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Unanswered questions

29
sourav2510
Planview Falcons
sourav2510Planview Falcons
 Ask the community
Giving executive leaders access to capacity planning without making them resource managers in the system?

Is there a way that we can give our executive leaders access to capacity planning without making them resource managers in the system?

171
A
Planview Falcons
D
Platinum Innovator
dwill123Platinum Innovator
 Ask the community
Managing Milestone Roadmap Options?

Aside from the action menu ‘Roadmap Visibility’, is there any way to see how Milestones are set for display in roadmaps within a grid view like a normal field? Or to see how multiple milestones are set without having to actually launch a roadmap to see it.  By needing to make 2+ clicks just to see the option for each individual milestone (when not inside of a roadmap) is mind numbing.  Where is the setting stored and can it be exposed / managed via a field? Hoping there’s a better way… or maybe there will soon be a better way?

10
D
Platinum Innovator
pamela.sargent
Silver Community Mentor
pamela.sargentSilver Community Mentor
 Ask the community
Making users aware of their PV License

We want to educate our users as to what license they have.  This would be value add when one person is trying to delegate permissions to another.  If the delegatee can see they have a Team Member (or Time Reporter Only) license they could then identify that they will not be able to perform RM or PM tasks...or we would educate them that they need to look at that first when trying to cross train. Just curious if anyone else has found a need/desire to inform their individual users of the license they have and how you may have done that.  Thanks,PamNASCO

171
mserafinowski
Bronze Top Contributor
S
Gold Active Participant
SVarneyGold Active Participant
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Notifications for documents uploaded to projects in Portfolios

Hello,We have a team that reviews documents associated with a project; this is initiated by a lifecycle step.  Sometimes they have to send it back to the user for revision.   They would like to receive an automated notification when the file has been updated and re-uploaded...sometimes more than once.  Have any of you have been able to make this happen without creating additional lifecycle steps to loop the document/content review process?  Thank you.  

121
mserafinowski
Bronze Top Contributor
S
Silver Active Participant
ShaneDodgeSilver Active Participant
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Custom Action to change views

Hi Everyone,Hoping this is an easy answer.  Is there a way to utilize a custom action to change the view of a project?  I have a couple use cases where I need to have a user change from a project details ‘overview’ view to a gantt chart view and would like to have that fire off via custom action rather than have the user manipulate the ‘project details’ view manually.I am leveraging the Dynamic Layouts to manipulate the project details, but need to move to a gantt view. Thank you!  

404
S
Gold Innovator
sakthi.ganesh
Gold Active Participant
sakthi.ganeshGold Active Participant
 Ask the community
Getting this error while creating dataset.

Has anyone faced this issue?

252
sakthi.ganesh
Gold Active Participant
S
swka
 Ask the community
Renaming Tabs in Main Project Menu for User Clarity

Hello Community,Our organization is currently undergoing a significant update and “cleanup” of Portfolio screens. Our goal is to shift towards primarily using tabs in the main project menu rather than on-screen anchored buttons for better navigation. This approach works well for most of our screens.However, we've hit a roadblock when trying to anchor the organization-specific screens. Due to the large number of these additional screens, administrators use either specific internal designations or very long descriptive names to differentiate them more easily. Unfortunately, these detailed names are not necessary for end-users and can make the main menu tabs look cluttered and confusing.The current system doesn't allow us to rename tabs in the same way we can rename on-screen anchored buttons. Has anyone else encountered a similar problem? If so, have you found any workarounds to display user-friendly names on the main menu while retaining the detailed internal names for administration? A

221
pawan.raju
Planview Falcons
C
cristina floris
 Ask the community
Capacity Planning Export

It would be useful to have a button to export capacity planning data to an excel spreadsheet as some users requested to capture for reporting purpose

90
C
D
Platinum Innovator
dwill123Platinum Innovator
 Ask the community
Slide Publisher - Sort on a repeating slide?

Is it possible to tell Slide Publisher how to sort/order the results of a repeating slide?

110
D
Platinum Innovator
J
Bronze Active Participant
JWilliams24Bronze Active Participant
 Ask the community
Turning off Timesheets for Active Resources

Hello All, We have a use case where a select number of users need to be able to be accounted for in capacity but we do not want them to have to do timesheets.  We want to know they exist and are available for work but not have to enter in timesheet with 00s on them or have to deal with the timesheet alerts.  The only way we have found to turn off timesheet is enter an end date, which then causes issues because we can not see them in reports as active - since they are “ended” Any thoughts or suggestions? Any one else have a similar use case 

1368
mserafinowski
Bronze Top Contributor
C
Bronze Innovator
cwilliverBronze Innovator
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Creating a point in time snapshot of Project Assessment in Portfolios

Wondering if anyone can advise a way to create point in time snapshots of Project Assessments screen. Not sure what the default name is for the configured screen as we have changed it and I don’t know the history. But we have project achievements and the various RAG indicators etc. (Project Status Report).  I know I can print to pdf or similar however wondering if there is a way to snapshot and keep the history in the Planview portfolios system.Any suggestions or tips on what others are doing would be appreciated.

552
mserafinowski
Bronze Top Contributor
M
Machaela Milburn
 Ask the community
Can you stop resources assigned within Ms Project being automatically approved within Planview Portfolio upon upload?

If we assign named resources to tasks within Ms Project and then upload the schedule back into PlanView Portfolio, it automatically approves the resource to the tasks and bypasses the resource manager requirement to approve. If we assign a resource role this take the correct route of requiring resource manager intervention just not a named resource.Is there any configuration that we can implement that stops this happening?

181
mserafinowski
Bronze Top Contributor
H
Bronze Active Participant
HappytoonBronze Active Participant
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How to show an associated strategy/outcome as a column in a work portfolio?

Hi, In Portfolio, we have the following associations: Work → Outcome → Strategy.I want to create a work portfolio that lists all the work associated with a particular strategy (same for outcome).Are there any ways to display the associated strategy (and outcome) in a work portfolio? Can I also use this column as a filter in the work portfolio definition?Please help and share your wisdom.Many thanksTony.

303
mserafinowski
Bronze Top Contributor
K
Planview Falcons
KarlRennerPlanview Falcons
 Ask the community
Document Publisher interactions with Targets or Contributions

I have been trying to generate a document publisher report on a Project that creates a related table from the Targets module. Every approach I’ve tried has caused the file to be corrupted with the error “Word found unreadable content in test.docx. Do you want to recover the contents of this document? Approaches triedTargets via AssociatedItem (the obvious answer) Targets with my own reverse reference Targets via ContributingWorkItems (not sure if this is a real capability) Contributions AssociatedItem TargetHierarchyLink with my own reverse referenceI noticed the doc publisher macro template doesn’t include any reference to Targets or Objectives, so I’m wondering if perhaps it’s just not supported?I did verify that Slide Publisher can pull the same data out, so definitely just a problem specific to makin word docs.Interested to hear from anyone who has managed to generate a related table of targets in document publisher, and what sort of comment syntax you’re using :)

525
K
Planview Falcons
L
Bronze Active Participant
Louise Goodsir
 Ask the community
How do you structure Multi level Programs in Portfolios

Hi  We are using Strategy and Work structures to capture programs and projects.  We now have a need to capture a level between program and project, and I can’t think of a possible way to do this. The requirements are:  Large program - we need to capture attributes about the programme detail, including RAG status and financials, milestonesSub program - these make up elements of the the larger program and we need to capture attributes about the programme detail, including RAG status and financials, milestones.  The financials of the sub programmes will be rolled up from the projects associated to the sub programme, and will then roll up to the large program.Projects - projects will be associated to the sub programs, with the standard capture, plan, resource, financials etc. We know that we could create the “sub programmes” as program entities and use a portfolio view to view all the relevant grouped information, but this would not allow us to capture financials and milestones at the larg

242
L
Bronze Active Participant
D
Diane Ehleiter
 Ask the community
Clone or Copying a Project

Does anyone know if there is a way to clone a Portfolios Project of copy the project to save time with repetitive attribute population, creating a plan with requirements?

252
Mike.Walker
Planview Falcons
T
Bronze Active Participant
tumisomahlakeBronze Active Participant
 Ask the community
Custom Field to calculate what % of Financials Fields or currency field

Custom Field to calculate what % of Financials Fields  I have a custom field that captures the Total Authorised committed (Sum of Actuals YTD + ERP Commitments) currency field and Low Estimated Budget (sum of 2025 & 2026 budget & 2027 budget) currency field.I want to calculate the % of (Total Authorised committed $ / Low Estimated Budget) *100 Error: Loop found in field 'C_TotalAuthorisedCommitted' 

284
P
Planview Falcons
J
John Condon
 Ask the community
How to use a 'Portfolio Project Link' as Evaluation Criteria

Looking to create a Custom Action that is only available on projects that are associated to a particular Portfolio.  I was encouraged to attempt to reference portfolios by the ID field, rather than by name or use of a toggle, but a custom field(toggle) has been the only way I’ve been successful thus far.  I’ve tried using multiple syntax variations of the GetLink function but that doesn’t seem to support a Portfolio Project Link.  e.g. GetLink($ProjectPortfolioLink,'PF-101',CurrentObject()) » Error: Invalid field name: 'ProjectPortfolioLink'.   I’ve tried other Work Item-to-Work Item links without success.  Is a custom field on the project the way to go?  Should Reporting and KPIs be driven off of the toggle as well?

332
P
Planview Falcons
S
Gold Innovator
Sean.BarberGold Innovator
 Ask the community
Splitting Resource Assignments on a Project (e.g. by different skills)

Hello, We have a case where some of our resources have multiple skills. How can we specify which skill is potentially being utilised on a Project when a resource is assigned?For example a PM adds Resource 1 who has two skills. On this particular project they are only utilising one skill. The PM adds Task Assignment over the required period etc. In reports, we can’t specify which skill is being utilised on the ProjectDoes anyone have any ideas to manage this or potentially another solution potentially through a custom field? e.g. a picklist in the Resource assignment panels when the PM can select which of the users skill is being utilised etc. Many Thanks

343
P
Planview Falcons
Chris.Meidell
Planview Falcons
Chris.MeidellPlanview Falcons
 Copilot Prompts
Attribution Analysis

Sometimes it can be very helpful to be able to look at a portfolio of products,  analyze changes and anomalies in the overall portfolio metrics,  but then further analyze the contributions made by individual teams.   This prompt is a way to approach that.  PERSONA  Team of Teams Leader  What I really want to know  I want to identify trends and changes in metrics and determine which teams are having the greatest impact on those.  This is a form of Attribution Analysis.  Level to Select (Portfolio, Product)  Portfolio  PROMPT  I want you to emulate the following process   Role: Portfolio Attribution Analyst for Flow Metrics Goal: Automatically identify key observations (for example, anomalies, trends) flow metrics at a portfolio level and for each observation, explain how individual products in that portfolio are contributing to them as well as key recommendations.   Instructions: - Review the flow metrics for the portfolio for t

20
Chris.Meidell
Planview Falcons
M
Malone
 Ask the community
Project plan dates to not change

We are trying out managing project details in portfolio and project place.  One issue the PMs run into is that the dates seem to randomly change.  Is there a document that shows how dates are affected in the workplan.  Or the best settings to not have items affect others.  I know this may not be best practice but we need the team to understand why their plans change. 

321
Mario.munoz
Platinum Active Participant
A
Bronze Active Participant
AizaBronze Active Participant
 Ask the community
Pre-Planning Hours

At Moffitt we are trying to find out how other organization are tracking their time for Pre-project planning. We want to create a standard process for this type of work.

274
A
Bronze Active Participant
M
Bronze Innovator
Mayank BajpaiBronze Innovator
 Ask the community
Personal Time Off

Hi Team, is it possible to create workflow/custom action when a personal timeoff is added in Clarizen by a user, the manager gets a notification?

171
A
Planview Falcons
L
LFarrow
 Feedback and Ideas
Exception Categories

Hello everyone 👋 We are setting up our instance of AdaptiveWork and can see some great functionality with individual calendars using the exception types to put in their leave etc. However, although we have been able to add our own categories, we have not been able to work out how to delete the other items in the pick list. We are finding that the categories are adding confusion that are already in e.g. PTO and vacation for us would be the same definition.  We have changed our categories to have numbers at the beginning so that they go to the top but is there a way to delete the other options?

60
L
D
DeepakGarg_NG
 Ask the Community
Can we add more column to filter records in Transfer Record Module in Changepoint

There is feature of resource transfer through transfer record module in changepoint. when we select any entity to transfer the record, there are predefined/preconfigured entity columns come to filter the records to transfer between source/target resources. But some time, we need more details/column in preconfigured column to filter out data precisely for transfer the resources, so need some way to add more column there in transfer record module. Community, please help if you know the solutions for the same. 

131
A
Planview Falcons
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