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Hi everyone, during our month-end financial process, some labor expenses originally based on Portfolios timesheet data for a specific project/cost center/expense type (i.e., capex/opex) are reclassed in our financial systems, which ultimately show up when loading actual labor the following month as a credit to one project/cc/expense type and cost to another.  This activity impacts the financials associated with impacted work rercords but is not traced back to the original hours logged in timesheets.  Potential impact here is when we’re reviewing R&D tax credits based on hours logged to specific tasks with associated attributes for which the credit applies, the reclassed labor financials don’t align with the originally submitted timesheet hours.Does anyone else find themselves in this situation, and is there a best practice for realigning hours to match financial reclassification process?  Additional note is that we lock timesheet periods to ensure timesheet data isn’t changed after

A continuation of solved question Crosstab Week Reporting Date Formatting | Planview Customer CommunityThis is still an issue.The weekly crosstab report shows headers of W-01, W-02, etc. and I’ve never worked in a company that likes this view.Please confirm plans to update the week headers to a choice of dates from-to or as week numbers. Hovering over the text does not solve the issue for Execs that wish to see week dates from-to, especially if they were used to this prior to AW as it is now seen as a downgrade to reporting.Thank you,Cheri

Hi , I am trying to follow the instruction provided at -Using OKR data with SSRS reports and OData - Planview Customer Success Center to connect to OKR data set from SSRS which will enable me to develop SSRS reports using OKR data set. After following the basic instruction i am trying to run the Subreport and it gives me the attached error , any suggestion what is causing the issue ?  

One view for everything. It would be great if all the projects under One big team or a Portfolio could be listed down, including the different phases and different action items that exists under that phases that lives in ProjectPlace, including the risks and issues, reason for an activity being blocked. All these would be useful to have as a dashboard or report that teams can meet and discuss. 

Our company has a China office that regularly use Planview platforms to manage work. China has reported that the system is slower to respond that average platforms or when the platform is used outside of China. I wonder if this is because of the GFW. 

ProjectPlace does not provide past data on the assigned workload. Teams as a whole could not do a retrospect on the resource workload that could inform process and workload improvements down the line. Resource managers working in Portfolios also do not have the visibility of the workload of their teams in Projectplace without having to manually report them. This increases the administrative overhead of both the management and delivery teams.  

Risks and Issues listed in ProjectPlace do not sync up to the Portfolios. Upper management has no visibility of the critical issues of the project and project managers have to switch platforms in order to have an overview of the issues. Reports that exist on Portfolios also have no way of accessing the issues and risks logs. 

Auto-mark Portfolio timeline status to reflect ProjectPlace timeline status. When activities are completed in ProjectPlace, the activity status in Portfolios do not get updated accordingly. The Project Manager needs to mark the task complete on the Portfolios to align its status with the ProjectPlace. This requires constant monitoring and unnecessary admin. 

Pain pointThe dependencies and critical path in Portfolios are not reflected in the ProjectPlace Gantt chart when a Portfolio-managed Plan is synced. Team members do not have visibilty of the dependencies, criticality and priority of the activities without having to jump into portfolios. 

My question is an extension of this one a year ago that was “solved” but I don’t feel it was answered: Creating report | Planview Customer CommunityI have managed to wrangle a report that gives a view of ~ PM > Project > Named Resource ~ the main Objects we’d like to view, then cross tabbed to show ~ Capacity / Project Hours Requested / Project Hours Accepted / Available Capacity ~ the main labour durations that we’d like to track. Another report for User Capacity and a further for Actuals with the same attributes but grouped by User Name.I can’t get the Not Assigned details that are found in the Capacity burndown chart. I know they are under the Job Title assigned to the User Group. Does anyone know how to report the requests against job titles?Or how to download the data from that page into excel or a report?Thanks,Cheri

 Streamline your workflow with these essential Logbook tips for Planview Portfolios and ProjectPlace. Discover how to effectively track tasks, manage risks, and document your progress.Accessing & Navigating Logbook: Where to Find It: Planview Portfolios: Look for the "Logbook" tab on your work or strategy screens. Planview ProjectPlace: It's located on the "Logbook" tab within your workspaces. Custom Views: Easily switch between different views by clicking the current view name in the top right corner. Select "Show all logs" to see everything! Filtering: Need to find specific logs? Use the filter icon to narrow down your results by criteria. Clear filters with the "Clear filters" button. Creating & Managing Logs: Creating New Logs: Click "+Create" and choose the log type. Assign logs to team members and associate them with relevant items (work entities, strategy entities, cards, activities, milestones). Remember to search for assignees and associations

When is it appropriate to use shortcuts vs sub projects for dependencies? What is the value of using one vs the other?

We recently transitioned to the enhanced configured screens for Request and Work. Since the transition, we’ve noticed that multiple pop-up windows open while dispatching a request and must be manually closed once the dispatch process is complete.Planview Support indicated that this behavior is related to our lifecycles. However, we are using the same lifecycles that we used with the legacy screens, and we did not experience this behavior previously.Has anyone else experienced this issue after transitioning to the enhanced configured screens? If so, have you found a solution or workaround to prevent the additional windows from opening or needing to be manually closed?