AdaptiveWork

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, I’m 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 I’m running into is that the only fields available are Actual Approved, Actual Approved Billable, Actual Approved Nonbill. For this operation to work, I’d need to exclude projects under the Internal category from the numerator, but not the denominator.  If I implement a tab filter, to exclude Internal 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 ‘Custom Panels’ available in shared Widgets?We utilise ‘Custom Panels’ quite a bit & currently these don’t seem to be visible via widgets.Many Thanks,Sean 

Hello world, 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? Thank you :)Jess

Is it possible to create custom ribbon and buttons in custom panel. Can anyone share sample code? Like in workplan we have Add project, milestone,task. How to add similar custom buttons with actions.

Looking to create a Workflow/Custom field which can count the number of Active deliverables in a work planAlso are there any useful tutorials/Links which can help in providing some support in creation of Workflow rules

I have a team requesting to add their portfolio roadmap to a dashboard to visually show all of their projects. The dashboard is intended for a VP, so they want them to go to one place for all the information they need (versus the dashboard + portfolio for the roadmap).Does anyone know how to add a roadmap to the dashboard? I have heard it can be done by pulling the Roadmap URL in via an i-Frame, but cannot find any documentation on how to do that. 

Hi all, I was wondering if there was a setting in AdaptiveWork that will needs to be enabled or disabled so that the company logo which is a png/transparent does not show up with a black border around it. Does anyone else have this issue and if you did, could you share the fix? Thank you.Jess

Hey AW Community,  I’m in flight of creating a profitability report for senior management and finance and I’m in a bit of a conundrum as they want to see slightly different things from the same field within our system. My only solution to this is to create a formula for one of the report tabs to give them what they need. SCENARIO: We have our actual Revenue column pulling through billable effort for an engagement(as expected). As with any projects, we will have Change requests; and based on the additional project codes for these changes, we can see whether this burn is billable to the client or non billable. For the Finance tab, where the effort is not Billable - we want to show the actual revenue as ‘0’. (The current functionality of the ‘actual revenue’ field needs to remain in tact for the other report tabs. Question: What type of formula do I need to write in order for my ‘actual Revenue’ on these selective non billable endeavours to show as ‘0’ for that particular tab in my report

Hello all,Is it possible to add a header above a column on the property card? For example: thank you.RegardsJess

Is it possible for a dynamic layout created for a specific profile to run alongside the same profile’s default layout?For example, we need a different layout for a type of project/process, accessible by a specific profile but we need to allow the members of that profile to switch between default and dynamic layouts.

Hello Community,My goal is to create a portfolio report showing highlights and graphs of all the Go-Live dates for the projects in the portfolio. One of the highlights Id like to show is the number of Projects with a Go Live Date This Month..Next Month...etc. in one tab...anyone have ideas or experience with this?  Many thanks!

Hello Community, is there a way to mass upload information for existing users without AW creating new users? I’m looking to add resource ID’s to our existing users in AW but when I import the spreadsheet with the existing names and IDs, it creates completely new users resulting in duplicate users.  Many thanks!

Team,We utilize versions to manage rate increases at the start of each financial year, beginning on July 1st annually.To control the application of new rates for each financial year, we employ the "Forecast using Date Effective Rates" toggle at the project level.In testing, I observed that:When the toggle is activated and a task spans across the financial year, it appropriately applies different rate card versions before and after July 1st. However, when a task commences on or after July 1st, it consistently applies the new rate, irrespective of the toggle's status. This diverges from our expectations, as we anticipate the default rate card version to be utilized if the toggle is deactivated, regardless of when a task begins.Could you please clarify the expected behavior? Thanks,Cindy

Hello! My organization has the Salesforce integration set up, to create projects based on some Salesforce triggers. We have also enabled the Salesforce /AdaptiveWork “Sync Social” feature so that posts from SF synchronize with those from AW and vice versa.  The issue is that whenever posts written by someone without an AW license are synchronized from SFDC, they all show as being written by me, being the system admin and default workflow user. This not great as obviously we want to keep track on who was actually responding to the questions and conversations; and keep track of that data. I assume changing the default workflow user from myself to some integration user would not be enough as it still show the user as having generated those conversations as opposed to the real users, unless I’m mistaken. Is there a way around this?

Hello community,I’m wondering if anyone has figured out how to change any values that come up as ?ERROR to a 0 value instead for field calculations within a report? Much appreciated! 

Hi community - I have a user who has left the company. I’ve deleted his profile and I’m trying to remove him from a user group so that his hours are not factored into the team’s totals any longer. I’ve reassigned all of the future hours to another person on the team and I went back and pulled “On Hold” projects and removed him from those as well. Every time I try and delete him from the user group I get a Validation Error that says that it cannot delete him because there is a staffing request - but I can’t find anything active. Does anyone know where I can search to remove him so I can delete him from the user group completely?  

Hello community, I’ve created a report with several calculated columns across multiple tabs for various capacity and billability metrics (i.e. 50% capacity calculation, 80% capacity calculation, screenshot below). Some of our resources have different billability targets hence “Billability from 100% capacity vs. Billability from 50% capacity” metrics.  I’d like to have an overall summary tab with a Highlight showing all the totaled capacity and billability. So a highlight totaling all the Green highlighted below fields and Yellow highlighted below fields. Is there a way to do this so the highlight pulls all the capacity fields from each tab and totals?  Tabs: 

We are just setting up AdaptiveWork so I’m interested in comments on best practices on groups for the purposes of rates and resourcing.  We will have Group Job Titles in order to form Placeholder Resources with different rates (for example a cost/billing rate for an Engineer is different in Europe vs Asia vs US).  I am curious if people use these same groups also for Resourcing Groups that have Resource Managers?   That would lead me to more hierarchy with sub-groups… For example, within a region like Europe, we would have a Mechanical Team that would have Mechanical Engineers, Mechanical Lead Engineers, Mechanical Designers, etc.  that all have a common set of Resource Managers but different rates within the region.   What are some best practices to consider when setting up groups?

As a project manager, you use placeholder resources during initial project planning. This means you can assign tasks to roles (like developers) instead of specific people. This is helpful because you might not know exactly who will be working on the project yet.Here are the benefits of using placeholder resources:See how much work is planned for each role on the project. Get a better estimate of the project costs. Easier to assign tasks to specific people once you know who will be working on the project.Activating Resource PlaceholdersBefore you begin, enable Placeholder Resources in System Settings under Resource Management.Note: After enabling this setting, you will not be able to disable it.On activating Placeholder Resources, you will be presented with instructions to update installed apps and review existing Configurations that may require modifications. This will ensure your rules continue to run only on relevant items and not encounter errors, once the Placeholder Resources feat

Hello everyone,I hope you're all doing well. I'm reaching out to our community to gather insights and advice on automating staffing requests within our system. Specifically, I'm exploring ways to streamline the process of filling staffing requests automatically, and I'd greatly appreciate your input and expertise on this matter.Here are some approaches I've tried so far: Custom Action: I attempted to create a custom action for staffing requests, but encountered difficulties when trying to link to time-phased data due to the presence of nested fields. Project Template: Another approach I explored was creating staffing requests from a project template. While this method successfully generated staffing requests, the values appeared incorrect or unusual. I'm eager to learn from your experiences and discover if there are alternative methods or best practices for achieving automated staffing request fulfillment. Have any of you successfully implemented automation in this area? If so, what

This seems like it would be obvious, but we are not finding an obvious solution to this:How does a Resource Manager get notified when a Resource (of a type they manage) is Requested? And then how does the Requestor (a PM) get a notification once a resource is approved and/or named resource is assigned?Assigning Resources is just one part of people’s jobs here so those Resource Managers are not sitting around watching AdaptiveWork, waiting to see new Requests 👀🙂Emails would be one thing we expect but do not find.  We’d prefer a Slack post (but that doesn’t seem to be how the Slack integration works). If it’s in the Activities or Alerts at the top of the page we’re missing it in the sea of uninteresting data that appears there.Keywords: Resource Requests, Resource Assignments, Notifications, Notify

Is there a way for a File URL to not show up as a long plain text string when the PPT slide generates, but rather a hyperlink to the file based on the file name in the project?