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JessOGold Innovator

Risk to Issue Custom Action

Hi all, I need help with a custom action that creates a new Issue record from an existing Risk record. The custom action works but I need to add the reference to the associated records. So, if I’m looking at the Issue record, I should see the risk record that it was created from and vice versa. It only seems to work one way. Plus, on the newly created Issue record, the reference to the associated Risk record is incorrectly labeled as ‘Issue Record’. It should be labeled as ‘1 Risk Record’. Screenshot below. Any help will be greatly appreciated.

10 hours ago

LimoriPlanview Falcons

Learn and Share

Link to AdaptiveWork Release Notes in CSCProduct Update

Dear Customers and Planviewers,Please look into our AdaptiveWork Release Notes that are stored in our Customer Success Center to get the latest updates and notices of what’s new with AdaptiveWork:https://success.planview.com/Planview_AdaptiveWork/00_AdaptiveWork_Release_NotesYour dedicated AdaptiveWork Product team😀

Can we create custom ribbon and buttons on custom panel?

Is it possible to create custom ribbon and buttons in custom panel. Can anyone share sample code? Like in workplan we have Add project, milestone,task. How to add similar custom buttons with actions.

10 hours ago

ManuelBronze Active Participant

Ask the community

Clarizen URL removal

HiI am trying to get my company to stop saying “Clarizen” and use rather “Planview” or “AdaptiveWork” but the URL which remains the same (at least for us EU customers) makes it difficult. Do you know when this will be changed to something more in line with the rebranding? Thanks,Manuel

11 hours ago

priyanshiPlanview Falcons

Learn and Share

Parkview Health: Prioritizing Project Investments with Strategic Work IntakeCase study

In today’s success story you will learn about how a medical services organization, Parkview Health, implemented structure and the right tools to establish effective Project Portfolio Management. About the CompanyParkview Health is a nonprofit, community-based healthcare system based in Ft. Wayne, Indiana with 14,000 employees who service a population area of one million people. With more than 700 physicians and at least 2.5 million patient encounters per year in its 10 hospitals, Parkview Health is a fixture in the communities it serves.CHALLENGES :No processes in place for work intake, project prioritization, or resource allocation. Lack of visibility in the portfolio. Duplication of effort was rampant with multiple teams working on the same projects but creating different results.Good ideas were often lost, while projects that brought little value surged forward.SOLUTIONParkview Health knew they needed to take a different approach in order to gain control over and optimize its por

15 hours ago

Mayank BajpaiBronze Active Participant

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How do we create a custom field/Workflow which can count the number of active deliverables in a Work Plan

Looking to create a Workflow/Custom field which can count the number of Active deliverables in a work planAlso are there any useful tutorials/Links which can help in providing some support in creation of Workflow rules

1 day ago

pamela.sargentBronze Top Contributor

Learn and Share

Any lessons learned for migrating Portfolios to new AWS server

We are scheduled to migrate our Portfolios environment to the new AWS server. Just thought I would reach out and see if others have already gone through this process and if there are any lessons learned. Thanks in advancePam

2 days ago

Deepti

Ask the community

Custom Object

I want to create a custom object which can select projects existing in system. I am able to achieve that. But my custom object should also have milestones and tasks. e.g in workitem we have Projects, milestone and task. Is it possible to create custom object with same features so that I can implement stage and gate on that object too? it should not appear in project anywhere but it should appear as a separate module in navigation bar.

2 days ago

SilvijaDPlanview Falcons

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ProjectPlace Product UpdateProduct update

Are you up to date on the most recent ProjectPlace releases? Here’s a quick summary of some of the most recent enhancements: Save Filters in Boards:You can now save filters in Boards so that you can easily switch between filter settings that you use frequently. You can save these filters as personal filters that are only visible to you or share the filters with other members of the workspace. Set Start Date for Document Reviews:- Specify start dates for document reviews- Control when reviews begin, ensuring optimal timing- Keep everyone informed with email and ProjectPlace notifications More updates: - Sentiment Analysis: Sentiment Analysis at the Activity Level is now available- OData: Information about checklist items on cards is available on the Dataset for Project ManagersWant to learn more about these updates? Visit the product update page in the Customer Success Center.

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2 days ago

dale.cybela

Getting started in the community

Is there any type of advanced search on this site?

I tried the common search terms with + and - signs, that seemed to be ignored. There doesn’t seem to be anywhere to click on “Advanced Search”. Without this capability, a customer can spend a lot of time searching and being frustrated by not finding specific relevant result sets.

3 days ago

JessOGold Innovator

Ask the community

Risk to Issue Custom Action

10 hours ago

Deepti

Ask the community

Can we create custom ribbon and buttons on custom panel?

Is it possible to create custom ribbon and buttons in custom panel. Can anyone share sample code? Like in workplan we have Add project, milestone,task. How to add similar custom buttons with actions.

10 hours ago

ManuelBronze Active Participant

Ask the community

pamela.sargentBronze Top Contributor

Ask the community

Functional Estimating

Does anyone use the Functional Estimating capabilities within Planview Portfolios? We are looking at this and although there is documentation on CSC I’m not finding it incredibly helpful. Would love to know how this is working for others, would you suggest the functionality to other PV customers, any gotchas or capability gaps?Thank you!Pam Sargent

5 days ago

millertj2

Administrators

Best Product to Use

Hi Planview friends,Does anyone have a quick reference guide for their end users on when to use which product to use for what? We use Planview Portfolios, ProjectPlace, AgilePlace, IdeaPlace and Roadmaps. We are a large organization so we frequently are talking about “What is Planview”, “What Product should I use for my specific purpose”, “What is the difference between AgilePlace and ProjectPlace?”. Although I feel I have a good handle on explaining them, it does take a bit and I wondered if there was a good one pager or site to address these questions most efficiently.Thank you in advance for your help!

7 days ago

dpraneeth

Ask the community

Discrepancy in Resource Hours in Plan vs Staffing screens

Users are experiencing discrepancy in the allocations when viewing in days/FTE values in Plan vs Staffing Screens.Context: For Permanents they have 35hr/week calendar and for contractors they have 40hr/week calendar. When a permanent resource is allocated 100% on a project they are showing up as 17.5d in Apr 2024, whereas same resource in Staffing screen is showing up as 20.0d.Is there any way to make sure both screens follow same calendars and avoid confusion?

7 days ago

athena.smith

Ask the community

Can you add a roadmap to dashboards?

I have a team requesting to add their portfolio roadmap to a dashboard to visually show all of their projects. The dashboard is intended for a VP, so they want them to go to one place for all the information they need (versus the dashboard + portfolio for the roadmap).Does anyone know how to add a roadmap to the dashboard? I have heard it can be done by pulling the Roadmap URL in via an i-Frame, but cannot find any documentation on how to do that.

8 days ago

JessOGold Innovator

Ask the community

Our logo isn't transparent in AW even though it is a png and transparent in other tools

Hi all, I was wondering if there was a setting in AdaptiveWork that will needs to be enabled or disabled so that the company logo which is a png/transparent does not show up with a black border around it. Does anyone else have this issue and if you did, could you share the fix? Thank you.Jess

8 days ago

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