AdaptiveWork

Currently, AdaptiveWork does not provide the ability to include page numbers in PDF extracts. Users exporting reports or documents in PDF format cannot reference specific pages, which affects readability and usability, especially for larger files shared with multiple stakeholders.Proposed Enhancement:Introduce an option to automatically include page numbers when generating PDF extracts. The feature could allow users to configure the page number placement (e.g., header or footer) and formatting style (e.g., “Page X of Y” or simple numbering).Business Justification:    •    Improves document readability and navigation.    •    Enhances professional presentation for exported reports.    •    Facilitates easier reference and discussion of specific pages in printed or shared documents.    •    Aligns with standard document export expectations in enterprise applications. 

When evaluating and prioritizing new product projects, it is typical to analyze profitability.  Such a common metric is calculating Net Present Value (NPV), while extension may be Break-even, IRR, etc.This functionality seems to be missing in the financial planning aspect of AdaptiveWork.  Is it possible to add in such functionality of calculating an NPV for various time periods (e.g., 10-year and 5-year NPVs_?Has anyone built their own profitability report inclusive of the time value of money based on the standard profitability fields that they can share? Thank,Ginger

In Planview AdaptiveWork, the Resource Load view currently displays data over a rolling 12-month period.Our customer, EDF Solutions Solaires, requires the ability to:View and plan workloads by full calendar year (e.g., all of 2025, 2026, etc.).Extend visibility beyond the current 12-month limit, ideally without restriction or at least across a multi-year horizon.This enhancement would significantly improve long-term capacity planning and portfolio forecasting, especially for organizations that plan staffing and project demand several years in advance.Suggested improvement:Allow configuration of the Resource Load view’s time range byenabling users to define a custom date range (up to 36 months or 48 months etc),Business impact:This capability is important for EDF’s long-term capacity planning and portfolio forecasting.

Hello,Can someone please advise where’s the configuration/ setting for locking any past data, specifically staffing requests?We have staffing requests that span past months, current and future months. The past months have lock and rightly so. Project Manager cannot make the past months staffing requests 0. Resource Manager (RM) cannot approve a request if it contains past months along with current and future months. So, what’s the options left?The PM needs to delete the entire staffing request and create a new one with current and future months and then the RM can approve such a request. This eats into the PM’s time.So how to tackle this problem (other than requesting RMs to approve/ reject on time?) I was hoping that the past months’ data for admin can be unlocked so that they can make it 0 and then the RM can approve.With just the staffing requests lying there, I am pretty sure that no one can submit timesheet unless approved and the requests translate into project assignment.Any hel

Evaluate the provided options and select the statement that accurately describes the Re-Open Fiscal Month process.

Your AI assistant is getting a major upgrade with more intelligence, better insights, and the same easy conversational interface.  What's happeningSee the new Anvi logo across the application, replacing the old Copilot logo Planview Copilot is now referred to as Planview Anvi™ Copilot Chat is now referred to as Anvi Chat Copilot Workflows are now referred to as Anvi AgentsWhy it matters:Anvi brings deeper domain expertise from thousands of enterprise implementations. It understands your work context across 60+ connected systems, revealing insights and dependencies that standalone tools miss.What you get:More intelligent recommendations based on proven patterns from thousands of enterprise implementations Contextual understanding across your complete work ecosystem with 60+ connectors Advanced risk identification and optimization opportunities Enterprise-grade security with data that's never used for AI training------Questions? Check out the Customer Success Center for more detailsWhat

Hello, I am trying to use a Validation rule to block the completion of a task and redirect them to a custom action. This part was easy. However, the text in the pop up is plain text and does not show as a URL Link (Blue/Underlined). How can I fix this? Here is the code I am using…<a href="{GetCustomActionUrl(<CustomActionName>,GetRuntimeParameter($ParentProject))}" style="color: blue; text-decoration: underline;">Update Closure Notes</a> I have also tried the following…{Hyperlink(GetCustomActionUrl('CustomActionName',GetRuntimeParameter($ParentProject)),'Update Closure Notes')} Both versions work but neither show the URL link with Blue/Underlined to stand out. Please advise 

Hello,It’s been a week now that when in a discussion i select a group of users or a discussion group in the “notify”, no notification and no email is sent.When i do the same by tagging the members individually, it works fine.Anybody else encountering the same issue ?I have evidence that it worked fine on my first post last week.

Hi Community,We’re trying to update rate cards per project that are based on primary user group assignments rather than the user Job Title. If we update the overall Group Rate, we won’t be able to tailor it per project, which you can do with the Rate cards assigned to each project. However, our organization has many different Job Titles that it would take a lot of manual oversite to add a new job title to each rate card for each project...however our user groups are pretty standardized.. Does anyone know how to do this or any suggestions?

Hello Community, I am trying to show the Current Active Milestone at the Project level for visibility on projects and reports. I was able to create a rule that updates this field based on a filter using State = Active and Executable = True. When there are dependencies used and only one Active/Executable Milestone at any given time on the project, this works flawlessly. The issue arises when there are older WBS in play and dependencies are not properly used. In this case, there can be multiple Milestones with Active/Executable state and the rule always updates with the last Milestone not the first, which would be the preferred outcome.  Question: Short of updating every project to use dependencies at the milestone level as a limitation to this configuration, is there anyway to bypass this issue and roll up the Current Active Milestone wheather there is one that matches or the first milestone when there are multiple matches.Hope this makes sense. Thanks in advance.

Currently, the AdaptiveWork Data Warehouse (DWH) process automatically performs incremental data loads after the initial full extract. Customers have no option to manually initiate a full extract when needed.Several use cases such as new integrations, go-live transitions, or troubleshooting data inconsistencies require the ability to perform a full extract on demand.Business Justification:• Enables customers to self-manage data refresh needs, especially during go-live or post-configuration changes.• Reduces dependency on Support for DWH resets.• Improves turnaround time and flexibility for teams integrating AdaptiveWork data into downstream analytics and AI platforms.• Minimizes project delays due to partial or outdated data during key milestones.Proposed Enhancement:• Add a configuration option (via UI or API) to select between:• Full Extract: Pulls all data for all configured objects.• Incremental Extract: Pulls only changes since the last successful run.• Optionally include scheduli

Planview AdaptiveworkHi,I have a resource who has already been assigned to Project A, say 0.5 to Sep and 0.5 to Oct, now,If the same resource’s allocation needs to be increased - to be assigned 0.6 to Sep and 0.6 to Oct, how should the staffing request be, should it be for delta, i.e,. 0.1 and 0.1 or 0.6 and 0.6 respectively. If the request is in the latter format, the capacity planning shows 1.1 and 1.1, overallocation. If it is delta, then it becomes challenging to track. What is the best practice? If the same resource’s allocation needs to be decreased - what should be done?We do not want to turn off the staffing request required flag as we want the resource manager to approve.Any advice will be greatly appreciated.Thanks

Planview AdaptiveWorkHi,As an admin, I found that a particular user has both the Project Manager profile as well as Resource Manager profile (the Project Manager profile is active) by navigating to:Settings - Profile and selecting Project Manager profile - Members and similarly for Resource Manager profile.My question is - how to produce a custom report to identify all profiles for all active users.When I use the user object, I can only get the active profile. When I use the user, profile and profile members objects, the results are all skewed.As AW doesn’t have any join provision, reporting seems to be like searching for needle in haystack.Can someone please advise what all objects to join?Thanks

We plan to only use a custom action for adding risks and issues and would like to remove the OOTB Add Related options for both to minimize confusion when adding risks and issues 

Hello,Does anybody know why I cannot retrieve the “resources” field when working on a workflow rule for a task ?I want to automatically assignt tasks when specific criteria are met but i’m not able to find the “resources” field in the formula sections. 

Hi community - I’m having an issue with pulling a report that shows a list of all our portfolio projects, however the report is pulling both parent and sub projects, ultimately double counting. Does anyone have any tips on how to only show:projects with no sub projects + sub projects of projects with parentsFor example, project “a” has sub projects “b” and “c”. Our reporting is pulling through metrics from project “a”, “b”, and “c” which is double counting, inflating our metrics. Any tips are greatly appreciated! Thanks.

Hello PV Community,Does anyone have experience or know how to move cases from one project to another? We have several cases associated to a project that can’t be re-added manually to the other project - so is there a way to bulk move cases? Or maybe export then re-import them in bulk?Many thanks!

Is it possible to run a Custom Action when a Workflow Rule is triggered?

Hi,PlanView AdaptiveWork - Creating reportI need to create a report that lists for a particular project:-all project assignments by month-all staffing requests (this includes named requests as well as those unnamed request by job titles) by monthI am able to create the project assignment project by month by using the objects - User Resources→ Capacity Time Phased Data (monthly)→ Labour Time Phased Data (monthly) but then clueless on how to get staffing requests including in this.Looking for any advice on which objects to choose to create such a report or link to any tutorials on reporting.Thanks 

Hi, I’ve got a configuration which adds a Project Start-up and a Project Closure Milestone (created from templates) to a project. Is there any way to force the Project Start-up milestone to appear at the start of the project in workplan view? The default seems to be to add to the end which happens to work for the Project Closure milestone.More generally, can I specify in a workflow that a particular new work item should be before or after an existing item? Effectively I want to manually set the Sequence Order in the Hierarchy link for the new task, but I don’t think I can do that.Thanks

Hello,I’m trying to automate task assignment on my projects by custom action and scheduled workflow rule.I’ve tried to follow the guidelines i found here : https://success.planview.com/Planview_AdaptiveWork/Capacity_Planning_and_Resource_Management/Project_and_Task_Assignment/Automate_'Apply_Task_Assignment'_with_ConfigurationsBut when i execute the action on a project, nothing seems to happen.Has anyone succeeded before ?

Hello!We are facing some challenges with the duration of some tasks. We are working with Fixed duration tasks and the duration is changing without intervention from the project manager or team member. Has anyone experience this? How can we figure out what’s causing this change / solve it?Thanks 

Planview AdaptiveWorkHi,It would be a good user experience if both the project assignment and staffing request were on the same page. I found an article online to make that happen Requesting Resources (Staffing Requests) – Clarizen Success, but this doesn’t work. Anyone was able to get both of them on the same page/ view.ThanksRegards

Our resources are located all over the world and as a Project / Program Manager we need to be able to see in Portfolios when the resource and project calendars misalign.  We are looking to create an alert or flag to notify them when there is such a discrepancy that requires their intervention.   When searching CSC, I have not been able to locate articles or suggestions on how we can supply them with that without using “AdaptiveWork” which is not in the budget. 

Many of my colleagues speak Italian as prior primary language and struggle with English. Would it be possible to add Italian language to AdaptiveWork?