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We are finding great success with using iCal Subscriptions to expose to Resources (who are not Users) their Assignments from AdaptiveWork.Unfortunately, those iCal feeds do not seem to refresh very often (like only every 24 hours?).Anyone know how often AdaptiveWork refreshes the data? And can we do anything to shorten the update cycle?If there's no setting we can change (to 'update hourly' or the like) ... would it be feasible to create a Custom Action that gives us an "Update iCal Now" capability? If so, could you point me in the right direction for what Object or Action I need to manipulate to affect that?
We are pleased to announce the introduction of AdaptiveWork Swimlane support for Hybrid Card View, designed to enhance your project management experience.This functionality offers enhanced flexibility and organization of work items, designed to improve collaboration and expedite decision-making during team meetings.The Swimlane feature introduces an effective method for visually organizing Hybrid Card views. Users can now categorize and group project sub-projects, tasks, and milestones based on specific criteria such as Managers, Job Titles, Teams, or Resources. This enhancement increases the flexibility and usability of the Card view layout, simplifying the management and tracking of workflows.Key benefits for organizations and teams include:Enhanced Visualization: Swimlanes provide a powerful tool for comprehending the work associated with various teams. For instance, project managers can distinguish tasks by user groups, offering a clearer visualization of assignments.Improved Workf
HelloWe have a number of very old resource load reports (created between 2015 and 2017) that we cannot edit except to add columns to it. I cannot edit as an Admin but was able to update the Owner to me but even that doesn’t allow me to edit the report. Is there a setting that I’m missing somewhere that needs to be enabled? Thank you :)
I can only find 6 Dashboard templates - 1 is called the Executive Dashboard. Where can I find the other Dashboard templates in the Planview Adaptive works tool? Thank you!Sharyn
Hi, does anyone use InterAct? If anyone uses it, would appreciate some feedback before I enable it. It just looks very old and I’m not sure if it’s being replaced with something else in the near future.Thanks and regards Jess
Hello All! Can you create a Timesheet report with a cross table to show the Expense Type (Capex / Opex) by week for a month? Thanks
Hi there - The Change User button is appearing on timesheets even though the following are unselected in the System Settings, is this not have to change the visibility of the ‘Change User’ feature?Thanks.
I want to add the linkage between two different objects like Project & Issues through Rest API. Which API should I use?
Interested in identifying risk earlier? Join our exclusive Inner Circle discussion on Sentiment Analysis, a game-changing feature coming soon to AdaptiveWork.🚀Discover how Sentiment Analysis streamlines risk identification within your project updates and conversations. Imagine saving time and effort as quantifiable measures of risk are surfaced early, empowering portfolio, project, and resource managers to make informed decisions swiftly.You should only join this inner circle if you are looking to test the new Sentiment Analysis service within your environment and provide feedback to our product team.In our exclusive session, we’ll delve into:The fundamentals of sentiment analysis Its tailored application within AdaptiveWork Our exciting roadmap for ongoing development in this area Your insights are invaluable as we prepare for the launch and continue to refine this capability in the future. Don’t miss this opportunity to shape the future of project management with Sentiment Analysis
Hello Planview Community,I’ve got 8 hour work days set for a certain user group however when I add a full day’s Leave time in their calendar, it shows them OOO for 7.5 hours. I assume this is due to the global setting we have for all other users that work a 7.5 hour workday. Every time I try to edit the 8hr day resources’ leave to 8 hours instead of 7.5 hours. Is there a setting somewhere I can fix this? Thanks!
HiI am trying to get my company to stop saying “Clarizen” and use rather “Planview” or “AdaptiveWork” but the URL which remains the same (at least for us EU customers) makes it difficult. Do you know when this will be changed to something more in line with the rebranding? Thanks,Manuel
Be at the Forefront of AdaptiveWork Innovation!Exciting news, AdaptiveWork wizards! Get ready to be a part of something groundbreaking as we unveil Copilot, our revolutionary AdaptiveWork Generative AI capability!Launching later this year, Copilot is your personal assistant, ready to engage with your data through intuitive conversations. It leverages a state-of-the-art language model to provide invaluable insights and suggestions tailored to your project and soon, resource management needs.By joining our Inner Circle, you'll gain:Access to group and individual sessions with our dedicated team. The opportunity to provide crucial feedback on Copilot's interactions and responses before its official launch. The chance to shape the AdaptiveWork by guiding the development of this pivotal capability.Don't miss out on this unique opportunity to influence a groundbreaking capability in the AdaptiveWork roadmap! See you there!
Hello,I am trying to develop and role out a Kanban board that our engineering teams can use to claim and track work items across various projects. There are a laundry list of improvements I could offer up, but I have mostly found work arounds / custom solutions for majority of those…One main feature of Kanban boards that I cannot figure out how to get it to work for our use case, is the ability for Team Members to ‘claim’ a task that they did not create. Across various projects, there could be tasks added to the board from various folks that the engineering team will be picking and choosing tasks to work on. I am running into issues with them grabbing a task from the board and being able to edit any of the content or status of the task. It is not ideal for the “Owner” to have to go and switch Owners or assign each resource every time a new task needs to be worked. Is there really no way with the current permission capabilities I can enable Team Members to grab these tasks and auto assi
I had a excel sheet with multiple tabs. Now i want to add similar data in planview on run time without using data loader or without uploading file. E.g sku name, description, units, cost. Which component can best handle such dataset? I want this data to be available in all milestones. Can anyone share configuration?
Is it possible to copy value from previous milestone’s floating task to the current milestone’s floating tasks and then fill extra column data
I want to create a custom object with 50 fields and link it to project and milestone.But I want to display 10 fields in each milestone which are relevant for the owner to fill.then in next milestone i want same number of rows as previous milestone but add specific columns to it.
Hi All, How do we set up workflow rule / Custom field which can calculate the number of days a request has been sitting in a particular phase, for example I am trying to figure out the number of days a RISK/ISSUE has been staying in Active state
Hello,How can I add the discussion panel in the Resource planning view? Thank you.
When I enter inside a milestone, there is a related item for gate approval. It has multiple roles and owner assigned. I want to send email to all owner of task when project is sent to gate. But I am getting more emails. I should receive email for task where i am the owner but i am getting email for all tasks. How to restrict recipient where i am the owner?
Hello, I was hoping if someone could help me the below problem. In a workflow rule to set the Close Date field using Today() function, it is displaying yesterday’s date instead. I read about the UTC time zone and it is expected to show as yesterday but why doesn’t it do the same for the Date Opened field, which in a similar WFR is auto populating the date with Today() function and the correct date is shown. Has anyone had this experience? If it is a bug, I’ll follow process and raise it with the PV support team.
Hello,We can share boards with licensed users, but can we share a board as a widget? (like we can already do with views, reports, dashboards etc). Many Thanks,Sean
Hello all,Is there a way to add the ‘Comments’ field to the Action Items via the Add New Meeting Note form? Thank you. Jess
Greetings, AdaptiveWork wizards! 🚀An intriguing question from our recent Accelerate Conference has sparked a wave of curiosity, and we believe it's a perfect opportunity to tap into the collective wisdom of our community!How do we efficiently run a % complete project while tapping into the power of the financial module?We invite you to share your best practices or success stories to help our community excel in this area.For insights from our experts on this topic, don't miss our upcoming webinar series on Maximizing Value from AdaptiveWork. Register here to save your spot.Join the conversation and contribute to our shared success.
Hi All, I am trying to create a workflow rule which sends a post when an existing user is changed to a new one, but because the field I am working on is a multi select , I am not getting an option to select it in the evaluation criteria, could anyone help on this?
Hello,I am trying to use data loader to import timesheets for resources across various projects. I’ve referenced the Success articles and sample spreadsheets but I am still unclear on how to specify which timesheets go to which project. There is a field for the WorkItem I recognize but where do you specify the project? Alternatively I’ve also tried importing data (within the project, utilities tab, import) at a singular project level but when I do so I get this error: Any advice is much appreciated. Thank you!
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