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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 βChange Userβ feature?Thanks.
I want to add the linkageΒ 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 onΒ Sentiment Analysis, a game-changing feature coming soon to AdaptiveWork.πDiscover 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, weβll delve into:The fundamentals of sentiment analysis Its tailored application within AdaptiveWork Our exciting roadmap for ongoing development in this areaΒ Your insights are invaluable as we prepare for the launch and continue to refine this capability in the future. Donβt miss this opportunity to shape the future of project management with Sentiment Analysis
Hello Planview Community,Iβve got 8 hour work days set for a certain user group however when I add a full dayβs 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 resourcesβ leave to 8 hours instead of 7.5 hours. Is there a setting somewhere I can fix this? Thanks!Β Β
HiI am trying to get my company to stop saying βClarizenβ and use rather βPlanviewβ or βAdaptiveWorkβ 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?Β 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,Β 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!Β 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 thoseβ¦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 βclaimβ 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 βOwnerβ 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 milestoneβs floating task to the current milestoneβs 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.Β
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,Β it is displaying yesterdayβs date instead. I read about the UTC time zone and it is expected to show as yesterday but why doesnβt it do the same for the Date Opened field, which in a similar WFR isΒ auto populating the date withΒ Today() function and the correct date is shown. Has anyone had this experience? If it is a bug, Iβll follow process and raise it with the PV support team.Β Β
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).Β Many Thanks,Sean
Hello all,Is there a way to add the βCommentsβ field to the Action Items via the Add New Meeting Note form?Β Thank you. Jess
Greetings, AdaptiveWork wizards!Β πAn 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. Iβve referenced the Success articles and sample spreadsheets but I am still unclear on how to specifyΒ which timesheets go to which project. There is a field for the WorkItem I recognize but where do you specify the project?Β AlternativelyΒ Iβve also tried importing data (within the project, utilities tab, import) at a singular project level but when I do so I get this error:Β Any advice is much appreciated. Thank you!
I want to create a custom object which can select projects existing in system. I am able to achieve that. But my custom object should also have milestones and tasks. e.g in workitem we have Projects, milestone and task. Is it possible to create custom object with same features so that I can implement stage and gate on that object too? it should not appear in project anywhere but it should appear as a separate module in navigation bar.
Custom object by default will not have any panel.i have used action item option to configure as per business logic. But is it possible to save custom object as a template?
Hello Community,Β Iβm trying to create a crosstab report that shows resource time spent on client work(bill or not) vs. their overall time spent. We have three types of project categories: Internal, Client Bill & Client NonbillFormula desired = [Client Work Bill & Nonbill] / [All Actual Approved]The issue Iβm running into is that the only fields available are Actual Approved, Actual Approved Billable, Actual Approved Nonbill.Β For this operation to work, Iβd need to exclude projects under the Internal category from the numerator, but not the denominator.Β If I implement a tab filter, to excludeΒ InternalΒ project time, it takes it out from all the calculations.Does anyone have experience doing a similar calculation?Cross tab report calculation: [Client Work Bill & Nonbill, excluding Internal projects] /[ All Actual Approved Time]
Hello,Is it possible or is there any plan to make βCustom Panelsβ available in shared Widgets?We utilise βCustom Panelsβ quite a bit & currently these donβt seem to be visible via widgets.Many Thanks,SeanΒ
Hello world,Β I created a custom URL type field, and it is pre-populated with two fields: one to enter the URL and another field to enter a Title. Is it possible to add a default name in the Title field?Β Thank you :)Jess
Dear Customers and Planviewers,Please look into our AdaptiveWork Release Notes that are stored in our Customer Success Center to get the latest updates and notices of whatβs new with AdaptiveWork:https://success.planview.com/Planview_AdaptiveWork/00_AdaptiveWork_Release_NotesYour dedicated AdaptiveWork Product teamπ
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