AdaptiveWork

Hello everyone,I hope you're doing well!I wanted to reach out to the community regarding a peculiar issue I've encountered while importing a Microsoft Project into AW.I've been attempting to import a Project with planned work hours specified for each task (as shown in the first screenshot). However, upon importing it into AW, I noticed that the task assignment appears to be off (as depicted in the second screenshot). I'm curious if anyone else has experienced similar behavior or has any insights into what might be causing this discrepancy. Additionally, if anyone has discovered a workaround for this issue, I'd greatly appreciate any advice or suggestions you can provide.Thank you in advance for your help and expertise!Best regards, Maca

Hello, I have a weekly crosstab report that shows the week’s data but with headers of W-01, W-02, etc. which can get a bit confusing when looking at weekly data. Wondering if anyone has knowledge of if/how to set it so it actually show’s the week date? Thank you!

Hello! I’m being asked to create a report where we can see if a project is adhering 75% to the original timeline. I thought about creating a custom field based on a formula which would divide $BaselineDuration by a value that is calculated from a field with the formula DateDiff($BaselineDueDate,$ActualEndDate,’d’). I get an error when doing this,  “Error: Data types Numeric and Duration not compatible for '/' operation” If I try to save DateDiff($BaselineDueDate,$ActualEndDate,’d’) as a duration instead of a numeric value, I get the error: Error: Formula evaluation result data type is Numeric instead of expected Duration.

Hello all, I was wondering if there was a way to automatically send an email to the owner of an action created in Meeting Notes? For example, I created a meeting note and within it, created an action item and assigned an owner. Do I have to enable a setting or create a custom WFR? Thank you. Jess  

I have a case where a user has transitioned from one user group to another. We use capacity planning and his manager has changed, so his new manager needs awareness into his capacity. Since the user has active staffing requests, the system will not allow me to delete him from one group and add him to the new group. The only way I can think to do this is very manual - doing a resource replacement for all projects he is a resource for (replace with a placeholder), deleting him from his old group, adding him to his new group and having to go back in and resource replace the placeholder with his name. This resource has over 50+ staffing requests so this task will be rather time consuming. I’m looking to see if anyone else has had this happen - a resource needs to move from one group to another with active staffing requests - and if you’ve found a quicker way to get this completed?

Attention Slide Publisher users!The old Clarizen Slide Publisher PPT add-in will soon be retired from the Microsoft Office Store. A new and improved version is available now under the Planview Microsoft Account.Here's how to get the new Slide Publisher PPT add-in:Remove the old Clarizen Slide Publisher PPT add-in:  Go to File > Options > Add-ins. Select Manage PowerPoint Add-ins and click Go. Find Clarizen Slide Publisher PPT add-in and click Remove. Install the new AdaptiveWork Slide Publisher PPT Add-In: Visit the Planview Microsoft Account and search for "Slide Publisher PPT Add-In". Click Add to install the add-in.  For more information click here Note - Please make sure to remove the old version before installing the new AdaptiveWork Slide Publisher PPT Add-In version.We welcome you to comment down the firsthand experience down below.

Hello Planview Community,I’m creating a report where I want to show our calculated utilization % month to month YTD but I want to exclude months with 0 data in it within the highlighted calculations as it drags down overall %(i.e. future months). I tried filtering the highlights to exclude where approved time is not null but get this error: Data types Duration and Numeric not compatible for '<>' operation. Seeking any advice on how to set our report Highlights to calculate from only months that have data - so exclude the 0 data of future months(since we wouldn't have utilization for the future yet). Example: Total January and February data calculates to 80% but due to the highlights calculating data from future months with no data yet, it shows the total highlight as 20%. Appreciate any input. Thank you!

Hello Planview Community,Could use some advice on how best to implement conditional formatting for a report based on calculations. Context: I’ve got a report that shows the calculated resource Billability % and each resource has their own billability targets (Target Utilization % Field). Inquiry: How do I set conditional formatting in the table so that the text is red if the calculated Billability % is less than the individual resource’s Target Utilization %?  I’ve tried going into the advanced settings for the conditional formatting but can’t seem to find the Target Utilization field that’s configured to Users. Many thanks!

Good Morning All!I’m relatively new to the Planview environment, so forgive me if this is a very simple thing that I just haven’t found in my search within this forum. We have a custom action called ‘PM Assignment’ where we can assign a project manager, and it will run through and assign that PM resource as the Project Manager and owner for all the work items. However, that same action does not assign the PM as the ‘resource’ thats assigned the task, that’s still a placeholder. We cannot use the ‘native’ replace resource, as the team responsible is handling hundreds or projects per day, and I’m trying to reduce the number of clicks for them. Has anyone attempted something similar before? Am I overthinking this? 

Hi. We have enabled the "Daily Trend Snapshots" app in our AdaptiveWork system but we don’t display the "% Progress" contextual panel that this app includes. How can we access to this panel? Or how can we display the project expected progress vs actual progress trend?

We need to have more than one baseline and restore baselines to active schedule.

Is there a way to grant project property card edit permissions for profiles other than project managers?

Hello,I’m trying to generate a report that would display the number of people in each User Group. I have been able to get a chart to display this information but am unable to produce a table with this information. Does anyone know how to display this in a table?The parameters I have for the chart are as follows:Report on: UserInclude related data: GroupChart Type: StandardX-axis: User.Groups.NameY- axis: Display Number of People Thanks for any advice!Carey Petrie 

Hello all, need your help to figure out how to regain a resource planning view with both actual and forecast resource hours. I used to be able to see the previous view (first screenshot) when using Resource Planning but now I’m only able to see the top row (2nd screenshot). Thanks in advance. JPrevious view Current view 

Hello,Is there a way to load / import Task Assignment against a task within a Project?We have explored the ‘Data Loader’, however we have had little to no success with the available templates to load data in. Has anyone got any tips or methods to do this? Thanks.For example we would want to load this kind of info:Name: Joe Bloggs Date/Period: 01/02/2024 Number of Days: 10 dThanks!

Hi All,When utilising AW Report Charts in Slide Publisher, is there any way to adjust the font size of the text (e.g. labels, legends, URL) as whatever we try to do they come through pretty large….Outside of Report Charts we tend to just adjust the font size of the placeholders, but the same approach does not seem to work for Report Charts. Thanks! 

Is there a way to grant project property card edit permissions for profiles other than project managers?

Hi everyone!I hope you're all doing well. I'm reaching out once again with a question that I'm hoping the community can help with.Context: Recently, we've implemented capacity management within our company, and we've encountered a challenge in tracking the reasons for rejecting staffing requests. It's become apparent that having a log or record of the reasons for rejection would greatly benefit our resource and project managers, while also provide an audit trail. What We've Tried: Discussion Posts: We explored using discussion posts within staffing requests to capture rejection reasons. However, we found accessing these discussions to be cumbersome, requiring users to navigate through multiple clicks. Is there a way to streamline this process, perhaps by displaying discussions as a column? Custom field + Custom Action + Workflow Rule: Another approach we considered was creating a a pop-up window would prompt the rejecting user to enter the reason, upon rejection. For this we created

Hi everyone! Looking for insights on our lastest challenge: reporting on tasks from a Project and its Sub-Projects in one slide. Context: Our project operates in Phases (sub-projects), each with its own set of tasks and milestones. These phases often run concurrently, meaning we might have "Phase 1 - Testing" and "Phase 2 - Design" happening simultaneously. Weekly, we provide project progress updates to stakeholders via a .pptx file generated from AW. This one-pager typically includes Project details, RAG (Red, Amber, Green) status indicators, and a table displaying upcoming tasks alongside their due dates and statuses.Attempts so far:1.  Initially, we attempted to incorporate Sub-Project tasks into our existing table by adding a new row. Unfortunately, this approach only populated the Sub-Projects themselves and failed to include tasks from within each sub-project.2. We also experimented with repeating slides for each Sub-Project's tasks. While this method successfully displayed tasks

We have Project Managers with “Full User” licenses and Engineers with “Team Member” licenses who work on the PMs’ Projects. We’re finding that the Engineers (Team Members) cannot break down a Project Task they’ve been assigned into sub-tasks. The only type of Task they can create in AdaptiveWork is a standalone “To Do” type Task (one that is not associated to a Project).I wasn’t sure if that is the intended behavior for a Team Member or if we have a Permission preventing that task creation. The help for  Licenses  is not crystal clear on that, though it sort of implies “no task-creation for Team Members” (and trying to understand the relationships between User Types and Licenses is every more mind-boggling 🤕).Would love an authoritative answer.

Hello again!How do I change the currentuser() to display plain text First Name Last Name? Thank you and regardsJess

Hello again!How do I change the currentuser() to display plain text First Name Last Name? Thank you and regardsJess

Hello Planview Community, Appreciate any advice on how Admin’s can set a percentage on a resource’s available capacity. For example, for Managers, we’d like to indicate that their available capacity for Billable work is 50% of their calculated capacity, so that when reporting Billability, it only takes their Billable Time / 50% of their capacity? Thank you very much!

Extension Healthcare, a leading healthcare solutions provider, has grown significantly year-over-year. Their clinical communications and collaboration software has been implemented in 200+ hospitals since the launch in 2009. However, their existing basic project management software was limiting further expansion. Extension Healthcare also grappled with a variety of ad hoc communication tools and channels, which was causing an inconsistent and inefficient approach to collaboration.To solve its key challenges, Leo Lovely, Extension Healthcare’s Director of Professional Services, and his team evaluated various project management solutions, and after a trial period AdaptiveWork was chosen. “We took a phased, crawl, walk and run approach to implementation, and added functionality as we moved forward. While we wanted to get up and running as quickly as possible, we didn’t want to overwhelm our professional services associates with an excess of new functionality or workflow changes – especial

Wanted to edit New User “Send Invitation” email:Add CC to the person who sends the invitation Format the email with wordingsIs this possible? or can we have this feature added?