AdaptiveWork

Does anyone have any good tips for managing dependencies between Projects in Adaptive Work?

Hi,I have created a new custom panel with some basic HTML in which I just wanted to show the google.com page. However, this doesn’t seem to work as you can see in the below picture.. any idea why? Thx upfront! <div>  <iframe  style="width:100%;" src="https://www.google.com" title="Google">    </iframe></div>  

Could i have access on the community website from my mobilephone?pat

Hello community, I am racking my brain to see if it is possible to apply a Project template (not milestone template) to a new Project that was created via API (not using a custom action with a new item action item (project). For example, we are using an external source to allow Project Request intake. These send projects to AW in Requested state with specified field data. I am sure I can have the template passed using the API but can this be done within AW using a workflow? I want specific project templates used if the new project created was created with a specific region and project type. I know how to do this within a new action that creates a Project and use an IF() function in the Template portion of Creating a project but I am unable to find a way to do this post project creation using a workflow. Is this possible? Thanks in advance.

Hi Team,We have a use case where we need to link milestone to multiple projects just like we can associate projects with multiple portfolios, if somehow we can built a custom field which can show reference to multiple projects that’ll solve our problem.Any help will be greatly appreciated. Thanks in Advance

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.

I am using the API to pull data for reporting on Power BI. I would like to replicate the Time Phase Monthly data between Projects and Resources - basically, project assignment and the month. Has anyone had success with this over the API? Care to share your rest query? Thanks. 

Hello, for our resource forecasting we’ve been requesting/assigning Placeholder (i.e $Config) resources prior to assigning to a specific resource. Since they are a Placeholder and don’t have actual Capacity, we’ve zeroed out their capacity via the Placeholder’s calendar. However, now we cannot request/assign the Placeholder because AW processes it as an actual user with no availability. The reason we zeroed out the Placeholder resource’s capacity is because it was skewing the metrics in capacity planning, making it look like we had additional team member availability/capacity when it was really just a placeholder. Does anyone have advice on how to request/assign a Placeholder resource without a Placeholder’s capacity getting counted into Capacity Planning?

Hello!Does anyone have a best practice for adding future new hires that are not yet in the HR system? I.e. Nicole Smith doesn’t start with our organization until February 1st, but she won’t be in Planview until her start date. We want to capture her allocation somewhere since we know she will be assigned and there is no longer a vacancy.

Hello,Could anyone offer advice on how to use the value in the Target Utilization field on a User record to filter or create a calculated fields in a report?I want to create a reports to include users whose total assignments are less than Target Utilization. I have created a report (with Planview PS help) that shows all users, their total assignments, and their Target Utilization, but I can’t create the right filter to exclude users where Target Utilization is less than the total assignments. The only option in the filters options for Target Utilization is to enter a single value, but that does not work because each of our users has a different Target Utilization.Below are some details on the report we have configured.Report on: User > Capacity Time Phase Data (Monthly) > Labor Time Phase Data (Monthly) Leading columns: Grouping: <User>.ItemID, Target Utilization Crosstab columns: Capacity, Task Assignment, Planned Utilization% (calculated field showing the value of Task As

If you add a person(s) as a Resource Manager (not a direct manager) of a user group, is there a way to access these user groups from Resource Load, Groups I manage? At present we have Resource Managers allocated to User Groups but they don't come up in the Resource Load when selecting Groups I manage and so the group has to be manually added from the ‘Add Group’ button

We often have batches of 20+ quick turn Projects with identical specs: Same client, due dates, same estimate times, same resources, etc. The only thing changing is the name of the project. A pain point in our department is adding these projects to AdaptiveWork. A project manager has to add these one by one, and define the dates, est. time, etc., per project. This very inefficient and causes a significant strain on our staff, as it’s time consuming.  Is there any way to create batches of projects?  Thanks,Cj

Hi, Within Planview Portfolios we have an attribute Expense Cost Type that is tied to the Financial Account “Expense”. Expense Cost Type has the following values:Hardware  Marketing Ongoing Expenses Other One Tine Expenses Professional Services (Exp) Research & Development Software (Licensing) Training  Travel. Our issue is that we can only have one of each category per work entity within the Financial Plan. We have projects where there are multiple “Professional Services (Exp)” contracts. We would like to keep the information distinct for each contact vs. having to roll-up the cost into one Expense under “Professional Services (Exp)”.  We looked at using “Expenditure Type”. It does allow us to create multiple “Professional Services (Exp)” and thereby keep the contract cost information distinct. Yet when we load the multiple “Expenditure Type” values into the Financial Plan they are summarized into one line.Short of adding additional attribute values Expense Cost Type is there anot

 I would like to submit the need to include the type casting formulas in reports the way we can do them in custom fields.  If we could include them in the reports, we could speed the system up by not needing so many calculated custom fields

I created a field which references user groups, and I want the field selection prompt to only allow selecting existing options, and to completely hide the “New” tab that always appears.  How can I do this?

 As we are redesigning the WorkPlan experience in AdaptiveWork, we wanted to gather some inputs from you.In this session we will:Focus on the various facets of WorkPlan in AdaptiveWork Have dedicated discussions about each of these elements in WorkPlan Speak to our ongoing development plans in this area for the futureWe recommend everyone joining the session be familiar with Project Planning and the general concepts of WBS (Work Breakdown Structure), Gantt Charts, Dependencies and Constraints, and how they impact your organization so that you can make the most from the Inner Circle. These discussions will help us share and prioritize the WorkPlan design/development roadmap and keep you updated about our progress.Use the registration link below to join the session that better fits your time zone. Americas - https://info.planview.com/AdaptiveWork_WorkPlan_Americas-_user-group_prm_en_reg.htmlEMEA - https://info.planview.com/AdaptiveWork_WorkPlan_Europe-_user-group_prm_en_reg.html

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?

Hi Planview Community! As mentioned before, we are trying to work with the Objectives, Target and Contributions module in AW. It’s proving to be a bit tricky! So, I wanted to ask if any of you use it, and if so, do you report from it? How?  We tried creating some reports, but failed magnifincelty. We looked for the data model, but it doesn’t seem to include them. Does anyone know if there is an updated version of the data model that includes them?Thanks a lot! 

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?

I want to present a yes/no question and then have another question show up depending on their selection of yes or no

Hi Community,I hope you're doing well.I'm wondering if anyone has experience working with the Document Publisher App and could help me with an issue related to entity relationships.I'm trying to build a report for a project, and I need to retrieve data about its milestones while applying filters based on attributes of the resources associated with these milestones. To achieve this, I need to relate three entities, but I'm unsure how to proceed.Does anyone know how to approach this? Any guidance would be greatly appreciated.Thanks in advance!Best regards,

Hello!Desperate need of help. I created an org calendar based upon our 2025 financial budget to account for planned PTO as we are not utilizing actual PTO/timesheets. It ruined all of our projects that had previous resource allocations, and changed everything… I’m talking 500+ projects and thousands of resources. Is there a way to undo what I did, or restore the allocations? 

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