AdaptiveWork

Hello, I had reached out about an issue where Validation Rules and Workflow Rules don’t fire on the mobile app. I was informed that it is because the mobile app uses API and several of our Workflow Rules check for NOT(IsTriggeredBy(‘API’)) to allow for our integrations to make API calls on the web page. We need to have the ability to separate out the IsTriggeredBy(‘API’) function to differentiate between the mobile app and the web app to prevent users from taking unwanted actions in the mobile app.

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

I just want to add a user to a group in a workflow rule. Where is the Group User Link for new item type?

When selecting a risk to delete you are presented with the option to unlink or delete. When deleted, should the risk appear in the Recycle Bin? We couldn't find deleted risks reported by a PM in our Production Recycle Bin and when testing in our Sandbox the deleted risk also did not appear in the Recycle Bin. Is this expected behaviour?

We have Project resources that have “Team Member” license and we would like for them to be able to see the full project Gantt and update their tasks in that view. These resources work in several projects at the same time and the Tasks Module/ My work gets very confusing with all the tasks and sub-tasks that are listed. I know that they can enter the Tasks details and configure a view to show the Gantt + Grid and update the tasks in that view. Still, they need to be able to find which is the “main task” that can provide the biggest “umbrella”, otherwise they might end up in one of the sub-items. For a tool that claims to be collaborative this is a limitation that decreases team engagement. Ideally, the team member should be able to view and update only the tasks assigned to them, without messing around with the other team members tas

Hello community, could use some advice on how best (if possible) to build a report that shows the total hours logged against specific work items of our Internal project vs. total hours logged against the rest of our billable projects? Is it possible to report on both levels within the same tab? The goal is to show the breakdown of hours logged against Admin tasks with our Internal project VS total hours logged against all our billable projects.Thank you!

Hi, I need some help with setting up a report for on Clarizen. I want a report that shows all the deliverables that my team members worked on in the last quarter with the work, budgeted work, actual effort and work variance fields. could anyone help me with that?

Hello, We would like to be able to disable the + icon at the bottom of the menu at the organization level for the AdaptiveWork Mobile App or at least be able to hide the Start Stopwatch and New Task options. We don’t want users to be able to use a stopwatch as it causes issues with our billing and we only want specific users to be able to create Tasks.We have the + option hidden with CSS on the web for most profiles, but it seems that CSS is not supported on the Mobile App.

Hello, We would like to be able to disable the Call Work, Call Mobile, and SMS options on the mobile app as we do not use this functionality and it causes unnecessary clutter and confusion. The options show at the top of the user profile on the mobile app.

I am writing a workflow rule, and I want to send an email in this rule and include a link to the widget version of the project, since some of the recipients will not have licenses.  However, when I try to use the function GetWidgetHyperLink Function - Planview Customer Success Center, I see that my only choices are ‘Gantt’ or ‘Roadmap’. Why can’t I do just a regular card view, like when you generate the widget by hand? Is there any way around this? I really need the overview details, not the schedule. In other words, a dynamically generated widget link of the card view. 

Hi, We are wanting to change the default replace resource filter for ALL users in the system to ‘Filter Based on the Type of a Resource’. We cannot locate any default find window filters via profiles to modify, nor does the ‘Save as Default’ option in the bottom left set this as a default filter for all users.Where can we go to modify this filter and adjust the default filters in AdaptiveWork? Or is this a training issue where we need to train users to set the default accordingly for themselves?Thank you!  

Currently in the resource planning screen assignments are only visible if the resource has allocation at a task level - we plan our resourcing at the project level and so the majority of our project assignments are missing on this screen.

On the assign resource screen from capacity planning, it is not easily possible to over allocate a resource. If you want to assign the full demand to a resource even if that takes them over 1FTE, you have to manually override the assignment figure in the lower box for every week where that situation occurs. This means a lot of typing for a long project.  

I’d like to request that this functionality that appears on the project assignments tab is added also to the staffing requests tab:  

Listing down PV system errors we’ve encountered, along with the issues we raised to PV Support and their corresponding answers.This thread is intended as a reference point for troubleshooting and knowledge-sharing within the community. Please feel free to contribute additional errors, fixes, or clarifications so we can keep this resource comprehensive and up to date.

I am trying to write a validation on creation of a new parent link to prevent a leaf task from having subtasks added to it if the task has labor and/or non-labor resources assigned to it. It is relatively easy to check for labor resources using this logic:$Parent.EntityType='Task' && $Parent.ResourcesAndPlaceholdersCount>0    but I can’t see any field against the Parent to indicate explicitly that it has an NLR. I can use something like:Not IsEmptyOrZero($Parent.BudgetCostNLR) || Not IsEmptyOrZero($Parent.PlannedRevenueNLRhowever, this won’t pick up zero cost and revenue NLRs associated with the task. Does anyone know of a better way to identify if a task has NLRs associated to it?For information: If I don’t prevent subtasks being added to a task with NLRs, then all the NLRs associated with the new parent task are deleted by the system and ‘lost’ without any warning.Supplemental question: I selected to use ResourcesA

Managing dual languages using login environment language is supported only for standard fields.Unfortunately this functionality is not available for custom fields.For international companies that use multiple languages such as French/English, how do you manage this issue? Thanks in advance.

For the creation of iframes to display Power BI reports in AdaptiveWork, I want to embed an iframe at the project level and another at the portfolio level. However, I would like to apply dynamic filters based on the project (or portfolio) I am viewing, so the report filters the data automatically. How can I pass parameters from AdaptiveWork to Power BI for automatic filtering? Thanks in advance !

Product Enhancement Request – Shift Project Assignments (Shift Dates Action)Current BehaviorWhen using Shift Project Assignments, the system shifts assignments based on a dynamic window calculated as:Today – Shift Value (X days)Only assignment entries that fall within this window are shifted. Any assignments dated earlier than this calculated range are excluded from the operation.Key characteristics of the current behavior:The entire assignment range is not shifted, only the portion within the calculated window. The window is not visible or configurable in the UI. Users cannot select a custom start date for the shift. The shift operates on daily hours, which can result in partial and uneven distribution across months. For customers planning primarily in Units (%), this leads to varying unit values month to month, even though hours are not actively used in their planning model.

Customers require a true round-trip integration between Planview AdaptiveWork and Microsoft Project where a Work Plan can be exported, edited externally, and imported back while preserving internal AdaptiveWork identifiers and structure.Currently, while export to MS Project (XML) and re-import is supported, AdaptiveWork does not retain system-specific identifiers such as Task IDs, Milestone IDs, Task Types, or template inheritance when the project is modified in MS Project and imported back. This limits customers who use fixed hybrid/waterfall templates and rely on consistent IDs and task structures for governance and reporting.Requested Capability: Preserve AdaptiveWork Task IDs and Milestone IDs across MS Project export and re-import Maintain Task Types and template structure during round-trip updates Support reliable mapping of modified tasks back to the original AdaptiveWork Work Plan

Customers across manufacturing, R&D, and IT project environments are requesting deeper skill-based resource management capabilities within AdaptiveWork. While the product provides strong role-, job-title-, and user-based planning, customers need skills and competencies to become first-class planning dimensions.The proposed enhancement includes the following capabilities:    1.    Skill Proficiency Levels    •    Support proficiency attributes for skills (e.g., Beginner/Intermediate/Expert, Level 1–5, or custom frameworks).    •    Enable proficiency-based matching and capacity analysis.    2.    Skill Requirements on Projects, Tasks, and Staffing Requests    •    Allow projects, tasks, and staffing requests to define required skills and proficiency levels.    •    Automatically match available resources based on skill fit.    •    Highlight skill gaps or insufficient capacity.    3.    Skill-Level Capacity, Utilization, and

When using the Data Loader to perform bulk project uploads, the system currently allows duplicate project records to be created if existing projects are unintentionally included in a new upload file. There is no built-in validation or safeguard to prevent duplicates based on common identifiers such as Project Name or External ID unless the user explicitly uses PK-based updates.This behavior increases the risk of data integrity issues, especially for customers who perform recurring bulk uploads and manage large project portfolios.Current Behavior: Data Loader accepts rows for project creation even if a project with the same Name or identifier already exists. Preventing duplicates relies entirely on manual validation or file preprocessing by the customer. There is no configurable option to block or warn users when duplicate projects are detected during upload. Desired Behavior:

Hello,Would anybody know a way to add the file viewer widget to view/layout of a task that has files as attachments ?Or does anybody know how i could convert the image in html and display it in a rich text field or a custom panel ? 

Good day Team How to lock or make a standard field a read-only field ( Total Forecast (Multi Year) and Total Actuals (Multi Year))

Customers require the ability to enforce the “Highlight Changes” setting globally so that it is enabled by default for all projects and users without requiring manual activation by each Project Manager.Currently, the toggle is available only at the project instance level under Work Plan → Settings → Highlight Changes. There is no organizational, profile-level, or systemic default that allows administrators to configure this behavior across the entire environment.Business Need / Justification: Ensures consistent behavior across all projects. Reduces missed changes in schedules and improves governance. Eliminates repetitive manual steps for PMs. Supports large organizations where enforcing standard configuration per project is operationally inefficient. Requested Enhancement: