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We are analyzing the possibility of having projects and sub-projects inside Portfolios.This will provide a holistic view on the overall main project as well as individual project progress and other attributes Possibility of reporting if this structure supports

We utilize Demand Managers to input Requirements into Projects.  Those requirements are “Assigned To” a Resource Manager / Supervisor.  Is there a way to prevent that Supervisor from “Over Allocating” to that requirement?  We see this when a Supervisor needs to “fill time” for one of their employees, and the often do this by Allocating that employee more that the project requirement needs.  

When we introduce new business areas to AgilePlace one of the first questions we get is “what reporting is available”. I’m curious how others have solved this issue for their users, whether that’s a report solution or a conversation that has changed their mind on needing reports. I do understand we can connect AP to Power BI but where do users go to see that report if we do not utilize BI cloud?Appreciate any insight or guidance others may be able to provide as we continue down this journey. Thank you,Pam SargentNASCO

The Project module currently allows users to configure lookup filters within specific views (for example, "My Projects"). However, these filters, such as those applied to the Business Unit field, are user specific and are not enforced globally across all users.Business Requirement:The customer requires centralized control over the Business Unit filter values to:Ensure consistency in project data selection across all usersLimit available Business Unit options to only approved valuesMaintain standardized reporting and data governance across the organizationCurrent Limitation:Lookup filters are applied only at the individual user or view levelThere is no option to enforce filter values globally across all usersThis can lead to inconsistent filter behavior and potential data discrepancies in reportingRequested Enhancement:Provide the ability to configure lookup filters for fields such as Business Unit at a global level within the Project module, ensuring that defined filter values are:Enfo

The out-of-the-box Resource Summary report provides a comprehensive view of timesheet data, including work items, hours, cost, billing, and profitability. However, it currently does not include the Timesheet “Reported Date” (time entry date) as part of the report output.While the report allows filtering using <Timesheet>.Reported Date, the absence of this field in the exported results (Excel) limits its usability for detailed analysis.Business Requirement:Users require visibility of the date associated with each time entry within the report output to: Analyze time data across specific days within a selected period Perform monthly or multi-week reporting with clear date-level breakdown Support financial reconciliation and audit use cases Enable accurate downstream processing in Excel Current Limitation: Date field is available only as a filter, not as a report column Report output is aggregated without temporal granularity Requested Enhancement:Add the ability to include T

Hello All, The financials for our requirements are disappearing when the daily job runs, causing our forecasts to be off.  Is anyone else having issues with the financial forecast associated with requirements. The values for hours and FTEs remain but the financials disappear. 

Our PMs work really hard to edit the Shift Screen in ICP, but then they have to go and push the schedules of every project after we publish. Is there a way to Publish ICP to update the schedules in work portfolio to Shift Schedules?Same question for the Balance function, we are not using that yet but it is so much double work to ask them to figure out the Plan in Planning ICP area, then go in and change every project is there something that can automate all that work once the decisions are published?

Permission inheritance for Action Items and Decisions does not work the same as with Cases (refer to setting 3.14) - and this seems like a defect. Ticket has been logged with Support (but also reaching out to the Community). Use Case:User added to project permissions with View access Inheritance works as expected: user can see all Risks, Issues, cases associated to the project regardless of the Case creation date For Decisions and Action Items, user can only see new items created after the View access was granted. Only workaround is not much of a solution:  Add the user as the Owner, or explicitly add as a Viewer via the Permissions for each individual Action Item or DecisionThis is a large gap in functionality that I would expect Planview to either resolve as a break/fix type enhancement, or offer some packaged WF rule that synchronizes the permissions accordingly. Are there any solutions or options here???

Last year I raised a post about the use of the various inter-project dependency management options available in Planview - Successor/predecessor relationships in plans, investment dependencies, CRI logs, Roadmaps - the options are extensive but they all had their limitations.  If you really need to create a ‘hard link’ between milestones in 2 projects, you only had one option - use the successor/predecessor relationships in the plan & leverage the Inter Projects Dependencies tile, accepting that this approach could result in cascading plan changes across the entire portfolio.I’m pleased to say that the latest Logbook release has provided a much more controllable solution - the Multiple Associations finally allows me to create a dependency record in a log, use this to hold the dependency context and create a ‘contract’ with my dependent project PM and link key milestones from both project plans without the risk on plan changes automatically cascading onto other projects.  Some smart

We are using Logbook’s “Other” category to log data (name, date, team, comments) on our projects. We would like to be able to have a view showing ALL comments in one place...rather than having to go to each project and open the Logbook tab to see if there are any comments.  I am using the Logbook Template V1.2.pbit to try and create a view showing all Work items that have a Logbook entry associated with them.   In Power BI I’m trying to create a Matrix where the Rows are the Work item data and Logbook entry “name” (EntityAssociations: EntityID & EntityAssociations:EntityName, LogbookItems: Name), the Columns are the CustomAttributesConfigs: Name and the Values are the CustomAttributes: Value.valueWhen I try to use the CustomAttributeConfigs fields with the EntityAssociations fields in the same visual, I get an error - “Can’t determine relationships between the fields”.  I get this error when I try to use these in the same visual.  I can put them in separate visuals (list projects i