AdaptiveWork

As Admin, can you add a column to the Resource Load view as a default column for all users to see or do individual users have to add it themselves? We wanted to add the reportable column in this instance so users could filter in Resource Load so they only see tasks where reportable is true/switched on...

Hi there, does anyone have experience with setting up Customer Success Managers in AW with similar permissions to the Account Manager field/role? Is there another similar field hidden somewhere we can assign CSMs to? Thanks!

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!

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

I’m thrilled to share that University of Planview has launched AdaptiveWork Goal Management E-learning module, the first in a series of E-learning courses for AdaptiveWork users. The Goal Management course will help you understand and establish relationships between Objectives, Targets, and Contributions using AdaptiveWork. Additionally, they will help you gain the skills to create reports that effectively track progress toward achieving goals.Check it out here: AdaptiveWork: Goal Management 

Hello AW community, Another Document Publisher question to find the right way for this advanced configuration…Use Case:I have a DocPublisher template that requires links back to Project in four ways…Project Link - Link in Word docx that will allow the reader to link back to the Project details page. Roadmap Link - typically DocPub uses a format thumbnail that shows the roadmap within the word docx. However, I am looking for a basic URL link back to AdaptiveWork that will bring up the Roadmap view only Gantt Link - Same as Roadmap Link above.  Tasks Link - This is at the task table level that runs through and lists all tasks that meet the criteria for the current/next period, etc. Looking to set the Task name column as a url link back to the task in AdaptiveWork.  A possible secondary solution could be to have a static custom field that shows the task URL and pull that into a separate column with the caption “Task Link” or similar. However, I would likely run into the same issues as abo

Hello AdaptiveWork Champions,  Typically this is relatively straight forward but running into all kinds of issues and could use some help. I am working with AdaptiveWork Emails related to Cases (Requests and Bugs) which is very old technology so it may simply not work anymore. However, here is what I am trying to accomplish…Use Case - update State field on related entity (Cases) when an email is received, specifically when email From is not equal to Assigned To. This will tell the system that the requestor has replied to the case and the State should be changed from Pending response to Work in Progress. However, I am running into the following issues…When building the Evaluation Criteria, I am not able to see Related Entity > <Cases Item>.Item Type to specify the rule to run only on Requests and Bugs with specific other data points. Fine, so I removed evaluation criteria to only run when the the related entity > ID was a certain value, still nothing Set evaluation to run al

Hello Community, I am stuck and need some config guidance on this one. I am using the Project Highlight Report to send an HTML formatted report showing Project data. The specific issue is with the Tasks tables (Last week Actuall Start date/ Actual End Date) and Next week (start/Due date). Issue: Regardless of the code I use, I am not able to show the Task Resources associated with each task in the list. It seems the variable that pulls the Resource is capturing the resource on the first task and then uses the same resources for every other task.  I need a solution that will iterate on Tasks (from PHR custom action on Project) that meet the PHR criteria and show the unique resource from each task. Is this possible? Current usage is the PPR: ResourcesDisplay field but that pre-populates every time the # of resources changes. This does not show the true Resource on the Task. I changed this to run as a variable to pull the task resource but ran into the issue above where the resource for e

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

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   

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!

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!!!

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

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") 

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

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?

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!    

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?

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!

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?

I can’t get my custom field to show in report creation. I’m creating a custom field which is just :$ActualEffort / Days(21)So that the result is numeric as an approximation for FTE equivalent. I create on labour time phased data - but it will not show up when building a report. Any ideas? 

Hi Planview community,We are introducing benefit realisation into our organisation and are interested in keeping language and terminology coherent throughout.We’ve noticed that the whole Objectives, Targets, and Contributions module is fit to tailor, and we love that 😍. However, we have encountered some cases in which customisation wasn’t possible.We were able to rename Targets to Benefits but failed to adjust the terminology in the “Related Items” section.Maybe some of you have found a way to adjust this? Would you kindly walk me through it?Thanks!Maca

Hello PV Community, Seeking some advice on how to configure an email notification for when a new owner is assigned to a Risk and Action. I’ve got the action configured but could use some help on configuring the email notification.  What field can I input so in the email it shows the Risk’s associated Customer, Project and Link? When I select Formula Options, Project nor Customer is available to select.  I am sure there is a field somewhere that links the risk to the project it’s created under and I won’t have to create a new custom field.Appreciate any guidance. Thank you :)

Example I have projects from last month, where a person wants to be added in the Managers field how can I add them so all projects are updated?

Hello everyone! I’m reaching out to gather some insights on how you manage to set a budget baseline for your projects after the initial project baseline has been established. Specifically, I’m curious about the following:Does setting a new budget baseline overwrite all the existing information? Is there a way to set a new budget baseline without affecting other baselines?Your experiences and tips would be greatly appreciated. Looking forward to hearing your thoughts and best practices!Thank you in advance for your help.Best regards,