AdaptiveWork

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?

Hello Community, I am trying to build a workflow that will update a custom numeric field named “Sequence”. This field will run on the Project object and then assign a numeric value to every Milestone regardless of how many.For example:Milestone1 = 1001Milestone2 = 2001Milestone3 = 3001etc. The issue I am having is the variable I am configuring within the rule only provides me the last Milestone value and then assigns it to all the Milestones. Per my example above, there are 3 Milestones and the last Sequence value is 3001. All 3 Milestones are given this value creating an undesired duplication when ran on Sub Items from Project object.  Question: Is there a way to make this run so that the values are specified correctly per my example above without the duplication?

Planview AdaptiveWorkHi,Do dynamic layouts override profile layouts? And where do views figure in this picture? What layout will the views take?I also noticed while creating views that there are 5 options:one column layout two columns layout work plan layout resource planning layout financial planning layoutAt the project level, I have tried creating views using the 5 layout options and realise that there are some default info in each of the layouts that I do not need. How do I change/ edit, say, the resource planning layout?Any guidance will be highly appreciated.Regards

We would like to raise an enhancement request based on customer feedback regarding the way forecast revenue is currently calculated in AdaptiveWork.At present, the system’s financial model calculates forecast revenue at the project level, using the formula:Planned Billed Expenses + MAX(Expected Revenue, Revenue EAC) × Cost Allocation (%)This calculation is applied regardless of the state of individual tasks. As a result, tasks in “Draft” or “On Hold” which still have planned effort and billing rates continue to contribute to financial forecasts.From a business standpoint, this can be misleading, since Draft or On Hold tasks do not represent confirmed or active work and therefore should not inflate projected revenue.Customer Request:Introduce a system option (or enhancement to the Update Forecast logic) that allows organizations to exclude Draft and On Hold tasks from forecast calculations. This would provide more accurate and realistic finan

Hello everyone.I would like to set a rule that when a user changes the view to “highlight”, a dynamic layout is used.I know I can create a toggle but that's not as slick as the view just changing automatically.Thanks for any assistance

Hello! Is there a way to expand a text box within a form in AdaptiveWork? I know I can change the CSS in Global setting but that only allows me to make the default size of forms to wider or narrower. Scrolls do appear within the frame of the text box when the content is longer than the height of the text box, but it is annoying not being able to see what I typed at the very top without scrolling up. TIA, Jess 

Hello, Our PMO are Superusers within AdaptiveWork but will also be approving timesheets and supporting other staff with their timesheets. As we are superusers, we can see all timesheets within the system as a big list. However, when we go to the approvals module, we cannot filter effectively on items such asApprover User type ManagerThis will lead to issues in supporting staff effectively and would prefer to have the functionality that is available in the other areas where you can set a view and filter. Any help or development in place?

I am looking for some examples for workflows on the customer success page and noticed that there are links to the examples and headings for the examples but no examples.https://success.planview.com/Planview_AdaptiveWork/Configurations/Business_Rules# Does anyone know if these will be migrated from the legacy ‘blue’ success pages?

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 remin

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