AdaptiveWork

Currently, certain UI elements - such as custom action buttons - do not appear or update until the user manually refreshes the page after performing an action (e.g. uploading a file). While the existing behavior is intentional to avoid disrupting multi-tasking workflows and prevent loss of unsaved data, it can create confusion for users who expect the interface to reflect changes immediately.Use Case:A user uploads a file on a project page and then navigates to the Actions menu expecting to see the 'UAT Plan - Send for Approval' button. The button does not appear until the page is manually refreshed, which feels unintuitive.Proposed Enhancement:Introduce selective/partial page refresh functionality, where only the relevant section of the page (e.g. the Actions menu) updates dynamically in response to a user action, without triggering a full page reload. This would preserve the user's current workflow and unsaved data while ensuring the UI stays in sync.

We're excited to announce the latest release of AdaptiveWork with powerful new features and enhancements!Release Schedule:Code Release: April 12, 2026 Feature Release: April 19, 2026Portfolios and ProjectsNew Import Workplan (GA)Streamline your project setup with enhanced Import Workplan functionality! Upload or update project Workplans directly via Excel files with improved reliability and performance.Key Details:Supports English, French, German, and Spanish Perfect for bulk project updates and initial project setup Now fully available to all usersFull Screen Support (Labs)Maximize your workspace and boost productivity with full-screen mode for Workplan Grid and Gantt views.How to Access: Contact your Customer Success Manager (CSM) or Account Executive (AE) for early access to this Labs feature. Planview Anvi EnhancementsStaffing Optimizer (Labs)Let AI do the heavy lifting for resource allocation! The new Staffing Optimizer provides intelligent recommendations for optimal resource ass

The Project module currently allows users to configure lookup filters within specific views (for example, "My Projects"). However, these filters, such as those applied to the Business Unit field, are user specific and are not enforced globally across all users.Business Requirement:The customer requires centralized control over the Business Unit filter values to:Ensure consistency in project data selection across all usersLimit available Business Unit options to only approved valuesMaintain standardized reporting and data governance across the organizationCurrent Limitation:Lookup filters are applied only at the individual user or view levelThere is no option to enforce filter values globally across all usersThis can lead to inconsistent filter behavior and potential data discrepancies in reportingRequested Enhancement:Provide the ability to configure lookup filters for fields such as Business Unit at a global level within the Project module, ensuring that defined filter values are:Enfo

The out-of-the-box Resource Summary report provides a comprehensive view of timesheet data, including work items, hours, cost, billing, and profitability. However, it currently does not include the Timesheet “Reported Date” (time entry date) as part of the report output.While the report allows filtering using <Timesheet>.Reported Date, the absence of this field in the exported results (Excel) limits its usability for detailed analysis.Business Requirement:Users require visibility of the date associated with each time entry within the report output to: Analyze time data across specific days within a selected period Perform monthly or multi-week reporting with clear date-level breakdown Support financial reconciliation and audit use cases Enable accurate downstream processing in Excel Current Limitation: Date field is available only as a filter, not as a report column Report output is aggregated without temporal granularity Requested Enhancement:Add the ability to include T

Permission inheritance for Action Items and Decisions does not work the same as with Cases (refer to setting 3.14) - and this seems like a defect. Ticket has been logged with Support (but also reaching out to the Community). Use Case:User added to project permissions with View access Inheritance works as expected: user can see all Risks, Issues, cases associated to the project regardless of the Case creation date For Decisions and Action Items, user can only see new items created after the View access was granted. Only workaround is not much of a solution:  Add the user as the Owner, or explicitly add as a Viewer via the Permissions for each individual Action Item or DecisionThis is a large gap in functionality that I would expect Planview to either resolve as a break/fix type enhancement, or offer some packaged WF rule that synchronizes the permissions accordingly. Are there any solutions or options here???

Is it possible to create a custom text field allowing more than 2000 characters ?

We are planning to use the function getwidgethyperlink in a WFR to create a link to the Project Gantt in a url field on all Tasks and also include the link in our Executable Task emails.The current issue is that the Gantt is only displaying the following columns: ID, Name, Start Date, Due Date and % Complete.  We need it to display different columns.Where is this function getting the layout for the Gantt?I’ve read some AI responses that state it is pulling it from the last “saved view” when viewing the Project.  That is not accurate, the layout described above does not match any of our Gantt views saved in our Project views.Please help… what am I missing?

Hello, I had reached out about an issue where Validation Rules and Workflow Rules don’t fire on the mobile app. I was informed that it is because the mobile app uses API and several of our Workflow Rules check for NOT(IsTriggeredBy(‘API’)) to allow for our integrations to make API calls on the web page. We need to have the ability to separate out the IsTriggeredBy(‘API’) function to differentiate between the mobile app and the web app to prevent users from taking unwanted actions in the mobile app.

Currently, the GetWidgetHyperLink() function used in workflow rules only supports generating widget links for Gantt and Roadmap views.Customers using workflow rules to send automated emails would like the ability to dynamically generate a widget link for the Project Overview (card view). This is especially useful when emails are sent to stakeholders who do not have AdaptiveWork licenses but still need visibility into project details.At present, the card view widget can only be created manually from the UI, which is not practical when workflows need to generate links dynamically for multiple projects.Requested Enhancement:Extend GetWidgetHyperLink() to support generating a Project Overview / Card View widget link that can be used in workflow-generated emails.Benefit:Allows automated workflow emails to share high-level project information with external or unlicensed stakeholders without requiring manual widget creation.

I just want to add a user to a group in a workflow rule. Where is the Group User Link for new item type?

When selecting a risk to delete you are presented with the option to unlink or delete. When deleted, should the risk appear in the Recycle Bin? We couldn't find deleted risks reported by a PM in our Production Recycle Bin and when testing in our Sandbox the deleted risk also did not appear in the Recycle Bin. Is this expected behaviour?

We have Project resources that have “Team Member” license and we would like for them to be able to see the full project Gantt and update their tasks in that view. These resources work in several projects at the same time and the Tasks Module/ My work gets very confusing with all the tasks and sub-tasks that are listed. I know that they can enter the Tasks details and configure a view to show the Gantt + Grid and update the tasks in that view. Still, they need to be able to find which is the “main task” that can provide the biggest “umbrella”, otherwise they might end up in one of the sub-items. For a tool that claims to be collaborative this is a limitation that decreases team engagement. Ideally, the team member should be able to view and update only the tasks assigned to them, without messing around with the other team members tasks. Does anyone found a workaround? And a widget of the full project is not the solution, since it’s read only. Thanks

Hello community, could use some advice on how best (if possible) to build a report that shows the total hours logged against specific work items of our Internal project vs. total hours logged against the rest of our billable projects? Is it possible to report on both levels within the same tab? The goal is to show the breakdown of hours logged against Admin tasks with our Internal project VS total hours logged against all our billable projects.Thank you!

Hi, I need some help with setting up a report for on Clarizen. I want a report that shows all the deliverables that my team members worked on in the last quarter with the work, budgeted work, actual effort and work variance fields. could anyone help me with that?

Hello, We would like to be able to disable the + icon at the bottom of the menu at the organization level for the AdaptiveWork Mobile App or at least be able to hide the Start Stopwatch and New Task options. We don’t want users to be able to use a stopwatch as it causes issues with our billing and we only want specific users to be able to create Tasks.We have the + option hidden with CSS on the web for most profiles, but it seems that CSS is not supported on the Mobile App.

Hello, We would like to be able to disable the Call Work, Call Mobile, and SMS options on the mobile app as we do not use this functionality and it causes unnecessary clutter and confusion. The options show at the top of the user profile on the mobile app.

I am writing a workflow rule, and I want to send an email in this rule and include a link to the widget version of the project, since some of the recipients will not have licenses.  However, when I try to use the function GetWidgetHyperLink Function - Planview Customer Success Center, I see that my only choices are ‘Gantt’ or ‘Roadmap’. Why can’t I do just a regular card view, like when you generate the widget by hand? Is there any way around this? I really need the overview details, not the schedule. In other words, a dynamically generated widget link of the card view. 

Hi, We are wanting to change the default replace resource filter for ALL users in the system to ‘Filter Based on the Type of a Resource’. We cannot locate any default find window filters via profiles to modify, nor does the ‘Save as Default’ option in the bottom left set this as a default filter for all users.Where can we go to modify this filter and adjust the default filters in AdaptiveWork? Or is this a training issue where we need to train users to set the default accordingly for themselves?Thank you!  

Currently in the resource planning screen assignments are only visible if the resource has allocation at a task level - we plan our resourcing at the project level and so the majority of our project assignments are missing on this screen.

On the assign resource screen from capacity planning, it is not easily possible to over allocate a resource. If you want to assign the full demand to a resource even if that takes them over 1FTE, you have to manually override the assignment figure in the lower box for every week where that situation occurs. This means a lot of typing for a long project.  

I’d like to request that this functionality that appears on the project assignments tab is added also to the staffing requests tab:  

Listing down PV system errors we’ve encountered, along with the issues we raised to PV Support and their corresponding answers.This thread is intended as a reference point for troubleshooting and knowledge-sharing within the community. Please feel free to contribute additional errors, fixes, or clarifications so we can keep this resource comprehensive and up to date.

I am trying to write a validation on creation of a new parent link to prevent a leaf task from having subtasks added to it if the task has labor and/or non-labor resources assigned to it. It is relatively easy to check for labor resources using this logic:$Parent.EntityType='Task' && $Parent.ResourcesAndPlaceholdersCount>0    but I can’t see any field against the Parent to indicate explicitly that it has an NLR. I can use something like:Not IsEmptyOrZero($Parent.BudgetCostNLR) || Not IsEmptyOrZero($Parent.PlannedRevenueNLRhowever, this won’t pick up zero cost and revenue NLRs associated with the task. Does anyone know of a better way to identify if a task has NLRs associated to it?For information: If I don’t prevent subtasks being added to a task with NLRs, then all the NLRs associated with the new parent task are deleted by the system and ‘lost’ without any warning.Supplemental question: I selected to use ResourcesAndPlaceholdersCount (# of Resources) to identify if there a

Managing dual languages using login environment language is supported only for standard fields.Unfortunately this functionality is not available for custom fields.For international companies that use multiple languages such as French/English, how do you manage this issue? Thanks in advance.

For the creation of iframes to display Power BI reports in AdaptiveWork, I want to embed an iframe at the project level and another at the portfolio level. However, I would like to apply dynamic filters based on the project (or portfolio) I am viewing, so the report filters the data automatically. How can I pass parameters from AdaptiveWork to Power BI for automatic filtering? Thanks in advance !