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38
sakthi.ganesh
Gold Active Participant
sakthi.ganeshGold Active Participant
 Ask the community
How to access SubTotals in SQL?

Hi Experts,I know how we can access the different financial versions and values present in them. I am interested in reading the Financial Subtotals value. I understand that they are virtual columns. Is there a way we can access through SQL Query?This is for Planview portfolios. ThanksSakthi.

101
Thbutler
Gold Product Expert
A
Amaury
 Ask the community
How to copy Action Items from project template ?

Hello,Is there a way to import action items from a project template when creating a new project ?Files are copied over but not action items. Is there a workaround ?

60
A
S
Gold Active Participant
ShanaGold Active Participant
 Ask the community
Working days vs Calendar days on Lag Duration Import (DependencyLinks)

I am importing a project WBS and I am building a data loader import to capture the predecessor information for each workitem as a DependencyLinks import. In the source data, some of the Lag durations are in workdays (d) and some are in calendar days (ed). ed basically includes weekends, holidays, etc.  Is there a way to indicate the difference between these two duration types for my import?

30
S
Gold Active Participant
partha.saha
Planview Falcons
partha.sahaPlanview Falcons
 News
Why Disconnected Toolchains Are Holding Back Your Product Delivery?Blog

 In today’s fast-paced digital environment, fragmented toolchains are one of the biggest hidden barriers to speed, collaboration, and innovation. From lost visibility to delayed launches and duplicated work, the impact is felt across the entire organization.In the latest Planview blog, we explore:✅ Why integration is now a strategic priority✅ The real-world costs of disconnected tools✅ How Planview enables end-to-end visibility and seamless collaboration✅ Ways leading tech teams are accelerating delivery through connected ecosystems💡 Integration isn’t just a technical fix—it’s a competitive advantage.👉 Read the full post and discover how to turn fragmented workflows into connected success:https://blog.planview.com/why-disconnected-toolchains-are-crippling-your-product-development-and-what-to-do-about-it/

10
partha.saha
Planview Falcons
A
Amaury
 Ask the community
Action items related to milestones not related to the parent project

Hello,In a project i have action items associated to a milestone.Does anybody know how these action items be automatically related to the parent project as well ?

40
A
M
mpjubb
 Ask the community
Add Resource to the Team

In a request, when I add resources to a person field and I would like them to also be added to the team members panel.I know there is a way of doing because I’ve done it before but I’ve lost the instructions that I created!Thanks in advance

30
M
M
miranda.hayes
 Ask the Community
Reporting

Hello, I have been trying to run time reports for 2024 but with no luck, the data is there and I can pull the last week of December and onwards into 2025 but nothing for 2024…. any ideas what may be causing this?

274
mparra
Planview Falcons
sourav2510
Planview Falcons
sourav2510Planview Falcons
 Feedback and Ideas
Default off 'Make owner for the entire work plan'

When creating a new Project from template, customers do not want system to mark checkbox to 'Make owner for the entire work plan' as a default.

90
sourav2510
Planview Falcons
partha.saha
Planview Falcons
partha.sahaPlanview Falcons
 Learn & Share
How FedEx Combines OKRs and Value Stream Management to Accelerate DeliveryBlog

At the recent Project to Product Summit, FedEx’s Greschen Powell shared a powerful roadmap for accelerating speed-to-market while maintaining strategic alignment—by combining Objectives and Key Results (OKRs) with Value Stream Management (VSM).With 1,000+ Agile teams, FedEx used VSM to uncover delivery bottlenecks, optimize flow efficiency, and align work with strategic goals through focused OKRs. The results?✅ 29% improvement in throughput✅ 20% reduction in testing bottlenecks✅ Streamlined collaboration across enterprise teams✅ Faster, data-driven decision-makingThis session is a must-watch for technology leaders looking to balance agility, quality, and strategic alignment at scale.👉 Watch the on-demand webinar:https://info.planview.com/combining-the-power-of-vsm-and-okrs-od-_webinar_vsm_en_confirm.html?aliId=eyJpIjoiOGkzbmUwWkxcL0k5eWcrVnciLCJ0IjoiZFVcLzRXem01MDdiNHJzTWhZRjRQWWc9PSJ9

20
partha.saha
Planview Falcons
D
DianeY
 Ask the community
July Release Work Details Screen Not accessible

Anyone else having issues after the July Release?  Our user base cannot view the entire Work Details screen. Our screen is configured to use Smart logic - Sections of the screen are visible based on work classification type. Our end users are not able to see sections based on work classifications, only the top section which is open to all. Strangely, admins cannot see this issue, which makes it difficult to troubleshoot. 

211
Thbutler
Gold Product Expert
S
struddersm
 Ask the community
Forecast update dates

In Planview, Is it possible to see the date & time someone entered a resource forecast for a particular individual resource plus also any historical entries and when they changed? Trying to workout who entered a forecast first for a particular resource and when

427
A
Planview Falcons
Y
Planview Falcons
yarchillaPlanview Falcons
 Learn and Share
Report Visualizer Widget (PBI) in Planview.MeNews

Planview PowerBI Report Visualizer Widget seamlessly integrates your PowerBI.com reports directly into Planview.Me, enabling data-driven decisions without platform switching. This powerful widget transforms how you access and visualize your organization's data.Learn more about PowerBI Report Visualizer Widget: Sign-up today!

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Y
Planview Falcons
A
Planview Falcons
ananyasinghPlanview Falcons
 Learn and Share
Planview Labs – Card Mirroring in ProjectPlaceNews

We’re excited to announce the Labs release of an upcoming ProjectPlace feature – Card Mirroring!With this new capability, you can mirror cards across boards and workspaces - keeping key details like titles, descriptions, assignees, checklists, and more automatically in sync. It’s designed to reduce manual work and improve collaboration across teams and projects. Sign up today! 

60
A
Planview Falcons
M
mpjubb
 Ask the community
Currency Calculation

I have a pretty simple issue to resolve, I think.I’m creating a custom action where i want to update $PlannedAmount with the following calculation:  $BudgetedHours * 40The error I’m getting is “Error: Formula evaluation result data type is Duration instead of expected Currency”I’ve tried a few different options but am missing the correct way to put together this request.Thanks all

40
M
partha.saha
Planview Falcons
partha.sahaPlanview Falcons
 Learn & Share
Panasonic Automotive Streamlines Traceability with Planview Hub in Just 30 DaysBlog

 When regulatory requirements for ASPICE compliance shifted overnight, Panasonic Automotive Systems Europe had just 30 days to identify and implement a new traceability solution. Their existing tools couldn’t keep up.By choosing Planview Hub, Panasonic quickly deployed a scalable, flexible solution that seamlessly connects IBM DOORS and Atlassian Jira—ensuring real-time synchronization, accurate traceability, and cross-organizational visibility.✅ Fast deployment ahead of schedule🔗 Real-time synchronization between DOORS and Jira🤝 Enhanced collaboration with OEM partners🔧 7+ seamless integrations now running across the organization📈 A trusted partner replacing multiple manual and in-house toolsHear how Panasonic made it happen—and why Planview continues to be their partner of choice:👉 Read More In Details:https://www.planview.com/resources/case-study/panasonic-automotive/

10
partha.saha
Planview Falcons
S
Gold Active Participant
SVarneyGold Active Participant
 Ask the community
Notifications for documents uploaded to projects in Portfolios

Hello,We have a team that reviews documents associated with a project; this is initiated by a lifecycle step.  Sometimes they have to send it back to the user for revision.   They would like to receive an automated notification when the file has been updated and re-uploaded...sometimes more than once.  Have any of you have been able to make this happen without creating additional lifecycle steps to loop the document/content review process?  Thank you.  

324
S
Gold Active Participant
J
Bronze Innovator
JWilliams24Bronze Innovator
 Ask the community
June Release and Resource and Timesheet Issues

Has anyone been seeing strange issues with their resources and or timesheet after upgrading to June. We are have time disappear and not being able to use the portfolio Timesheet functionality unless we do it on Fridays. We also had issues with costs for resource disappear out of our financial plans.  Anyone else having issues.. We went from March to June release. 

406
pamela.sargent
Silver Community Mentor
B
Bronze Active Participant
Bruce PorterBronze Active Participant
 Ask the community
Release Testing with Gen AI

Our company was on the early release and trials for CoPilot with Portfolios.We asked our users for feedback on how AI could add value to our Planview Portfolios ecosystemOne of our users had the suggestion to use AI to auto test new releases. AI could analyse our database to understand our config and our user journeys so as then to learn what outcomes were expected from each user journey AI could then repeat these journeys in our sandbox on new releases and confirm which “user journey outcomes” were the same as before and “which were different”AI testing of upgrades would save Planview and the Clients much time - resulting in more clients being able to take on more regular upgrades and avoiding customer service impact for client and Planview in addressing bugs in our Production database.QsIs this idea feasible for Planview to trial - is Gen AI capable of this yet ? Do other customers like this idea Can we forsee any issues or risks with this approach I look forward to a good discussion

100
B
Bronze Active Participant
Antara K
Planview Falcons
Antara KPlanview Falcons
 Learn and Share
Join the Inner Circle: Planview.Me + AdaptiveWork = A New Way to WorkInnerCircle

We’re excited to announce that we’re bringing Planview.Me to AdaptiveWork — and we want your input to make it great.This new Inner Circle will focus on technology organization personas and how they use OKRs, roadmaps, and planning to drive outcomes. It’s also about helping organizations adopt a product-centric mindset through value streams.💬 What’s in it for you? Get early access to ideas and designs Influence the direction of this new experience Share your insights, challenges, and needs directly with our team Registrations Open. Join Now - Planview Inner Circle : AdaptiveWork + Planview.Me  

100
Antara K
Planview Falcons
partha.saha
Planview Falcons
partha.sahaPlanview Falcons
 Learn & Share
🚀 Introducing Planview Copilot for AgilePlace - Demo

Elevate Agile Execution with Copilot for AgilePlaceCopilot for AgilePlace is an AI-powered assistant designed to streamline agile delivery by automating routine tasks, surfacing contextual insights, and supporting data-driven decision-making.From generating smart status updates and identifying work dependencies to providing deep sprint analytics and strategic alignment, Copilot empowers agile teams, product managers, and program leaders to work more efficiently and make more informed decisions.Explore how AI can drive agility at scale.🔗 Watch the on-demand demo: https://info.planview.com/Copilot-AgilePlace-demo-_demo-on-demand_lad_en_confirm.html

00
partha.saha
Planview Falcons
M
millertj2
 Ask the community
Planned Hours Remaining and Revised Estimate

Now that the Planned Hours Remaining field has been fixed, we turned it back on and noticed that there was an alert when a user has negative hours. This alert instructs users to enter a new estimate in the Revised Estimate column but we don’t have that column turned on as it does not alert the project manager who is usually not the resource manager that they need more hours.  How could we do one of the following?Update that message to instruct them to reach out to the project manager Turn off the alert when we don’t use the Revised Hours column Add Revised Estimates field as a reportable field either in an existing or new report or in a tile 

42
pamela.sargent
Silver Community Mentor
AutumnC
Bronze Active Participant
AutumnCBronze Active Participant
 Learn and Share
Power Bi Dashboards for all users - what does it look like for all license types?

HelloWe are making headway with our Power Bi Work Dashboard however, I’d like to understand what this would look like for each license type (i.e. Executive vs Portfolio Lead)? What would we be able to leverage for each role type?

63
M
Planview Falcons
M
Platinum Innovator
MGMullenPlatinum Innovator
 Ask the community
Switch to Username for PV Admin

Is anyone using the new capability in PV admin for Sign In by Username?   We are confused as to what username this functionality defaults to.  Our initial test seem to use an email address which does not add any value.    Thanks!

02
M
Planview Falcons
Niranjan Manohar
Planview Falcons
Niranjan ManoharCustomer success specialist
 News
Did You Catch This Essential Discussion on DevOps & AINews

Hi Everyone!I wanted to share with the community! It's Episode 61 of the "Mik + One" podcast, featuring none other than Patrick Debois, the "Godfather of DevOps."This episode offers a crucial perspective on how core DevOps principles like testing, automation, and team structures—are directly applicable and essential for successfully integrating generative AI. Debois discusses the critical shift from AI experimentation to scalable productization, emphasizing the unique advantages DevOps practitioners bring.It's a concise yet powerful listen for anyone in software development, operations, or AI strategy.Check it out here: The Godfather of DevOps on AI, Automation, and InnovationWhat are your thoughts on DevOps' role in the AI landscape?

00
Niranjan Manohar
Planview Falcons
pawan.raju
Planview Falcons
pawan.rajuPlanview Falcons
 News
Transforming Healthcare, One Portfolio at a Time at Health New ZealandPlanview Podcast

 What does it take to unite 29 health entities into one digitally powered national system?In this episode, Alan Whiting, Digital Services Leader at Health New Zealand, joins Manoj Kohli to share the behind-the-scenes journey of a bold transformation that's reshaping healthcare across the country.Discover how digital innovation is enabling high-quality, equitable care for every New Zealander.Learn how telehealth and remote monitoring are delivering faster, more connected services.Understand how aligning strategy with technology is driving a smarter, more sustainable health system.This conversation goes beyond technology—it's about vision, leadership, and purpose coming together to create lasting change.Tune in to be inspired by how healthcare transformation is happening, one portfolio at a time.

50
pawan.raju
Planview Falcons
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