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bkrutiyPlatinum Top Contributor

Ask the community

Passing variables in document publisher (Periodic Project Report)

Hello Community, I am trying to build a custom PPR that will send an docx report of a Project. Within the PPR template, there are some fields that I want to generate based on intake form variables I create within the custom action of the PPR. I know this can be done by creating custom fields and populating the variables within the fields but I do not want to use the custom field quota as its about 5 custom fields I would need. Is it possible to generate variables as part of the PPR intake form and pass them to the docx. If so, what is the comment reference format required within the PPR template? Here is an example of what I am using to generate the Doc Publisher but the variables in red and bold below are not populating. However, the File Name below in green, which uses variables from the custom action does work. I am certain my syntax in the template file are simply incorrect. Does anyone have any examples of how to populate the docx with variable data? GetCurrentIntegrationServerUrl

Joe LiuPlanview Falcons

Organizational Change Management

How Do You Enable New Capabilities in Planview? Share Your Approach!

Hello Planview Community!I’d love to hear from you about how you approach to enabling new capabilities in Planview solutions. Whether it’s configuring Agile Costing, implementing Investment and Capacity Planning (ICP), adopting Product Funding, or using AgilePlace for PI Planning, etc. I’m curious to learn about:Where do you start? (e.g., University of Planview, Planview CSC, Planview Community, Engaging Planview Professional Services, Engaging Customer Success, etc.) What resources do you find most helpful? (e.g., quick reference guides, short videos, webinars, training sessions, etc.)Your insights can help shape the way we all share knowledge and resources within the community, so feel free to comment below and let us know:What worked well for you? What challenges did you face? What do you wish you had more resources for?Looking forward to hearing your stories and strategies!

Jacob LemosBronze Active Participant

Ask the community

How to get Planview.Me and Planview Admin enabled?

We update our test environment to version May 2024 so we could start testing out Planview.Me & Planview Admin. I looked in the success center on how to enable it but can’t find anything. I also tried logging into https://id.planview.com but I am having no luck by resetting my password or using my credentials. Do I need to create a new ticket so this can be enabled? I am just curious if anyone else has had this issue.

Jhon BorreroBronze Innovator

Ask the community

Management Job Title

Hello, good morning,If we manage rates by Job title in the system, we have seen that changing the job title modifies the project rates in the past, present and future.Is there any parameterization that allows the project finances to be maintained with the rates of the job titles that the resources had associated at some point?If the client changes the resource's Job title, what would be the best practice to rate the projects so that this situation does not affect the finances of previous periods in which the resource had another job title? RegardsJhon

FWalkerBronze Active Participant

Ask the community

How do I switch an inactive user to be active again - at task or project level?

When using the ‘replace resource’ function, we note the individual being replaced is automatically set to 100% and marked as an ‘inactive human resource’. However, we wanted to reinstate them on a project as staffing arrangements had changed, but we couldn’t do this. We had thought an Administrator might be able to override the default setting to 100% or that the individual themselves could override this but neither was successful. How do we reinstate them to tasks or projects where they have previously been replaced using the replace resource function?

kayla.schwarzPlatinum Innovator

Ask the community

Actual Timesheets vs. Project Assignment Reporting

Hello PV community,I’m in need of some advice to create a report that shows resources actual timesheets vs. their project assessments.I started off with creating a report with the structure below, but when I run it, it shows the actual approved time as blank...even though I’ve check that there are in fact Approved Time to the listed projects.Any advice on creating such a report or what I may be doing wrong? Many thanks!

Ask the community

Cancel a Shared Widget link to project

Hi -I generated a read-only widget link to a project and set it to never expire, but now wish to cancel it. How can I do this? Where can I manage the access links?

maria.moranPlatinum Innovator

Ask the community

Capacity Planning | Shift Dates

Hi everyone! Just wondering, has anyone noticed Shift Dates functionality in the Capacity Planning mode behaving differently? Couldn’t find a release note regarding any modification to it… Thanks!

pyarosPlanview Falcons

Community Turns 1: Thank You for Being Part of It!

As we celebrate our first anniversary, we want to express our gratitude to all community members who have joined us over the past year. It has been a year of many firsts. To commemorate this milestone, we’re launching a turbo-charged search feature that will draw information from the Planview Customer Success Center, University of Planview, and our community to help you find the right resources. We created the Planview Customer Community to provide a forum for meaningful engagement, designed to help you maximize the value you get from Planview. In case you missed it, here are the highlights of our launches in community this year with links to view them: Products: AdaptiveWork Portfolios PPM Pro AgilePlace Enterprise Architecture ProjectPlace IdeaPlace Viz Hub User Groups: Copilot Investment and Capacity Planning Organizational Change Management Features: Events Federated Search We are always looking to learn and grow as we help build the community with you.

MGMullenGold Innovator

Ask the community

Grouping Projects by an Attibute

We have had a few requests lately where a leader wants to see all the projects of a certain criteria - for example: every project using Artificial Intelligence or every project with compliance components. These projects could be across the whole enterprise. So far, we have been creating a new attribute on the project to enable this grouping via a portfolio. We are wondering if there is any other way to do this? The concern is that we will end up with quite a list of these types of attributes at the rate we are going. Thanks

bkrutiyPlatinum Top Contributor

Ask the community

Passing variables in document publisher (Periodic Project Report)

Hello Community, I am trying to build a custom PPR that will send an docx report of a Project. Within the PPR template, there are some fields that I want to generate based on intake form variables I create within the custom action of the PPR. I know this can be done by creating custom fields and populating the variables within the fields but I do not want to use the custom field quota as its about 5 custom fields I would need. Is it possible to generate variables as part of the PPR intake form and pass them to the docx. If so, what is the comment reference format required within the PPR template? Here is an example of what I am using to generate the Doc Publisher but the variables in red and bold below are not populating. However, the File Name below in green, which uses variables from the custom action does work. I am certain my syntax in the template file are simply incorrect. Does anyone have any examples of how to populate the docx with variable data? GetCurrentIntegrationServerUrl

Jacob LemosBronze Active Participant

Ask the community

How to get Planview.Me and Planview Admin enabled?

We update our test environment to version May 2024 so we could start testing out Planview.Me & Planview Admin. I looked in the success center on how to enable it but can’t find anything. I also tried logging into https://id.planview.com but I am having no luck by resetting my password or using my credentials. Do I need to create a new ticket so this can be enabled? I am just curious if anyone else has had this issue.

Jhon BorreroBronze Innovator

Ask the community

Management Job Title

Hello, good morning,If we manage rates by Job title in the system, we have seen that changing the job title modifies the project rates in the past, present and future.Is there any parameterization that allows the project finances to be maintained with the rates of the job titles that the resources had associated at some point?If the client changes the resource's Job title, what would be the best practice to rate the projects so that this situation does not affect the finances of previous periods in which the resource had another job title? RegardsJhon

FWalkerBronze Active Participant

Ask the community

How do I switch an inactive user to be active again - at task or project level?

When using the ‘replace resource’ function, we note the individual being replaced is automatically set to 100% and marked as an ‘inactive human resource’. However, we wanted to reinstate them on a project as staffing arrangements had changed, but we couldn’t do this. We had thought an Administrator might be able to override the default setting to 100% or that the individual themselves could override this but neither was successful. How do we reinstate them to tasks or projects where they have previously been replaced using the replace resource function?

kayla.schwarzPlatinum Innovator

Ask the community

Actual Timesheets vs. Project Assignment Reporting

Hello PV community,I’m in need of some advice to create a report that shows resources actual timesheets vs. their project assessments.I started off with creating a report with the structure below, but when I run it, it shows the actual approved time as blank...even though I’ve check that there are in fact Approved Time to the listed projects.Any advice on creating such a report or what I may be doing wrong? Many thanks!

maria.moranPlatinum Innovator

Ask the community

Capacity Planning | Shift Dates

Hi everyone! Just wondering, has anyone noticed Shift Dates functionality in the Capacity Planning mode behaving differently? Couldn’t find a release note regarding any modification to it… Thanks!

MGMullenGold Innovator

Ask the community

Grouping Projects by an Attibute

We have had a few requests lately where a leader wants to see all the projects of a certain criteria - for example: every project using Artificial Intelligence or every project with compliance components. These projects could be across the whole enterprise. So far, we have been creating a new attribute on the project to enable this grouping via a portfolio. We are wondering if there is any other way to do this? The concern is that we will end up with quite a list of these types of attributes at the rate we are going. Thanks

MGMullenGold Innovator

Ask the community

No Access Message

After getting an insufficient response through Customer Case, I thought I’d ask here. When someone tries the PV link and doesn’t have access, the error received says:“To request access to Planview, Please log a Help Desk incident. In the incident description, please include the following words: Please task this incident to the Planview support team. Your request will be forwarded to your manager and the Planview Administrator for approval.” I am wondering if this is the message all customers have displayed when access hasn’t been created yet? This message doesn’t really apply to our processes so would like to change it but were told it is not possible to change. This doesn’t make sense.Thanks .

Jhon BorreroBronze Innovator

Ask the community

JB ICE Duplicate tasks in the schedule

Hello, Issue Adaptive WorkPlease review the following project and the attached image, as we were unable to identify what caused the activities to appear duplicated in this schedule. It can be verified in the images that the activities are the same as they have the same ID.We tried to recreate the situation using the Copy/Paste option and we tried the export and import option in Excel and in neither situation were the activities duplicated, so we do not understand what caused this problem. Regards Jhon

maria.moranPlatinum Innovator

Ask the community

Objectives, Targets and Contributions | Reporting

Hi Planview Community! As mentioned before, we are trying to work with the Objectives, Target and Contributions module in AW. It’s proving to be a bit tricky! So, I wanted to ask if any of you use it, and if so, do you report from it? How? We tried creating some reports, but failed magnifincelty. We looked for the data model, but it doesn’t seem to include them. Does anyone know if there is an updated version of the data model that includes them?Thanks a lot!

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