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Getting Started

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

Forum|Forum|2 years ago

7250

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|3 months ago

930

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|8 months ago

750

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|8 months ago

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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

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

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

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.

il y a 10 jours

Ask the community

enforce unique field value on workitem

We have added a custom text field and want to set up a validation or workflow rule to prevent duplicates at the parent task level. While we successfully implemented a duplicate-blocking rule for the client object using the findcustomer function, we n

il y a 16 jours

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?

il y a 19 jours

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

il y a 27 jours

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

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

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.

il y a 10 jours

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?

il y a 19 jours

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

il y a 27 jours

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

il y a 27 jours

margotrogersGold Innovator

Ask the community

“Issues with ‘Respect Durations’ Not Shifting Work + Allocations forward - Utilization exceeding limits

We expect that projects with "Respect Durations" setting on will push effort that is not tracked against to the future.BUT this doesn't seem to be working in the system - why?We a ticket several days ago to Customer Support asking WHY the "Progress T

HappytoonBronze Active Participant

Ask the community

Financial Plan: See the Project WBS hierarchy and roll up totals ???

URGENT please - A basic requirement in Project Management from our project managers, effort and cost breakdown vs time? Using Portfolio Financial Plan, how can we see the roll-up cost at parent task levels…A typical WBS is as follows:ProjectWork stre

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