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AdaptiveWork

  • 322 Topics
  • 19 Replies
322 Topics
J
Bronze Active Participant
julianmBronze Active Participant
asked in Ask the community
Resetting user-set filters on a report

Hi Community,I have a report which is expected to be run via a button on a view of the project - the button (which is a custom URL field) passes in the Project name to an action which generates the report - see bottom of this email for how this works.My problem is that occasionally, the more enthusiastic users try editing the filters on the report so generated to see the data in a different way. Unfortunately, if they remove the filter, running the report via the button causes an error as their instance of the report is not expecting the field which is passed in. As an Admin, is there any way to reset the filters on user’s instance of a report remotely? Alternatively, is there any way to prevent users editing the filters on a report?ThanksJulian For information, the URL button code is:HyperLink(GetCustomActionUrl("Project Resource Profile Report", GetRuntimeParameter(currentObject())), "Run") 

421
K
Planview Falcons
J
Planview Partner
Jhon BorreroPlanview Partner
asked in Ask the community
Management Job Title

Hello, good morning,If we manage rates by Job title in the system, we have seen that changing the job title modifies the project rates in the past, present and future.Is there any parameterization that allows the project finances to be maintained with the rates of the job titles that the resources had associated at some point?If the client changes the resource's Job title, what would be the best practice to rate the projects so that this situation does not affect the finances of previous periods in which the resource had another job title? RegardsJhon

141
E
Gold Active Participant
F
Bronze Innovator
FWalkerBronze Innovator
asked in Ask the community
How do I switch an inactive user to be active again - at task or project level?

When using the ‘replace resource’ function, we note the individual being replaced is automatically set to 100% and marked as an ‘inactive human resource’. However, we wanted to reinstate them on a project as staffing arrangements had changed, but we couldn’t do this. We had thought an Administrator might be able to override the default setting to 100% or that the individual themselves could override this but neither was successful. How do we reinstate them to tasks or projects where they have previously been replaced using the replace resource function?

352
F
Bronze Innovator
K
Platinum Innovator
kayla.schwarzPlatinum Innovator
asked in Ask the community
Actual Timesheets vs. Project Assignment Reporting

Hello PV community,I’m in need of some advice to create a report that shows resources actual timesheets vs. their project assessments.I started off with creating a report with the structure below, but when I run it, it shows the actual approved time as blank...even though I’ve check that there are in fact Approved Time to the listed projects.Any advice on creating such a report or what I may be doing wrong? Many thanks!    

401
E
Gold Active Participant
D
Platinum Innovator
dwill123Platinum Innovator
asked in Ask the community
Cancel a Shared Widget link to project

Hi -I generated a read-only widget link to a project and set it to never expire, but now wish to cancel it. How can I do this?  Where can I manage the access links?

182
D
Platinum Innovator
M
Planview Falcons
Michelle JancoPlanview Falcons
asked in Ask the community
WE NEED YOUR FEEDBACK: University of Planview Learning

I am excited to announce that Planview Learning Services is currently developing new, interactive e-learning courses for AdaptiveWork and we want YOUR feedback on what we should develop next!E-Learning courses will be available to all licensed users through the University of Planview. Feel free to reply with additional ideas for future learning!

611
K
M
Bronze Innovator
Mayank BajpaiBronze Innovator
asked in Ask the community
Create a Worflow to calculate the number of days spent by a request in each state

Hi All, I am trying to create a workflow which calculates the number of days a request has spent in each state( for ex days spent in Submitted,Active,Planning,Onhold state), could anyone be able to help with the steps on this workflow?

241
D
Platinum Innovator
O
Owen
asked in Ask the community
Custom Field on time phased data for reporting - not showing up

I can’t get my custom field to show in report creation. I’m creating a custom field which is just :$ActualEffort / Days(21)So that the result is numeric as an approximation for FTE equivalent. I create on labour time phased data - but it will not show up when building a report. Any ideas? 

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O
M
Platinum Innovator
maria.moranPlatinum Innovator
asked in Ask the community
Renaming Objectives and Targets

Hi Planview community,We are introducing benefit realisation into our organisation and are interested in keeping language and terminology coherent throughout.We’ve noticed that the whole Objectives, Targets, and Contributions module is fit to tailor, and we love that 😍. However, we have encountered some cases in which customisation wasn’t possible.We were able to rename Targets to Benefits but failed to adjust the terminology in the “Related Items” section.Maybe some of you have found a way to adjust this? Would you kindly walk me through it?Thanks!Maca

371
M
Platinum Innovator
K
Platinum Innovator
kayla.schwarzPlatinum Innovator
asked in Ask the community
Risk Assignment Email Notification

Hello PV Community, Seeking some advice on how to configure an email notification for when a new owner is assigned to a Risk and Action. I’ve got the action configured but could use some help on configuring the email notification.  What field can I input so in the email it shows the Risk’s associated Customer, Project and Link? When I select Formula Options, Project nor Customer is available to select.  I am sure there is a field somewhere that links the risk to the project it’s created under and I won’t have to create a new custom field.Appreciate any guidance. Thank you :)

253
M
Platinum Innovator
R
Rrichardson
asked in Ask the community
How do I update the Mangers field listed in Workplan so all projects are affected?

Example I have projects from last month, where a person wants to be added in the Managers field how can I add them so all projects are updated?

524
A
Bronze Active Participant
M
Platinum Innovator
maria.moranPlatinum Innovator
asked in Ask the community
Financial Planning | Baseline

Hello everyone! I’m reaching out to gather some insights on how you manage to set a budget baseline for your projects after the initial project baseline has been established. Specifically, I’m curious about the following:Does setting a new budget baseline overwrite all the existing information? Is there a way to set a new budget baseline without affecting other baselines?Your experiences and tips would be greatly appreciated. Looking forward to hearing your thoughts and best practices!Thank you in advance for your help.Best regards,

1222
M
Platinum Innovator
S
Gold Active Participant
ShanaGold Active Participant
asked in Ask the community
Top 10 Resources Allocated by hours

Does anyone have ideas about how I would figure out the top ten allocated resources? Or is this out of scope for AW capability? Thank you. 

141
S
Gold Active Participant
J
June Stewart
asked in Ask the community
Bulk Load Project Assignments - entering days/months for multiple projects & multiple people

I would like to upload our staffing forecasts (project assignments) as part of Roadmap Planning activity.Is there any easy way to do this?It would look something like this…..    Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Project 1               Person 1 5d 5d 5d 5d 5d   Person 2 10d 10d 5d 5d 5d   Person 3 2d 2d 2d 2d 2d   Person 4 8d 8d 8d 8d 8d   Person 5 1d 1d 1d 1d 1d               Project 2 Person 1 6d 6d 6d 6d 6d   Person 2 6d 6d 6d 6d 6d   Person 3 6d 6d 6d 6d 6d   Person 4 6d 6d 6d 6d 6d   Person 5 6d 6d 6d 6d 6d Thanks a million!

1785
S
Gold Active Participant
P
peterglessinger
asked in Ask the community
How do I change brackets to minus signs within the financial pages

From within my strategies, i am able to run my financial however all negative values are showing as brackets and not a minus sign. How do i change this?  

161
mikayla.martin
Planview Partner
L
Planview Partner
Lucia SanchezPlanview Partner
asked in Ask the community
Clarification on API Limitations and Best Practices for Handling Large Queries

Good afternoon, Planview team,I hope this message finds you well.I am reaching out to request clarification regarding the limitations and governance mechanisms of the AdaptiveWork API, as outlined in the REST API Guide - Version 2.Specifically, I would like to understand how to handle queries that require extracting more than 100 records, given that the documentation mentions the following:Request batch limiting: The total number of requests that can be processed in a single call to the web service is 100. Request limiting: The total size of requests sent in a single call to the web service must not exceed 25 MB. Call limiting: 1,000 API calls per paid license per day, with a maximum of 1,000,000 calls per day. Rate limiting: Up to 25 requests per second are allowed, with the quota being global for the organization, not per user. Request conditions limiting: The total number of conditions (OR/AND/IF, etc.) in a single API call should not exceed 200 by default. If the quota is exceeded,

3143
L
Planview Partner
J
Bronze Top Contributor
JamieABronze Top Contributor
asked in Ask the community
Track progress of a Custom Action (Progress Monitor?) and/or best practice for debugging?

Hello community,We have been provided some Custom Actions and Workflow Rules by a consultant and they just don’t work as promised. I’m trying to debug them myself but can’t find the tools that would inform me on the progress of the running actions/rules or where things are going wrong.I thought the Process Monitor might be helpful when a long-running process takes place (like a Custom Action looping through and processing 100+ records) but I see nothing there.And the Support article for Process Monitor doesn’t actually explain what Triggers the monitoring to begin! Can I cause monitoring to begin and to report out? What actions get “monitored”?If not there, where else can I see any helpful information about why my Custom Action processed only 1 record out of the 20 I expected to load data into Financials and update each row’s status in this Custom Object?This consultant has said that sometimes processes get ‘stuck’ without sharing how to un-stick them (or know if they’re stuck or just

283
J
Bronze Active Participant
K
Platinum Innovator
kayla.schwarzPlatinum Innovator
asked in Ask the community
Financial Planning View Report & Chart

Hello Planview Community, curious to hear if anyone has knowledge in creating a report with a chart that looks identical to the Financial Planning view of a project (sample below), ideally a crosstab?Thank you!!!

763
mikayla.martin
Planview Partner
D
dhart00
asked in Ask the community
Managing Dependecies

Hi We have recently rolled out Agileplace and are wondering how people are managing dependencies between stories.ThanksDAve

1541
Jon High
Planview Falcons
B
bc1
asked in Ask the community
Planview Timesheet - Time booking codes

Hi there - What is the best why for resources to book time for Annual Leave on their timesheet?    … Should a project ‘Annual leave’ be set up for them to record time for Annual Leave?  Please advise on the best why to do this.Thanks in advance :)

1181
mikayla.martin
Planview Partner
S
Gold Innovator
Sean.BarberGold Innovator
asked in Ask the community
Use Custom Action or Workflow to set Project specific Rates

Hello,We have a range of Projects where we want to setup a Project specific rate.Currently we use the ‘Prices and Rates’ functionality within the Work Plan (Resourcing tab) to acheive this, but we have to set the rate for each Resource line by line.Does anyone know of a way to use a Custom Action or Workflow to try and bulk update these impacted Resources on a Project or for when a Resource is newly added to a Project in future to apply a set Project rate?Currently we’re looking in the ‘Resource’ → ‘Assigned’ → ‘All Links’ in Configuration to see if this is possible.  Many Thanks,Sean

461
S
Gold Innovator
N
Bronze Active Participant
NcherpakBronze Active Participant
asked in Ask the community
How do you handle FTEs less than 1.0?

The only way I have been able to create capacity less than 1.0 for users is by creating calendars in sub-groups. My org is large and we have many many non 1.0 employees, and at varying %FTEs. How have you handled this at large? I can’t manually keep up with it every week...

671
Ami Faran
Planview Falcons
W
Planview Partner
wendy.wongPlanview Partner
asked in Ask the community
Timesheet

Can timesheet be submitted monthly by calendar month? 

1801
mikayla.martin
Planview Partner
A
Silver Active Participant
athena.smithSilver Active Participant
asked in Ask the community
Workflow Help: When adding a new project resource, the Reviewer field updates with the direct manager

Hello Planview Community! I’m looking for some help to develop a workflow that triggers when the project Resources field has been updated with a new resource. When adding a new resource, we would like for that resource’s direct manager to automatically be added as a Reviewer to the project.  This will help streamline some of our stakeholder management. Instead of PMs having to manually look up the direct managers for status reports, they will automatically be listed as a Reviewer. 

362
mikayla.martin
Planview Partner
rzb1qs
Silver Active Participant
rzb1qsSilver Active Participant
asked in Ask the community
Isolation the TE task Line from all other scheduled tasks

I have a unique need to setup the TE Line(s) for our engineering community is a way that once Requirements are set to that TE Line NOTHING (except for the project manager updating) modifies the Start and End dates.  I fully understand that this is not how the system is designed, and again stress this is a unique situation that I am looking for advice / “work around”.  Inputs and recommendations are very much appreciated.

545
rzb1qs
Silver Active Participant
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