AdaptiveWork

Hi,I have been reading about API keys here: https://success.clarizen.com/hc/en-us/articles/360011833079-API-Keys-Support and have hope someone here has experience about key management, especially with respect to their expiry.The systems I will be having to give API access into AdaptiveWork are likely to be externally managed, so there will be time and cost associated with changing keys, and I am obviously trying to avoid any time periods where the external system cannot access AdaptiveWork.I understand how to create an API key, but see that it has an expiry set on it by default of, I think, a year. Is there any way to create a key with a longer expiry (so I don’t need to worry about this ever ideally)?If not, is there any way to extend the expiry date so a fresh key is not required? (and ideally generate a reminder that it needs doing).If not is there a way to generate another key while the first key is still active - is this the intended usage of the secondary key?N.B. I am asking abo

I need to update the options of a picklist field from a custom action. Is this possible? And if so, what functions could I use to achieve this?

**EDIT:  The title should read “Effort to Duration Ratio”.  I don’t appear to be able to edit the title**Hello everyone.I want to produce a report that shows a ratio of how long it takes to deliver a project vs how much effort was assigned to it.I’d also like to assign the same formula to actual cost vs budget assigned.For example:  100 hours assigned but 200 hours duration would be a ratio of 2 - its taken twice as long to deliver as the hours assigned.  This is a key metric for us at it allows us to see how quickly we can deliver projects.The calculation is simple enough - $Duration / $BudgetedHours.  But I receive the following error: “Error: Formula evaluation result data type is Numeric instead of expected Duration" Thanks for any assistance

I have got a workflow rule that runs on an update to risk/issues, counting the total # of open risk/issues (by status) from the parent project. The counts returned are incorrect when the workflow runs it, but noticed that if it simply runs a second or two later it is correct.What’s the best way to incorporate a pause or delay to avoid this problem?

Is there a way in the workplan to force some tasks to start on Mondays ?

HiPlanView AdaptiveWorkOne of the excel templates for global custom fiscal calendar setup contains start of the month, end of the month and number of days in the month (which are computed in the excel sheet by formula). We did that and then imported the template. But there is hardly any noticeable change.Which makes me wonder what difference does global custom fiscal calendar make in processing of data?Any pointers will be highly appreciated.Regards

Hi everyone,For reporting purposes, I need to display — at project level — two specific fields:One showing only open risks One showing only open issuesBy “open” I mean those in status: Submitted, Opened, or In Work.Currently, I’m using the standard Risks and Issues fields from the project entity, but these include all related items, regardless of status, and they are not editable.I tried modifying the report by including Cases as related data, applying filters on status. This works in terms of filtering, but it breaks the structure of the report: I end up with one row per open case, while I need one row per project.Has anyone found a way to:Filter risks and issues by status at the project level? Or aggregate open risks/issues into a single field or count per project?Any suggestions or workarounds would be greatly appreciated!Thanks in advance,Fabrizio 

Hello everyone,Can someone point me in the direction of where the Burn Down chart is please?I’ve installed the financial highlights panel but there is no Burn Down. Thanks

Hi there! I’m trying to create a report to show incomplete timesheets by resource(based on a 37.5 hour work week). I’ve had success generating a report to populate the total submitted and approved time...but am struggling to calculate a resources missing time. When I create the calculation “37.5 hours - timesheet duration” it gives me an error: Error: Data types Numeric and Duration not compatible for '-' operation. Any ideas or recommendations are greatly appreciated :) 

Hello,Has anyone succeeded in updating the “owner” field of a task via a configuration rule ?I have a custom action that creates specific tasks but i’m not able to update the “Owner” field.

Hello,It seems only pick list fields can be used and displayed on cards of the hybrid view.How can i display the parent project name on my cards ?

I have a pretty simple issue to resolve, I think.I’m creating a custom action where i want to update $PlannedAmount with the following calculation:  $BudgetedHours * 40The error I’m getting is “Error: Formula evaluation result data type is Duration instead of expected Currency”I’ve tried a few different options but am missing the correct way to put together this request.Thanks all

I'm writing to request an enhancement for the AdaptiveWork tool to allow access to Change History data via the REST API. Currently, this capability is not available, and the only method to access Change History data is by manually exporting it to Excel. Given the increasing volume of Change History data, manual export is becoming cumbersome and inefficient.Suggested Enhancement:Develop a REST API endpoint that provides access to Change History data. Include necessary query parameters that allow filtering by date range, project, or specific change types to manage data volume and retrieval efficiently.Impact and Benefits:Streamline the data retrieval process for large volumes of Change History data. Enable automated integration of Change History data into other systems or processes. Improve efficiency in monitoring and reporting changes across projects.Implementing this feature would significantly enhance the utility of AdaptiveWork by allowing seamless integration and automation, thus s

Hello,Is there a way to import action items from a project template when creating a new project ?Files are copied over but not action items. Is there a workaround ?

Hello,Anybody knows how i can bulk edit permissions on an important amount of action items ?And also automatically apply permissions when the action item is created in the project ?

I am importing a project WBS and I am building a data loader import to capture the predecessor information for each workitem as a DependencyLinks import. In the source data, some of the Lag durations are in workdays (d) and some are in calendar days (ed). ed basically includes weekends, holidays, etc.  Is there a way to indicate the difference between these two duration types for my import?

We want to bring your attention to an important upcoming change affecting the AdaptiveWork-Salesforce integration through our iHub platform.🔔 Critical Update Overview Salesforce has announced the end of support for Workflow Rules and Process Builder effective December 31, 2025. This change requires action from all customers using our Salesforce integration. 📋 What This Means for YouSalesforce will discontinue support for Workflow Rules and Process Builder after December 31, 2025 No customer support or bug fixes will be available for these features post-2025 All automation will need to migrate to Salesforce Flow Builder🛠️ Our Solution To ensure uninterrupted service, Planview is introducing a new feature in iHub that will:Automatically convert existing Workflow Rule-based events to Flow Builder Enable new iHub events to be created directly with Flow Builder Maintain all existing integration functionality through this transition🔄 How the Transition Works When the feature is enabled:E

I want to check if we can remove the license from Planview AdaptiveWork when an account is disabled. We are using Azure AD as an IDP. Though we remove the member from SSO group, license assignment is still in place within AdaptiveWork. So, how to remove the license when an account is disabled in AD and removed from SSO group?

Hi All,Has anyone created a custom action where any open RAID items are automatically closed when a project state is updated to completed? 

I am able to make a report listing project assignment by resource within AdaptiveWork reporting by pulling in the Project and Resources module. Within the Excel Add-in I am having trouble locating the Resources module and. Does anyone know where it is located within the Excel Add-in? 

Hello,We have many employees who are part-time and we have adjusted their work schedules in the individual calendar so that their capacity is less than 100%. For example, a resource that works 30 hours per week (out of 40 hours total) will have a capacity of 75%.Our users get very confused when reviewing the Resource Planning module/view and compare capacity and assignment when Units is selected. The capacity of the resource might be 75%, so our users think that all of the assignments should only total to 75% or less. Actually, the assignments should total to 100% or whatever the target utilization is for the resource. Unfortunately, our users consistently fail to remember this and we have to retrain them continuously.Does anyone have any suggestions for how to help users remain that assignments, when viewed in Units, can be more than the capacity of the resource if the resource is part-time?Thank you,Carey

Workflow rule to calculate business daysBest regards, could you please help me with a function that can calculate the business days between the start and end dates of an activity, excluding Saturdays, Sundays, and holidays.Thank you.

Hello everyone,I need a workflow that will calculate a due date but will only count working days.For example, if I wanted the due date to be 1 day after the created date and the created date was Friday at 12:00, the due date would be Monday at 12:00