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AdaptiveWork

  • 312 Topics
  • 17 Replies
312 Topics
S
Gold Active Participant
ShanaGold Active Participant
asked in Ask the community
Working days vs Calendar days on Lag Duration Import (DependencyLinks)

I am importing a project WBS and I am building a data loader import to capture the predecessor information for each workitem as a DependencyLinks import. In the source data, some of the Lag durations are in workdays (d) and some are in calendar days (ed). ed basically includes weekends, holidays, etc.  Is there a way to indicate the difference between these two duration types for my import?

425
A
Planview Falcons
Aayush
Planview Falcons
AayushCommunity Manager
published in Learn and Share
Salesforce Workflow Rules Transition to Flow Builder - Action Required for AdaptiveWork Integration UsersNews

We want to bring your attention to an important upcoming change affecting the AdaptiveWork-Salesforce integration through our iHub platform.🔔 Critical Update Overview Salesforce has announced the end of support for Workflow Rules and Process Builder effective December 31, 2025. This change requires action from all customers using our Salesforce integration. 📋 What This Means for YouSalesforce will discontinue support for Workflow Rules and Process Builder after December 31, 2025 No customer support or bug fixes will be available for these features post-2025 All automation will need to migrate to Salesforce Flow Builder🛠️ Our Solution To ensure uninterrupted service, Planview is introducing a new feature in iHub that will:Automatically convert existing Workflow Rule-based events to Flow Builder Enable new iHub events to be created directly with Flow Builder Maintain all existing integration functionality through this transition🔄 How the Transition Works When the feature is enabled:E

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Aayush
Planview Falcons
M
mpjubb
asked in Ask the community
Currency Calculation

I have a pretty simple issue to resolve, I think.I’m creating a custom action where i want to update $PlannedAmount with the following calculation:  $BudgetedHours * 40The error I’m getting is “Error: Formula evaluation result data type is Duration instead of expected Currency”I’ve tried a few different options but am missing the correct way to put together this request.Thanks all

153
A
Planview Falcons
Aayush
Planview Falcons
AayushCommunity Manager
published in Learn and Share
Calculate Your PM Team's AI Time SavingsCopilot

How many hours does your team spend searching for information and creating reports?The average PM spends:• 5+ hours/week searching for information• 4+ hours/week creating status reports• 3+ hours/week analyzing project dataAdaptiveWork Copilot automates these tasks. See the impact. SIGN UP FOR ADAPTIVEWORK COPILOT 

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Aayush
Planview Falcons
B
bsuresh1
asked in Ask the community
Automatic license removal for disabled accounts

I want to check if we can remove the license from Planview AdaptiveWork when an account is disabled. We are using Azure AD as an IDP. Though we remove the member from SSO group, license assignment is still in place within AdaptiveWork. So, how to remove the license when an account is disabled in AD and removed from SSO group?

161
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Planview Falcons
K
Platinum Innovator
kayla.schwarzPlatinum Innovator
asked in Ask the community
AW - Reporting on Parent vs. Subprojects

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.

141
A
Planview Falcons
A
Silver Active Participant
athena.smithSilver Active Participant
asked in Ask the community
Custom Action that closes out open RAID items when a project state is updated to completed

Hi All,Has anyone created a custom action where any open RAID items are automatically closed when a project state is updated to completed? 

341
A
Planview Falcons
E
Emily.Brough
asked in Ask the community
Reporting - Resource Assignment at the Project Level within Excel Add-In

I am able to make a report listing project assignment by resource within AdaptiveWork reporting by pulling in the Project and Resources module. Within the Excel Add-in I am having trouble locating the Resources module and. Does anyone know where it is located within the Excel Add-in? 

141
Aayush
Planview Falcons
C
Bronze Innovator
cpetrieBronze Innovator
asked in Ask the community
Capacity Confusion for Part-Time Staff

Hello,We have many employees who are part-time and we have adjusted their work schedules in the individual calendar so that their capacity is less than 100%. For example, a resource that works 30 hours per week (out of 40 hours total) will have a capacity of 75%.Our users get very confused when reviewing the Resource Planning module/view and compare capacity and assignment when Units is selected. The capacity of the resource might be 75%, so our users think that all of the assignments should only total to 75% or less. Actually, the assignments should total to 100% or whatever the target utilization is for the resource. Unfortunately, our users consistently fail to remember this and we have to retrain them continuously.Does anyone have any suggestions for how to help users remain that assignments, when viewed in Units, can be more than the capacity of the resource if the resource is part-time?Thank you,Carey

251
Aayush
Planview Falcons
J
Planview Partner
JUAN PABLOPlanview Partner
asked in Ask the community
Workflow rule to calculate business days

Workflow rule to calculate business daysBest regards, could you please help me with a function that can calculate the business days between the start and end dates of an activity, excluding Saturdays, Sundays, and holidays.Thank you.

201
Aayush
Planview Falcons
M
mpjubb
asked in Ask the community
Workflow to Calculate Due Date

Hello everyone,I need a workflow that will calculate a due date but will only count working days.For example, if I wanted the due date to be 1 day after the created date and the created date was Friday at 12:00, the due date would be Monday at 12:00

101
Aayush
Planview Falcons
A
Bronze Active Participant
AmauryBronze Active Participant
asked in Ask the community
Action items permissions

Hello,Anybody knows how i can bulk edit permissions on an important amount of action items ?And also automatically apply permissions when the action item is created in the project ?

51
Aayush
Planview Falcons
A
Bronze Active Participant
AmauryBronze Active Participant
asked in Ask the community
How to copy Action Items from project template ?

Hello,Is there a way to import action items from a project template when creating a new project ?Files are copied over but not action items. Is there a workaround ?

101
Aayush
Planview Falcons
Aayush
Planview Falcons
AayushCommunity Manager
published in Learn and Share
Spot Problems Before They Derail Your ProjectsAI

One of the most valuable AI applications highlighted in our white paper is early problem detection: "One of AI's most prominent use cases for companies is its ability to help warn people of impending issues."Imagine having an assistant that continuously monitors your projects to identify: Lagging initiatives Dependency bottlenecks Resource conflicts Timeline risks This proactive approach to project management can prevent costly delays and course corrections.Want to see this capability in action? AdaptiveWork Copilot offers exactly this functionality, and you can try it.Start Your AdaptiveWork Copilot

80
Aayush
Planview Falcons
A
Amit N
asked in Ask the community
How to make the system dynamically pick up working days in a month instead of a fixed value

To get the accurate conversion of resource efforts from hours to fte for a given month, the formula is: FTE  = efforts in hours/ (7 hours per day X number of working days in a month) (Example:  if a person has worked 120 hours in July 2025, that has 23 working days then the fte = 120/7 X 23) = 120/161 = .75fte) Our Calendar in Global settings mentions number of days in a month as 20. This field is mandatory.As a result of this, efforts when viewed in project assignment, staff request pages and capacity planning application in fte do not display accurate results.How to get the system to dynamically pick up the actual number of working days in a month (excluding Saturdays and Sundays) and not a fixed value.Thanks in advance.

151
A
M
mpjubb
asked in Ask the community
Error: Data types Duration and Boolean not compatible for '||' operation

Hello everyone,I’m creating a workflow that only needs to trigger when one of four .duration fields are changed.I thought it would be this but its generating the error in the subject:IsChanged($C_PMHoursSold || $C_FoCPMHours || $C_TechHoursSold || $C_FoCTechHours)Any help would be much appreciated

41
M
Aayush
Planview Falcons
AayushCommunity Manager
published in Learn and Share
How AI Is Transforming Project Decision-MakingWhite Paper

Are your project teams struggling with data fragmentation and inability to see the complete picture? Our new white paper explores how AI is revolutionizing the way organizations make critical project decisions.As noted in the paper: "By using AI to synthesize, analyze, and interpret disparate and fragmented data sources, executives can confidently understand status, productivity, and delivery details in very limited timeframes."Download the white paper to discover how AI bridges data silos to surface hidden insights that can transform your project outcomes.Start Your AdaptiveWork CopilotDownload White Paper

220
Aayush
Planview Falcons
A
Bronze Active Participant
AmauryBronze Active Participant
asked in Ask the community
Action items related to milestones not related to the parent project

Hello,In a project i have action items associated to a milestone.Does anybody know how these action items be automatically related to the parent project as well ?

182
A
Bronze Active Participant
M
mpjubb
asked in Ask the community
Add Resource to the Team

In a request, when I add resources to a person field and I would like them to also be added to the team members panel.I know there is a way of doing because I’ve done it before but I’ve lost the instructions that I created!Thanks in advance

161
A
Planview Falcons
M
mpjubb
asked in Ask the community
Round Time Up or Down

Hello everyone,I would like to be able to round up or down time that users submit.  For example, if the time is <= 12:07 it will round down to 12 but if it is >12:00 it will round up to 12:15.Can anyone assist with this please?Thanks

121
A
Planview Falcons
sourav2510
Planview Falcons
sourav2510Planview Falcons
asked in Feedback and Ideas
Default off 'Make owner for the entire work plan'

When creating a new Project from template, customers do not want system to mark checkbox to 'Make owner for the entire work plan' as a default.

100
sourav2510
Planview Falcons
Antara K
Planview Falcons
Antara KPlanview Falcons
published in Learn and Share
Join the Inner Circle: Planview.Me + AdaptiveWork = A New Way to WorkInnerCircle

We’re excited to announce that we’re bringing Planview.Me to AdaptiveWork — and we want your input to make it great.This new Inner Circle will focus on technology organization personas and how they use OKRs, roadmaps, and planning to drive outcomes. It’s also about helping organizations adopt a product-centric mindset through value streams.💬 What’s in it for you? Get early access to ideas and designs Influence the direction of this new experience Share your insights, challenges, and needs directly with our team Registrations Open. Join Now - Planview Inner Circle : AdaptiveWork + Planview.Me  

240
Antara K
Planview Falcons
J
Bronze Innovator
JWilliams24Bronze Innovator
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. 

161
A
Planview Falcons
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?

101
A
Planview Falcons
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.

230
N
Bronze Active Participant
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