Unanswered questions

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.  . 

When a task is copied over and pasted in a WBS, the paste option window opens up and there are several fields that are already preselected. We would like to have these fields to come deselected so that users can pause long enough to assess what it is they are copying over. Has anybody received feedback from users like this?  We think it would be helpful if they could change the default settings so that the checkboxes are deselected by default, but we’d be interested in other users’ thoughts.  

Hello Community, I am trying to show the Current Active Milestone at the Project level for visibility on projects and reports. I was able to create a rule that updates this field based on a filter using State = Active and Executable = True. When there are dependencies used and only one Active/Executable Milestone at any given time on the project, this works flawlessly. The issue arises when there are older WBS in play and dependencies are not properly used. In this case, there can be multiple Milestones with Active/Executable state and the rule always updates with the last Milestone not the first, which would be the preferred outcome.  Question: Short of updating every project to use dependencies at the milestone level as a limitation to this configuration, is there anyway to bypass this issue and roll up the Current Active Milestone wheather there is one that matches or the first milestone when there are multiple matches.Hope this makes sense. Thanks in advance.

In a previous version of Planview Portfolios, we could open a Work entity and simply click the “expand” arrow beside the Work Breakdown Structure section in the Work Detail tile to see where the entity was located within the primary work structure:Work Detail Tile - Work Breakdown Structure section expandedIn the latest version of Planview Portfolios, I’m trying to find that same information while in Work View. When I asked my administrator, they suggested a workaround: navigate to Work > Show All Work, search for the specific work item, and then click the hierarchy icon to view the full WBS path.This method works, but it requires several extra steps compared to the previous version, where the information was readily accessible with a single click.Is there a more efficient way to view the WBS location of a work entity in the current version?

Have you had recent problems with PowerBI reporting using Logbook data?We successfully launched Logbooks back in March for 3 ‘light touch’ areas (Lessons Learned, Actions and Decisions) as a test & learn exercise before we tackled a more challenging transition for Risks, Issues, etc.We successfully built a Lessons Learned PowerBI dashboard using the OData links to a specific Log type, splicing the data with the Strategy information to produce outputs for each of our strategic areas of focus, much to the delight of of our user community.Then on 8 September the PBI reports just stopped refreshing.  Nothing had changed on either the Logbooks side, the PBI side or any of the associated strategy data.This was reported immediately but 6 weeks later we are no closer to identifying what the issue is or why the.  Apparently there’s some failure to connect. New Auth tokens make no difference. Attempting simple connections to the raw data fail.This is just bizarre and I can’t believe it’s onl

Currently, AdaptiveWork does not provide the ability to include page numbers in PDF extracts. Users exporting reports or documents in PDF format cannot reference specific pages, which affects readability and usability, especially for larger files shared with multiple stakeholders.Proposed Enhancement:Introduce an option to automatically include page numbers when generating PDF extracts. The feature could allow users to configure the page number placement (e.g., header or footer) and formatting style (e.g., “Page X of Y” or simple numbering).Business Justification:    •    Improves document readability and navigation.    •    Enhances professional presentation for exported reports.    •    Facilitates easier reference and discussion of specific pages in printed or shared documents.    •    Aligns with standard document export expectations in enterprise applications. 

Planview AdaptiveworkHi,I have a resource who has already been assigned to Project A, say 0.5 to Sep and 0.5 to Oct, now,If the same resource’s allocation needs to be increased - to be assigned 0.6 to Sep and 0.6 to Oct, how should the staffing request be, should it be for delta, i.e,. 0.1 and 0.1 or 0.6 and 0.6 respectively. If the request is in the latter format, the capacity planning shows 1.1 and 1.1, overallocation. If it is delta, then it becomes challenging to track. What is the best practice? If the same resource’s allocation needs to be decreased - what should be done?We do not want to turn off the staffing request required flag as we want the resource manager to approve.Any advice will be greatly appreciated.Thanks

In a Project Place Template, updates were made and I need to remove activities that were once associated with the board.  It is very clear how to add the plan activities, but I was not able to find a reference to remove a plan activity.  I want to remove the “gray” activities.  Any direction is very much appreciated.  Joe. 

We utilize requirements for future year forecasting and budgets.  We attach specific resource types to requirements.  I cannot find any “out of the box” reports that pull the Requirements Criteria in.  Does anyone know of any reports that can pull this information?  Thank You,

Hi, I’ve got a configuration which adds a Project Start-up and a Project Closure Milestone (created from templates) to a project. Is there any way to force the Project Start-up milestone to appear at the start of the project in workplan view? The default seems to be to add to the end which happens to work for the Project Closure milestone.More generally, can I specify in a workflow that a particular new work item should be before or after an existing item? Effectively I want to manually set the Sequence Order in the Hierarchy link for the new task, but I don’t think I can do that.Thanks

Hello,I’m trying to automate task assignment on my projects by custom action and scheduled workflow rule.I’ve tried to follow the guidelines i found here : https://success.planview.com/Planview_AdaptiveWork/Capacity_Planning_and_Resource_Management/Project_and_Task_Assignment/Automate_'Apply_Task_Assignment'_with_ConfigurationsBut when i execute the action on a project, nothing seems to happen.Has anyone succeeded before ?

Hello!We are facing some challenges with the duration of some tasks. We are working with Fixed duration tasks and the duration is changing without intervention from the project manager or team member. Has anyone experience this? How can we figure out what’s causing this change / solve it?Thanks 

Planview AdaptiveWorkHi,It would be a good user experience if both the project assignment and staffing request were on the same page. I found an article online to make that happen Requesting Resources (Staffing Requests) – Clarizen Success, but this doesn’t work. Anyone was able to get both of them on the same page/ view.ThanksRegards

Our resources are located all over the world and as a Project / Program Manager we need to be able to see in Portfolios when the resource and project calendars misalign.  We are looking to create an alert or flag to notify them when there is such a discrepancy that requires their intervention.   When searching CSC, I have not been able to locate articles or suggestions on how we can supply them with that without using “AdaptiveWork” which is not in the budget. 

When evaluating and prioritizing new product projects, it is typical to analyze profitability.  Such a common metric is calculating Net Present Value (NPV), while extension may be Break-even, IRR, etc.This functionality seems to be missing in the financial planning aspect of AdaptiveWork.  Is it possible to add in such functionality of calculating an NPV for various time periods (e.g., 10-year and 5-year NPVs_?Has anyone built their own profitability report inclusive of the time value of money based on the standard profitability fields that they can share? Thank,Ginger

Many of my colleagues speak Italian as prior primary language and struggle with English. Would it be possible to add Italian language to AdaptiveWork?

Hello Community, I am trying to build a workflow that will update a custom numeric field named “Sequence”. This field will run on the Project object and then assign a numeric value to every Milestone regardless of how many.For example:Milestone1 = 1001Milestone2 = 2001Milestone3 = 3001etc. The issue I am having is the variable I am configuring within the rule only provides me the last Milestone value and then assigns it to all the Milestones. Per my example above, there are 3 Milestones and the last Sequence value is 3001. All 3 Milestones are given this value creating an undesired duplication when ran on Sub Items from Project object.  Question: Is there a way to make this run so that the values are specified correctly per my example above without the duplication?

Planview AdaptiveWorkHi,Do dynamic layouts override profile layouts? And where do views figure in this picture? What layout will the views take?I also noticed while creating views that there are 5 options:one column layout two columns layout work plan layout resource planning layout financial planning layoutAt the project level, I have tried creating views using the 5 layout options and realise that there are some default info in each of the layouts that I do not need. How do I change/ edit, say, the resource planning layout?Any guidance will be highly appreciated.Regards

ContextAt the end of the Planning phase, Program Managers build the full program schedule (stages, tasks, durations, dependencies) and take a single Planning & Scheduling Baseline. Current guidance allows only one such baseline at that point.ProblemWhen scope changes after planning (e.g., an Amendment / +Change to the original MSA ), there is no mechanism in Planview to:take an additional Planning & Scheduling Baseline, and associate that new baseline to the specific amendment/SOW it supports.This prevents clear traceability between contractual changes and the schedule state that was agreed at that time.ImpactAudit & Traceability gaps: Cannot prove which baseline aligns to which amendment / SOW Baseline integrity risk: Teams could overwrite or avoid baselines, losing historical comparators Reporting limitations: Portfolio and PMO reports cannot roll-up baseline deltas by amendmentProposed Solution (High Level)Enable multiple Planning & Scheduling Baselines, each explici

Hi Community, I have a question about best practices for planning and profiling requirements/assignments. PMs very often profile requirements in our projects. However, it sometimes happens that activities need to be extended. In such a situation, extending the activity by changing the Schedule Finish or directly extending the Duration causes the profiling set by the PM to be completely disrupted, as the system itself tries to adjust the data to the new end date. The PM would like it to remain as originally set and to be able to profile additional days/months manually. Is there any functionality that I am not aware of that allows this? 

In a configured screen you are able to create a component that is an Internal Reference Link.  We have this today as in Internal Reference Link to Risk & Issues.  We are migrating our Risks and Issues to Logbook, and would like to replace that Internal Reference Link to Logbook.  I did not see this choice being available.  Will this be an option in the future?  Thank you...

Hello Projectplace Community, one inquiry I had is whether Copilot within Projectplace (AI Chatbot) has the same sort of implementation that it does with portfolios in terms of how it manages it’s data processing (i.e sending data back to copilot post-inquiry). We’re quite strict on how our data is managed and when the copilot feature initially came to Portfolios we took it back to our CSM and they notified us that our data does not get stored in a dedicated server, it will feedback into copilot and thus we disabled that functionality. If the feature in Projectplace does the same then we will most likely be unable to make use of the functionality once again. Any and all thoughts are appreciated. 

We are trying to limit which users can utilize which attributes within the portfolio definition. We have restricted the “View” and “Edit” features of the attribute, but all users can still see the attributes we are trying to restrict to a specific group. Is there anyway to lock down the access to these attributes on the portfolio definition screen?

Hello everyone.I would like to set a rule that when a user changes the view to “highlight”, a dynamic layout is used.I know I can create a toggle but that's not as slick as the view just changing automatically.Thanks for any assistance

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.