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How to determine what all profiles a user has

  • October 21, 2025
  • 6 replies
  • 38 views

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  • Silver Innovator
  • 15 replies

Planview AdaptiveWork

Hi,

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

Best answer by eric.abonce

Sorry I could not be of more help! Only option I can think is verify at the profile level if there are groups selected, maybe this is causing some users to have two profiles available to them:

 

 

6 replies

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  • Gold Active Participant
  • 23 replies
  • October 23, 2025

Hi Amit, you can create a report based on the user object. Then select the fields you want to check. It would probably look something like this: 

Make sure you select “Editable report”, that way if you need to make changed you can do them in the report, without needing to click on each user to change stuff.

If you need to see only active users, add that as a filter:

 


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  • Author
  • Silver Innovator
  • 15 replies
  • October 23, 2025

Hi Eric,

Thank you for your response. What you have provided is a short tutorial and I really appreciate it.

I have been doing exactly as per what you have mentioned. I have not used the editable tab so far. When I need to edit a report, i click on the edit button.

But what you mentioned doesn’t cause any change to the results that I am getting, it’s still the same.

Thanks


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  • Gold Active Participant
  • 23 replies
  • Answer
  • October 23, 2025

Sorry I could not be of more help! Only option I can think is verify at the profile level if there are groups selected, maybe this is causing some users to have two profiles available to them:

 

 


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  • Author
  • Silver Innovator
  • 15 replies
  • October 24, 2025

Eric,

No problems at all, you were helpful! I did not use the editable toggle before you mentioned.

How does the editable toggle work, I am still not sure. I mean - i turned it on and ran my report. I still need to click on edit button to make any changes, right? I was doing that even before when toggle was off. So what’s different?

I have used the screen you showed to identify people with multiple profiles, that was only a chance occurrence seeing people in multiple profiles.

I did write a report to identify multiple profile. That shows like 40 records for 1 person and only 2 of them are unique. I then extract to excel and remove duplicate. So I am getting what I want, not entirely with AW though.

Thanks.


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  • Gold Active Participant
  • 23 replies
  • October 24, 2025

No problem Amit! The editable toggle allows you to make changes to some fields inside the report. The limitation is that the field needs to be modifiable, if they are read only or there is a financial user limitations then you wont be able to.

 

To modify the profile inside the report you double click in the white space next to the profile, then the three dots and you should see all the available profiles (this being said, your organization permissions might be different and you might not be able to do this, AW is super customizable at the end of the day).

 


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  • Author
  • Silver Innovator
  • 15 replies
  • October 29, 2025

Thank you, Eric! This was certainly something that I did not know before. Thanks for sharing.

Regards