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Planview Connect 2026

(Sun, May 3, 3:59 PM)

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Getting Started

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

Forum|Forum|2 years ago

6910

News

AdaptiveWork April 2026 Release Notes

We're excited to announce the latest release of AdaptiveWork with powerful new features and enhancements!Release Schedule:Code Release: April 12, 2026...

Forum|Forum|11 days ago

160

F.A.Q.

Community Referral Program – FAQ & How to Get Started

Thank you to everyone who has already started exploring the Community Referral Program since its launch! To help you make the most of it, we’ve put to...

Forum|Forum|5 months ago

590

News

[Video] Transform Software Investment into Real Business Value with Planview Adopt

The adoption gap is costing you more than you think.Your team invested in Planview to accelerate outcomes and drive strategic delivery. But if users a...

Forum|Forum|5 months ago

360

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Gautham PatelPlanview Falcons

Feedback and Ideas

Dynamic Section Refresh After User Actions (File Uploads, Field Edits, Form Updates)

Currently, certain UI elements - such as custom action buttons - do not appear or update until the user manually refreshes the page after performing an action (e.g. uploading a file). While the existing behavior is intentional to avoid disrupting mul

NikkiCherpakBronze Active Participant

Ask the community

PTO/Leave Best Practices

I know Planview suggests using Standard Activities for managing resources’ leave, however this does not prevent the resource from being allocated to work items during that time. Has anyone found another solution to manage leave?

bstrongSilver Active Participant

Ask the community

Task Upload via Soap

I have a task upload written using a SOAP call to the ITaskService3 service. I can get it to create new tasks, but it loads them like they are at the PPL level. They have the Work prefix that displays and no indent sign (see screenshot). I did some s

SVarneySilver Innovator

Ask the community

Logbook PowerBI Issues

I’ve had a PowerBI report running in our sandbox, pulling our Logbook data. It works, and then it doesn’t work. We are implementing Logbook in production this week, so I have pulled up our report that is pointing to our sandbox, made a copy, and am

ananyaPlanview Falcons

Learn and Share

ProjectPlace – Anvi Chat Updates [Labs]

We’re excited to announce that Anvi Chat in ProjectPlace now supports action-oriented use cases.What’s new:Create and update cards (single or multiple) directly through chat Move cards between activities within the same board Move cards across colum

ananyaPlanview Falcons

Feedback & Ideas

Release of NextGen IdeaPlace (Labs 2.0)

I'm excited to share the latest release in NextGen IdeaPlace (Labs 2.0). This update introduces key enhancements around governance, workflow flexibility, and evaluation quality — enabling faster, more structured innovation at scale.What's New:Branchi

TimDahmePlanview Partner

Ask the Community

IdeaPlace Integration

Is there an integration between IdeaPlace and Teams or Sharepoint.

rzb1qsSilver Innovator

Ask the community

Prevent Resource Manager from Over Allocating to Requirement

We utilize Demand Managers to input Requirements into Projects. Those requirements are “Assigned To” a Resource Manager / Supervisor. Is there a way to prevent that Supervisor from “Over Allocating” to that requirement? We see this when a Supervis

Jacob LemosBronze Active Participant

Ask the community

Connection Graph Tab Feb 2026 release

We upgraded to the February 2026 version and noticed that, in this release, the “Connection Graph” tab is now displayed. The Success Center documentation states that the Connection tab can be enabled through Menus & View Settings; however, there

Archana DPlanview Falcons

Learn and Share

AdaptiveWork April 2026 Release NotesNews

We're excited to announce the latest release of AdaptiveWork with powerful new features and enhancements!Release Schedule:Code Release: April 12, 2026 Feature Release: April 19, 2026Portfolios and ProjectsNew Import Workplan (GA)Streamline your proje

NikkiCherpakBronze Active Participant

Ask the community

PTO/Leave Best Practices

I know Planview suggests using Standard Activities for managing resources’ leave, however this does not prevent the resource from being allocated to work items during that time. Has anyone found another solution to manage leave?

bstrongSilver Active Participant

Ask the community

Task Upload via Soap

I have a task upload written using a SOAP call to the ITaskService3 service. I can get it to create new tasks, but it loads them like they are at the PPL level. They have the Work prefix that displays and no indent sign (see screenshot). I did some s

SVarneySilver Innovator

Ask the community

Logbook PowerBI Issues

I’ve had a PowerBI report running in our sandbox, pulling our Logbook data. It works, and then it doesn’t work. We are implementing Logbook in production this week, so I have pulled up our report that is pointing to our sandbox, made a copy, and am

TimDahmePlanview Partner

Ask the Community

IdeaPlace Integration

Is there an integration between IdeaPlace and Teams or Sharepoint.

rzb1qsSilver Innovator

Ask the community

Prevent Resource Manager from Over Allocating to Requirement

We utilize Demand Managers to input Requirements into Projects. Those requirements are “Assigned To” a Resource Manager / Supervisor. Is there a way to prevent that Supervisor from “Over Allocating” to that requirement? We see this when a Supervis

Jacob LemosBronze Active Participant

Ask the community

Connection Graph Tab Feb 2026 release

We upgraded to the February 2026 version and noticed that, in this release, the “Connection Graph” tab is now displayed. The Success Center documentation states that the Connection tab can be enabled through Menus & View Settings; however, there

LeannaMPlatinum Active Participant

Ask the community

Technical Complexity Scoring Model In Portfolios

We currently use a risk assessment scoring model to determine Project Type and overall risk. While helpful, it does not fully capture project complexity, which we need to better determine the appropriate PM role (Business vs. IT, level of experience,

sourav2510Planview Falcons

Feedback and Ideas

Enhancement Request: Global Filter Configuration for Business Unit in Project Module

The Project module currently allows users to configure lookup filters within specific views (for example, "My Projects"). However, these filters, such as those applied to the Business Unit field, are user specific and are not enforced globally across

Nadeem_AhmedPlanview Falcons

Feedback and Ideas

Enhancement Request: Include Timesheet Reported Date in Resource Summary Report

The out-of-the-box Resource Summary report provides a comprehensive view of timesheet data, including work items, hours, cost, billing, and profitability. However, it currently does not include the Timesheet “Reported Date” (time entry date) as part

JWilliams24Gold Innovator

Ask the community

Financials for Requirement

Hello All, The financials for our requirements are disappearing when the daily job runs, causing our forecasts to be off. Is anyone else having issues with the financial forecast associated with requirements. The values for hours and FTEs remain but

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