Events
Groups

Planview Connect - Live and In Person!

(Wed, 23 Apr, 1:00 pm)

Home
Forum Overview
AdaptiveWork

AdaptiveWork

237 Topics

Most replies

Most views

Newest first

swetha.lakshmeshaPlanview Falcons

published in Ask the community

A big welcome to all new community members! We'd love to learn what you want to get out of the community. Which of the following interests you?Poll

We're thrilled to have you join our vibrant group. To help us better understand your interests and aspirations within this community, we'd love to hear what you hope to gain from being a part of it.

720

1 year ago

JPGuerra

asked in Ask the community

I want to present a yes/no question and then have another question show up depending on their selection of yes or no

1 day ago

maria.moranPlatinum Innovator

asked in Ask the community

Demand intake & Resource planning

Hello everyone, I’m looking for advice and insights on how you’re utilizing the Resource Planning module to get a forward looking view of workload. Specifically, I’m interested in understanding how you’re managing and forecasting resource demands and capacity.Some questions I have: How do you use the resource planning module to anticipate future workload? Are you creating dummy projects linked to demand to simulate upcoming work? If so, how effective has this been? What strategies or practices have you found most useful for aligning resource availability with future project needs? I’d greatle appreciate any examples, tips, or best practices that you can share. Looking forward to hearing how others are making the most of the tool. Thanks in advance for your insights!Best regards,Maca

171

2 days ago

LimoriPlanview Falcons

published in Learn and Share

AdaptiveWork 2024.R12 Release Notes availableRelease-Notes

Release date: December 8, 2024Our Release Notes include updates on:General Availability Features Controlled Availability Features Important AnnouncementsGeneral Availability Features Functional area Feature User Placeholders User placeholders are entities in the application that you can configure and add to work entries to model work assignment needs in a project before assigning real resources. Project Managers tend to do initial planning using predefined User placeholder resources, since the names of the user resources are not yet known. These placeholder are assigned to Tasks and Projects to see the impact of the planned work on resource capacity and to establish financial estimates for cost and revenue purposes. Learn more about User Placeholders Asset Placeholders Asset placeholders are entities that you can add to work entries to model equipment or other needs in a project before assigning actual assets to it. In Productio

3 days ago

FWalkerBronze Active Participant

asked in Ask the community

Resource Load: can you add a defualt column for all users to see

As Admin, can you add a column to the Resource Load view as a default column for all users to see or do individual users have to add it themselves? We wanted to add the reportable column in this instance so users could filter in Resource Load so they only see tasks where reportable is true/switched on...

3 days ago

kayla.schwarzPlatinum Innovator

asked in Ask the community

Customer Success Manager (CSM) Role in AW

Hi there, does anyone have experience with setting up Customer Success Managers in AW with similar permissions to the Account Manager field/role? Is there another similar field hidden somewhere we can assign CSMs to? Thanks!

3 days ago

oacunav1Planview Partner

asked in Ask the community

How to add a user to multiple activities?

We have projects that could have more than 200 activities.At the time the project manager has to add the user per activity; is there a way to add a user to multiple activities in a rapidly way?.

3 days ago

Felipe VargasPlanview Partner

asked in Ask the community

Billed cost resulting from the operation of the billed hours per month per user multiplied by the rate.

Actualmente desde el módulo financiero en la sección de recursos laborales permite manejar 2 tipos de costos, los Costos planificados y los Cosos reales, surgió la necesidad de agregar un nuevo tipo y son los costo facturados, dado que el costo real es la operación de los registros de lo partes de horas po usuario multiplicado por la tarifa, pero necesito identificar el costo facturado resultante de la operación de las horas facturadas por mes por usuario multiplicado por la tarifa.

4 days ago

Jimmy SeguraPlanview Partner

asked in Ask the community

AW - Document Publisher - Entities Relation

Hi Community,I hope you're doing well.I'm wondering if anyone has experience working with the Document Publisher App and could help me with an issue related to entity relationships.I'm trying to build a report for a project, and I need to retrieve data about its milestones while applying filters based on attributes of the resources associated with these milestones. To achieve this, I need to relate three entities, but I'm unsure how to proceed.Does anyone know how to approach this? Any guidance would be greatly appreciated.Thanks in advance!Best regards,

153

5 days ago

FWalkerBronze Active Participant

asked in Ask the community

Using the Resource Load: default view to see groups you are a Resource Manager for

If you add a person(s) as a Resource Manager (not a direct manager) of a user group, is there a way to access these user groups from Resource Load, Groups I manage? At present we have Resource Managers allocated to User Groups but they don't come up in the Resource Load when selecting Groups I manage and so the group has to be manually added from the ‘Add Group’ button

5 days ago

dwill123

asked in Ask the community

Code example to parse Rich Text > Text

Can anyone share a snippet they’ve used to copy a Rich Text field into a Text Area? Looking to remove the html markup and extra tags for ease of display in grid views/ other areas. Thanks!

5 days ago

JUAN PABLOPlanview Partner

asked in Ask the community

Connect email with custom action

Connect email with custom actionHello Do you know if it is possible to register a custom action within the system from the sending of an email and fill in the fields that it has defined?Thanks

181

5 days ago

AayushCommunity Manager

published in Learn and Share

Master the Art of Tracking Your Goals EffectivelyE-Learning

I’m thrilled to share that University of Planview has launched AdaptiveWork Goal Management E-learning module, the first in a series of E-learning courses for AdaptiveWork users. The Goal Management course will help you understand and establish relationships between Objectives, Targets, and Contributions using AdaptiveWork. Additionally, they will help you gain the skills to create reports that effectively track progress toward achieving goals.Check it out here: AdaptiveWork: Goal Management

5 days ago

sfrazer

asked in Ask the community

Remove Email from View

Hi all,Wondering if anyone knows a method of removing the email panel from a view.It appears that It is possible to move the panel around but not take it completely out.Cheers,Sean

111

5 days ago

bkrutiyPlatinum Top Contributor

asked in Learn and Share

Document Publisher Template formatting for URL Links

Hello AW community, Another Document Publisher question to find the right way for this advanced configuration…Use Case:I have a DocPublisher template that requires links back to Project in four ways…Project Link - Link in Word docx that will allow the reader to link back to the Project details page. Roadmap Link - typically DocPub uses a format thumbnail that shows the roadmap within the word docx. However, I am looking for a basic URL link back to AdaptiveWork that will bring up the Roadmap view only Gantt Link - Same as Roadmap Link above. Tasks Link - This is at the task table level that runs through and lists all tasks that meet the criteria for the current/next period, etc. Looking to set the Task name column as a url link back to the task in AdaptiveWork. A possible secondary solution could be to have a static custom field that shows the task URL and pull that into a separate column with the caption “Task Link” or similar. However, I would likely run into the same issues as abo

8 days ago

bkrutiyPlatinum Top Contributor

asked in Ask the community

Custom Workflow to update a field on related entity when an email is created/attached

Hello AdaptiveWork Champions, Typically this is relatively straight forward but running into all kinds of issues and could use some help. I am working with AdaptiveWork Emails related to Cases (Requests and Bugs) which is very old technology so it may simply not work anymore. However, here is what I am trying to accomplish…Use Case - update State field on related entity (Cases) when an email is received, specifically when email From is not equal to Assigned To. This will tell the system that the requestor has replied to the case and the State should be changed from Pending response to Work in Progress. However, I am running into the following issues…When building the Evaluation Criteria, I am not able to see Related Entity > <Cases Item>.Item Type to specify the rule to run only on Requests and Bugs with specific other data points. Fine, so I removed evaluation criteria to only run when the the related entity > ID was a certain value, still nothing Set evaluation to run al

314

8 days ago

bkrutiyPlatinum Top Contributor

asked in Ask the community

How to manipulate Project Highlight Report to show Task Resource(s)

Hello Community, I am stuck and need some config guidance on this one. I am using the Project Highlight Report to send an HTML formatted report showing Project data. The specific issue is with the Tasks tables (Last week Actuall Start date/ Actual End Date) and Next week (start/Due date). Issue: Regardless of the code I use, I am not able to show the Task Resources associated with each task in the list. It seems the variable that pulls the Resource is capturing the resource on the first task and then uses the same resources for every other task. I need a solution that will iterate on Tasks (from PHR custom action on Project) that meet the PHR criteria and show the unique resource from each task. Is this possible? Current usage is the PPR: ResourcesDisplay field but that pre-populates every time the # of resources changes. This does not show the true Resource on the Task. I changed this to run as a variable to pull the task resource but ran into the issue above where the resource for e

211

8 days ago

JUAN PABLOPlanview Partner

asked in Ask the community

Notify for mail tasks of projects

Hello everyone! Please help me with this question: How can I make the system send a notification email to a user who is assigned a task in a project?Thanks for your help

132

10 days ago

kayla.schwarzPlatinum Innovator

asked in Ask the community

Placeholder Resource Capacity Planning

Hello, for our resource forecasting we’ve been requesting/assigning Placeholder (i.e $Config) resources prior to assigning to a specific resource. Since they are a Placeholder and don’t have actual Capacity, we’ve zeroed out their capacity via the Placeholder’s calendar. However, now we cannot request/assign the Placeholder because AW processes it as an actual user with no availability. The reason we zeroed out the Placeholder resource’s capacity is because it was skewing the metrics in capacity planning, making it look like we had additional team member availability/capacity when it was really just a placeholder. Does anyone have advice on how to request/assign a Placeholder resource without a Placeholder’s capacity getting counted into Capacity Planning?

17 days ago

FWalkerBronze Active Participant

asked in Ask the community

Expected work/£ to date

Hi allIn our Baseline View we show:Baseline days and £s - project lifetime Allocated days and £s - project lifetime Actual days and £s - (obviously) to dateIs there a column view that can be added to show our PMs:Baseline days and £s - to date Allocated days and £s - to date

214

17 days ago

dwill123

asked in Ask the community

Custom Class Name example in Grid view / font

Can anyone please provide an example of a Custom Class Name to format a font (size, etc.) in a grid view ?

18 days ago

kayla.schwarzPlatinum Innovator

asked in Feedback and Ideas

Hybrid Work Management Views: Cards & Timekeeping

Hello, is there a way to enable time tracking in the cards within the Hybrid Work Management view? Similar to how in the Classic view, resources can report time directly to a task, is this doable within the Hybrid Management View against tasks either in the task list or via the cards?

19 days ago

maria.moranPlatinum Innovator

asked in Ask the community

Capacity Planning | Shift Dates

Hi everyone! Just wondering, has anyone noticed Shift Dates functionality in the Capacity Planning mode behaving differently? Couldn’t find a release note regarding any modification to it… Thanks!

26 days ago

kayla.schwarzPlatinum Innovator

asked in Ask the community

Add Decision Button

Hi there, does anyone know how to configure an “Add Decisions” button to show up here? Similar to howthere is an Add Issues, Add Risks, etc. in the table that shows related items in a program/project? Thank you!!!

266

26 days ago

dwill123

asked in Ask the community

Call Custom Action from Workflow Rule

Is it possible to run a Custom Action when a Workflow Rule is triggered?

111

26 days ago

Page 1 / 10

Badge winners

swalter1has earned the badge Active Participant
Limorihas earned the badge Product expert
Matt Bureshas earned the badge Active Participant
Tammy B.has earned the badge Active Participant
Mario.munozhas earned the badge Top Contributor

Show all badges

Planview Customer Community

Already have an account? Login

Login with SSO

Username *

E-mail address *

Password *

I accept the terms & conditions

loginBox.register.email_repeat

Planview Customer Community

No account yet? Create an account

Login with SSO

Username or Email

Password

Remember me

Forgot password?

Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.

Enter your e-mail address

Back to overview

Scanning file for viruses.

Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.

This file cannot be downloaded

Sorry, our virus scanner detected that this file isn't safe to download.

All Data Subject Access Requests (DSARs), and requests of “Do Not Sell My Personal Information” according to the CCPA, must be submitted through the Planview DSAR portal located here

Planview has appointed a Data Privacy Officer (DPO) to be responsible for overseeing our Privacy Management Program and related privacy compliance measures. DPO can be contacted at privacy@planview.com