Unanswered questions

Is there an integration between IdeaPlace and Teams or Sharepoint.

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.  

I’ve had a PowerBI report running in our sandbox, pulling our Logbook data.  It works, and then it doesn’t work.  We are implementing Logbook in production this week, so I have pulled up our report that is pointing to our sandbox, made a copy, and am trying to point the copy to production.  After numerous attempts at trying to make that work, I realized the sandbox connection isn’t working any longer. If I use “Basic” credentials, I can get the Portfolios OData data, but the logbook data throws this error: “Expression.Error: The 'Authorization' header is only supported when connecting anonymously. These headers can be used with all authentication types: Accept, Accept-Charset, Accept-Encoding, Accept-Language, Cache-Control, Content-Type, If-Modified-Since, Prefer, Range, Referer” If I change the Data Source Settings to use anonymous, and then refresh, I still get the Authorization error, plus I have the error on the Portfolios data “We couldn’t authenticate with the credentials provid

I have a task upload written using a SOAP call to the ITaskService3 service. I can get it to create new tasks, but it loads them like they are at the PPL level. They have the Work prefix that displays and no indent sign (see screenshot). I did some searching in the backend and it seems like the exec_type field is being set on these tasks even if I use the option not to copy missing values from Planview. Anyone else have this working and can maybe help? 

We upgraded to the February 2026 version and noticed that, in this release, the “Connection Graph” tab is now displayed. The Success Center documentation states that the Connection tab can be enabled through Menus & View Settings; however, there does not appear to be an option to hide or disable it once enabled—it only shows a green check mark. I currently have a support ticket submitted and am waiting to hear back. Just curious if anyone else is experiencing this same issue.

I know Planview suggests using Standard Activities for managing resources’ leave, however this does not prevent the resource from being allocated to work items during that time. Has anyone found another solution to manage leave?

We currently use a risk assessment scoring model to determine Project Type and overall risk. While helpful, it does not fully capture project complexity, which we need to better determine the appropriate PM role (Business vs. IT, level of experience, etc.). Technical complexity is one example.We are not looking to change our risk model, instead are exploring other ways within Planview Portfolios to capture and evaluate project complexity. Question: Is anyone using lifecycle workflows, review gates, or role-based reviews in Portfolios to assess different dimensions of project complexity? Are there specific data elements that trigger additional reviews or notifications?

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???