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I exported a project schedule into excel to make edits and am now trying to re-import it. I am getting an error: reference not found when trying to re-import the schedule. The error is happening on a user that is now Inactive. I cannot re-assign tasks where hours have already been submitted by the User. Has anyone else had this problem and how did you address it?  

We have inserted a custom date field into an email that fires in a workflow rule.  When the date field displays in the email, the value is returned in this format: YYYY-MM-DD hh:mm:ss.  What function can I use in the email that will return only the date in a MM-DD-YYYY format?I’ve tried ToDate({$FieldName}) but that returns the actual text “To Date(YYYY-MM-DD hh:mm:ss)” in the email.

For some reason it doesn’t seem possible to sort results in Capacity Planner by the Project Name.  Am I missing something, or is this very basic capability really missing?

Hello,It seems that it’s not possible to bundle downloads in a ZIP file through an API call. Is that correct ?Currently files can only be downloaded one by one.I thought i could sort this through API calls but it’s not working.

We have added a custom text field and want to set up a validation or workflow rule to prevent duplicates at the parent task level. While we successfully implemented a duplicate-blocking rule for the client object using the findcustomer function, we noticed that an equivalent function is not available for the workitem object.Could someone assist us in finding a solution or suggest an alternative approach?

Planview Community QuestionWe don't currently have Anvi AI available and are looking for ways to solve this with standard Planview capabilities.Question:When a new high-priority project is added or priorities change, how are you using Planview to identify:Which projects will be impacted Which resources become overloaded What work should be delayed or reprioritized The schedule impact of each optionToday this requires significant manual analysis across schedules, resources, and priorities before leadership can make a decision.We're looking for approaches using:APIs or Automations Other Planview featuresOur goal is to answer:"If I add this project, what projects, resources, and dates are impacted, and what are my options?"Has anyone solved this without Anvi AI? Any best practices, configurations, reports, or customer examples would be greatly appreciated.

I have a workflow which sends an email when something happens. The From Address on the email appears in Outlook as:From: AdaptiveWork <system@clarizen.com> On Behalf Of ????????where  ???????? is the name of a user with ‘Integration User’ set in AdaptiveWork and it is an Admin user. This user is not the user set as the Default Workflow User in General Settings.I thought that Integration User was only used for determining permission to use the API, and not related to outgoing emails, where I would expect the default workflow user to be used. From a security point of view, I’m not happy with sending out the user name of an integration user to anyone receiving an email from a workflow (while understanding that “security through obscurity” should not be relied on).The fact that this user is an integration user may just be a coincidence or is it because the change which triggered the workflow was made via the API, but in any case I don’t want it sent out, but can’t work out where it i

Hi Team,In our organization we are onboarding users via Azure group integration.We add people in Azure group (User, resource) and after 24hours when integration runs then sync will trigger to Planview and the person gets activated/added to Planview Portfolio Prod instance.Now the challenge/gap over here is that there is no email invitation goes to users. The requirements is we want the invitation email/notification goes to new user with the portfolios link.Also is there a way to configure/edit the content of the email notification means can we customize the email body.Your early response is appreciated. 

Hi Everyone,It it possible to configure Module View or Item Details View with panel showing Change History of selected item.Any responses are highly appreciated.Sincerely,Phat Nguyen

My Organization has active ProjectPlace access. However, ProjectPlace does not appear under Products in Planview Admin nor in the Planview.Me application switcher. Is there a supported way to register ProjectPlace as a product within Planview.Me so it appears alongside Portfolios in the navigation experience? We currently see Planview.Me, Planview.Me Labs, Portfolios and Planview Admin through the product switcher. Is there a supported way to expose all licensed products (including ProjectPlace ) directly in the top navigation ribbon rather than the application switcher?From where i can activae or add Project Place here, My org do have PP tenant and provisioned to my account . Just a silly thought, can we showup all the products horizontally on Black ribbon followed by Menu, rather showing up here in the Product switcher.

I’m exploring the Capacity Planning Module and when I look at it the “demand” is zero across the board for everyone. Clearly, this is not correct. I’ve read through everything I could find, but I cannot find an answer. I have resources assigned to groups as primary. Resources have been assigned to tasks. The tasks have work assigned to them. Yet, demand is zero! Any help would be greatly appreciated! Thank you! 

Hi Everyone,I am configuring a Workflow rule for Project entity to automate actual end date to Contribution entity which associated to this project or CurrentObject. I guess to use function getlink but cannot find LinkEntity for first parameter.Any responses are higly appreciated.Sincerely,Phat Nguyen

Has anyone else been experiencing performance issues with Planview Hub recently?  It may be coincidence, but when the UI changed our performance tanked with it.It takes several minutes for pages to load and the activity log times out all of the time.Checking to see if it is our instance or if others are seeing the same thing. 

I create a stacked chart in a report using the Created on Data field.  It shows as 2026-05, but I want it to say May in the chart.  I don’t see an option to change the format of this field.

Hello,We’re trying to create a report to help us identify projects that are still in an active state but have not had time entries against them within a specified period of time. Ideally we could then report on projects that have had no activity within X months. Has anyone found a way to do this?

I regularly use Data Loader to bulk update details for our projects. I use the Adaptivework system ID as the primary key, however I would prefer to also keep project name/code columns in my excel upload file so that if I need to refer back at a later point to the excel file I can quickly identify the projects I have changed by name.Leaving the Project Name and Code columns in the sheet for my later reference however leaves me open to making inadvertent changes or I could miss a genuine update to the project name and/or code fields as there is a few days lag between my export and import.Is there a way to keep the project name and code columns in my excel sheet but EXCLUDE them from the data loader?

Permission inheritance for Action Items and Decisions does not work the same as with Cases (refer to setting 3.14) - and this seems like a defect. Ticket has been logged with Support (but also reaching out to the Community). Use Case:User added to project permissions with View access Inheritance works as expected: user can see all Risks, Issues, cases associated to the project regardless of the Case creation date For Decisions and Action Items, user can only see new items created after the View access was granted. Only workaround is not much of a solution:  Add the user as the Owner, or explicitly add as a Viewer via the Permissions for each individual Action Item or DecisionThis is a large gap in functionality that I would expect Planview to either resolve as a break/fix type enhancement, or offer some packaged WF rule that synchronizes the permissions accordingly. Are there any solutions or options here???

Is it possible to create a custom text field allowing more than 2000 characters ?

We are planning to use the function getwidgethyperlink in a WFR to create a link to the Project Gantt in a url field on all Tasks and also include the link in our Executable Task emails.The current issue is that the Gantt is only displaying the following columns: ID, Name, Start Date, Due Date and % Complete.  We need it to display different columns.Where is this function getting the layout for the Gantt?I’ve read some AI responses that state it is pulling it from the last “saved view” when viewing the Project.  That is not accurate, the layout described above does not match any of our Gantt views saved in our Project views.Please help… what am I missing?

I just want to add a user to a group in a workflow rule. Where is the Group User Link for new item type?

When selecting a risk to delete you are presented with the option to unlink or delete. When deleted, should the risk appear in the Recycle Bin? We couldn't find deleted risks reported by a PM in our Production Recycle Bin and when testing in our Sandbox the deleted risk also did not appear in the Recycle Bin. Is this expected behaviour?

We have Project resources that have “Team Member” license and we would like for them to be able to see the full project Gantt and update their tasks in that view. These resources work in several projects at the same time and the Tasks Module/ My work gets very confusing with all the tasks and sub-tasks that are listed. I know that they can enter the Tasks details and configure a view to show the Gantt + Grid and update the tasks in that view. Still, they need to be able to find which is the “main task” that can provide the biggest “umbrella”, otherwise they might end up in one of the sub-items. For a tool that claims to be collaborative this is a limitation that decreases team engagement. Ideally, the team member should be able to view and update only the tasks assigned to them, without messing around with the other team members tasks. Does anyone found a workaround? And a widget of the full project is not the solution, since it’s read only. Thanks

Hello community, could use some advice on how best (if possible) to build a report that shows the total hours logged against specific work items of our Internal project vs. total hours logged against the rest of our billable projects? Is it possible to report on both levels within the same tab? The goal is to show the breakdown of hours logged against Admin tasks with our Internal project VS total hours logged against all our billable projects.Thank you!

Hi, I need some help with setting up a report for on Clarizen. I want a report that shows all the deliverables that my team members worked on in the last quarter with the work, budgeted work, actual effort and work variance fields. could anyone help me with that?

I am writing a workflow rule, and I want to send an email in this rule and include a link to the widget version of the project, since some of the recipients will not have licenses.  However, when I try to use the function GetWidgetHyperLink Function - Planview Customer Success Center, I see that my only choices are ‘Gantt’ or ‘Roadmap’. Why can’t I do just a regular card view, like when you generate the widget by hand? Is there any way around this? I really need the overview details, not the schedule. In other words, a dynamically generated widget link of the card view.