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I have a request from business that for the fixed fees users we don’t want to allow then to enter time and nor they appear in the plan allocation dropdown/selection. What could be the potential solution to achieve these situation?For new fixed fee resource i will create only user profile and not the resource profile so that then cannot enter/book time. And i will assign then some role which is specifically just allow them to view Portfolio. What to do with those profiles which are already presnt in the system?

Hello, We are working on deploying a Release Planning Tool - likely Jira. We have all our resources deployed in Portfolios so we want to maintain an integration from Jira to Portfolios. We also have an older Code Repository - EWM, that has already been integrated to Portfolios but we are considering de-coupling it to keep the integration cleaner. Anyone have experience in this kind of integration / OCM? 

Customers across manufacturing, R&D, and IT project environments are requesting deeper skill-based resource management capabilities within AdaptiveWork. While the product provides strong role-, job-title-, and user-based planning, customers need skills and competencies to become first-class planning dimensions.The proposed enhancement includes the following capabilities:    1.    Skill Proficiency Levels    •    Support proficiency attributes for skills (e.g., Beginner/Intermediate/Expert, Level 1–5, or custom frameworks).    •    Enable proficiency-based matching and capacity analysis.    2.    Skill Requirements on Projects, Tasks, and Staffing Requests    •    Allow projects, tasks, and staffing requests to define required skills and proficiency levels.    •    Automatically match available resources based on skill fit.    •    Highlight skill gaps or insufficient capacity.    3.    Skill-Level Capacity, Utilization, and Workload Visibility    •    View workload, utilization, an

When using the Data Loader to perform bulk project uploads, the system currently allows duplicate project records to be created if existing projects are unintentionally included in a new upload file. There is no built-in validation or safeguard to prevent duplicates based on common identifiers such as Project Name or External ID unless the user explicitly uses PK-based updates.This behavior increases the risk of data integrity issues, especially for customers who perform recurring bulk uploads and manage large project portfolios.Current Behavior: Data Loader accepts rows for project creation even if a project with the same Name or identifier already exists. Preventing duplicates relies entirely on manual validation or file preprocessing by the customer. There is no configurable option to block or warn users when duplicate projects are detected during upload. Desired Behavior:Introduce an option to detect and prevent duplicate project creation during bulk uploads by: Validating agai

Are stakeholders only allowed to view Published dashboards?  We have several stakeholders and a user is trying to send them a url to a dashboard they created but they are unable to see it.  They have stakeholder licenses and correct permissions.  If it is only published dashboards is there a way to take the existing dashboard and copy it to a published dashboard?

Hello,Would anybody know a way to add the file viewer widget to view/layout of a task that has files as attachments ?Or does anybody know how i could convert the image in html and display it in a rich text field or a custom panel ? 

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 not made any data updates in the past three months or so.   Does anyone know a way to do this?We are also considering alternative solutions like report subscriptions to keep licensing costs down and wonder if others have pursued this or any other solutions?Thanks!

We’d like to see if others are interested in the functionality we’re hoping to have.  It would be very helpful to establish preset column set views by persona to improve the user experience. This customizes the view by each key person, removes unnecessary fields that are confusing to many users, minimizes initial setup, and removes the risk of losing set-up configurations tied to system cookies.  For example, currently we have team members customize their My Overview screen as part of their initial set up by unselecting unnecessary fields and reorder columns, but it would improve user experience if admins can preset them before their first time login.  Has anybody received feedback from end users like this before?    

Good day Team How to lock or make a standard field a read-only field ( Total Forecast (Multi Year) and Total Actuals (Multi Year))

Customers require the ability to enforce the “Highlight Changes” setting globally so that it is enabled by default for all projects and users without requiring manual activation by each Project Manager.Currently, the toggle is available only at the project instance level under Work Plan → Settings → Highlight Changes. There is no organizational, profile-level, or systemic default that allows administrators to configure this behavior across the entire environment.Business Need / Justification: Ensures consistent behavior across all projects. Reduces missed changes in schedules and improves governance. Eliminates repetitive manual steps for PMs. Supports large organizations where enforcing standard configuration per project is operationally inefficient. Requested Enhancement: Add a global Admin-level setting that allows enabling “Highlight Changes” as the default for all new and existing projects. Optionally, allow applying the setting by: Organization Profile/User Role

Trying to share OR print the full discussion thread for a discussion within a Decision.The read-only widget to the decision seems to truncate the full Discussion thread and no matter what I try does not expose all replies to the discussion,Printing also seems to be buggy and doesn’t show all replies.Creating a report is limited as well - although is the only way I can at least get the text from all reply posts, it is not formatted in a good way for something such as Audit, for example. The behavior with the read-only link cutting off replies seems like a bug, as does the printing issue. Can anyone confirm or suggest a solution?

our custome would like AdaptiveWork to be able to provide a native system field on the Customer object that automatically counts all Projects related to that Customer.Currently, this capability exists only at the Portfolio level, and organizations must use a custom Relations Summary field if they want this count at the Customer level.The customer has a custom field called “# of Projects”, configured as a Relations Summary counting all associated Projects.This field is intended to support reporting across 150+ Customer records. However: The field has repeatedly displayed ?ERROR, requiring Support to manually recalculate the field.The customer assumed this was a system-provided field and expressed concerns about reliability.They believe counting linked Projects is core platform functionality and should not rely on a custom implementation. Requested Enhancement Create a standard AdaptiveWork system field on the Customer module that:Automatically counts the number of Projects linked to eac

We’ve submitted this as an idea to Continuous Improvement, but we’re curious if anybody in the community is interested or has received similar feedback from end users. We’re hoping to make it possible to save and share multiple different grouped views.  The column sets enable us to view predefined columns, but it doesn't allow us to include attributes that are used in "Group by".  For example, there are different groupings that enable an RM to properly review and act on their allocations for different purposes. It’s been very frustrating for our RMs and product managers to have to remember the different groupings and manually adjust it every time they want to a different view within the staffing screen.  This example is about the Staffing screen, but it would be great if we can create and share custom views which preselect both columns and attributes used to group by in the other screens as well such as Plan.   

Hi All,Since upgrading the the september 2025 releace we are seeing a global degridation across most of our Job Streams - meaning its not just impacting OData & Intergrantion.My Question: Has anyone else had a similar experienced 

We’re reviewing our process for tracking project financials once a project is no longer active.  From a project manager’s perspective, how are other organizations capturing or reporting financial data (e.g., final costs, accruals, or ongoing expenses) after a project has been closed or set to inactive in Planview?

can we set up timesheet submission reminder notifications to the users like every Thursday EOD? 

Hello Projectplace Community, one inquiry I had is whether Copilot within Projectplace (AI Chatbot) has the same sort of implementation that it does with portfolios in terms of how it manages it’s data processing (i.e sending data back to copilot post-inquiry). We’re quite strict on how our data is managed and when the copilot feature initially came to Portfolios we took it back to our CSM and they notified us that our data does not get stored in a dedicated server, it will feedback into copilot and thus we disabled that functionality. If the feature in Projectplace does the same then we will most likely be unable to make use of the functionality once again. Any and all thoughts are appreciated. 

Is it possible to Map the Blocked Flag in JIRA to the blocked field in Agile Place?? 

Hi, I am new in Project Place and I wonder if someone can explain the following…in the wbs breakdown I can see there are activities created which looks like more a “grouping” activity than the activity itself. I mean, look at the attachment. The activity 3.1 has a left icon similar to the activity 3, while the activity 3.1.1 has a different green icon (like the big majority of all others).Why exactly? If I want to create a new activity, for example, 2.1 under the activity 2, how can I add a new one but not with the green icon, but with the same activity 2 icon like in the picture?  

Hi, I am new in Project Place and I wonder if someone can explain the following…in the wbs breakdown I can see there are activities created which looks like more a “grouping” activity than the activity itself. I mean, look at the attachment. The activity 3.1 has a left icon similar to the activity 3, while the activity 3.1.1 has a different green icon (like the big majority of all others).Why exactly? If I want to create a new activity, for example, 2.1 under the activity 2, how can I add a new one but not with the green icon, but with the same activity 2 icon like in the picture?   

In the Roadmaps tool, any configuration changes I’m making is no longer saving.  Has anyone experienced this?

I’m having an issue where a few projects are experiencing an issue with progression jobs changing their flags at the project level as well as the task level. After progression jobs run on Sunday night the project is changed back to Do Not Progress: Yes, when it was previously set as No. This happens only on a few projects. It also happens to a subset of tasks on these projects, but not all. The task will change back to Do Not Progress: Yes, when it was previously set as No. Has anyone been able to determine what might be causing this change to occur?