AdaptiveWork

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:

Trying to share OR print the full discussion thread for a discussion within a Decision.The read-only widget to the decision seems to truncate the full Discussion thread and no matter what I try does not expose all replies to the discussion,Printing also seems to be buggy and doesn’t show all replies.Creating a report is limited as well - although is the only way I can at least get the text from all reply posts, it is not formatted in a good way for something such as Audit, for example. The behavior with the read-only link cutting off replies seems like a bug, as does the printing issue. Can anyone confirm or suggest a solution?

our custome would like AdaptiveWork to be able to provide a native system field on the Customer object that automatically counts all Projects related to that Customer.Currently, this capability exists only at the Portfolio level, and organizations must use a custom Relations Summary field if they want this count at the Customer level.The customer has a custom field called “# of Projects”, configured as a Relations Summary counting all associated Projects.This field is intended to support reporting across 150+ Customer records. However: The field has repeatedly displayed ?ERROR, requiring Support to manually recalculate the field.The customer assumed this was a system-provided field and expressed concerns about reliability.They believe counting linked Projects is core platform functionality and should not rely on a custom implementation. Requested Enhancement Create a standard Ada

Hi, I am new in Project Place and I wonder if someone can explain the following…in the wbs breakdown I can see there are activities created which looks like more a “grouping” activity than the activity itself. I mean, look at the attachment. The activity 3.1 has a left icon similar to the activity 3, while the activity 3.1.1 has a different green icon (like the big majority of all others).Why exactly? If I want to create a new activity, for example, 2.1 under the activity 2, how can I add a new one but not with the green icon, but with the same activity 2 icon like in the picture?  

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.

Currently, AdaptiveWork does not provide the ability to include page numbers in PDF extracts. Users exporting reports or documents in PDF format cannot reference specific pages, which affects readability and usability, especially for larger files shared with multiple stakeholders.Proposed Enhancement:Introduce an option to automatically include page numbers when generating PDF extracts. The feature could allow users to configure the page number placement (e.g., header or footer) and formatting style (e.g., “Page X of Y” or simple numbering).Business Justification:    •    Improves document readability and navigation.    •    Enhances professional presentation for exported reports.    •    Facilitates easier reference and discussion of specific pages in printed or shared documents.    •    Aligns with standard document export expectations in enterprise applications. 

When evaluating and prioritizing new product projects, it is typical to analyze profitability.  Such a common metric is calculating Net Present Value (NPV), while extension may be Break-even, IRR, etc.This functionality seems to be missing in the financial planning aspect of AdaptiveWork.  Is it possible to add in such functionality of calculating an NPV for various time periods (e.g., 10-year and 5-year NPVs_?Has anyone built their own profitability report inclusive of the time value of money based on the standard profitability fields that they can share? Thank,Ginger

In Planview AdaptiveWork, the Resource Load view currently displays data over a rolling 12-month period.Our customer, EDF Solutions Solaires, requires the ability to:View and plan workloads by full calendar year (e.g., all of 2025, 2026, etc.).Extend visibility beyond the current 12-month limit, ideally without restriction or at least across a multi-year horizon.This enhancement would significantly improve long-term capacity planning and portfolio forecasting, especially for organizations that plan staffing and project demand several years in advance.Suggested improvement:Allow configuration of the Resource Load view’s time range byenabling users to define a custom date range (up to 36 months or 48 months etc),Business impact:This capability is important for EDF’s long-term capacity planning and portfolio forecasting.

Hello,Can someone please advise where’s the configuration/ setting for locking any past data, specifically staffing requests?We have staffing requests that span past months, current and future months. The past months have lock and rightly so. Project Manager cannot make the past months staffing requests 0. Resource Manager (RM) cannot approve a request if it contains past months along with current and future months. So, what’s the options left?The PM needs to delete the entire staffing request and create a new one with current and future months and then the RM can approve such a request. This eats into the PM’s time.So how to tackle this problem (other than requesting RMs to approve/ reject on time?) I was hoping that the past months’ data for admin can be unlocked so that they can make it 0 and then the RM can approve.With just the staffing requests lying there, I am pretty sure that no one can submit timesheet unless approved and the requests tra

Evaluate the provided options and select the statement that accurately describes the Re-Open Fiscal Month process.

Your AI assistant is getting a major upgrade with more intelligence, better insights, and the same easy conversational interface.  What's happeningSee the new Anvi logo across the application, replacing the old Copilot logo Planview Copilot is now referred to as Planview Anvi™ Copilot Chat is now referred to as Anvi Chat Copilot Workflows are now referred to as Anvi AgentsWhy it matters:Anvi brings deeper domain expertise from thousands of enterprise implementations. It understands your work context across 60+ connected systems, revealing insights and dependencies that standalone tools miss.What you get:More intelligent recommendations based on proven patterns from thousands of enterprise implementations Contextual understanding across your complete

Hello, I am trying to use a Validation rule to block the completion of a task and redirect them to a custom action. This part was easy. However, the text in the pop up is plain text and does not show as a URL Link (Blue/Underlined). How can I fix this? Here is the code I am using…<a href="{GetCustomActionUrl(<CustomActionName>,GetRuntimeParameter($ParentProject))}" style="color: blue; text-decoration: underline;">Update Closure Notes</a> I have also tried the following…{Hyperlink(GetCustomActionUrl('CustomActionName',GetRuntimeParameter($ParentProject)),'Update Closure Notes')} Both versions work but neither show the URL link with Blue/Underlined to stand out. Please advise 

Hello,It’s been a week now that when in a discussion i select a group of users or a discussion group in the “notify”, no notification and no email is sent.When i do the same by tagging the members individually, it works fine.Anybody else encountering the same issue ?I have evidence that it worked fine on my first post last week.

Hi Community,We’re trying to update rate cards per project that are based on primary user group assignments rather than the user Job Title. If we update the overall Group Rate, we won’t be able to tailor it per project, which you can do with the Rate cards assigned to each project. However, our organization has many different Job Titles that it would take a lot of manual oversite to add a new job title to each rate card for each project...however our user groups are pretty standardized.. Does anyone know how to do this or any suggestions?

Hello Community, I am trying to show the Current Active Milestone at the Project level for visibility on projects and reports. I was able to create a rule that updates this field based on a filter using State = Active and Executable = True. When there are dependencies used and only one Active/Executable Milestone at any given time on the project, this works flawlessly. The issue arises when there are older WBS in play and dependencies are not properly used. In this case, there can be multiple Milestones with Active/Executable state and the rule always updates with the last Milestone not the first, which would be the preferred outcome.  Question: Short of updating every project to use dependencies at the milestone level as a limitation to this configuration, is there anyway to bypass this issue and roll up the Current Active Milestone wheather there is one that matches or the first milestone when there are multiple matches.Ho

Currently, the AdaptiveWork Data Warehouse (DWH) process automatically performs incremental data loads after the initial full extract. Customers have no option to manually initiate a full extract when needed.Several use cases such as new integrations, go-live transitions, or troubleshooting data inconsistencies require the ability to perform a full extract on demand.Business Justification:• Enables customers to self-manage data refresh needs, especially during go-live or post-configuration changes.• Reduces dependency on Support for DWH resets.• Improves turnaround time and flexibility for teams integrating AdaptiveWork data into downstream analytics and AI platforms.• Minimizes project delays due to partial or outdated data during key milestones.Proposed Enhancement:• Add a configuration option (via UI or API) to select between:• Full Extract: Pulls all data for all configured

Planview AdaptiveworkHi,I have a resource who has already been assigned to Project A, say 0.5 to Sep and 0.5 to Oct, now,If the same resource’s allocation needs to be increased - to be assigned 0.6 to Sep and 0.6 to Oct, how should the staffing request be, should it be for delta, i.e,. 0.1 and 0.1 or 0.6 and 0.6 respectively. If the request is in the latter format, the capacity planning shows 1.1 and 1.1, overallocation. If it is delta, then it becomes challenging to track. What is the best practice? If the same resource’s allocation needs to be decreased - what should be done?We do not want to turn off the staffing request required flag as we want the resource manager to approve.Any advice will be greatly appreciated.Thanks

Planview AdaptiveWorkHi,As an admin, I found that a particular user has both the Project Manager profile as well as Resource Manager profile (the Project Manager profile is active) by navigating to:Settings - Profile and selecting Project Manager profile - Members and similarly for Resource Manager profile.My question is - how to produce a custom report to identify all profiles for all active users.When I use the user object, I can only get the active profile. When I use the user, profile and profile members objects, the results are all skewed.As AW doesn’t have any join provision, reporting seems to be like searching for needle in haystack.Can someone please advise what all objects to join?Thanks

We plan to only use a custom action for adding risks and issues and would like to remove the OOTB Add Related options for both to minimize confusion when adding risks and issues 

Hello,Does anybody know why I cannot retrieve the “resources” field when working on a workflow rule for a task ?I want to automatically assignt tasks when specific criteria are met but i’m not able to find the “resources” field in the formula sections. 

Hi community - I’m having an issue with pulling a report that shows a list of all our portfolio projects, however the report is pulling both parent and sub projects, ultimately double counting. Does anyone have any tips on how to only show:projects with no sub projects + sub projects of projects with parentsFor example, project “a” has sub projects “b” and “c”. Our reporting is pulling through metrics from project “a”, “b”, and “c” which is double counting, inflating our metrics. Any tips are greatly appreciated! Thanks.

Hello PV Community,Does anyone have experience or know how to move cases from one project to another? We have several cases associated to a project that can’t be re-added manually to the other project - so is there a way to bulk move cases? Or maybe export then re-import them in bulk?Many thanks!

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

Hi,PlanView AdaptiveWork - Creating reportI need to create a report that lists for a particular project:-all project assignments by month-all staffing requests (this includes named requests as well as those unnamed request by job titles) by monthI am able to create the project assignment project by month by using the objects - User Resources→ Capacity Time Phased Data (monthly)→ Labour Time Phased Data (monthly) but then clueless on how to get staffing requests including in this.Looking for any advice on which objects to choose to create such a report or link to any tutorials on reporting.Thanks