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Planview AdaptiveWork September Release Webinar

(Wed, Sep 17, 2:00 PM)

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AmaurySilver Active Participant

Ask the community

Displaying project name on hybrid view cards

Hello,It seems only pick list fields can be used and displayed on cards of the hybrid view.How can i display the parent project name on my cards ?

JWilliams24Bronze Innovator

Learn and Share

Logbook Issuses - What Projects / Strategies are they associated with ???

We are having to pull the implementation of logbook back because users are complaining they are not tell what projects logs are associated. We would have to add a field and manually type this in. In the past the CRIs always list the name of the project they were associated with. We can do Items with in a project but do to standard templates every project can have something with the same name. And pull anything by Portfolio is not doable. has anyone found any work arounds for these. Users love the idea of logbook but these are show stoppers. .

partha.sahaPlanview Falcons

Planview Hub – Release 25.3.2 Highlights

The latest Planview Hub release (25.3.2) includes a wide range of enhancements, fixes, and new features across Hub, connectors, and Planview products: Upgrade Notes & Integrations: Improvements to Field Flow, Comment Flow, and connector-specific updates for Salesforce, Atlassian Jira, Digital.ai Agility, and Azure DevOps. Fixes: Key bug fixes in Hub processing, email handling, installers, extensions, AgilePlace, Portfolios, PTC Windchill RV&S, TestRail, and Work Item Synchronization. New Features: Artifact filtering, configuration history APIs, enhanced integrations (field-to-comment flow, large comment/attachment handling), public APIs, and twinless artifact updates. Connector-Specific Enhancements: Support for the latest versions of Jira, Jira Service Management, Broadcom Rally, codebeamer, Digital.ai Agility, Salesforce, and Tricentis Tosca. This release provides improved stability, better integration handling, and new capabilities to help streamline your workflows.For

Nadeem_AhmedPlanview Falcons

Feedback and Ideas

API Access to Change History in AdaptiveWork

I'm writing to request an enhancement for the AdaptiveWork tool to allow access to Change History data via the REST API. Currently, this capability is not available, and the only method to access Change History data is by manually exporting it to Excel. Given the increasing volume of Change History data, manual export is becoming cumbersome and inefficient.Suggested Enhancement:Develop a REST API endpoint that provides access to Change History data. Include necessary query parameters that allow filtering by date range, project, or specific change types to manage data volume and retrieval efficiently.Impact and Benefits:Streamline the data retrieval process for large volumes of Change History data. Enable automated integration of Change History data into other systems or processes. Improve efficiency in monitoring and reporting changes across projects.Implementing this feature would significantly enhance the utility of AdaptiveWork by allowing seamless integration and automation, thus s

ShaneDodgeSilver Active Participant

Ask the community

Success Site missing Examples

I am looking for some examples for workflows on the customer success page and noticed that there are links to the examples and headings for the examples but no examples.https://success.planview.com/Planview_AdaptiveWork/Configurations/Business_Rules# Does anyone know if these will be migrated from the legacy ‘blue’ success pages?

Ask the community

Issue with "no-role" resources not carrying over when creating new projects from template and copying over Task Schedules (resource schedule)

Sometimes when we create a new project using the template of the previous project, I want to keep the task schedules (resources scheduled to the tasks) on the new project to avoid the team having to re-schedule resources for similar projects. However, I have noticed that the only people who are copied over successfully upon creation of the new project are people are are assigned a role on the Staffing tab. This team does not use the staffing tab/utilization planning features. Is there a workaround to get the resources to copy over, or would I have to go in and assign roles to all of the “no role” resources on the template project?

partha.sahaPlanview Falcons

🚀 Introducing Enhanced Dependency Management in AgilePlace 🚀

🚀 Introducing Enhanced Dependency Management in AgilePlace 🚀Tutorial

We’re excited to announce Enhanced Dependency Management, designed to help teams work smarter by establishing clear, contextual relationships between work items that depend on each other.Unlike parent-child relationships that show work breakdown, dependencies highlight when one piece of work must progress before another can move forward.🔑 Key Capabilities Create dependencies between cards on the same or different boards (incoming & outgoing). Add rich context with metadata like timing (Finish-to-Start, Finish-to-Finish, etc.). View from both sides – see dependencies directly from each connected card. Dedicated tabs in card details for Parent/Child and Dependency relationships. Quick connect option via right-click for faster workflows. 📌 Managing Dependencies Dependencies Tab: Review, update, and track all incoming/outgoing dependencies. Parent/Child Tab: Manage hierarchy alongside dependencies for a full picture. Context Menu Shortcut: Quickly connect existing cards a

Ask the community

Creating report

Hi,PlanView AdaptiveWork - Creating reportI need to create a report that lists for a particular project:-all project assignments by month-all staffing requests (this includes named requests as well as those unnamed request by job titles) by monthI am able to create the project assignment project by month by using the objects - User Resources→ Capacity Time Phased Data (monthly)→ Labour Time Phased Data (monthly) but then clueless on how to get staffing requests including in this.Looking for any advice on which objects to choose to create such a report or link to any tutorials on reporting.Thanks

oacunav1Planview Partner

Feedback and Ideas

I do not see a lot of innovation in PPM PRO

Im not seeing a lot of innovation in PPM PRO and Im concerned. Seems to me that all the innovation is focus in small enhancements but from a long time ago there is not an aha !!! moment. Is there a plan to cancelled PPM PRO?, is there a roadmap for new features?...

Ask the community

What is the benefit of creating Global Custom Fiscal Calendar

HiPlanView AdaptiveWorkOne of the excel templates for global custom fiscal calendar setup contains start of the month, end of the month and number of days in the month (which are computed in the excel sheet by formula). We did that and then imported the template. But there is hardly any noticeable change.Which makes me wonder what difference does global custom fiscal calendar make in processing of data?Any pointers will be highly appreciated.Regards

AmaurySilver Active Participant

Ask the community

Displaying project name on hybrid view cards

Hello,It seems only pick list fields can be used and displayed on cards of the hybrid view.How can i display the parent project name on my cards ?

JWilliams24Bronze Innovator

Learn and Share

Logbook Issuses - What Projects / Strategies are they associated with ???

We are having to pull the implementation of logbook back because users are complaining they are not tell what projects logs are associated. We would have to add a field and manually type this in. In the past the CRIs always list the name of the project they were associated with. We can do Items with in a project but do to standard templates every project can have something with the same name. And pull anything by Portfolio is not doable. has anyone found any work arounds for these. Users love the idea of logbook but these are show stoppers. .

Nadeem_AhmedPlanview Falcons

Feedback and Ideas

API Access to Change History in AdaptiveWork

I'm writing to request an enhancement for the AdaptiveWork tool to allow access to Change History data via the REST API. Currently, this capability is not available, and the only method to access Change History data is by manually exporting it to Excel. Given the increasing volume of Change History data, manual export is becoming cumbersome and inefficient.Suggested Enhancement:Develop a REST API endpoint that provides access to Change History data. Include necessary query parameters that allow filtering by date range, project, or specific change types to manage data volume and retrieval efficiently.Impact and Benefits:Streamline the data retrieval process for large volumes of Change History data. Enable automated integration of Change History data into other systems or processes. Improve efficiency in monitoring and reporting changes across projects.Implementing this feature would significantly enhance the utility of AdaptiveWork by allowing seamless integration and automation, thus s

ShaneDodgeSilver Active Participant

Ask the community

Success Site missing Examples

I am looking for some examples for workflows on the customer success page and noticed that there are links to the examples and headings for the examples but no examples.https://success.planview.com/Planview_AdaptiveWork/Configurations/Business_Rules# Does anyone know if these will be migrated from the legacy ‘blue’ success pages?

Ask the community

Issue with "no-role" resources not carrying over when creating new projects from template and copying over Task Schedules (resource schedule)

Sometimes when we create a new project using the template of the previous project, I want to keep the task schedules (resources scheduled to the tasks) on the new project to avoid the team having to re-schedule resources for similar projects. However, I have noticed that the only people who are copied over successfully upon creation of the new project are people are are assigned a role on the Staffing tab. This team does not use the staffing tab/utilization planning features. Is there a workaround to get the resources to copy over, or would I have to go in and assign roles to all of the “no role” resources on the template project?

Ask the community

Creating report

Hi,PlanView AdaptiveWork - Creating reportI need to create a report that lists for a particular project:-all project assignments by month-all staffing requests (this includes named requests as well as those unnamed request by job titles) by monthI am able to create the project assignment project by month by using the objects - User Resources→ Capacity Time Phased Data (monthly)→ Labour Time Phased Data (monthly) but then clueless on how to get staffing requests including in this.Looking for any advice on which objects to choose to create such a report or link to any tutorials on reporting.Thanks

oacunav1Planview Partner

Feedback and Ideas

I do not see a lot of innovation in PPM PRO

Im not seeing a lot of innovation in PPM PRO and Im concerned. Seems to me that all the innovation is focus in small enhancements but from a long time ago there is not an aha !!! moment. Is there a plan to cancelled PPM PRO?, is there a roadmap for new features?...

Ask the community

What is the benefit of creating Global Custom Fiscal Calendar

HiPlanView AdaptiveWorkOne of the excel templates for global custom fiscal calendar setup contains start of the month, end of the month and number of days in the month (which are computed in the excel sheet by formula). We did that and then imported the template. But there is hardly any noticeable change.Which makes me wonder what difference does global custom fiscal calendar make in processing of data?Any pointers will be highly appreciated.Regards

wenlonBronze Active Participant

Ask the community

Mapping existing (multi select ) Request Field to Project Field

Has anyone been able to map an existing multi-select field from Request into the same multi-select field in Project? Update: NM user error! LOL

AmaurySilver 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 ?

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