather some insights on how you manage to set a budget baseline for your projects after the initial project baseline has been established. Specifically, I’m curious about the following:Does setting a new budget baseline overwrite all the existing information? Is there a way to set a new budget baseline without affecting other baselines?Your experiences and tips would be greatly appreciated. Looking forward to hearing your thoughts and best practices!Thank you in advance for your help.Best regards,

LaurentBronze Active Participant

Ask the community

REST API filters - Any documentation?

Hello,We’re beginning our journey using Portfolios’ Rest API.While pretty straightforward in its use, there is one undocumented option that we are struggling with.Using the Work endpoint API, the /public-api/v1/work query has a ‘filters’ parameter that does not have more extended syntax documentation than what we found on the Success Center The single provided example for a work item (that is, a task below PPM) is: project.Id .eq 1906This is a little odd because when looking at the project data type, there is no Id attribute, instead we’d usually use projet.structureCode or project.shortNameWe tried applying a similar filter on those attributes but always got a HTTP 400 Bad Request response. Is someone aware of a more detailed documentation on the API system used by Portfolios that would describe the filter syntax used here? Or is there a specific Portfolios API documentation available somewhere (maybe from the inner circle group)? Thanks in advance and have a nice end of week.

rafal.likitarczuk

Ask the community

Exposing Outcomes structure from Portfolios to be used in AgilePlace

I'm trying to use AgilePlace to visualize lifecycle flow of digital products (applications) stored in Outcomes structure in Planview Portfolios. My idea was to use Portfolios connector in Planview Hub, however this connector doesn't support Outcomes. Do you know if Outcomes structure elements can be exposed from Portfolios in any way to synchronize Outcomes from Portfolios with cards in AgilePlace?

cpetrieBronze Innovator

Ask the community

Capacity Confusion for Part-Time Staff

Hello,We have many employees who are part-time and we have adjusted their work schedules in the individual calendar so that their capacity is less than 100%. For example, a resource that works 30 hours per week (out of 40 hours total) will have a capacity of 75%.Our users get very confused when reviewing the Resource Planning module/view and compare capacity and assignment when Units is selected. The capacity of the resource might be 75%, so our users think that all of the assignments should only total to 75% or less. Actually, the assignments should total to 100% or whatever the target utilization is for the resource. Unfortunately, our users consistently fail to remember this and we have to retrain them continuously.Does anyone have any suggestions for how to help users remain that assignments, when viewed in Units, can be more than the capacity of the resource if the resource is part-time?Thank you,Carey

Ask the community

How do your PMs know what is ready for work for other assignees

Some of our workspaces have 100+ cards in them. Now that assignees can group their “My Work” by Dependencies in their “My Overview” it has helped our assignees immensely. However our PMs are left hunting through their workspaces to see which assignees have cards that are ready for work “With done dependencies” so that they can follow up. They can’t go by due dates, as often certain channels of flow in the workspace get behind so the card could be past due but not yet ready for work as it is waiting for the card(s) it is dependent on. We have submitted 2 ideas to help with this:Done dependencies filter on Boardhttps://projectplaceideas.spigit.com/workandcollaboration/Page/ViewIdea?ideaid=3243Update Sorting options on Teams Page to match Home Overviewhttps://projectplaceideas.spigit.com/workandcollaboration/Page/ViewIdea?ideaid=2913However we’d love to know how others are handling this right now?*We are integrated with PPM and use that for reporting, however the dependency status of

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