Events
Groups

Virtual Workshop: Hands-on with Copilot for Planview AdaptiveWork

(Mon, 9 Dec, 3:00 pm)

Home
Forum Overview
AdaptiveWork

AdaptiveWork

227 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.

690

1 year ago

JUAN PABLO

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

2 days ago

JUAN PABLO

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

2 days ago

Jimmy Segura

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,

3 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!

4 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?

4 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

194

4 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 ?

5 days ago

kayla.schwarzPlatinum Innovator

asked in Ask the community

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?

6 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!

13 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!!!

246

13 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?

13 days ago

DeeptiPlatinum Innovator

asked in Ask the community

Can a reviewer add more reviewers in project himself?

I have added few persons as reviewers by default when a new project is created. Project manager can add more reviewers later on also. But can a reviewer add another reviewer to same project? Is this functionality directly available or do we need to think to provide editor access to that particular reviewer to achieve this?

15 days ago

Niranjan ManoharCustomer success specialist

published in Learn and Share

Enhanced Resource Management: Retain Resource Capacity When Filtering ReportsNews

We're excited to announce a significant improvement to our Resource Management feature! This enhancement addresses a long-awaited request from our community and will provide greater flexibility and accuracy in your resource planning and reporting.Selective Filtering:You now have the power to choose whether filters applied to Labor or Staff Time Phased Data fields should impact the displayed resources in your reports. This means you can opt to filter resources solely based on User/Capacity fields, ensuring that all relevant resources, even those without specific assignments, are included in your analysis.Consistent Capacity Visibility:Resource Capacity will now be displayed for all time periods, regardless of whether the resource is assigned to work items. This provides a comprehensive view of your team's availability, helping you make informed decisions about resource allocation and workload distribution.Advanced Filtering Precision:We've introduced two distinct Advanced Logic filter s

150

17 days ago

julianm

asked in Ask the community

Resetting user-set filters on a report

Hi Community,I have a report which is expected to be run via a button on a view of the project - the button (which is a custom URL field) passes in the Project name to an action which generates the report - see bottom of this email for how this works.My problem is that occasionally, the more enthusiastic users try editing the filters on the report so generated to see the data in a different way. Unfortunately, if they remove the filter, running the report via the button causes an error as their instance of the report is not expecting the field which is passed in. As an Admin, is there any way to reset the filters on user’s instance of a report remotely? Alternatively, is there any way to prevent users editing the filters on a report?ThanksJulian For information, the URL button code is:HyperLink(GetCustomActionUrl("Project Resource Profile Report", GetRuntimeParameter(currentObject())), "Run")

231

18 days ago

Jhon BorreroBronze Innovator

asked in Ask the community

Management Job Title

Hello, good morning,If we manage rates by Job title in the system, we have seen that changing the job title modifies the project rates in the past, present and future.Is there any parameterization that allows the project finances to be maintained with the rates of the job titles that the resources had associated at some point?If the client changes the resource's Job title, what would be the best practice to rate the projects so that this situation does not affect the finances of previous periods in which the resource had another job title? RegardsJhon

111

18 days ago

FWalkerBronze Active Participant

asked in Ask the community

How do I switch an inactive user to be active again - at task or project level?

When using the ‘replace resource’ function, we note the individual being replaced is automatically set to 100% and marked as an ‘inactive human resource’. However, we wanted to reinstate them on a project as staffing arrangements had changed, but we couldn’t do this. We had thought an Administrator might be able to override the default setting to 100% or that the individual themselves could override this but neither was successful. How do we reinstate them to tasks or projects where they have previously been replaced using the replace resource function?

192

19 days ago

kayla.schwarzPlatinum Innovator

asked in Ask the community

Actual Timesheets vs. Project Assignment Reporting

Hello PV community,I’m in need of some advice to create a report that shows resources actual timesheets vs. their project assessments.I started off with creating a report with the structure below, but when I run it, it shows the actual approved time as blank...even though I’ve check that there are in fact Approved Time to the listed projects.Any advice on creating such a report or what I may be doing wrong? Many thanks!

161

19 days ago

dwill123

asked in Ask the community

Cancel a Shared Widget link to project

Hi -I generated a read-only widget link to a project and set it to never expire, but now wish to cancel it. How can I do this? Where can I manage the access links?

122

19 days ago

Jhon BorreroBronze Innovator

asked in Ask the community

JB ICE Duplicate tasks in the schedule

Hello, Issue Adaptive WorkPlease review the following project and the attached image, as we were unable to identify what caused the activities to appear duplicated in this schedule. It can be verified in the images that the activities are the same as they have the same ID.We tried to recreate the situation using the Copy/Paste option and we tried the export and import option in Excel and in neither situation were the activities duplicated, so we do not understand what caused this problem. Regards Jhon

23 days ago

maria.moranPlatinum Innovator

asked in Ask the community

Objectives, Targets and Contributions | Reporting

Hi Planview Community! As mentioned before, we are trying to work with the Objectives, Target and Contributions module in AW. It’s proving to be a bit tricky! So, I wanted to ask if any of you use it, and if so, do you report from it? How? We tried creating some reports, but failed magnifincelty. We looked for the data model, but it doesn’t seem to include them. Does anyone know if there is an updated version of the data model that includes them?Thanks a lot!

23 days ago

Michelle JancoPlanview Falcons

asked in Ask the community

WE NEED YOUR FEEDBACK: University of Planview Learning

I am excited to announce that Planview Learning Services is currently developing new, interactive e-learning courses for AdaptiveWork and we want YOUR feedback on what we should develop next!E-Learning courses will be available to all licensed users through the University of Planview. Feel free to reply with additional ideas for future learning!

391

24 days ago

NcherpakBronze Active Participant

asked in Ask the community

Undo Or Restore Production

Hello!Desperate need of help. I created an org calendar based upon our 2025 financial budget to account for planned PTO as we are not utilizing actual PTO/timesheets. It ruined all of our projects that had previous resource allocations, and changed everything… I’m talking 500+ projects and thousands of resources. Is there a way to undo what I did, or restore the allocations?

240

25 days ago

Mayank BajpaiBronze Active Participant

asked in Ask the community

Create a Worflow to calculate the number of days spent by a request in each state

Hi All, I am trying to create a workflow which calculates the number of days a request has spent in each state( for ex days spent in Submitted,Active,Planning,Onhold state), could anyone be able to help with the steps on this workflow?

221

25 days ago

kayla.schwarzPlatinum Innovator

asked in Ask the community

Disable Email Notification When Timesheet is Reopened

Hi There,Anyone have experience disabling the email notification to resources when their timesheet is reopened? Thanks!

26 days ago

Page 1 / 10

Badge winners

partha.sahahas earned the badge Top Contributor
Katehas earned the badge Active Participant
eric.aboncehas earned the badge Top Contributor
erikhas earned the badge Active Participant
mserafinowskihas 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