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  • 155 Topics
  • 332 Replies
155 Topics
swetha.lakshmesha
Planview Falcons
swetha.lakshmeshaPlanview Falcons
published in Ask the community
A big welcome to all new community members! We'd love to learn what you want to get out of the community. Which of the following interests you?Poll

We're thrilled to have you join our vibrant group. To help us better understand your interests and aspirations within this community, we'd love to hear what you hope to gain from being a part of it.

640
swetha.lakshmesha
Planview Falcons
9 months ago
N
Ncherpak
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...

1
Ami Faran
Planview Falcons
1 day ago
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!!!

0
K
Platinum Innovator
2 days ago
K
kgunderman
asked in Ask the community
Rolled Up Action Items Report

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.

0
K
4 days ago
W
wendy.wong
asked in Ask the community
Timesheet

Can timesheet be submitted monthly by calendar month? 

1
mikayla.martin
Gold Top Contributor
8 days ago
A
Bronze Active Participant
athena.smithBronze 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. 

2
mikayla.martin
Gold Top Contributor
9 days ago
rzb1qs
Bronze Active Participant
rzb1qsBronze 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.

5
rzb1qs
Bronze Active Participant
17 days ago
D
Platinum Innovator
DeeptiPlatinum Innovator
asked in Ask the community
Validation rule to restrict completion of a milestone/task if ‘Executable’ field is false

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.

0
D
Platinum Innovator
17 days ago
D
Platinum Innovator
DeeptiPlatinum Innovator
asked in Ask the community
Why are milestone dependencies not preventing out-of-order completion in my project setup?

I am creating a project template in which i added 5 milestones. I have given the dependency for milestones as predecessors and successors. Still it allowed me to complete the milestone 3 before I completed milestone 2. How to put restriction? Do i need to write workflow rule? Then what is the use of setting dependency in workplan?

3
D
Platinum Innovator
17 days ago
A
Bronze Active Participant
athena.smithBronze Active Participant
asked in Ask the community
Change Reviewer Role to Stakeholder

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. 

0
A
Bronze Active Participant
18 days ago
J
Bronze Active Participant
Jhon BorreroBronze Active Participant
asked in Ask the community
Management Calendar

Hello,  Could you help me with the following case. (See attached)I cannot understand how the schedules are affected by the management of the organization's calendars, the project calendar and the resource calendar. Regards Jhon.         

7
J
Bronze Active Participant
22 days ago
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!

2
mikayla.martin
Gold Top Contributor
23 days ago
S
Bronze Active Participant
sfloydBronze Active Participant
asked in Ask the community
Error when running data loader workflow

How do I get around this error:Maximum allowed errors threshold for business rule 'Import Project Assignments' exceeded.Please contact your company administrator.

3
J
25 days ago
D
Platinum Innovator
DeeptiPlatinum Innovator
asked in Ask the community
send reminder to assigned resources when 2 days are left from due date

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?

0
D
Platinum Innovator
25 days ago
A
Bronze Active Participant
athena.smithBronze Active Participant
asked in Ask the community
Validation Help: Error pops up when trying to update tasks before project is active

I am working on a validation rule that stops Project Managers from updating task progress before activating the project. I’m running into issues with the Evaluation Criteria and I am hoping you all might be able to help. The trigger is only working if I manually update the % complete at the project level. If I update a task below and it rolls up the % complete, the validation doesn’t trigger. What do I need to add so it triggers when I update % complete at the project or task level? 

2
mikayla.martin
Gold Top Contributor
26 days ago
DaveSparrow
Bronze Active Participant
DaveSparrowBronze Active Participant
asked in Ask the community
Any downside of using Placeholder Resources?

I’m thinking about using Placeholders to help with planning future resource loads.  Reading this Placeholder Resources – Clarizen Success I notice that it says:   Before you begin, enable Placeholder Resources in System Settings under Resource Management.       Note: After enabling this setting, you will not be able to disable it.Is there any downside of having Placeholder Resources enabled?Even if I decide not to use the idea after all?Just a bit worried I’m committing to an irreversible change without knowing the impact!Also, is anyone aware of a video demonstrating their use?

5
DaveSparrow
Bronze Active Participant
29 days ago
M
Gold Innovator
maria.moranGold Innovator
asked in Ask the community
Demand intake & Resource planning

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

0
M
Gold Innovator
29 days ago
Rajagopalan V
Bronze Active Participant
Rajagopalan VBronze Active Participant
asked in Ask the community
Work item states and Financial Planning

Does Project Financials have impact based on the work item states?For example: Part of my project is on-hold, so those work items on-hold - we do not want project financials to roll-up or calculate into total project financial. Is there any state of work item which will help us to uncount the financials?

2
Rajagopalan V
Bronze Active Participant
30 days ago
J
Platinum Innovator
JessO
asked in Ask the community
Risk to Issue Custom Action

Hi all, I need help with a custom action that creates a new Issue record from an existing Risk record. The custom action works but I need to add the reference to the associated records. So, if I’m looking at the Issue record, I should see the risk record that it was created from and vice versa. It only seems to work one way. Plus, on the newly created Issue record, the reference to the associated Risk record is incorrectly labeled as ‘Issue Record’. It should be labeled as ‘1 Risk Record’. Screenshot below. Any help will be greatly appreciated. 

5
A
Bronze Active Participant
1 month ago
J
Platinum Active Participant
JamieAPlatinum Active Participant
asked in Ask the community
Editable?: Calendar Non-Working "Exception Type" picklist

Here are the current choices for "Exception Types" that we see in AdaptiveWork and would like to edit (to match our actual time-off reporting system).Is this list configurable? :  I thought it might come from the “Resource Utilization Category” picklist mentioned in another topic but it doesn’t seem to be related to that Work Item property (which IS customizable).

2
J
Platinum Active Participant
1 month ago
D
Platinum Innovator
DeeptiPlatinum Innovator
asked in Ask the community
custom action to delete current milestone and make the previous milestone active

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.

0
D
Platinum Innovator
1 month ago
A
Anuj Miglani
asked in Ask the community
Restore workplan

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?”

0
A
1 month ago
S
Bronze Active Participant
sfloydBronze Active Participant
asked in Ask the community
Maximum allowed errors threshold for business rule 'Import Project Assignments' exceeded.

How do I get around this error: Maximum allowed errors threshold for business rule 'Import Project Assignments' exceeded. Please contact your company administrator.

1
mikayla.martin
Gold Top Contributor
1 month ago
bkrutiy
Platinum Top Contributor
bkrutiyPlatinum Top Contributor
asked in Ask the community
How to manipulate Project Highlight Report to show Task Resource(s)

Hello Community, I am stuck and need some config guidance on this one. I am using the Project Highlight Report to send an HTML formatted report showing Project data. The specific issue is with the Tasks tables (Last week Actuall Start date/ Actual End Date) and Next week (start/Due date). Issue: Regardless of the code I use, I am not able to show the Task Resources associated with each task in the list. It seems the variable that pulls the Resource is capturing the resource on the first task and then uses the same resources for every other task.  I need a solution that will iterate on Tasks (from PHR custom action on Project) that meet the PHR criteria and show the unique resource from each task. Is this possible? Current usage is the PPR: ResourcesDisplay field but that pre-populates every time the # of resources changes. This does not show the true Resource on the Task. I changed this to run as a variable to pull the task resource but ran into the issue above where the resource for e

0
bkrutiy
Platinum Top Contributor
1 month ago
D
Platinum Innovator
DeeptiPlatinum Innovator
asked in Ask the community
project name to be updated on custom object

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. 

0
D
Platinum Innovator
1 month ago

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