AdaptiveWork

I have added few persons as reviewers by default when a new project is created. Project manager can add more reviewers later on also. But can a reviewer add another reviewer to same project? Is this functionality directly available or do we need to think to provide editor access to that particular reviewer to achieve this?

Hello everyone, I’m looking for advice and insights on how you’re utilizing the Resource Planning module to get a forward looking view of workload. Specifically, I’m interested in understanding how you’re managing and forecasting resource demands and capacity.Some questions I have: How do you use the resource planning module to anticipate future workload?  Are you creating dummy projects linked to demand to simulate upcoming work? If so, how effective has this been?  What strategies or practices have you found most useful for aligning resource availability with future project needs?  I’d greatle appreciate any examples, tips, or best practices that you can share. Looking forward to hearing how others are making the most of the tool. Thanks in advance for your insights!Best regards,Maca

Hi Planview Community,I hope someone can help us with the following issue in AdaptiveWork:We have a project with some activities where the resource assigned by the project manager occasionally requires support from another resource. We need the main resource (assigned by the project manager) to be able to modify only two fields within the activity: “% Percent Complete” and “Resources” (adding and removing resources). Is there any way to make this strictly possible for these two fields without granting permissions for the entire project or the projects module to the main resource?Thanks for your support.Best regards.Oscar SuarezPM

Hi,We are using Custom Object inside our projects. We can add new person as a reviewer to the projects using dataloader which gives them permission to view the project data. But is there any way to provide permissions to custom object using dataloader directly? We have created a custom action for now but there is a limitation that it will take 50 rows at a time and we have to click multiple times to provide permissions.If  this is possible then please share a sample for dataloader file. I checked the fields but not sure how to provide viewer role.

Hello, Issue Adaptive WorkPlease review the following project and the attached image, as we were unable to identify what caused the activities to appear duplicated in this schedule. It can be verified in the images that the activities are the same as they have the same ID.We tried to recreate the situation using the Copy/Paste option and we tried the export and import option in Excel and in neither situation were the activities duplicated, so we do not understand what caused this problem.  Regards Jhon

How to modify the "Add Non-Labor" window, I currently need to add more characterization fields filters in the information that can be selected 

I have a single project that is not counting all of the hours logged in it (all approved). 10h were worked but the project sums are only recognizing 9h. I submitted a support ticket which was escalated to Tier 3, who hasn’t responded in more than a month.  Has anyone else experienced this with a project?  Was there any solution provided?

I have introduced a custom currency field on Time-Phase Labour Resources with a workflow to update it when needed. The updated value does appear against the individual work-item in the Financial Planning View (following refresh of the financial data), and sometimes it appears correctly in the summary view, however sometimes it does not get picked up into the rolled-up number.My questions are : Can anyone let me know what triggers custom fields on Labor Resources Time Phase to be updated into the summary view? How are people handling custom fields on Time Phase Labor Resources if they cannot be trusted to always roll up in terms of presenting the information to users?  Thanks

I am contacting you to request clarification on the behavior of the movement of the finances recorded and associated with the activities of the project schedule as the start and/or due dates of the activities, milestones and projects are modified. Currently, the financial items that move with the project are those associated with the resources selected in the schedule as responsible for a certain task and that have a cost or billing rate. On the other hand, the NLR are not updated with the dates of the schedule, so it must be done manually. With this situation in mind, we are seeking to configure the system so that the finances related to the NLR also move according to the dates that can be modified in the activities, milestones and projects. 

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. 

Hi Team , Is it possible to create a workflow which can help send a notification to the manager when a user adds a Timeoff/personal leave into their calendar

I am not sure I am able to find this information via the UI.  Does anyone already have a script that would tell me who was provided permissions to Work ID xxxxxxx?

Are there plans to make whiteboards available on other objects?   Users I have demo’d the new whiteboard feature to have all expressed that they would like to be able to run this feature from the User Object, User Groups and Meeting notes.   What is the rerasoning behind the current limitation of having whiteboards only available in Hybrid mode on projects 

Can anyone share example of validation rule to restrict milestone/ task completion if the executable field is false. I can see my first milestone is executable but my validation rule is throwing error to complete this as well.

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

Any idea why our “Add Related” link is missing on Discussions?  This is in Production.  In Sandbox there is no issue and the link is there.

In the Resource Load - Where does the Capacity value for a resource come from.  I have a resource that has 5.33 days capacity a week, when it should be 5 days.  The resources calendar has not been edited.Thanks in advance :)

Hi there - Just wanted to reach out with anyone who has linked Planview (AdaptiveWork) data to Power BI?How difficult/complicated is it to do (if at all)?Thanks

Can someone tell me the difference between these two endpoints?https://apie1.clarizen.com/V2.0/services/data/queryhttps://api.clarizen.com/v2.0/services/data/query

How to grant temporary Planview AdaptiveWork access Requirements:AdaptiveWork administrators need to enable system setting 1.10 'Grant Temporary Access' and decide if this button is available for 'All Users' or 'Admins only'. Purpose:If AdaptiveWork Customer Success team needs access to troubleshoot a support request If AdaptiveWork Admins need access to troubleshoot or test configurations Steps:1. Go to 'My Details' 2. Click 'Grant Temporary Access'*If the 'Grant Temporary Access' button is not available, it may not be available to “All Users”. In order to enable it for all users, please ask your AdaptiveWork Administrator to enable it according to the setting in the following link… (System Settings: 1.10 Grant temporary access)https://success.planview.com/Planview_AdaptiveWork/Global_Settings/Settings/System_Settings#1.Login_and_Password 3. Select accessibility period, click 'OK'4. Copy generated access link5. Send link to trusted users

Hello, is there a way to enable time tracking in the cards within the Hybrid Work Management view? Similar to how in the Classic view, resources can report time directly to a task, is this doable within the Hybrid Management View against tasks either in the task list or via the cards?

I can see any notes added at the project level using the  # of notes column in the Overview (as below) but I cant find a way to get my hands on a similar readout to any notes assigned at a task level using the same # of notes column - any ideas gratefully received? 

Hello, seeking some advice on how to create a report that can show a list of resources that have not logged any time to a project within a specified period. Your recommendations are appreciated. Thanks!

Hi There,Anyone have experience disabling the email notification to resources when their timesheet is reopened? Thanks!

How can I create a custom field on the user which is the name of their Primary Resource Group? I want to use this group as a leading column in a report. Thanks.