AdaptiveWork

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

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

Does anyone have any experience with creating a report in AdaptiveWork to roll up Action Items that are nested and attached to children work items. For example we have a program and are trying to create a report to aggregate any action item that is attached to any Project, Milestone or task nested under the program. We would also like to do the same type of report for Risks, Issues and Decisions as well eventually.

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

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. 

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  

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?”

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.

Actualmente desde el módulo financiero en la sección de recursos laborales permite manejar 2 tipos de costos, los Costos planificados y los Cosos reales, surgió la necesidad de agregar un nuevo tipo y son los costo facturados, dado que el costo real es la operación de los registros de lo partes de horas po usuario multiplicado por la tarifa, pero necesito identificar el costo facturado resultante de la operación de las horas facturadas por mes por usuario multiplicado por la tarifa.

The Roadmap feature for Project or Portfolio work plans as a ton of potential, but is hard to get value from in current state. Here are a few quick hitting ideas that could make this feature a lot more valuable to organizations like ours:Because there can be overlap in Milestone timelines, spacing out the Milestone bars into separate ‘collapsible/expandable rows’ would make it much easier to read (similar to a Gantt view from the milestone level, but on the roadmap). Ability to add Key Dates (i.e. an important task/milestone dates) as a callout to a specific project. Currently the Key Dates feature adds it generically to the roadmap and its manually created. This especially becomes unclear which project a date belongs to on a Portfolio roadmap. It would also be nice to just select a work item/date from the work plan. Ability to add roadmaps to a dashboard.

Hi all,Wondering if anyone knows a method of removing the email panel from a view.It appears that It is possible to move the panel around but not take it completely out.Cheers,Sean  

Hello,Is there a way to make a more seamless transition between the ‘Classic’ view & ‘Hybrid’ view without relying on the blue banner to make the switch? Currently our users spend most of their time in the ‘Classic’ view, but need to switch to ‘Hybrid’ view from time to time to use the Board and now Whiteboard. Ideally we would like to make a custom panel with some buttons in Classic view to navigate them to the correct sections of the ‘Hybrid’ view to make it more seamless + when we share a Board, they are often in the ‘Classic’ view and forget to switch to the ‘Hybrid’ view resulting in additional support reminding them to use the blue banner to switch over.Just wondering if anyone has had any luck to maybe setup a more seamless transition between ‘Classic’ & ‘Hybrid’ without fully relying on the blue banner to make the transition. Many Thanks,Sean 

Release date: December 8, 2024Our Release Notes include updates on:General Availability Features Controlled Availability Features Important AnnouncementsGeneral Availability Features Functional area Feature User Placeholders    User placeholders are entities in the application that you can configure and add to work entries to model work assignment needs in a project before assigning real resources.  Project Managers tend to do initial planning using predefined User placeholder resources, since the names of the user resources are not yet known. These placeholder are assigned to Tasks and Projects to see the impact of the planned work on resource capacity and to establish financial estimates for cost and revenue purposes. Learn more about User Placeholders Asset Placeholders    Asset placeholders are entities that you can add to work entries to model equipment or other needs in a project before assigning actual assets to it.  In Productio

As Admin, can you add a column to the Resource Load view as a default column for all users to see or do individual users have to add it themselves? We wanted to add the reportable column in this instance so users could filter in Resource Load so they only see tasks where reportable is true/switched on...

Hi there, does anyone have experience with setting up Customer Success Managers in AW with similar permissions to the Account Manager field/role? Is there another similar field hidden somewhere we can assign CSMs to? Thanks!

Can anyone share a snippet they’ve used to copy a Rich Text field into a Text Area?  Looking to remove the html markup and extra tags for ease of display in grid views/ other areas. Thanks!

Connect email with custom actionHello Do you know if it is possible to register a custom action within the system from the sending of an email and fill in the fields that it has defined?Thanks

I’m thrilled to share that University of Planview has launched AdaptiveWork Goal Management E-learning module, the first in a series of E-learning courses for AdaptiveWork users. The Goal Management course will help you understand and establish relationships between Objectives, Targets, and Contributions using AdaptiveWork. Additionally, they will help you gain the skills to create reports that effectively track progress toward achieving goals.Check it out here: AdaptiveWork: Goal Management 

Hello AW community, Another Document Publisher question to find the right way for this advanced configuration…Use Case:I have a DocPublisher template that requires links back to Project in four ways…Project Link - Link in Word docx that will allow the reader to link back to the Project details page. Roadmap Link - typically DocPub uses a format thumbnail that shows the roadmap within the word docx. However, I am looking for a basic URL link back to AdaptiveWork that will bring up the Roadmap view only Gantt Link - Same as Roadmap Link above.  Tasks Link - This is at the task table level that runs through and lists all tasks that meet the criteria for the current/next period, etc. Looking to set the Task name column as a url link back to the task in AdaptiveWork.  A possible secondary solution could be to have a static custom field that shows the task URL and pull that into a separate column with the caption “Task Link” or similar. However, I would likely run into the same issues as abo