Skip to main content

Ask the community

Do you have a question? Ask your peers and Planview's experts

  • 239 Topics
  • 488 Replies
239 Topics
D
Silver Innovator
dwill123Silver Innovator
asked in Ask the community
How to remove the "New" tab on a Pick List / Referencing Object field??

I created a field which references user groups, and I want the field selection prompt to only allow selecting existing options, and to completely hide the “New” tab that always appears.  How can I do this?

201
J
M
Mohamed
asked in Ask the community
Copy data from one field to another.

Hello team,I want to pick data source " date visite sur site APS" and apply to target ("date de début" from "date de visite sur site APS") this field To explain the situation to you: I have a field in a table that is manually filled. I want the field in another table, which corresponds to the intersection of two values, to be updated as soon as the first field is modified.Could you please assist me about this workflow rule please ?

200
M
stefan.kolip
Gold Active Participant
stefan.kolipGold Active Participant
asked in Ask the community
Custom Time Phased data field based on Staffing Requests PLUS Project Assignments

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?

372
stefan.kolip
Gold Active Participant
M
Platinum Innovator
maria.moranPlatinum Innovator
asked in Ask the community
Objectives, Targets and Contributions | Reporting

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! 

191
Sai Sravan
Planview Falcons
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?

402
J
Bronze Active Participant
J
JPGuerra
asked in Ask the community
I want to present a yes/no question and then have another question show up depending on their selection of yes or no

I want to present a yes/no question and then have another question show up depending on their selection of yes or no

243
J
Bronze Active Participant
J
Planview Partner
Jimmy SeguraPlanview Partner
asked in Ask the community
AW - Document Publisher - Entities Relation

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,

264
J
Bronze Active Participant
N
Bronze Active Participant
NcherpakBronze Active Participant
asked in Ask the community
Undo Or Restore Production

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? 

621
C
Bronze Innovator
M
Platinum Innovator
maria.moranPlatinum 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

462
C
Bronze Innovator
O
Planview Partner
Oscar SuarezPlanview Partner
asked in Ask the community
Ms Project Importing in AdaptiveWork without restrictions

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

991
Aayush
Planview Falcons
M
Platinum Innovator
maria.moranPlatinum Innovator
asked in Ask the community
Dynamic Summary Card Layout

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

221
Aayush
Planview Falcons
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.

161
Aayush
Planview Falcons
J
Platinum Innovator
JessO
asked in Ask the community
How to add Skill to an email notification

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

271
Aayush
Planview Falcons
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. 

351
Aayush
Planview Falcons
J
Platinum Innovator
JessO
asked in Ask the community
Data Loader - members of group update

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  

191
Limori
Planview Falcons
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?”

301
Limori
Planview Falcons
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.

161
Limori
Planview Falcons
F
Planview Partner
Felipe VargasPlanview Partner
asked in Ask the community
Billed cost resulting from the operation of the billed hours per month per user multiplied by the rate.

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.

61
Limori
Planview Falcons
S
sfrazer
asked in Ask the community
Remove Email from View

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  

232
S
S
Gold Innovator
Sean.BarberGold Innovator
asked in Ask the community
Hybrid Work View / Classic View - Switching between the two

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 

271
Niranjan Manohar
Planview Falcons
F
Gold Active Participant
FWalkerGold Active Participant
asked in Ask the community
Resource Load: can you add a defualt column for all users to see

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...

171
Matt Bures
Planview Falcons
K
Platinum Innovator
kayla.schwarzPlatinum Innovator
asked in Ask the community
Customer Success Manager (CSM) Role in AW

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!

111
Matt Bures
Planview Falcons
D
Silver Innovator
dwill123Silver Innovator
asked in Ask the community
Code example to parse Rich Text > Text

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!

121
J
Bronze Active Participant
J
Planview Partner
JUAN PABLOPlanview Partner
asked in Ask the community
Connect email with custom action

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

221
J
Bronze Active Participant
bkrutiy
Bronze Product Expert
bkrutiyBronze Product Expert
asked in Ask the community
Custom Workflow to update a field on related entity when an email is created/attached

Hello AdaptiveWork Champions,  Typically this is relatively straight forward but running into all kinds of issues and could use some help. I am working with AdaptiveWork Emails related to Cases (Requests and Bugs) which is very old technology so it may simply not work anymore. However, here is what I am trying to accomplish…Use Case - update State field on related entity (Cases) when an email is received, specifically when email From is not equal to Assigned To. This will tell the system that the requestor has replied to the case and the State should be changed from Pending response to Work in Progress. However, I am running into the following issues…When building the Evaluation Criteria, I am not able to see Related Entity > <Cases Item>.Item Type to specify the rule to run only on Requests and Bugs with specific other data points. Fine, so I removed evaluation criteria to only run when the the related entity > ID was a certain value, still nothing Set evaluation to run al

384
bkrutiy
Bronze Product Expert
How to Earn Points and Badges

Badge winners

Show all badges
Terms of UseCookie settings
All Data Subject Access Requests (DSARs), and requests of “Do Not Sell My Personal Information” according to the CCPA, must be submitted through the Planview DSAR portal located here

Planview has appointed a Data Privacy Officer (DPO) to be responsible for overseeing our Privacy Management Program and related privacy compliance measures. DPO can be contacted at privacy@planview.com