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AdaptiveWork

  • 301 Topics
  • 4 Replies
293 Topics
Natalia Gligor
Planview Falcons
Natalia GligorPlanview Falcons
asked in Ask the community
Performance Issues with AdaptiveWork Bulk Execute API (Timesheet and TimePhase)

Dear colleagues,At T2 AW we received an internal case from GIS team.They have encountered a critical performance issue with two of the bulk execute APIs they rely on.These APIs are primarily used to insert large volumes of data—timesheet entries for some customers and financial records for others.They observed that processing between 20,000 to 30,000 records is taking over 10 hours to complete, which is significantly impacting their workflows.GIS team would appreciate the opportunity to schedule a call to discuss this in detail and explore potential solutions to improve performance.Is there anyone available to guide them through and help out identify the issue?Thank you

60
Natalia Gligor
Planview Falcons
J
Bronze Active Participant
JWilliams24Bronze Active Participant
asked in Ask the community
Time Off - Standard Activities

We have an issue when putting time off for individuals - Lets say two weeks in July.  Any assignment they are assigned doesn’t respect this time off. If just doubles the hours.  If they are mark as already having 100 utilization as being off, why does the system just add 40 hours to this any time the task is adjust or if they are assigned something new.  As people schedule for vacations it just puts them as over everywhere in the system.  Any thoughts on how to make this easier. 

80
J
Bronze Active Participant
D
Platinum Innovator
dwill123Platinum Innovator
asked in 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?

71
A
Planview Falcons
S
struddersm
asked in Ask the community
Forecast update dates

In Planview, Is it possible to see the date & time someone entered a resource forecast for a particular individual resource plus also any historical entries and when they changed? Trying to workout who entered a forecast first for a particular resource and when

80
S
N
Bronze Active Participant
NcherpakBronze Active Participant
posted in Feedback and Ideas
Skills - Proficiencies and Capacity Planning

As of right now, the only way that I think I’d be able to track skill proficiency levels is by creating a new skill for each level of proficiency. It would be great if Adaptivework had a way to track proficiencies within each skill.Also, being able to sort the capacity planning module by skill would help identify future demand/internal capacity for hiring decision making.

100
N
Bronze Active Participant
C
cristina floris
asked in 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

262
S
Gold Active Participant
D
Platinum Innovator
dwill123Platinum Innovator
asked in 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?

151
A
Planview Falcons
sourav2510
Planview Falcons
sourav2510Planview Falcons
asked in 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?

292
sourav2510
Planview Falcons
S
Silver Active Participant
ShaneDodgeSilver Active Participant
asked in Ask the community
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!  

474
S
Gold Innovator
Niranjan Manohar
Planview Falcons
Niranjan ManoharCustomer success specialist
published in Learn and Share
AdaptiveWork - Advisor IntegrationNews

In May 2025 AdaptiveWork and Advisor released a new integration between the two products. This enables the following:•Create multiple project scenarios to represent alternative implementation plans or delivery timelines•Use built-in variance analysis tools to see what assumptions are different across the scenarios and how they are impacting the KPIs•Bring base case and alternative scenarios into the portfolio to compare investment plans and understand how they impact overall portfolio value•Maximize portfolio value by generating alternative portfolios using manual selection, prioritization methods, or optimization techniques•Powerful visualizations allow you to compare portfolio options and provide clear trade-offs for decision ​​​makers•Develop contingency plans to respond to project delays, changes in market conditions, or regulatory events Blog post: https://blog.planview.com/combining-adaptability-strategy-portfolio-management/? Demo: https://info.planview.com/adaptivework-adviso

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Niranjan Manohar
Planview Falcons
K
Planview Falcons
KarlRennerPlanview Falcons
asked in 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 :)

545
K
Planview Falcons
T
Bronze Active Participant
tumisomahlakeBronze Active Participant
asked in 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' 

294
P
Planview Falcons
J
John Condon
asked in 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?

342
P
Planview Falcons
S
Gold Innovator
Sean.BarberGold Innovator
asked in 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

373
P
Planview Falcons
M
Bronze Innovator
Mayank BajpaiBronze Innovator
asked in 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?

181
A
Planview Falcons
L
LFarrow
asked in 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?

80
L
H
Hwilson
asked in Ask the community
Adjusting a Resource’s Capacity with an Effective Date

What’s the best approach, if any, to set an effective date for a new capacity so that future tasks reflect the updated capacity, while past assignments and capacity remain unchanged? We pull capacity reports and are transitioning a full-time employee to part-time. When we update the capacity in the and dates in their calendar, it ends up affecting the capacity for past dates as well.

221
A
Planview Falcons
M
Michel
asked in Ask the community
Non Labor - How to have multiple times the same non labor item (name) within a project, with different additional fields

I need to distinguish in my projects different non-labor expenses categories. This distinction shall be done per location. Example : “non-labor resources A” for location A, and “non-labor resources A” for location B.One of the solution would be to differentiate in the non-labor resources list them (ie “non-labor resources A location A” and a second one “non-labor resources A location B”). Doing so, the list of choices proposed to the project manager will explode (in my case more than 60), which will not be that easy for the userIve seen in the last AW documentation (see below) that there is an example with “vendor” column, whcih can be edited. Does it mean that i can have (to stay in the example below) multiple times “Telephone” with different vendor? Or there is still the limitation that the non labor resources can be used only once ?Any idea how i can solve my issue? 

601
Limori
Planview Falcons
L
LFarrow
asked in Feedback and Ideas
Approvals Module - Ability to Sort

Hello, Our PMO are Superusers within AdaptiveWork but will also be approving timesheets and supporting other staff with their timesheets. As we are superusers, we can see all timesheets within the system as a big list. However, when we go to the approvals module, we cannot filter effectively on items such asApprover User type ManagerThis will lead to issues in supporting staff effectively and would prefer to have the functionality that is available in the other areas where you can set a view and filter. Any help or development in place?

20
L
O
Owen
asked in Ask the community
Closed Fiscal Month - Allocation adds days in the closed months

When adding a staff member to task that spans the end of month - and the historic month is fiscally closed - it still seems to add the allocation - changing the past, supposedly locked, financial forecast. Have I got how allocation works incorrect? Any tips?

161
Aayush
Planview Falcons
D
Platinum Innovator
dwill123Platinum Innovator
asked in Ask the community
Custom Object for dynamic scoring

Hi All!I am brand new to AdaptiveWork / Clarizen and trying to grasp how something like this would be built, and/or how easy it would be.Use Case:  We have about 20 fields with associated score values, and we wish to use the score values in a formula to calculate another field.Approach:  Rather than hardcoding the score values within a formula, I created a Custom Object with the possible field values and the associated scores. This seems easier to maintain than a ton of code. Also, I’m trying to learn how the product works so it’s also just for my curiousity.Question:  How hard is it to create Business Rule that looks at a field value, and then does a lookup to a record in a Custom Object and retrieve the Score value? I was able to get as far as retrieving a value from the Custom Object by using the GetObjectByID function, but only when I hardcoded in the ID.  I am looking to do a join on the Name field rather than ID between my request field and the possible entries of the Custom Obje

201
Aayush
Planview Falcons
M
Mohamed
asked in Ask the community
Copy data from one field to another.

Hello team,I want to pick data source " date visite sur site APS" and apply to target ("date de début" from "date de visite sur site APS") this field To explain the situation to you: I have a field in a table that is manually filled. I want the field in another table, which corresponds to the intersection of two values, to be updated as soon as the first field is modified.Could you please assist me about this workflow rule please ?

281
Aayush
Planview Falcons
J
JulieMarquette
asked in Ask the community
@mention all Project Members from Project or Task

New to AdaptiveWork here and don’t know if we are missing something.How do we @mention all Project members (including Resources with Team Member license) in a discussion post started on the Project and from a discussion post started on any Task in the Project.We DO NOT want to create a discussion group for every single project.We have some ideas for custom actions or workflow rules but want to make sure we aren’t missing an easier option before creating workarounds.Any help would be greatly appreciated, we are going live in the next week and this is something that is required.Thank you so much!

291
Aayush
Planview Falcons
H
Hereward Holmes
asked in Ask the community
API call to return a project's customer

Is it possible to return the name of a project’s related customer when querying the project via the API?  I believe the relationship is between project, customerlink and customer.  However, I can’t see how to relate customerlink to project as I get the following error:Query:https://api.clarizen.com/v2.0/services/data/query?q=SELECT name, sysid, customerlink.customer.name FROM project WHERE id = '<PROJECT ID HERE>'And got this result:    "errorCode": "InvalidField",    "message": "Entity 'Project' does not contain the field 'customerlink'", When I try to query the customerlink with the same project ID using:SELECT customer.name, entity.name FROM customerlink WHERE entity = '<PROJECT ID HERE>'Then I get the name from the customer table and the name from the project table.  I just don’t seem to be able to get the customer name by querying the project tableI’ve had this problem with other entities, specifically when trying to link tasks with files/attachments.If anyone has any

201
Sai Sravan
Planview Falcons
CoryJ
Silver Active Participant
CoryJSilver Active Participant
asked in Ask the community
Resource Request Dependancy

Is it possible to set up a dependency so that a PM cannot request resources until a project task or milestone is marked complete? 

191
A
Planview Falcons
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