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AdaptiveWork

214 Topics
O
Bronze Active Participant
Oscar SuarezBronze Active Participant
asked in Ask the community
How to get a project copy with no relationship to the original project.

Hello community,I would like to know if you are aware of any alternatives for creating copies of projects in Adaptive Work. Here are the challenges we’ve encountered with the existing methods: Copying and Pasting Schedules: When we copy and paste the schedule from the original project to another project, dependencies are created between the activities of both projects, even altering the original schedule. Excel Import/Export Functionality: While using the import/export functionality in Excel, the activity IDs remain linked between both projects. If we remove the IDs, it affects the hierarchy of activities and subordinates. MS Project Import/Export: When importing MS Project files into Adaptive Work, the dates are restricted as “user-defined,” preventing automatic planning calculations (such as dates and durations). When attempting to make copies of projects with a large number of activities using any of the three alternatives mentioned above, it requires a very tedious and complica

1384
O
Bronze Active Participant
4 months ago
M
Platinum Innovator
maria.moranPlatinum Innovator
asked in Ask the community
Dynamic Summary Card Layout

Hi there!We have been creating reports and dashboards, and noticed that for some graphs, you can hover over the Project name and get a Summary card displayed. We like that, as it provides complementary information to the data on display. However, the summary card layout is the same anywhere you are looking at it.For example: we are now focused on financial dashboards, so it’s valuable to add to the summary card information related to the Project Budget, Actual Cost, Forecast. However, if we are looking at a demand dashboard, such information wouldn’t be that valuable. Is there a way to create a dynamic layout for summary cards? Maybe add a rule to make it contextual? Thanks! Maca

130
M
Platinum Innovator
4 months ago
D
Platinum Innovator
DeeptiPlatinum Innovator
asked in Ask the community
Why are Custom Object rows created at project level are not reflected under milestone task?

I have created a custom object and link is created at project level and task level. In my project the PM should enter the rows at project level. And team members should update different columns for same rows. But same rows are not reflecting under milestone tasks. The custom object at task level is showing blank even though the rows are added at project level.Is there a way to sync the data?let me know in case i need to share the custom object sample here for better understanding.

151
bkrutiy
Platinum Top Contributor
4 months ago
J
Bronze Active Participant
Jhon BorreroBronze Active Participant
asked in Ask the community
Enable Calendar View

Hello,I would like to configure the Calendar view shown in this link:  Calendar View - Planview Customer Success CenterBut it is not clear what the step by step I need to do to enable it in Adaptive Work 

291
bkrutiy
Platinum Top Contributor
4 months ago
S
Planview Falcons
SomPlanview Falcons
published in Learn and Share
Exciting News for Microsoft Teams Users! 🚀News

The AdaptiveWork app now seamlessly integrates with Microsoft Teams, enhancing collaboration and streamlines communication within your project teams. Here's how Teams Integration can help:📊Connect Project Boards: Link your AdaptiveWork project boards directly to your Microsoft Teams channels for streamlined collaboration. AdaptiveWork Application in MS Teams Getting Started:🔐Admin Access Required: To set-up this powerful integration, ensure you're an Administrator or Owner in your AdaptiveWork account.👥AdaptiveWork License: Users will need an AdaptiveWork license to access the app within Microsoft Teams. The first-time login is quick and easy!👀Project Access: To view connected projects in Microsoft Teams, users must have access permissions in AdaptiveWork. Discover a new level of efficiency and enhanced collaboration like never before!To know more, 🖱️ here! 

451
J
Platinum Innovator
4 months ago
J
Platinum Innovator
JessO
asked in Ask the community
Data Loader - members of group update

Hi all,I’m hoping to get some assistance with data loader. I’m trying to add members to existing groups and using update to add the members. However, it keeps saying that the field Member is not updateable using the item type: GroupMembershipLink. Can someone advice which item type I should use if this is not the correct one. There is more than one member per group separated by commas.Thank you :) Jess  

70
J
Platinum Innovator
4 months ago
N
Bronze Active Participant
NcherpakBronze Active Participant
asked in Ask the community
Bulk Project Assignments for One Resource

Can I assign and delete tasks at the user level? Use Case: We have hundreds of projects and if someone new joins, or terminates, I have to manually go into each project and add or remove them. There has to be something I am missing that I can simply add bulk projects to one project and not have to go in to each one.

1894
C
Bronze Innovator
4 months ago
E
Silver Active Participant
eric.abonceSilver Active Participant
asked in Ask the community
Why do manually updated resource's demand hours in the capacity planner disappear by the next day after submission?

Hello! My team has been playing around with capacity planner lately and found that as a resourcing manager, you’re able to make changes to a resource's demand manually in the planner and then submit. This seems to update the capacity planner without making changes to the project, which is good since able to be we want to forecast what is the real projected demand per resources which might not be reflected in the project plan. The problem is that it seems that once you submit, these hours seem to disappear from the capacity planner by the next day. Is this a normal behavior from the planner? 

341
E
Silver Active Participant
4 months ago
A
Anuj Miglani
asked in Ask the community
Read only access to Integration user

Hi Team,I need to know if there is a possibility to create read only account within Adaptive work. Ask here is to map permission to use this account for  where account should only be able to read all the data from system without capability to update anything. This account will be used as Integration user. I tried giving super user rights to the user however giving super user rights gives the ability to update projects of other user also. We are using Basic authentication. Any help will be greatly appreciated.

614
A
4 months ago
H
Bronze Active Participant
HaydnBronze Active Participant
asked in Learn and Share
Update request to Database Schema: Planning_Entity

Hi Planview,Please can you update the data relating to ip.planning_entity as code27 marked as ‘depricated’. I have been informed this is not the case. Can you also add this back into the table, I have included the link below, thanks in advnace.https://success.planview.com/Planview_Portfolios/Analytics_and_Reporting/Database_Schema_Guide/055_Table_Descriptions_5#:~:text=Percentage%20share-,PLANNING_ENTITY,-This%20table%20containsRegards,Haydn

110
H
Bronze Active Participant
4 months ago
O
Bronze Active Participant
Oscar SuarezBronze Active Participant
asked in Ask the community
Ms Project Importing in AdaptiveWork without restrictions

Hello community,We hope everyone is doing well.We have a concern regarding a situation that arises when importing schedules from MS Project to Adaptive Work.In PV Portfolios, it is possible to import a project schedule from MS Project while specifying how it should be imported. This allows us to avoid relationships between predecessor and successor activities, restrictions, flags, and resource assignments.We would like to know if there is a similar functionality in Adaptive Work to prevent dates from appearing as “user-defined” when importing from MS Project. We require this because having date restrictions prevents the system from automatically calculating durations and dates. Consequently, we need to manually remove each restriction to enable proper planning.¿How do you usually handle this issue with the restrictions in Adaptive Work? Best regards,Oscar Suarez

610
O
Bronze Active Participant
5 months ago
J
Platinum Innovator
JessO
asked in Ask the community
How to add Skill to an email notification

Hello, I’m trying to add Skill to an email notification via the Staffing Request. How do I link Skills so that it can be added to the email body as Tostring? Thanks and regards,J

170
J
Platinum Innovator
5 months ago
M
Platinum Innovator
maria.moranPlatinum Innovator
asked in Ask the community
Project Financials | Non-Labor costs show up inaccurately - Summary vs Non-Summary mode

Hi all, Just wondering if anyone has experienced issues when using multi currencies for projects. We have our organization’s currency set up for EUR, but have projects in different currencies. We have noticed that when Non Labor costs are entered into the financial planning non summary view, the aggregated value is incorrect. However, the summary view, shows the correct aggregated value. This is a very annoying issue, since the value rolled into the work item’s fields (the ones showing in the property card) is the non summary view. Has anyone else experienced such an issue? Thanks!

402
M
Platinum Innovator
5 months ago
A
alejandro0807
asked in Ask the community
Filling Multiple Selection Lists using Dataloader

Good afternoon everyone:This requirement is to know the population process for multiple selection lists, using the dataloader or mass loading in Adaptive Work.Thank you for your time.

541
grant.mcallister
Bronze Active Participant
5 months ago
D
Platinum Innovator
DeeptiPlatinum Innovator
asked in Ask the community
Is it possible to have multiple milestones active within a project at a time?

I want to keep multiple milestones active at same time. Has anyone tried?

201
Nathan Hare
Silver Active Participant
5 months ago
J
Platinum Innovator
JessO
asked in Ask the community
Capacity Planning panel

Hi all, happy Friday - can we add the ‘Skills’ field in the capacity planning panel?Regards,J  

544
J
Platinum Innovator
5 months ago
E
Bronze Active Participant
estaceyBronze Active Participant
asked in Learn and Share
What to do when you aren't able to create a multi-select reference to object (Resource) field?

I am trying to create a field that can be manually updated within a task with users, in the same way that ‘Resources’ can have users added. I am able to create a new field as ‘reference to object, user’ and this allows people to populate the field with a user name however it only allows a single user name. Is there a way to create a duplicate of the Resource field?I am not able to view the Resource field in configuration and have been advised this is intentional because of its field type.

383
E
Bronze Active Participant
5 months ago
S
Bronze Active Participant
sfloydBronze Active Participant
asked in Ask the community
How to override the auto-calculate for the % complete field

I need to manually update the total % complete for a project and when I try, if the new value is lower than the current value it returns to the current value.  How do I work around this?Thank you for your time.Sharyn

554
S
Bronze Active Participant
5 months ago
A
Bronze Active Participant
athena.smithBronze Active Participant
asked in Ask the community
Conditional Format Rows in Reports?

We are creating a division report that shows all the projects their departments are supporting. Within the table, we have information grouped by name, portfolio, and then project. I know how to conditionally format a column in report, but is there a way to apply conditional formatting on a row? It would be great if each portfolio name row could be a different color to make the report easier to digest. 

361
Limori
Planview Falcons
5 months ago
S
Silver Innovator
Sean.BarberSilver Innovator
asked in Ask the community
Using Functions to calculate Financials over a Given Time period

Hello, I’m currently using the GetTotalFinancialSummaryForGivenPeriod function to calculate a Project Budget for a selected time period (PlannedBudget), which is working great & returns correctly for the period I’ve specified in the function.However is there a way or another function to then split this into Labor & Non-Labor? i.e. if the total returned is $50k for a given period in my function above, I want this to return for example $25k Labor, $25k Non-Labor. I’ve tried using both BudgetCostLR & BudgetCostNLR in a range of different functions but it does not work… any suggestions or ideas would be great. Thank you!

151
Limori
Planview Falcons
5 months ago
J
Platinum Innovator
JessO
asked in Ask the community
Hybrid work view

Hello all,I was wondering if anyone has encountered the below issue of markup in headers not supported in Hybrid work view and if there is a fix? Also, how can I change Revenue from appearing as a percentage?Thanks again and regards Jess 

303
Limori
Planview Falcons
5 months ago
N
ndurgampudi
asked in Ask the community
How do you mark an overdue task date?

I would like to mark overdue task target dates in red font in a project status report. I created a calculated field of type=Date and used HTML tags to mark it in red if the date is past today.However, that didn’t work and Planview support said the Date type doesn’t support HTML and to use String type instead. However, when I do that, the date gets marked in red font as desired, but I lose the ability to sort by date, which is not acceptable.Has anyone found a way to accomplish what I need?Thanks!

271
Limori
Planview Falcons
5 months ago
H
Heather.Beatty
asked in Ask the community
Measuring on time delivery of project and excluding the last phase of the template

I’m reaching out to see if anyone else has had the need to do this and has come up with a solution:Our projects have various milestones based on strategy. All projects have a “Define” and “Close out” phase but the middle phases are different based on what the strategy of the project is. In the close out phase, the invoices are being paid, paperwork is being completed, etc. We consider the project “Completed” for the client prior to the Close out phase and we need to measure if we are completing these projects on time or not. I’ve asked a consultant to pull in the baseline variance calculation for the milestone that falls before the Close out phase (this milestone won’t always have the same name as we use templates based on strategy so they do vary). I’m told they cannot create a workflow rule to pull in the baseline variance calculation of the milestone before closeout because there is not a dependency between the two milestones. Has anyone come up with a creative way to measure if a p

272
Limori
Planview Falcons
5 months ago
S
Bronze Active Participant
ShanaBronze Active Participant
asked in Ask the community
How can I find the Status fields (Red/Amber/Green) images? Your Search ends right here!

If I am creating a custom status field, and want to use the same red-yellow-green circle images that the built in status fields use, is there a way to access these images, or do I just have to roll my own? Thanks. 

372
S
Bronze Active Participant
5 months ago
J
Bronze Top Contributor
JamieABronze Top Contributor
asked in Ask the community
iCal Subscriptions Refresh/Update Timeframe not frequent enough - shorten it?

We are finding great success with using iCal Subscriptions to expose to Resources (who are not Users) their Assignments from AdaptiveWork.Unfortunately, those iCal feeds do not seem to refresh very often (like only every 24 hours?).Anyone know how often AdaptiveWork refreshes the data? And can we do anything to shorten the update cycle?If there's no setting we can change (to 'update hourly' or the like) ... would it be feasible to create a Custom Action that gives us an "Update iCal Now" capability? If so, could you point me in the right direction for what Object or Action I need to manipulate to affect that?

1268
J
Bronze Top Contributor
5 months ago

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