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AdaptiveWork

  • 290 Topics
  • 2 Replies
284 Topics
N
Nancy Pacitto
asked in Ask the community
Suggestions for a project not adding hrs accurately?

I have a single project that is not counting all of the hours logged in it (all approved). 10h were worked but the project sums are only recognizing 9h. I submitted a support ticket which was escalated to Tier 3, who hasn’t responded in more than a month.  Has anyone else experienced this with a project?  Was there any solution provided?

121
Aayush
Planview Falcons
J
julianm
asked in Ask the community
Custom fields on time-phase Labor Resources

I have introduced a custom currency field on Time-Phase Labour Resources with a workflow to update it when needed. The updated value does appear against the individual work-item in the Financial Planning View (following refresh of the financial data), and sometimes it appears correctly in the summary view, however sometimes it does not get picked up into the rolled-up number.My questions are : Can anyone let me know what triggers custom fields on Labor Resources Time Phase to be updated into the summary view? How are people handling custom fields on Time Phase Labor Resources if they cannot be trusted to always roll up in terms of presenting the information to users?  Thanks

461
Aayush
Planview Falcons
F
Planview Partner
Felipe VargasPlanview Partner
asked in Ask the community
How to move finances in time according to how the dates of the schedule move

I am contacting you to request clarification on the behavior of the movement of the finances recorded and associated with the activities of the project schedule as the start and/or due dates of the activities, milestones and projects are modified. Currently, the financial items that move with the project are those associated with the resources selected in the schedule as responsible for a certain task and that have a cost or billing rate. On the other hand, the NLR are not updated with the dates of the schedule, so it must be done manually. With this situation in mind, we are seeking to configure the system so that the finances related to the NLR also move according to the dates that can be modified in the activities, milestones and projects. 

121
Aayush
Planview Falcons
A
Silver Active Participant
athena.smithSilver Active Participant
asked in Ask the community
Change Reviewer Role to Stakeholder

Is it possible to rename the Reviewer role to Stakeholder? It would clear up some confusion for our Planview users if we could clearly relabel the field as stakeholders. 

292
A
Silver Active Participant
M
Bronze Innovator
Mayank BajpaiBronze Innovator
asked in Ask the community
Calendar exceptions

Hi Team , Is it possible to create a workflow which can help send a notification to the manager when a user adds a Timeoff/personal leave into their calendar

182
M
Bronze Innovator
K
Bronze Active Participant
Kirsten CBronze Active Participant
asked in Ask the community
How to view who has permissions to a Work ID

I am not sure I am able to find this information via the UI.  Does anyone already have a script that would tell me who was provided permissions to Work ID xxxxxxx?

251
A
Planview Falcons
J
Bronze Active Participant
JimMBronze Active Participant
asked in Feedback and Ideas
Whiteboards on other objects

Are there plans to make whiteboards available on other objects?   Users I have demo’d the new whiteboard feature to have all expressed that they would like to be able to run this feature from the User Object, User Groups and Meeting notes.   What is the rerasoning behind the current limitation of having whiteboards only available in Hybrid mode on projects 

361
M
Planview Falcons
D
Platinum Innovator
DeeptiPlatinum Innovator
asked in Ask the community
Validation rule to restrict completion of a milestone/task if ‘Executable’ field is false

Can anyone share example of validation rule to restrict milestone/ task completion if the executable field is false. I can see my first milestone is executable but my validation rule is throwing error to complete this as well.

381
Limori
Planview Falcons
D
Platinum Innovator
DeeptiPlatinum Innovator
asked in Ask the community
Send email to resources of tasks

When a milestone is created resources are automatically added to the milestone tasks but I am facing issue to send email to the resources. I used "send email" option but if a task has 3 resources then everyone is receiving 3 emails rather than 1 email per user.Resources to the tasks are added dynamically using workflow rule on task by assigning the user group.in send email recipients list I can't directly choose resources field however I have to choose the user group which I had assigned dynamically < link object > resource fields is showing blank. Can someone share example of config to send email to task resources and everyone should get only 1 email

531
Limori
Planview Falcons
D
Silver Innovator
dwill123Silver Innovator
asked in Ask the community
"Add Related" option missing from Discussions

Any idea why our “Add Related” link is missing on Discussions?  This is in Production.  In Sandbox there is no issue and the link is there.

141
Aayush
Planview Falcons
B
bc1
asked in Ask the community
In the Resource Load - Where does the Capacity value for a resource come from?

In the Resource Load - Where does the Capacity value for a resource come from.  I have a resource that has 5.33 days capacity a week, when it should be 5 days.  The resources calendar has not been edited.Thanks in advance :)

201
Aayush
Planview Falcons
B
bc1
posted in Ask the community
Power BI

Hi there - Just wanted to reach out with anyone who has linked Planview (AdaptiveWork) data to Power BI?How difficult/complicated is it to do (if at all)?Thanks

1031
Aayush
Planview Falcons
K
krissi
asked in Ask the community
API Endpoints

Can someone tell me the difference between these two endpoints?https://apie1.clarizen.com/V2.0/services/data/queryhttps://api.clarizen.com/v2.0/services/data/query

733
C
Planview Falcons
N
Planview Falcons
natienzaPlanview Falcons
asked in Learn and Share
How to grant temporary AdaptiveWork access

How to grant temporary Planview AdaptiveWork access Requirements:AdaptiveWork administrators need to enable system setting 1.10 'Grant Temporary Access' and decide if this button is available for 'All Users' or 'Admins only'. Purpose:If AdaptiveWork Customer Success team needs access to troubleshoot a support request If AdaptiveWork Admins need access to troubleshoot or test configurations Steps:1. Go to 'My Details' 2. Click 'Grant Temporary Access'*If the 'Grant Temporary Access' button is not available, it may not be available to “All Users”. In order to enable it for all users, please ask your AdaptiveWork Administrator to enable it according to the setting in the following link… (System Settings: 1.10 Grant temporary access)https://success.planview.com/Planview_AdaptiveWork/Global_Settings/Settings/System_Settings#1.Login_and_Password 3. Select accessibility period, click 'OK'4. Copy generated access link5. Send link to trusted users

400
N
Planview Falcons
K
Platinum Innovator
kayla.schwarzPlatinum Innovator
asked in Feedback and Ideas
Hybrid Work Management Views: Cards & Timekeeping

Hello, is there a way to enable time tracking in the cards within the Hybrid Work Management view? Similar to how in the Classic view, resources can report time directly to a task, is this doable within the Hybrid Management View against tasks either in the task list or via the cards?

201
Sai Sravan
Planview Falcons
F
Bronze Innovator
FWalkerBronze Innovator
asked in Ask the community
How can I see # of notes details when a note is assigned to a task?

I can see any notes added at the project level using the  # of notes column in the Overview (as below) but I cant find a way to get my hands on a similar readout to any notes assigned at a task level using the same # of notes column - any ideas gratefully received? 

173
Sai Sravan
Planview Falcons
K
Platinum Innovator
kayla.schwarzPlatinum Innovator
asked in Ask the community
Tracking Resources Who Haven’t Logged Time in a Project Report

Hello, seeking some advice on how to create a report that can show a list of resources that have not logged any time to a project within a specified period. Your recommendations are appreciated. Thanks!

141
Sai Sravan
Planview Falcons
K
Platinum Innovator
kayla.schwarzPlatinum Innovator
asked in Ask the community
Disable Email Notification When Timesheet is Reopened

Hi There,Anyone have experience disabling the email notification to resources when their timesheet is reopened? Thanks!

141
Sai Sravan
Planview Falcons
S
Silver Active Participant
ShanaSilver Active Participant
asked in Ask the community
Getting name of Primary Resource Group of User?

How can I create a custom field on the user which is the name of their Primary Resource Group? I want to use this group as a leading column in a report. Thanks.   

351
grant.mcallister
Planview Partner
J
julianm
asked in Ask the community
Manual set flag on months in resource planning view

Hi,Hope someone can help me with this.In the resource planning view for a task, without entering any specific resource data, I get a blue triangle in the top of certain months indicating manually set data. I have been assuming that is because I have set public holidays as non-working days in my organisation’s calendar.It would be great if anyone knows a way of setting non-working days without them showing as user-set data in the resource planning view.A further twist to this is that I notice that there are some months with manually set NWDs which do not show a blue triangle. Does anyone know why there is an inconsistency?ThanksJulian

171
grant.mcallister
Planview Partner
D
Silver Innovator
dwill123Silver Innovator
asked in Ask the community
Migrate and Deploy not showing Case Workflow Rules

I need to migrate some new workflow rules created at a Case level across environments. The Migrate and Deploy doesn’t seem to detect any workflow rules created at a Case level.Is it like this for anyone else?  

202
grant.mcallister
Planview Partner
J
Platinum Innovator
JessO
asked in Ask the community
New File as Default when attaching a file via a custom form

Is there a way make the “New” tab the default selection when adding an attachment to a custom action form? Please see the attached screenshot.I know it can be set to default in the Profiles and that’s how we already have it, but I would like to see it default to the “New” tab when adding a file attachment to a custom action form. 

536
J
Sai Sravan
Planview Falcons
Sai SravanPlanview Falcons
published in Learn and Share
[Video] Turning Texts into Trends: Sentiment Analysis for Smarter Project ManagementProduct Release

In AdaptiveWork, projects often include text fields, such as comment boxes, where users can share their thoughts or observations.While this provides valuable insights, manually reviewing and evaluating these unstructured texts can be time-consuming. Sentiment analysis uses natural language processing (NLP) powered by a large language model to automatically assess the tone of these entries—categorizing them as positive, neutral, or negative.This automated analysis helps you quickly gauge the overall sentiment, serving as an early risk indicator. Negative sentiments can highlight potential bottlenecks, while positive feedback can confirm project health and progress.  For more details on the basics, setup, and current limitations of Sentiment Analysis, check out the Sentiment Analysis Release Notes

240
Sai Sravan
Planview Falcons
Limori
Planview Falcons
LimoriPlanview Falcons
published in Learn and Share
Discover Two Powerful AI Features Now Available in AdaptiveWork!News

Exciting updates are here! 1. Copilot Text Assistant (Free & Available Now)Transform how teams communicate within AdaptiveWork with instant AI writing assistance.Key features and benefits:• Enhance any text across all text area / rich text area fields instantly• Create polished, professional content in seconds• Save time with AI-powered clarity and tone improvements• Seamlessly integrated - no additional tools needed2. Copilot for AdaptiveWork (Available by Request)Your AI project assistant that turns data into actionable insights.Key features and benefits:• Get instant answers from product and process documentation• Uncover project risks and patterns through natural language queries• Generate executive summaries with one click• Receive AI-powered recommendations for project successWant to know more?Check out the Customer Success CenterText Assistant | Copilot

310
Limori
Planview Falcons
F
Bronze Innovator
FWalkerBronze Innovator
asked in Ask the community
Can you delete a note assigned to a person in # of notes?

I mistakenly advised by PMs to use the # of notes column to keep a record of changes made against a person/resource, rather than against a task. I looked to see if I could easily delete the notes assigned to people but couldn't find a way. Does anyone know if there is a way of deleting a note in # of notes?

162
F
Bronze Innovator
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