Unanswered questions

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

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

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???

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

We are planning to use the function getwidgethyperlink in a WFR to create a link to the Project Gantt in a url field on all Tasks and also include the link in our Executable Task emails.The current issue is that the Gantt is only displaying the following columns: ID, Name, Start Date, Due Date and % Complete.  We need it to display different columns.Where is this function getting the layout for the Gantt?I’ve read some AI responses that state it is pulling it from the last “saved view” when viewing the Project.  That is not accurate, the layout described above does not match any of our Gantt views saved in our Project views.Please help… what am I missing?

We are implementing entity separation in Planview across two organizations (e.g., Company A and Company B) that collaborate on shared initiatives. A key requirement is that named resources from one entity must not be visible to users in the other entity, even when the project or initiative is owned or managed by the opposite entity.Have you implemented cross‑entity project ownership while masking named resources? How do you handle actuals posting where PMs can see effort and cost, but only at the role level? What Planview configurations or patterns did you use (resource masking, role‑based actuals, aggregated capacity, financial‑only access)? Were there trade‑offs or limitations, especially for PM roles or approvals?

Is project Rate override not working for anyone else. We have a team member who needs to have a different rate at the project level.  They are actually going to have a zero rate. We can not get any project level rate to save anymore.  Is anyone else seeing this. 

Currently, the GetWidgetHyperLink() function used in workflow rules only supports generating widget links for Gantt and Roadmap views.Customers using workflow rules to send automated emails would like the ability to dynamically generate a widget link for the Project Overview (card view). This is especially useful when emails are sent to stakeholders who do not have AdaptiveWork licenses but still need visibility into project details.At present, the card view widget can only be created manually from the UI, which is not practical when workflows need to generate links dynamically for multiple projects.Requested Enhancement:Extend GetWidgetHyperLink() to support generating a Project Overview / Card View widget link that can be used in workflow-generated emails.Benefit:Allows automated workflow emails to share high-level project information with external or unlicensed stakeholders without requiring manual widget creation.