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February 2026 Planview Portfolios, Enterprise Architecture and Team delivery

(Thu, Jan 29, 3:00 PM)

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

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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

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News

[Video] AdaptiveWork Copilot Becomes AdaptiveWork Anvi

Your AI assistant is getting a major upgrade with more intelligence, better insights, and the same easy conversational interface. What's happeningSee

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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

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Mayank BajpaiSilver Innovator

Ask the community

Hi, I need some help with setting up a report for on Clarizen. I want a report that shows all the deliverables that my team members worked on in the last quarter with the work, budgeted work, actual effort and work variance fields. could anyone help

Ask the community

Add additional lifecycle roles to the My Active Lifecycle Steps Tile

We have a group that would like to have a version of the My Active Lifecycle Steps tile that includes a column for Project Manager and one for Business Sponsor in addition to the current column that shows the person/role responsible for the step. Is

James BonfieldPlatinum Innovator

Ask the community

Resource Skills

I’m interested to explore adding skills to our resource pools (ideally driven from information hosted in our central resource/training database, but not critical), exploiting the skills criteria for Requirements & Allocation but to also report on

Ask the community

Translations for custom field names

Managing dual languages using login environment language is supported only for standard fields.Unfortunately this functionality is not available for custom fields.For international companies that use multiple languages such as French/English, how do

James BonfieldPlatinum Innovator

Learn and Share

Dependency Management - A workable solution!

Last year I raised a post about the use of the various inter-project dependency management options available in Planview - Successor/predecessor relationships in plans, investment dependencies, CRI logs, Roadmaps - the options are extensive but they

Ask the community

Dynamic Filtering in Power BI Reports via AdaptiveWork Parameters

For the creation of iframes to display Power BI reports in AdaptiveWork, I want to embed an iframe at the project level and another at the portfolio level. However, I would like to apply dynamic filters based on the project (or portfolio) I am viewin

Archana DPlanview Falcons

Learn and Share

Advisor Inner Circle: AI Use Cases

Advisor Inner Circle: AI Use CasesNews

We’re inviting Advisor power users to join an exclusive Advisor Inner Circle focused on shaping the future of AI in Advisor.This collaborative forum is designed to bring together customers who want to: Brainstorm innovative AI use cases tailored to r

Ask the community

Help with exact code for adding a text field to a customised tile in Portfolios

Hi AllRecently taken over Planview for my area and having a little bit of an odd issue.So we are trying to add some new columns to one of the Work Portfolio tiles and one is giving me some grief.Been able to add an alternate structure and a long text

FWalkerSilver Innovator

Ask the community

Deleting a risk - doesnt appear in the Recycle Bin

When selecting a risk to delete you are presented with the option to unlink or delete. When deleted, should the risk appear in the Recycle Bin? We couldn't find deleted risks reported by a PM in our Production Recycle Bin and when testing in our Sand

Ask the community

How are you handling Ad-Hoc System Implementation?

Greetings Everyone,I work for a State IT Agency, and I’ve been charged with creating an Ad-Hoc System Implementation schedule. This is in addition to the monthly Portfolio releases. I’m looking to answer question such as:What does your request Triage

Mayank BajpaiSilver Innovator

Ask the community

Hi, I need some help with setting up a report for on Clarizen. I want a report that shows all the deliverables that my team members worked on in the last quarter with the work, budgeted work, actual effort and work variance fields. could anyone help

Ask the community

Add additional lifecycle roles to the My Active Lifecycle Steps Tile

We have a group that would like to have a version of the My Active Lifecycle Steps tile that includes a column for Project Manager and one for Business Sponsor in addition to the current column that shows the person/role responsible for the step. Is

James BonfieldPlatinum Innovator

Ask the community

Resource Skills

I’m interested to explore adding skills to our resource pools (ideally driven from information hosted in our central resource/training database, but not critical), exploiting the skills criteria for Requirements & Allocation but to also report on

Ask the community

Translations for custom field names

Managing dual languages using login environment language is supported only for standard fields.Unfortunately this functionality is not available for custom fields.For international companies that use multiple languages such as French/English, how do

Ask the community

Dynamic Filtering in Power BI Reports via AdaptiveWork Parameters

For the creation of iframes to display Power BI reports in AdaptiveWork, I want to embed an iframe at the project level and another at the portfolio level. However, I would like to apply dynamic filters based on the project (or portfolio) I am viewin

Ask the community

Help with exact code for adding a text field to a customised tile in Portfolios

Hi AllRecently taken over Planview for my area and having a little bit of an odd issue.So we are trying to add some new columns to one of the Work Portfolio tiles and one is giving me some grief.Been able to add an alternate structure and a long text

FWalkerSilver Innovator

Ask the community

Deleting a risk - doesnt appear in the Recycle Bin

When selecting a risk to delete you are presented with the option to unlink or delete. When deleted, should the risk appear in the Recycle Bin? We couldn't find deleted risks reported by a PM in our Production Recycle Bin and when testing in our Sand

HaydnSilver Active Participant

Ask the community

OData page limit of 50,000 rows

Hi everyone,I’m reaching out to ask whether anyone has experienced changes to system settings that caused OData queries to be limited to 50,000 rows.I recently ran into this issue in my environment—unexpectedly hitting a 50,000 row limit—despite prev

MGMullenPlatinum Innovator

Ask the community

Portfolios License Archiving Process

We are evaluating the most cost effective way to manage our licenses so are currently defining an archive process based mostly on lack of use. I’d also like to downgrade a Portfolio-R/W license to a View Only license if I could tell if the user has

ShaneDodgeSilver Innovator

Ask the Community

Conditional Field Flow using a variable

I am creating a conditional field flow where I would like to prevent an update to the state field if the due date is After to ‘Today’. Is there a way to pass a variable like ‘Today’? The filter works fine with a date value but need the date value t

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Plan Smarter: A Leader’s Guide to Strategic Portfolio Planning

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Improve business agility and deliver higher returns on strategic investments

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