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AdaptiveWork

AdaptiveWork

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athena.smithBronze 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.

120

4 months ago

maria.moranPlatinum Innovator

asked in Learn and Share

Request Intake | Budget & Capacity Planning

Hi everyone! I recently watched the webinar “Maximizing Value from AdaptiveWork: Budget and Capacity Planning for Business Request Intake” and found it incredibly insightful. I’m particularly interested in exploring some of the functions and features discussed for our request intake process.Before diving in and potentially reinventing the wheel, could anyone share the configurations for the custom actions “Create Evaluation Project” and “Create Execution Project”?Thanks in advance!

110

4 months ago

Jhon BorreroPlanview Partner

asked in Ask the community

Management Calendar

Hello, Could you help me with the following case. (See attached)I cannot understand how the schedules are affected by the management of the organization's calendars, the project calendar and the resource calendar. Regards Jhon.

1027

4 months ago

sfloydBronze Active Participant

asked in Ask the community

Error when running data loader workflow

How do I get around this error:Maximum allowed errors threshold for business rule 'Import Project Assignments' exceeded.Please contact your company administrator.

353

4 months ago

DeeptiPlatinum Innovator

asked in Ask the community

send reminder to assigned resources when 2 days are left from due date

I want to send email to assigned resources if task is yet Active and due date is in 2 days from today.I tried to create a scheduled workflow rule but it did not trigger email.can anyone share the sample condition and on which object it should be created?

120

4 months ago

athena.smithBronze Active Participant

asked in Ask the community

Validation Help: Error pops up when trying to update tasks before project is active

I am working on a validation rule that stops Project Managers from updating task progress before activating the project. I’m running into issues with the Evaluation Criteria and I am hoping you all might be able to help. The trigger is only working if I manually update the % complete at the project level. If I update a task below and it rolls up the % complete, the validation doesn’t trigger. What do I need to add so it triggers when I update % complete at the project or task level?

582

4 months ago

DaveSparrowBronze Active Participant

asked in Ask the community

Any downside of using Placeholder Resources?

I’m thinking about using Placeholders to help with planning future resource loads. Reading this Placeholder Resources – Clarizen Success I notice that it says: Before you begin, enable Placeholder Resources in System Settings under Resource Management. Note: After enabling this setting, you will not be able to disable it.Is there any downside of having Placeholder Resources enabled?Even if I decide not to use the idea after all?Just a bit worried I’m committing to an irreversible change without knowing the impact!Also, is anyone aware of a video demonstrating their use?

795

4 months ago

Rajagopalan VBronze Active Participant

asked in Ask the community

Work item states and Financial Planning

Does Project Financials have impact based on the work item states?For example: Part of my project is on-hold, so those work items on-hold - we do not want project financials to roll-up or calculate into total project financial. Is there any state of work item which will help us to uncount the financials?

312

4 months ago

JessO

asked in Ask the community

Risk to Issue Custom Action

Hi all, I need help with a custom action that creates a new Issue record from an existing Risk record. The custom action works but I need to add the reference to the associated records. So, if I’m looking at the Issue record, I should see the risk record that it was created from and vice versa. It only seems to work one way. Plus, on the newly created Issue record, the reference to the associated Risk record is incorrectly labeled as ‘Issue Record’. It should be labeled as ‘1 Risk Record’. Screenshot below. Any help will be greatly appreciated.

575

4 months ago

JamieABronze Top Contributor

asked in Ask the community

Editable?: Calendar Non-Working "Exception Type" picklist

Here are the current choices for "Exception Types" that we see in AdaptiveWork and would like to edit (to match our actual time-off reporting system).Is this list configurable? : I thought it might come from the “Resource Utilization Category” picklist mentioned in another topic but it doesn’t seem to be related to that Work Item property (which IS customizable).

382

4 months ago

DeeptiPlatinum Innovator

asked in Ask the community

custom action to delete current milestone and make the previous milestone active

I need to create custom action to delete current milestone and set the previous milestone as current one. Has anyone tried and can help?i do not want to use the inbuilt delete button in ribbon. In that profile we do not give delete option in ribbon.

4 months ago

Anuj Miglani

asked in Ask the community

Restore workplan

Hi All, I have received below query from one of my super user ,any help will be greatly appreciated :“Some of the PMs have put constrained start and end dates on task that I've asked them to remove so activities are properly scheduled. To remove the constraint, they need to use 'Restore'. Can they do a 'restore' for multiple tasks or do they have to do that for the start and end dates individually?”

230

4 months ago

sfloydBronze Active Participant

asked in Ask the community

Maximum allowed errors threshold for business rule 'Import Project Assignments' exceeded.

How do I get around this error: Maximum allowed errors threshold for business rule 'Import Project Assignments' exceeded. Please contact your company administrator.

211

4 months ago

DeeptiPlatinum Innovator

asked in Ask the community

project name to be updated on custom object

I have a custom object named SKU. At project level different team members will be adding values to relevant columns to this object at each milestone. Then they will mark task as complete and next milestone will be created.in this SKU how to add reference project name?workflow to be defined at project level or On SKU object directly?My project name should automatically be populated in SKU object when new row is created on SKU.

180

4 months ago

krissi

asked in Ask the community

Custom Panel - Dynamic height

I’m looking for an example on how to set the custom panels height based on object relation count. Has anyone implemented this or something similar without css maneuvers?Is there any documentation on View and ViewMode?Finally I was hoping someone could explain this function to me GetBusinessUnit()Love from Iceland :D

312

4 months ago

kayla.schwarzPlatinum Innovator

asked in Ask the community

How to automate Adding New Users to Set of Work Items?

Hello Community, When our admins add a new user to the system, is there a way for this new user to be automatically added as a resource to certain work items in a project?Our use case is, when we have a new employee join, there are a set of work items/timecodes that they’ll need, and it gets a bit tedious adding each new resource to the 10+ work items. I’ve tried adding them to a user group, where it’s listed as a resource to those work items but it doesn’t appear to work. Maybe through data loader?Any advice? Many thanks!

676

4 months ago

kayla.schwarzPlatinum Innovator

asked in Ask the community

Custom Workflow to Add Auto Add Expense Sheet

Hello, I’d like to create a custom workflow that adds an Expense Sheet every time a new user is added to the system, assigning the newly created user as the owner of the expense sheet.I’ve gotten this far (screenshot) on the custom workflow, but when I tested it, the owner defaults to me, not the newly created user.Any ideas on what I may be missing?Also a bonus if anyone knows how to update the description to include the name of the newly created user. Many thanks!

101

4 months ago

JessO

asked in Ask the community

Validation Rule to prevent hours being allocated after the project due date

Hi all, I need some help with a validation rule that I’m creating to prevent hours being allocated on the Staffing Request after the project due date has passed.Rule: If the due date is 03 May 2025 and I entered hours in July 2025, the VR will trigger.But I’m not able to use nested fields in the VR. Please help. What am I doing wrong?

352

4 months ago

stefan.kolipGold Active Participant

asked in Ask the community

Custom Time Phased data field based on Staffing Requests PLUS Project Assignments

To achieve some PS forecasting, we were wanting to make a custom field that would take the Time Phase Data of Staffing Requests + Project Assignments for a Project and multiply the Sum of the Hours with a calculated dollar value. We are not seeing a way to sum both Staffing Requests and Project Assignments in a Custom Field. Any advice on how we can achieve this?

200

5 months ago

DeeptiPlatinum Innovator

asked in Ask the community

Team member profile

We are using Team member profile with full license but I want to display different columns in scheduling view of project. Is it possible?can we create another profile with same access rights as Team member but with full licence? Then I will be able to assign different views.

473

5 months ago

DeeptiPlatinum Innovator

asked in Ask the community

assign resource on task automatically based on metadata field project location

I am creating a project template. It will have 3 milestone and 1 task in each milestone. I want to add resources to the task automatically based on user groups created region wise.if region is UK then resource should be user group from UK region. If region is APAC then the resource should automatically pick the user group from APAC region. How to save it in Project template and milestone template.

383

5 months ago

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

230

5 months ago

kayla.schwarzPlatinum Innovator

asked in Ask the community

How to Bulk Upload Expenses within Container

Hello, I would like to bulk upload expenses within referenced expense sheets/containers. In my spreadsheet I’ve referenced the related expense sheet/container to house the expenses (2024 Expenses for Kayla) but when I upload them, it ends up creating new individual expense sheets rather than within the referenced expense sheet. For example, below I’ve used the external ID of “2024 Expenses for Kayla” But when I upload, it creates the expense as an expense sheet/container instead: Does anyone have experience with this or what I may by missing? Thank you!

193

5 months ago

DeeptiPlatinum Innovator

asked in Ask the community

Creating milestones based on condition

I have created a project template with 5 milestones. Milestone templates are also saved. I have created a form to create a project which will also create milestone-1.On completion of task under that milestone my milestone as well as project is getting completed. I tried to create a workflow rule on milestone level but it did not create my next milestone. Shall I create workflow rule on project or workitem?My other query is how to create milestone based on a specific project metadata field? Project type = "development" should create my development stage otherwise it should create "support" milestone. If I can get some sample workflows for above 2 requirementsthen that will be great.

461

5 months ago

CoryJSilver Active Participant

asked in Ask the community

Reported Time Per Day Reporting

We have a department-wide project with multiple resources each assigned their own task under 1 milestone. The project spans several months. Each resource records their time on their timesheet whenever they work on the task. At this stage, a lot of the work is filler work. Staff works on this project whenever time allows. I’ve been asked to create a monthly report to see each resources’ weekly timesheet activity. Example:JuneResource 1 (1.75 Hrs)6/04: .25 hrs 6/05: .5 hrs 6/18: 1 hr Resource 2 (9 hrs)6/11: 3 hrs 6/21: 5 hrs 6/25: 1 hr I cannot edit any out of the box Time Tracking reports, and I’m struggling to create it myself. Any help and suggestions would be appreciated. Thank you,Cory

652

5 months ago

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