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DeepakGarg_NGBronze Active Participant
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How to know who is current time approver (Project time, StandardTaskTime, RequestTime) for any resources through DB table/view.

How can admin user know, who is current project time approver, standard task time approver, request time approver as per project or standard task allocation to user to submit their time sheet.There are multiple setting including delegation in changepoint throgh, time sheet aprpover can be defined. But my question is that, if any user ask where is my time sheet is pending with, then admin user must have some DB table/view, so that query can be answered immediately rather than checking which seeting has been applied for that user.Also, My request to product team, take it as an enhancement, time sheet approval pending with “column” must be included in all core tables: Time, StandardTaskTime, RequestTime.Meanwhile, if there are any wayaround please let me know.

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JWilliams24Bronze Active Participant
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Time Off - Standard Activities

We have an issue when putting time off for individuals - Lets say two weeks in July.  Any assignment they are assigned doesn’t respect this time off. If just doubles the hours.  If they are mark as already having 100 utilization as being off, why does the system just add 40 hours to this any time the task is adjust or if they are assigned something new.  As people schedule for vacations it just puts them as over everywhere in the system.  Any thoughts on how to make this easier. 

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struddersm
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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

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MartinLBronze Active Participant
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Planview.Me - how to seelct a portfolio for a visualisation

I’m trying to add some visualisations / visualizations to a Planview.Me screen.  I want to select a specific portfolio for users to see for that data view.  In the instructions, under ‘Available Functionality’, it shows how to select a portfolio for this purpose: Data Visualization widget - Planview Customer Success CenterI’m unable to see that icon (briefcase / portfolio).  Is there a different way to see this, or set the portfolio now?

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DeepakGarg_NGBronze Active Participant
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How to resolve grayed out records in transfer module.

while transfer the records/entity from one resource to another resource, we found some records are in grayed out and unable to transfer that records. but there is no “notification” or “help” is avaialbe to know the reason behind this, why these records are not able to transfer. For example: transfer all those opportuntiy where user “A” is salesrep to user “B”. but while searching that records from resource “A” to To Resource “B”, multiple records comes with gray out and unable to transfer. As a product enhancement, all relevant features/right must be auto grant/revoke while using transfer module or there must be clear message for not able to transfer records. so that admin/user can work out on that part and transfer the records. Also we found that, while using transfer module, there is no history is being maintained on UI level, while history is enabled for “sales representative” UDF field.

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DeepakGarg_NGBronze Active Participant
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Can we add more column to filter records in Transfer Record Module in Changepoint

There is feature of resource transfer through transfer record module in changepoint. when we select any entity to transfer the record, there are predefined/preconfigured entity columns come to filter the records to transfer between source/target resources. But some time, we need more details/column in preconfigured column to filter out data precisely for transfer the resources, so need some way to add more column there in transfer record module. Community, please help if you know the solutions for the same. 

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pawan.raju
Planview Falcons
pawan.rajuPlanview Falcons
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ChangePoint 2024-R2 ReleaseRelease Notes

We're thrilled to announce the successful release of Changepoint version 24 (22.01.003.000) on February 11, 2025! This release includes some important fixes and improvements. Check out what's new:Release Notes are available: HereEnhanced Customer List Views: Administrators can now add configurable fields as columns to the Customers list views. (Navigate to User Interface -> Entity List Views to explore this new feature!)We've also addressed the following issues:API Fix: Resolved the "No xml tag found" error for parameters CostDrGLId and CostCrGLId when adding an engagement product using the Engagement Product’s XML Insert and Update API. Intelligent Forms Fix: Fixed the "Maximum message size quota for incoming messages" error that occurred when using the "Create Contract" Intelligent Forms form. Navigation Fix: Clicking the ChangePoint logo now correctly redirects to the home page. Reporting Fix: Resolved the search issue in the Batch Time and Expenses Approval report. Resources are

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MartinLBronze Active Participant
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Is there a specific area for Planview.Me questions?

After the excellent Planview Day UK in London yesterday, I’m trying again to get Planview.Me up and rolling.  Is there a specific place to ask questions on that?  I don’t see a group, category or tag.  Thanks.

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HappytoonBronze Active Participant
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How to count Milestones and feed into OKR automatically?

Hi All, One of our KPI/OKRs is counting milestones of a certain type across all our projects.We have defined the Milestone Type and would like to have a metric that automatically counts the number of Milestones of “Type A” per quarter etc… Does anyone have experience with a similar set-up?  Can this be used with OKR?Previously, we’ve done it with a dedicated PowerBi reports but I would rather prefer to have it as OKR?Any experience with this?Please let me know. Thank you.Tony

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partha.saha
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Kirsten CBronze Active Participant
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Planview Timesheet Warning for May 30th – Expected 10 Hours Instead of 8

We ran into an odd issue with Planview on Monday, May 30th, which was the start of our workweek (we run Monday–Sunday). When submitting timesheets, the system flagged a warning expecting 10 hours to be reported for that day, even though everything seems to indicate it should be 8 hours.Here’s what I’ve checked so far:The calendar setup looks correct. Timesheet hours per week are set to 40 hours. Planned effort for that day was 8 hours.I can’t figure out where the 10-hour expectation is coming from. Has anyone else encountered this or have ideas on what might be causing it?

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HappytoonBronze Active Participant
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How to show an associated strategy/outcome as a column in a work portfolio?

Hi, In Portfolio, we have the following associations: Work → Outcome → Strategy.I want to create a work portfolio that lists all the work associated with a particular strategy (same for outcome).Are there any ways to display the associated strategy (and outcome) in a work portfolio? Can I also use this column as a filter in the work portfolio definition?Please help and share your wisdom.Many thanksTony.

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pawan.raju
Planview Falcons
pawan.rajuPlanview Falcons
 News
Missed a Webinar? Watch It On-Demand Anytime!News

Good news! You can now access all webinar recordings on-demand directly from the Events page for each respective event.Whether you want to revisit a session or catch up on one you couldn’t attend, it’s all just a click away.Visit the Events page, select the event you're interested in, and enjoy the full session at your convenience.Thank you for being an engaged part of our community, and happy learning!👉 Access the Events page hereIf you have any questions or feedback, feel free to drop a comment below.

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pawan.raju
Planview Falcons
J
jkaschke
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Planview Portfolios Performance Issues?

Hi - we have our servers in the UK and have noticed horrible performance using Planview Portfolios. Anyone else suffering?

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Planview Falcons
KatePlanview Falcons
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What is your favorite practice, or a common practice you use for improving Flow/delivery?

My favorite is simply daily “focus”. Swarming as a team on the highest priority item. I think it is because I find a lot of joy in working together to solve challenges on a high performing team. There is clarity on what is important, a shared objective. It is much more fulfilling to me then starting a lot of work and feeling frantic, not being able to complete it, seeing the work age gives me some stress. Do you have a favorite improvement practice, whether daily, each sprint, ad-hoc, quarterly or otherwise? I would love to hear! 

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Platinum Innovator
dwill123Platinum Innovator
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Managing Milestone Roadmap Options?

Aside from the action menu ‘Roadmap Visibility’, is there any way to see how Milestones are set for display in roadmaps within a grid view like a normal field? Or to see how multiple milestones are set without having to actually launch a roadmap to see it.  By needing to make 2+ clicks just to see the option for each individual milestone (when not inside of a roadmap) is mind numbing.  Where is the setting stored and can it be exposed / managed via a field? Hoping there’s a better way… or maybe there will soon be a better way?

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Planview Falcons
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Bronze Active Participant
JWilliams24Bronze Active Participant
 Learn and Share
Logbook Issuses - What Projects / Strategies are they associated with ???

We are having to pull the implementation of logbook back because users are complaining they are not tell what projects logs are associated.  We would have to add a field and manually type this in.  In the past the CRIs always list the name of the project they were associated with.  We can do Items with in a project but do to standard templates every project can have something with the same name. And pull anything by Portfolio is not doable. has anyone found any work arounds for these. Users love the idea of logbook but these are show stoppers.  . 

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Planview Falcons
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Silver Active Participant
ShaneDodgeSilver Active Participant
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I need to delete and re-add a team to an existing hub integration

I have a Hub Integration set up between AgilePlace and ADO and need to ‘restart’ the sync with a team I used as a POC for testing.  I hit some speedbumps with the POC team and now that the integration is complete, I need to remove & restart the integration for the POC backlog. I have tried removing the Board in AP and the Backlog in ADO, saving and then re-adding everything without any success.  Any suggestions on how I can restart the sync over to ADO?

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partha.saha
Planview Falcons
T
tinanau
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Task Structure for Waterfall and Agile Projects

Does anyone have recommendations on how to efficiently set up tasks lists in PPM Pro depending on whether the project is using Agile, Waterfall or Hybrid.  Do you have examples?  Also, when building it out, what are best practices for having resources charge time to tasks?

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Niranjan Manohar
Planview Falcons
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Bruce Porter
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Pv Clients with multiple Pv Products and multiple Client Product Owners

Hello everyoneThis is my first post in the Pv Community - so all guidance is very welcomeAs a client, we use 4 Planview Products for separate and unconnected Business departments in our client company.  Each product has a client product owner and unique set of stakeholders - all unconnected. There are only two topics in common between the products and product owners  1. The vendor (Planview)  2. The nature of the tool and stakeholders (involved in change management, with the product owner in a PMO type role). As a company we have evolved organically to this position and are now exploring if and how we can manage the products collectively, interface into the vendor (Planview) centrally and where the vendor and client may be able to add value through central oversight and management of 4 products and 4 separate support models/contracts. First question then is whether other clients have a similar experience to ours and if so, the second question is around if/how you have established some

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partha.saha
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Planview Partner
Jhon BorreroPlanview Partner
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shows actual/forecast subtotals

Hello, good afternoon, could you inform me what use or utility to see the current/forecast subtotals in the financial plan.We really don't know what information we need to have recorded financially for the financial plan to display totals with this option. 

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partha.saha
Planview Falcons
DrewMiddleton
Planview Partner
DrewMiddletonPlanview Partner
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Time Tracking in AgilePlace?

We’ve got a customer who would like to have their AgilePlace users track time (actual effort) on cards. Are there any creative solutions for this? I know we can set up a custom numeric field and just have the users manually add their hours to any value already there. For instance, if three hours have already been logged on a card, and I work two more hours on that task, I could update the custom field’s value from “3” to “5”. But this seems like it would be prone to human error. Has anyone devised a better solution to tracking actual effort on cards?

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partha.saha
Planview Falcons
A
aecallerio
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Agileplace PowerBi and Odata

Hello!  Looking to connect with a solution using the AgilePlace Odata to see what PowerBi visualizations you are are leveraging and how it’s going for you. 

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partha.saha
Planview Falcons
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N2APP
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Provisioning users

I am reaching out to seek guidance on the process of provisioning users from Azure Active Directory (Azure AD) into the Planview platform. Our organization is currently integrating various systems and it is crucial for us to ensure a seamless user management experience. We have already implemented Single Sign-On (SSO) for our users.Could you please provide detailed information on the following:The steps required to set up user provisioning from Azure AD to Planview. Any prerequisites or configurations needed on both Azure AD and Planview. Supported attributes and user data that can be synchronized. How to automatically assign boards to users upon provisioning. Troubleshooting common issues that might arise during the provisioning process. Documentation or resources that we can refer to for further understanding.Your assistance in this matter would be highly appreciated. We aim to implement this integration as efficiently as possible and any guidance you can offer will be invaluable.Tha

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partha.saha
Planview Falcons
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Bronze Innovator
cwilliverBronze Innovator
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Creating a point in time snapshot of Project Assessment in Portfolios

Wondering if anyone can advise a way to create point in time snapshots of Project Assessments screen. Not sure what the default name is for the configured screen as we have changed it and I don’t know the history. But we have project achievements and the various RAG indicators etc. (Project Status Report).  I know I can print to pdf or similar however wondering if there is a way to snapshot and keep the history in the Planview portfolios system.Any suggestions or tips on what others are doing would be appreciated.

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Planview Falcons
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Bronze Active Participant
Louise Goodsir
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How to capture Portfolio Level stand alone risks

Hi I’m interested in how users of the legacy CRI functionality are capturing their portfolio level risks, that are not connected to programmes or projects? We have a requirement to capture Portfolio level risks, which could be stand alone risks to the portfolio, and escalated risks from programmes and projects. Currently we're only using the legacy CRI functionality and keep portfolio level risks in an excel outside of Planview, which means that we need to manually collate the full portfolio risks.We’ve considered having a project entity that represents the portfolio, to allow us to capture risks but this doesn’t feel like a good long term solution. Has anyone else achieved this in Planview Portfolios? Many thanks

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Planview Falcons
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