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Simplifying Project Management: A Deep Dive into Connecting Portfolios and ProjectPlace

(Thu, 7 Nov, 3:00 pm)

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Mario.munozSilver Active Participant

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We were in the process of testing mobile access to portfolios in our sandbox environment. After the update last night, the option is gone to enable it and we can no longer access it. Does anyone know what happened to it? I looked through the October release slides and did not see any information about it.

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Resetting user-set filters on a report

Hi Community,I have a report which is expected to be run via a button on a view of the project - the button (which is a custom URL field) passes in the Project name to an action which generates the report - see bottom of this email for how this works.My problem is that occasionally, the more enthusiastic users try editing the filters on the report so generated to see the data in a different way. Unfortunately, if they remove the filter, running the report via the button causes an error as their instance of the report is not expecting the field which is passed in. As an Admin, is there any way to reset the filters on user’s instance of a report remotely? Alternatively, is there any way to prevent users editing the filters on a report?ThanksJulian For information, the URL button code is:HyperLink(GetCustomActionUrl("Project Resource Profile Report", GetRuntimeParameter(currentObject())), "Run")

mserafinowskiSilver Active Participant

Ask the community

RES12 - Pending Timesheetets

Hello everyone,Has anyone else noticed that the RES12 - Pending Timesheets report doesn’t display missing timesheets if a resource has never submitted a single timesheet?I’d love to hear if anyone has found alternative solutions (aside from using the "Resources Never Submitted Timesheets" tile). While that tile technically helps, it adds extra work and limits our use of the out-of-the-box report, which ideally should include this data.Has anyone else been forced to use a custom solution instead of the FastTrack report because of this issue? Would really appreciate any insights or workarounds that have worked for you!

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Our Governance team is looking to update to a more “gated” process. We have seen some information on the Success Center regarding Stage Gates in Portfolios and I see that there is a Gated Work Dashboard available however I do not see a lot of information on configuring Portfolios to support this type of configuration. I am curious if others are using stage gates and how you have set it up, if you have any documentation you can direct me to, etc. We have used phases as sort of “gates” in the past and can go with that option again, but if there is a better way, or a specific way of doing it in Planview we would like to pursue/understand that as well.Thanks!Robin

StephanieWallacePlanview Falcons

Organizational Change Management

Creating Your Project Change Story

Questions for the community: How have you created AWARENESS for change? What worked well? Last time we introduced the PROSCI ADKAR® Model to help you lead change. The first building block of ADKAR® is AWARENESS. Building AWARENESS early and having the message come from senior leadership will be key to your implementation success. A simple change story is a great starting point for every change.Start by asking WHAT, WHY, HOW, and WHO. This exercise will help you clearly articulate what is about to change and help you to create a quick script that your Change Champions can utilize. It’s important to remember your Change Story is holistic and not just focused on the technical changes. Create Your Change StoryYou must clearly communicate, not just what is changing, but WHY the change is needed. You need to win the hearts and minds of those you are asking to change.WHY should they take time away from their day jobs to learn something new? WHY should they learn about what is happening in

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Planview Portfolios Performance Issues?

Hi - we have our servers in the UK and have noticed horrible performance using Planview Portfolios. Anyone else suffering?

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Custom Field on time phased data for reporting - not showing up

I can’t get my custom field to show in report creation. I’m creating a custom field which is just :$ActualEffort / Days(21)So that the result is numeric as an approximation for FTE equivalent. I create on labour time phased data - but it will not show up when building a report. Any ideas?

KatePlanview Falcons

Not all work is equal. How do you know your team is working on the most important work?

Often when I do an analysis for customers, I find that less than 10% of the work that is currently in progress (work that has been started and not yet completed) is the priority (strategic, linked to improving the desired business results/OKRs).I find that because there is a prioritized backlog per team, with separate priorities per team, or teams working on different priority features that lower priority work is often focused on at the expense of higher priority work.This is very different from the original scrum notion of a single ordered product backlog where the available capacity swarms around the highest priority item(s), making sure any priority work that gets blocked gets unblocked rather than instead pulling in lower priority work to make sure everyone “stays busy”. What are some tips or tricks that you use to ensure your team is working on the highest priority, value add work? Some practices that I see used that come to mind include:Ensuring the desired, measurable business r

margotrogersBronze Active Participant

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Would like to hear from Planview Customers who are currently tracking their AI Governance in Planview

Would like to hear from Planview Customers who are currently tracking their AI Governance in Planview? Are you using Portfolios only or ProjectPlace as well (need document storage) How do you make a workflow that is auditable? Best Practices Auditability is key

wenlonBronze Active Participant

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PPM PRO Resource Staffing Notifications

When adding a note to a request (i.e. from the Project staffing screen) is the designated staffer notified via email? and when the designated staffer reply’s back - is the project manager getting an email? We are not seeing where this would happen.

Mario.munozSilver Active Participant

Ask the community

We were in the process of testing mobile access to portfolios in our sandbox environment. After the update last night, the option is gone to enable it and we can no longer access it. Does anyone know what happened to it? I looked through the October release slides and did not see any information about it.

Ask the community

Resetting user-set filters on a report

Hi Community,I have a report which is expected to be run via a button on a view of the project - the button (which is a custom URL field) passes in the Project name to an action which generates the report - see bottom of this email for how this works.My problem is that occasionally, the more enthusiastic users try editing the filters on the report so generated to see the data in a different way. Unfortunately, if they remove the filter, running the report via the button causes an error as their instance of the report is not expecting the field which is passed in. As an Admin, is there any way to reset the filters on user’s instance of a report remotely? Alternatively, is there any way to prevent users editing the filters on a report?ThanksJulian For information, the URL button code is:HyperLink(GetCustomActionUrl("Project Resource Profile Report", GetRuntimeParameter(currentObject())), "Run")

mserafinowskiSilver Active Participant

Ask the community

RES12 - Pending Timesheetets

Hello everyone,Has anyone else noticed that the RES12 - Pending Timesheets report doesn’t display missing timesheets if a resource has never submitted a single timesheet?I’d love to hear if anyone has found alternative solutions (aside from using the "Resources Never Submitted Timesheets" tile). While that tile technically helps, it adds extra work and limits our use of the out-of-the-box report, which ideally should include this data.Has anyone else been forced to use a custom solution instead of the FastTrack report because of this issue? Would really appreciate any insights or workarounds that have worked for you!

Ask the community

Our Governance team is looking to update to a more “gated” process. We have seen some information on the Success Center regarding Stage Gates in Portfolios and I see that there is a Gated Work Dashboard available however I do not see a lot of information on configuring Portfolios to support this type of configuration. I am curious if others are using stage gates and how you have set it up, if you have any documentation you can direct me to, etc. We have used phases as sort of “gates” in the past and can go with that option again, but if there is a better way, or a specific way of doing it in Planview we would like to pursue/understand that as well.Thanks!Robin

Ask the community

Planview Portfolios Performance Issues?

Hi - we have our servers in the UK and have noticed horrible performance using Planview Portfolios. Anyone else suffering?

Ask the community

Custom Field on time phased data for reporting - not showing up

I can’t get my custom field to show in report creation. I’m creating a custom field which is just :$ActualEffort / Days(21)So that the result is numeric as an approximation for FTE equivalent. I create on labour time phased data - but it will not show up when building a report. Any ideas?

KatePlanview Falcons

Not all work is equal. How do you know your team is working on the most important work?

Often when I do an analysis for customers, I find that less than 10% of the work that is currently in progress (work that has been started and not yet completed) is the priority (strategic, linked to improving the desired business results/OKRs).I find that because there is a prioritized backlog per team, with separate priorities per team, or teams working on different priority features that lower priority work is often focused on at the expense of higher priority work.This is very different from the original scrum notion of a single ordered product backlog where the available capacity swarms around the highest priority item(s), making sure any priority work that gets blocked gets unblocked rather than instead pulling in lower priority work to make sure everyone “stays busy”. What are some tips or tricks that you use to ensure your team is working on the highest priority, value add work? Some practices that I see used that come to mind include:Ensuring the desired, measurable business r

wenlonBronze Active Participant

Ask the community

PPM PRO Resource Staffing Notifications

When adding a note to a request (i.e. from the Project staffing screen) is the designated staffer notified via email? and when the designated staffer reply’s back - is the project manager getting an email? We are not seeing where this would happen.

kayla.schwarzPlatinum Innovator

Ask the community

Risk Assignment Email Notification

Hello PV Community, Seeking some advice on how to configure an email notification for when a new owner is assigned to a Risk and Action. I’ve got the action configured but could use some help on configuring the email notification. What field can I input so in the email it shows the Risk’s associated Customer, Project and Link? When I select Formula Options, Project nor Customer is available to select. I am sure there is a field somewhere that links the risk to the project it’s created under and I won’t have to create a new custom field.Appreciate any guidance. Thank you :)

Ask the community

JIRA and Portfolio integration

hello;Are we able to integrate directly between JIRA and Portfolios in a bidirectional manner? Has anyone established this connection and did you connect at the JIRA story or Feature level? Thanks

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