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M
mpjubb
 Ask the community
Burn Down Chart

Hello everyone,Can someone point me in the direction of where the Burn Down chart is please?I’ve installed the financial highlights panel but there is no Burn Down. Thanks

10
M
Mario.munoz
Bronze Innovator
Mario.munozBronze Innovator
 Ask the community
Timesheets default to beginning of the month

We noticed this month our timesheets now default to the beginning of the month. Even if it has been signed and approved. I tested in one of our sandbox where we have the cutoff set for May 31st and the timesheets default to the beginning of June. Anyone else seeing this?

193
pamela.sargent
Gold Community Mentor
S
Gold Active Participant
SVarneyGold Active Participant
 Ask the Community
Connecting Hub to MS Project Online

Has anyone successfully created a MS Project Online (MSPO) repository in Hub?  We’ve been trying for several weeks (with Planview assistance) and continue to get errors.  Our MSPO sits on SharePoint.  We are trying to authenticate with Microsoft Azure Active Directory OAuth2 via Certificate (ROPS).Error we are getting:“Connection settings are not valid. A connection to https://covgov.sharepoint.com/sites/PWA-VITA-POL-SANDBOX could not be established: Authentication credentials were not accepted by the server: Error processing response (HTTP 404: Not Found) (CCRRTT-30010E)” Thank you,Sonia

110
S
Gold Active Participant
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?

425
A
Planview Falcons
partha.saha
Planview Falcons
partha.sahaPlanview Falcons
 Learn & Share
: 🚀 Planview Labs: Platform User Management 🚀User Management

Be among the first to try our new Platform User Management feature in AgilePlace!Create and manage user accounts in Planview Admin, then provision them to connected products — making user management faster and simpler.🔗 Register here to join the Labs program, get early access, and share feedback.

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partha.saha
Planview Falcons
F
Florestan
 Feedback & Ideas
Enter today's date in Comment with Shortcut Ctrl+Point

Hello everyone, In our teams, we use the description section in the details area to show how topics are developing.Each of us writes today's date in the description and adds some text below it. I would like to use the keyboard shortcut CTRL+period, as in Excel, to speed things up. Could you please implement this feature? That would be great. Thank you!

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partha.saha
Planview Falcons
partha.sahaPlanview Falcons
 Learn & Share
🔗 Planview Labs: Enhanced Dependency Management in AgilePlace

We’re testing a new capability to make tracking, creating, and managing work dependencies easier than ever in AgilePlace.✅ Clear relationships with details on why work depends on each other✅ Visual connections right on your boards✅ Automatic conflict detection✅ Simple, unified dependency tracking📅 Join the Labs program for early access and help shape this feature with your feedback.

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partha.saha
Planview Falcons
Aayush
Planview Falcons
AayushCommunity Manager
 Learn and Share
Salesforce Workflow Rules Transition to Flow Builder - Action Required for AdaptiveWork Integration UsersNews

We want to bring your attention to an important upcoming change affecting the AdaptiveWork-Salesforce integration through our iHub platform.🔔 Critical Update Overview Salesforce has announced the end of support for Workflow Rules and Process Builder effective December 31, 2025. This change requires action from all customers using our Salesforce integration. 📋 What This Means for YouSalesforce will discontinue support for Workflow Rules and Process Builder after December 31, 2025 No customer support or bug fixes will be available for these features post-2025 All automation will need to migrate to Salesforce Flow Builder🛠️ Our Solution To ensure uninterrupted service, Planview is introducing a new feature in iHub that will:Automatically convert existing Workflow Rule-based events to Flow Builder Enable new iHub events to be created directly with Flow Builder Maintain all existing integration functionality through this transition🔄 How the Transition Works When the feature is enabled:E

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Aayush
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

163
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Planview Falcons
Aayush
Planview Falcons
AayushCommunity Manager
 Learn and Share
Calculate Your PM Team's AI Time SavingsCopilot

How many hours does your team spend searching for information and creating reports?The average PM spends:• 5+ hours/week searching for information• 4+ hours/week creating status reports• 3+ hours/week analyzing project dataAdaptiveWork Copilot automates these tasks. See the impact. SIGN UP FOR ADAPTIVEWORK COPILOT 

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Aayush
Planview Falcons
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bsuresh1
 Ask the community
Automatic license removal for disabled accounts

I want to check if we can remove the license from Planview AdaptiveWork when an account is disabled. We are using Azure AD as an IDP. Though we remove the member from SSO group, license assignment is still in place within AdaptiveWork. So, how to remove the license when an account is disabled in AD and removed from SSO group?

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Planview Falcons
Niranjan Manohar
Planview Falcons
Niranjan ManoharCustomer success specialist
 Learn and Share
Navigating Workspaces Management in Planview AdvisorNews

Hello Everyone,We want to share some helpful information about the Workspaces Management feature that's available to administrators.Key Features:Access management pages for all available workspaces Switch between workspaces easily Edit and publish changes from different workspacesHow to Access Workspaces Management:Navigate to the Admin tab Look under Projects and Users Click on Workspaces ManagementWhat You'll See:A list of all available workspaces Current workspace in dark text Other workspaces in lighter textSwitching Workspaces:Select a different workspace from the list Click the Make Current Workspace button at the top You're ready to edit or publish changes in the new workspace.Want to Learn More? Check out our detailed documentation on Workspaces for additional information about managing individual workspaces.Have questions? Drop them in the comments below!

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Niranjan Manohar
Planview Falcons
K
Platinum Innovator
kayla.schwarzPlatinum Innovator
 Ask the community
AW - Reporting on Parent vs. Subprojects

Hi community - I’m having an issue with pulling a report that shows a list of all our portfolio projects, however the report is pulling both parent and sub projects, ultimately double counting. Does anyone have any tips on how to only show:projects with no sub projects + sub projects of projects with parentsFor example, project “a” has sub projects “b” and “c”. Our reporting is pulling through metrics from project “a”, “b”, and “c” which is double counting, inflating our metrics. Any tips are greatly appreciated! Thanks.

141
A
Planview Falcons
A
Silver Active Participant
athena.smithSilver Active Participant
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Custom Action that closes out open RAID items when a project state is updated to completed

Hi All,Has anyone created a custom action where any open RAID items are automatically closed when a project state is updated to completed? 

351
A
Planview Falcons
E
Emily.Brough
 Ask the community
Reporting - Resource Assignment at the Project Level within Excel Add-In

I am able to make a report listing project assignment by resource within AdaptiveWork reporting by pulling in the Project and Resources module. Within the Excel Add-in I am having trouble locating the Resources module and. Does anyone know where it is located within the Excel Add-in? 

141
Aayush
Planview Falcons
C
Bronze Innovator
cpetrieBronze Innovator
 Ask the community
Capacity Confusion for Part-Time Staff

Hello,We have many employees who are part-time and we have adjusted their work schedules in the individual calendar so that their capacity is less than 100%. For example, a resource that works 30 hours per week (out of 40 hours total) will have a capacity of 75%.Our users get very confused when reviewing the Resource Planning module/view and compare capacity and assignment when Units is selected. The capacity of the resource might be 75%, so our users think that all of the assignments should only total to 75% or less. Actually, the assignments should total to 100% or whatever the target utilization is for the resource. Unfortunately, our users consistently fail to remember this and we have to retrain them continuously.Does anyone have any suggestions for how to help users remain that assignments, when viewed in Units, can be more than the capacity of the resource if the resource is part-time?Thank you,Carey

251
Aayush
Planview Falcons
partha.saha
Planview Falcons
partha.sahaPlanview Falcons
 News
📣 PLANVIEW IS A 2025 GARTNER MAGIC QUADRANT LEADER FOR STRATEGIC PORTFOLIO MANAGEMENT! 📣News

We’re thrilled to share that for the fourth year in a row, Planview has been named a Leader in the 2025 Gartner® Magic Quadrant™ for Strategic Portfolio Management (SPM). 🏆In this year’s report, Planview is recognized for its Ability to Execute and Completeness of Vision—reinforcing our continued commitment to delivering best-in-class solutions that drive strategic outcomes.🔍 Even more exciting—Planview also ranks #1 across all use cases in the Gartner Critical Capabilities for Strategic Portfolio Management report: Strategy Execution Management Enterprise Program and Portfolio Management Integrated IT Portfolio Analysis This recognition reflects your trust and partnership, and we couldn’t have done it without you!🛠️ We’ve assembled a set of helpful resources to help you explore this further, including: Press Release  

170
partha.saha
Planview Falcons
sakthi.ganesh
Gold Active Participant
sakthi.ganeshGold Active Participant
 Ask the community
Analyze Tile does not do anything up on Finish

Hi All,Have anyone faced this issue? In one of the customer instance, the analyze tile does not do anything. I am an Admin and have use reporting/analytics permissions etc. I even tried with out any filters/formatting. Once I click Finish nothing happens. ThanksSakthi,.

172
sakthi.ganesh
Gold Active Participant
A
Bronze Top Contributor
AgrantBronze Top Contributor
 Ask the community
Custom Mass Update/Upload Tool

Hi All,    Has anyone had any luck or experience developing a Mass Upload/Update tool on their own to interact with Portfolio’s open API’s? I heard someone mentioned in another forum that they knew of a few companies that got this to work. I know Planview utlizes a tool themselves to update attributes in Mass from an excel sheet (or at least it’s prepped in a custom excel sheet). It would really help out with support if we were able to make these changes to any attribute, structure, resource information.  Just curious if anyone had any luck incolving any of this.

3646
A
Bronze Top Contributor
D
Bronze Active Participant
DianeYBronze Active Participant
 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. 

372
D
Bronze Active Participant
J
Planview Partner
JUAN PABLOPlanview Partner
 Ask the community
Workflow rule to calculate business days

Workflow rule to calculate business daysBest regards, could you please help me with a function that can calculate the business days between the start and end dates of an activity, excluding Saturdays, Sundays, and holidays.Thank you.

201
Aayush
Planview Falcons
M
mpjubb
 Ask the community
Workflow to Calculate Due Date

Hello everyone,I need a workflow that will calculate a due date but will only count working days.For example, if I wanted the due date to be 1 day after the created date and the created date was Friday at 12:00, the due date would be Monday at 12:00

101
Aayush
Planview Falcons
A
Bronze Active Participant
AmauryBronze Active Participant
 Ask the community
Action items permissions

Hello,Anybody knows how i can bulk edit permissions on an important amount of action items ?And also automatically apply permissions when the action item is created in the project ?

51
Aayush
Planview Falcons
A
Bronze Active Participant
AmauryBronze Active Participant
 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 ?

101
Aayush
Planview Falcons
Aayush
Planview Falcons
AayushCommunity Manager
 Learn and Share
Spot Problems Before They Derail Your ProjectsAI

One of the most valuable AI applications highlighted in our white paper is early problem detection: "One of AI's most prominent use cases for companies is its ability to help warn people of impending issues."Imagine having an assistant that continuously monitors your projects to identify: Lagging initiatives Dependency bottlenecks Resource conflicts Timeline risks This proactive approach to project management can prevent costly delays and course corrections.Want to see this capability in action? AdaptiveWork Copilot offers exactly this functionality, and you can try it.Start Your AdaptiveWork Copilot

80
Aayush
Planview Falcons
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