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Getting Started

New to the Community? Here's everything you need to know!

Is this your first visit to the Planview Customer Community? Welcome! We’re so happy to have you here! What does the community have to offer? Our c...

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pawan.rajuPlanview Falcons

Unleash the Power of Planview Hub Extensions!Blog

Are you maximizing the potential of your Planview Hub instance? Extensions can revolutionize how you work by streamlining processes, automating tasks, and customizing your experience.Let's dive into the world of extensions! What type of extensions ar

margotrogersGold Innovator

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Users Struggling with Using Portfolios Plan Schedule Screen they are abandoning it and going back to MS Project

Users Struggling with Using Portfolios Plan Schedule Screen they are abandoning it and going back to MS ProjectDoes anyone have advice on how to tackle these issues? 🔴 Core Trust Problem (Executive Level)Users do not trust the schedule in Planview a

margotrogersGold Innovator

Ask the community

Need to see Project Schedule Finish date in Staffing Screen

Need to see Project Schedule Finish date in Staffing ScreenWe can only see the Activity end date and we do not want to click into every project to know when it will be done

Ask the community

Date Format in Workflow Rule Email

We have inserted a custom date field into an email that fires in a workflow rule. When the date field displays in the email, the value is returned in this format: YYYY-MM-DD hh:mm:ss. What function can I use in the email that will return only the d

Emily.BroughBronze Active Participant

Ask the community

Error: Reference not Found - When re-importing a project schedule

I exported a project schedule into excel to make edits and am now trying to re-import it. I am getting an error: reference not found when trying to re-import the schedule. The error is happening on a user that is now Inactive. I cannot re-assign task

Mario.munozGold Innovator

Ask the community

Portfolios My Overview Users Tile export file

Is anyone else having issues with the Users Tile export file? In the past, it used to export as an html file in which I could open in excel, make changes and save it as an excel file. Now it exports as an excel file, takes forever to open then will g

millertj2Gold Active Participant

Ask the community

Timesheet Cutoff Date – Read-Only Access to Past Timesheets

I’m curious whether other customers have run into this same limitation with timesheet cutoff dates.Today, when the cutoff date is reached, users lose visibility to past timesheets entirely. From what we’ve seen, the setting does not just prevent edit

dwill123Platinum Innovator

Ask the community

Capacity Planner sort by Project Name

For some reason it doesn’t seem possible to sort results in Capacity Planner by the Project Name. Am I missing something, or is this very basic capability really missing?

margotrogersGold Innovator

Ask the community

Calculated Status and Planview.me

How do you create a RAG Status that is compiling Baseline Effort vs Effort to date for example? Also in Planview.Me I cannot see custom columns. When will that be available?

PiyushSGold Innovator

Ask the community

Use case of Planview.Me Labs

I would like to know what best we can serve to PM’s and RM’s and importantly to leadership using Planview.Me labs or in simple words can you suggest me the widgets, filters, and useful Dashboards to create. Also i am recently going to start the custo

margotrogersGold Innovator

Ask the community

Users Struggling with Using Portfolios Plan Schedule Screen they are abandoning it and going back to MS Project

Users Struggling with Using Portfolios Plan Schedule Screen they are abandoning it and going back to MS ProjectDoes anyone have advice on how to tackle these issues? 🔴 Core Trust Problem (Executive Level)Users do not trust the schedule in Planview a

margotrogersGold Innovator

Ask the community

Need to see Project Schedule Finish date in Staffing Screen

Need to see Project Schedule Finish date in Staffing ScreenWe can only see the Activity end date and we do not want to click into every project to know when it will be done

Ask the community

Date Format in Workflow Rule Email

We have inserted a custom date field into an email that fires in a workflow rule. When the date field displays in the email, the value is returned in this format: YYYY-MM-DD hh:mm:ss. What function can I use in the email that will return only the d

Emily.BroughBronze Active Participant

Ask the community

Error: Reference not Found - When re-importing a project schedule

I exported a project schedule into excel to make edits and am now trying to re-import it. I am getting an error: reference not found when trying to re-import the schedule. The error is happening on a user that is now Inactive. I cannot re-assign task

Mario.munozGold Innovator

Ask the community

Portfolios My Overview Users Tile export file

Is anyone else having issues with the Users Tile export file? In the past, it used to export as an html file in which I could open in excel, make changes and save it as an excel file. Now it exports as an excel file, takes forever to open then will g

dwill123Platinum Innovator

Ask the community

Capacity Planner sort by Project Name

For some reason it doesn’t seem possible to sort results in Capacity Planner by the Project Name. Am I missing something, or is this very basic capability really missing?

margotrogersGold Innovator

Ask the community

Calculated Status and Planview.me

How do you create a RAG Status that is compiling Baseline Effort vs Effort to date for example? Also in Planview.Me I cannot see custom columns. When will that be available?

AmauryPlatinum Innovator

Ask the community

Download ZIP folder API

Hello,It seems that it’s not possible to bundle downloads in a ZIP file through an API call. Is that correct ?Currently files can only be downloaded one by one.I thought i could sort this through API calls but it’s not working.

Ask the community

Has anyone componentized sections of a report for reusability? For example:Dataset Names:SubEffortSubResourcesSubProjects and then have a master dataset that joins them all together with a common key?

margotrogersGold Innovator

Ask the community

ICP: If I add this project, what projects, resources, and dates are impacted, and what are my options?

Planview Community QuestionWe don't currently have Anvi AI available and are looking for ways to solve this with standard Planview capabilities.Question:When a new high-priority project is added or priorities change, how are you using Planview to ide

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