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Workflow Rule - generate email when Resource is assigned to a Task

I am pretty new to AdaptiveWork and I’m trying to understand the best approach for a Workflow Rule where an email notification is sent to the Resource and Program Manager when a Task (within a particular Portfolio) is created and/or edited. I will provide specifics attempts I’ve made but a general question I have is: how do you determine the best actor for the rule? I have tried to create a Workflow Rule from ‘Task’ and from ‘Resource’; each have presented challenges. This particular portfolio is being used primarily as a virtual Inbox for task assignment and reporting on hours worked (not Project Management) though Tasks are nested under Projects. Note: The former is creating the emails within the Task but not emailing out. Workflow Rule for : 'Task'Run time: Every time a record is created or editedCriteria: $ParentProject.C_PortfolioNameSend EmailTo: $ResourceCc: $Parent.ProjectManagerSubject: New Task Assignment: {$Name}Body: Hello [I want to name the Resource here but I’m not

StephanieWallacePlanview Falcons

Organizational Change Management

The Case for Change: Driving Leadership Support for Change Management

Questions for the community: Did you have to rally for OCM support in your organization? Was it an uphill battle or was your org excited for support? How did you overcome the resistance and/or channel the excitement? By now, you might be wondering, is OCM really worth the effort? The survey results are clear, and the answer is a resounding YES, IT IS WORTH IT!If you are not yet familiar with PROSCI, we highly recommend you check them out! They are the global industry standard for change management practitioners worldwide and their ADKAR® ® Model is A Proven Framework for Individual Change is used by organizations across the globe.In a recent PROSCI survey, they asked Project Managers to rate their dedication to change management vs the success rate of their project. The results were clear that change management directly correlates to strong results & outcomes. Notably, projects with excellent change management were 7x more likely to meet or achieve project objectives than t

Abdelrahman Alfawaier

Ask the community

User Provisioning

Is there any way to implement user provisioning in PPM Pro and AgilePlace?

Ask the community

Custom PowerPoint Template

Hi All,We like to create a report that can be downloaded into a PPT. However, instead of the standard blank PPT in Portfolios, we would like use a custom PPT template (company wide standard template).Does anyone know if this is possible?Thanks,Craig

Ask the Community

Provisioning users

I am reaching out to seek guidance on the process of provisioning users from Azure Active Directory (Azure AD) into the Planview platform. Our organization is currently integrating various systems and it is crucial for us to ensure a seamless user management experience. We have already implemented Single Sign-On (SSO) for our users.Could you please provide detailed information on the following:The steps required to set up user provisioning from Azure AD to Planview. Any prerequisites or configurations needed on both Azure AD and Planview. Supported attributes and user data that can be synchronized. How to automatically assign boards to users upon provisioning. Troubleshooting common issues that might arise during the provisioning process. Documentation or resources that we can refer to for further understanding.Your assistance in this matter would be highly appreciated. We aim to implement this integration as efficiently as possible and any guidance you can offer will be invaluable.Tha

bkrutiyPlatinum Top Contributor

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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

rafal.likitarczuk

Ask the Community

Outcomes structure in Portfolios connector in Hub

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 and build an integration via Planview Hub as native connector between Portfolios and AgilePlace doesn't support Outcomes. Do you know if Outcomes structure elements can be exposed via Portfolios connector in Hub?If not is there any other way to integrate (synchronize) Outcomes from Portfolios with cards in AgilePlace?

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

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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?

Ask the community

Workflow Rule - generate email when Resource is assigned to a Task

I am pretty new to AdaptiveWork and I’m trying to understand the best approach for a Workflow Rule where an email notification is sent to the Resource and Program Manager when a Task (within a particular Portfolio) is created and/or edited. I will provide specifics attempts I’ve made but a general question I have is: how do you determine the best actor for the rule? I have tried to create a Workflow Rule from ‘Task’ and from ‘Resource’; each have presented challenges. This particular portfolio is being used primarily as a virtual Inbox for task assignment and reporting on hours worked (not Project Management) though Tasks are nested under Projects. Note: The former is creating the emails within the Task but not emailing out. Workflow Rule for : 'Task'Run time: Every time a record is created or editedCriteria: $ParentProject.C_PortfolioNameSend EmailTo: $ResourceCc: $Parent.ProjectManagerSubject: New Task Assignment: {$Name}Body: Hello [I want to name the Resource here but I’m not

Abdelrahman Alfawaier

Ask the community

User Provisioning

Is there any way to implement user provisioning in PPM Pro and AgilePlace?

Ask the community

Custom PowerPoint Template

Hi All,We like to create a report that can be downloaded into a PPT. However, instead of the standard blank PPT in Portfolios, we would like use a custom PPT template (company wide standard template).Does anyone know if this is possible?Thanks,Craig

Ask the Community

Provisioning users

I am reaching out to seek guidance on the process of provisioning users from Azure Active Directory (Azure AD) into the Planview platform. Our organization is currently integrating various systems and it is crucial for us to ensure a seamless user management experience. We have already implemented Single Sign-On (SSO) for our users.Could you please provide detailed information on the following:The steps required to set up user provisioning from Azure AD to Planview. Any prerequisites or configurations needed on both Azure AD and Planview. Supported attributes and user data that can be synchronized. How to automatically assign boards to users upon provisioning. Troubleshooting common issues that might arise during the provisioning process. Documentation or resources that we can refer to for further understanding.Your assistance in this matter would be highly appreciated. We aim to implement this integration as efficiently as possible and any guidance you can offer will be invaluable.Tha

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

rafal.likitarczuk

Ask the Community

Outcomes structure in Portfolios connector in Hub

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 and build an integration via Planview Hub as native connector between Portfolios and AgilePlace doesn't support Outcomes. Do you know if Outcomes structure elements can be exposed via Portfolios connector in Hub?If not is there any other way to integrate (synchronize) Outcomes from Portfolios with cards in AgilePlace?

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?

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