AdaptiveWork

Hello, I’d like to create a custom workflow that adds an Expense Sheet every time a new user is added to the system, assigning the newly created user as the owner of the expense sheet.I’ve gotten this far (screenshot) on the custom workflow, but when I tested it, the owner defaults to me, not the newly created user.Any ideas on what I may be missing?Also a bonus if anyone knows how to update the description to include the name of the newly created user.  Many thanks!

Hi all, I need some help with a validation rule that I’m creating to prevent hours being allocated on the Staffing Request after the project due date has passed.Rule: If the due date is 03 May 2025 and I entered hours in July 2025, the VR will trigger.But I’m not able to use nested fields in the VR. Please help. What am I doing wrong?  

We are using Team member profile with full license but I want to display different columns in scheduling view of project. Is it possible?can we create another profile with same access rights as Team member but with full licence? Then I will be able to assign different views. 

I am creating a project template. It will have 3 milestone and 1 task in each milestone. I want to add resources to the task automatically based on user groups created region wise.if region is UK then resource should be user group from UK region. If region is APAC then the resource should automatically pick the user group from APAC region. How to save it in Project template and milestone template.

Hello, I would like to bulk upload expenses within referenced expense sheets/containers. In my spreadsheet I’ve referenced the related expense sheet/container to house the expenses (2024 Expenses for Kayla) but when I upload them, it ends up creating new individual expense sheets rather than within the referenced expense sheet. For example, below I’ve used the external ID of “2024 Expenses for Kayla”  But when I upload, it creates the expense as an expense sheet/container instead: Does anyone have experience with this or what I may by missing? Thank you!

We have a department-wide project with multiple resources each assigned their own task under 1 milestone. The project spans several months. Each resource records their time on their timesheet whenever they work on the task. At this stage, a lot of the work is filler work. Staff works on this project whenever time allows. I’ve been asked to create a monthly report to see each resources’ weekly timesheet activity. Example:JuneResource 1 (1.75 Hrs)6/04: .25 hrs 6/05: .5 hrs 6/18: 1 hr Resource 2 (9 hrs)6/11: 3 hrs 6/21: 5 hrs 6/25: 1 hr I cannot edit any out of the box Time Tracking reports, and I’m struggling to create it myself. Any help and suggestions would be appreciated. Thank you,Cory

Hello community,I would like to know if you are aware of any alternatives for creating copies of projects in Adaptive Work. Here are the challenges we’ve encountered with the existing methods: Copying and Pasting Schedules: When we copy and paste the schedule from the original project to another project, dependencies are created between the activities of both projects, even altering the original schedule. Excel Import/Export Functionality: While using the import/export functionality in Excel, the activity IDs remain linked between both projects. If we remove the IDs, it affects the hierarchy of activities and subordinates. MS Project Import/Export: When importing MS Project files into Adaptive Work, the dates are restricted as “user-defined,” preventing automatic planning calculations (such as dates and durations). When attempting to make copies of projects with a large number of activities using any of the three alternatives mentioned above, it requires a very tedious and complica

I have created a custom object and link is created at project level and task level. In my project the PM should enter the rows at project level. And team members should update different columns for same rows. But same rows are not reflecting under milestone tasks. The custom object at task level is showing blank even though the rows are added at project level.Is there a way to sync the data?let me know in case i need to share the custom object sample here for better understanding.

Hello,I would like to configure the Calendar view shown in this link:  Calendar View - Planview Customer Success CenterBut it is not clear what the step by step I need to do to enable it in Adaptive Work 

The AdaptiveWork app now seamlessly integrates with Microsoft Teams, enhancing collaboration and streamlines communication within your project teams. Here's how Teams Integration can help:📊Connect Project Boards: Link your AdaptiveWork project boards directly to your Microsoft Teams channels for streamlined collaboration. AdaptiveWork Application in MS Teams Getting Started:🔐Admin Access Required: To set-up this powerful integration, ensure you're an Administrator or Owner in your AdaptiveWork account.👥AdaptiveWork License: Users will need an AdaptiveWork license to access the app within Microsoft Teams. The first-time login is quick and easy!👀Project Access: To view connected projects in Microsoft Teams, users must have access permissions in AdaptiveWork. Discover a new level of efficiency and enhanced collaboration like never before!To know more, 🖱️ here! 

Can I assign and delete tasks at the user level? Use Case: We have hundreds of projects and if someone new joins, or terminates, I have to manually go into each project and add or remove them. There has to be something I am missing that I can simply add bulk projects to one project and not have to go in to each one.

Hello! My team has been playing around with capacity planner lately and found that as a resourcing manager, you’re able to make changes to a resource's demand manually in the planner and then submit. This seems to update the capacity planner without making changes to the project, which is good since able to be we want to forecast what is the real projected demand per resources which might not be reflected in the project plan. The problem is that it seems that once you submit, these hours seem to disappear from the capacity planner by the next day. Is this a normal behavior from the planner? 

Hi Team,I need to know if there is a possibility to create read only account within Adaptive work. Ask here is to map permission to use this account for  where account should only be able to read all the data from system without capability to update anything. This account will be used as Integration user. I tried giving super user rights to the user however giving super user rights gives the ability to update projects of other user also. We are using Basic authentication. Any help will be greatly appreciated.

Hi all, Just wondering if anyone has experienced issues when using multi currencies for projects. We have our organization’s currency set up for EUR, but have projects in different currencies. We have noticed that when Non Labor costs are entered into the financial planning non summary view, the aggregated value is incorrect. However, the summary view, shows the correct aggregated value. This is a very annoying issue, since the value rolled into the work item’s fields (the ones showing in the property card) is the non summary view. Has anyone else experienced such an issue? Thanks!

Good afternoon everyone:This requirement is to know the population process for multiple selection lists, using the dataloader or mass loading in Adaptive Work.Thank you for your time.

I want to keep multiple milestones active at same time. Has anyone tried?

Hi all, happy Friday - can we add the ‘Skills’ field in the capacity planning panel?Regards,J  

I am trying to create a field that can be manually updated within a task with users, in the same way that ‘Resources’ can have users added. I am able to create a new field as ‘reference to object, user’ and this allows people to populate the field with a user name however it only allows a single user name. Is there a way to create a duplicate of the Resource field?I am not able to view the Resource field in configuration and have been advised this is intentional because of its field type.

I need to manually update the total % complete for a project and when I try, if the new value is lower than the current value it returns to the current value.  How do I work around this?Thank you for your time.Sharyn

We are creating a division report that shows all the projects their departments are supporting. Within the table, we have information grouped by name, portfolio, and then project. I know how to conditionally format a column in report, but is there a way to apply conditional formatting on a row? It would be great if each portfolio name row could be a different color to make the report easier to digest. 

Hello, I’m currently using the GetTotalFinancialSummaryForGivenPeriod function to calculate a Project Budget for a selected time period (PlannedBudget), which is working great & returns correctly for the period I’ve specified in the function.However is there a way or another function to then split this into Labor & Non-Labor? i.e. if the total returned is $50k for a given period in my function above, I want this to return for example $25k Labor, $25k Non-Labor. I’ve tried using both BudgetCostLR & BudgetCostNLR in a range of different functions but it does not work… any suggestions or ideas would be great. Thank you!

Hello all,I was wondering if anyone has encountered the below issue of markup in headers not supported in Hybrid work view and if there is a fix? Also, how can I change Revenue from appearing as a percentage?Thanks again and regards Jess 

I would like to mark overdue task target dates in red font in a project status report. I created a calculated field of type=Date and used HTML tags to mark it in red if the date is past today.However, that didn’t work and Planview support said the Date type doesn’t support HTML and to use String type instead. However, when I do that, the date gets marked in red font as desired, but I lose the ability to sort by date, which is not acceptable.Has anyone found a way to accomplish what I need?Thanks!

I’m reaching out to see if anyone else has had the need to do this and has come up with a solution:Our projects have various milestones based on strategy. All projects have a “Define” and “Close out” phase but the middle phases are different based on what the strategy of the project is. In the close out phase, the invoices are being paid, paperwork is being completed, etc. We consider the project “Completed” for the client prior to the Close out phase and we need to measure if we are completing these projects on time or not. I’ve asked a consultant to pull in the baseline variance calculation for the milestone that falls before the Close out phase (this milestone won’t always have the same name as we use templates based on strategy so they do vary). I’m told they cannot create a workflow rule to pull in the baseline variance calculation of the milestone before closeout because there is not a dependency between the two milestones. Has anyone come up with a creative way to measure if a p

If I am creating a custom status field, and want to use the same red-yellow-green circle images that the built in status fields use, is there a way to access these images, or do I just have to roll my own? Thanks.