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Hi, I am new in Project Place and I wonder if someone can explain the following…in the wbs breakdown I can see there are activities created which looks like more a “grouping” activity than the activity itself. I mean, look at the attachment. The activity 3.1 has a left icon similar to the activity 3, while the activity 3.1.1 has a different green icon (like the big majority of all others).Why exactly? If I want to create a new activity, for example, 2.1 under the activity 2, how can I add a new one but not with the green icon, but with the same activity 2 icon like in the picture?  

Hello,Can someone please advise where’s the configuration/ setting for locking any past data, specifically staffing requests?We have staffing requests that span past months, current and future months. The past months have lock and rightly so. Project Manager cannot make the past months staffing requests 0. Resource Manager (RM) cannot approve a request if it contains past months along with current and future months. So, what’s the options left?The PM needs to delete the entire staffing request and create a new one with current and future months and then the RM can approve such a request. This eats into the PM’s time.So how to tackle this problem (other than requesting RMs to approve/ reject on time?) I was hoping that the past months’ data for admin can be unlocked so that they can make it 0 and then the RM can approve.With just the staffing requests lying there, I am pretty sure that no one can submit timesheet unless approved and the requests translate into project assignment.Any hel

Hello, I am trying to use a Validation rule to block the completion of a task and redirect them to a custom action. This part was easy. However, the text in the pop up is plain text and does not show as a URL Link (Blue/Underlined). How can I fix this? Here is the code I am using…<a href="{GetCustomActionUrl(<CustomActionName>,GetRuntimeParameter($ParentProject))}" style="color: blue; text-decoration: underline;">Update Closure Notes</a> I have also tried the following…{Hyperlink(GetCustomActionUrl('CustomActionName',GetRuntimeParameter($ParentProject)),'Update Closure Notes')} Both versions work but neither show the URL link with Blue/Underlined to stand out. Please advise 

Hello,It’s been a week now that when in a discussion i select a group of users or a discussion group in the “notify”, no notification and no email is sent.When i do the same by tagging the members individually, it works fine.Anybody else encountering the same issue ?I have evidence that it worked fine on my first post last week.

Hi Community,We’re trying to update rate cards per project that are based on primary user group assignments rather than the user Job Title. If we update the overall Group Rate, we won’t be able to tailor it per project, which you can do with the Rate cards assigned to each project. However, our organization has many different Job Titles that it would take a lot of manual oversite to add a new job title to each rate card for each project...however our user groups are pretty standardized.. Does anyone know how to do this or any suggestions?

Hello Community, I am trying to show the Current Active Milestone at the Project level for visibility on projects and reports. I was able to create a rule that updates this field based on a filter using State = Active and Executable = True. When there are dependencies used and only one Active/Executable Milestone at any given time on the project, this works flawlessly. The issue arises when there are older WBS in play and dependencies are not properly used. In this case, there can be multiple Milestones with Active/Executable state and the rule always updates with the last Milestone not the first, which would be the preferred outcome.  Question: Short of updating every project to use dependencies at the milestone level as a limitation to this configuration, is there anyway to bypass this issue and roll up the Current Active Milestone wheather there is one that matches or the first milestone when there are multiple matches.Hope this makes sense. Thanks in advance.

Planview AdaptiveworkHi,I have a resource who has already been assigned to Project A, say 0.5 to Sep and 0.5 to Oct, now,If the same resource’s allocation needs to be increased - to be assigned 0.6 to Sep and 0.6 to Oct, how should the staffing request be, should it be for delta, i.e,. 0.1 and 0.1 or 0.6 and 0.6 respectively. If the request is in the latter format, the capacity planning shows 1.1 and 1.1, overallocation. If it is delta, then it becomes challenging to track. What is the best practice? If the same resource’s allocation needs to be decreased - what should be done?We do not want to turn off the staffing request required flag as we want the resource manager to approve.Any advice will be greatly appreciated.Thanks

Planview AdaptiveWorkHi,As an admin, I found that a particular user has both the Project Manager profile as well as Resource Manager profile (the Project Manager profile is active) by navigating to:Settings - Profile and selecting Project Manager profile - Members and similarly for Resource Manager profile.My question is - how to produce a custom report to identify all profiles for all active users.When I use the user object, I can only get the active profile. When I use the user, profile and profile members objects, the results are all skewed.As AW doesn’t have any join provision, reporting seems to be like searching for needle in haystack.Can someone please advise what all objects to join?Thanks

We plan to only use a custom action for adding risks and issues and would like to remove the OOTB Add Related options for both to minimize confusion when adding risks and issues 

Hello,Does anybody know why I cannot retrieve the “resources” field when working on a workflow rule for a task ?I want to automatically assignt tasks when specific criteria are met but i’m not able to find the “resources” field in the formula sections. 

Hi community - I’m having an issue with pulling a report that shows a list of all our portfolio projects, however the report is pulling both parent and sub projects, ultimately double counting. Does anyone have any tips on how to only show:projects with no sub projects + sub projects of projects with parentsFor example, project “a” has sub projects “b” and “c”. Our reporting is pulling through metrics from project “a”, “b”, and “c” which is double counting, inflating our metrics. Any tips are greatly appreciated! Thanks.

Hello PV Community,Does anyone have experience or know how to move cases from one project to another? We have several cases associated to a project that can’t be re-added manually to the other project - so is there a way to bulk move cases? Or maybe export then re-import them in bulk?Many thanks!

Is it possible to run a Custom Action when a Workflow Rule is triggered?

Hi,PlanView AdaptiveWork - Creating reportI need to create a report that lists for a particular project:-all project assignments by month-all staffing requests (this includes named requests as well as those unnamed request by job titles) by monthI am able to create the project assignment project by month by using the objects - User Resources→ Capacity Time Phased Data (monthly)→ Labour Time Phased Data (monthly) but then clueless on how to get staffing requests including in this.Looking for any advice on which objects to choose to create such a report or link to any tutorials on reporting.Thanks 

Hi, I’ve got a configuration which adds a Project Start-up and a Project Closure Milestone (created from templates) to a project. Is there any way to force the Project Start-up milestone to appear at the start of the project in workplan view? The default seems to be to add to the end which happens to work for the Project Closure milestone.More generally, can I specify in a workflow that a particular new work item should be before or after an existing item? Effectively I want to manually set the Sequence Order in the Hierarchy link for the new task, but I don’t think I can do that.Thanks

Hello,I’m trying to automate task assignment on my projects by custom action and scheduled workflow rule.I’ve tried to follow the guidelines i found here : https://success.planview.com/Planview_AdaptiveWork/Capacity_Planning_and_Resource_Management/Project_and_Task_Assignment/Automate_'Apply_Task_Assignment'_with_ConfigurationsBut when i execute the action on a project, nothing seems to happen.Has anyone succeeded before ?

Hello!We are facing some challenges with the duration of some tasks. We are working with Fixed duration tasks and the duration is changing without intervention from the project manager or team member. Has anyone experience this? How can we figure out what’s causing this change / solve it?Thanks 

Planview AdaptiveWorkHi,It would be a good user experience if both the project assignment and staffing request were on the same page. I found an article online to make that happen Requesting Resources (Staffing Requests) – Clarizen Success, but this doesn’t work. Anyone was able to get both of them on the same page/ view.ThanksRegards

Our resources are located all over the world and as a Project / Program Manager we need to be able to see in Portfolios when the resource and project calendars misalign.  We are looking to create an alert or flag to notify them when there is such a discrepancy that requires their intervention.   When searching CSC, I have not been able to locate articles or suggestions on how we can supply them with that without using “AdaptiveWork” which is not in the budget. 

Hello Community, I am trying to build a workflow that will update a custom numeric field named “Sequence”. This field will run on the Project object and then assign a numeric value to every Milestone regardless of how many.For example:Milestone1 = 1001Milestone2 = 2001Milestone3 = 3001etc. The issue I am having is the variable I am configuring within the rule only provides me the last Milestone value and then assigns it to all the Milestones. Per my example above, there are 3 Milestones and the last Sequence value is 3001. All 3 Milestones are given this value creating an undesired duplication when ran on Sub Items from Project object.  Question: Is there a way to make this run so that the values are specified correctly per my example above without the duplication?

Planview AdaptiveWorkHi,Do dynamic layouts override profile layouts? And where do views figure in this picture? What layout will the views take?I also noticed while creating views that there are 5 options:one column layout two columns layout work plan layout resource planning layout financial planning layoutAt the project level, I have tried creating views using the 5 layout options and realise that there are some default info in each of the layouts that I do not need. How do I change/ edit, say, the resource planning layout?Any guidance will be highly appreciated.Regards

Hello everyone.I would like to set a rule that when a user changes the view to “highlight”, a dynamic layout is used.I know I can create a toggle but that's not as slick as the view just changing automatically.Thanks for any assistance

Hello! Is there a way to expand a text box within a form in AdaptiveWork? I know I can change the CSS in Global setting but that only allows me to make the default size of forms to wider or narrower. Scrolls do appear within the frame of the text box when the content is longer than the height of the text box, but it is annoying not being able to see what I typed at the very top without scrolling up. TIA, Jess 

I am looking for some examples for workflows on the customer success page and noticed that there are links to the examples and headings for the examples but no examples.https://success.planview.com/Planview_AdaptiveWork/Configurations/Business_Rules# Does anyone know if these will be migrated from the legacy ‘blue’ success pages?

Hi,I have been reading about API keys here: https://success.clarizen.com/hc/en-us/articles/360011833079-API-Keys-Support and have hope someone here has experience about key management, especially with respect to their expiry.The systems I will be having to give API access into AdaptiveWork are likely to be externally managed, so there will be time and cost associated with changing keys, and I am obviously trying to avoid any time periods where the external system cannot access AdaptiveWork.I understand how to create an API key, but see that it has an expiry set on it by default of, I think, a year. Is there any way to create a key with a longer expiry (so I don’t need to worry about this ever ideally)?If not, is there any way to extend the expiry date so a fresh key is not required? (and ideally generate a reminder that it needs doing).If not is there a way to generate another key while the first key is still active - is this the intended usage of the secondary key?N.B. I am asking abo