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  • 242 Topics
  • 494 Replies
242 Topics
M
Platinum Innovator
maria.moranPlatinum Innovator
asked in Ask the community
Renaming Objectives and Targets

Hi Planview community,We are introducing benefit realisation into our organisation and are interested in keeping language and terminology coherent throughout.We’ve noticed that the whole Objectives, Targets, and Contributions module is fit to tailor, and we love that 😍. However, we have encountered some cases in which customisation wasn’t possible.We were able to rename Targets to Benefits but failed to adjust the terminology in the “Related Items” section.Maybe some of you have found a way to adjust this? Would you kindly walk me through it?Thanks!Maca

341
M
Platinum Innovator
K
Platinum Innovator
kayla.schwarzPlatinum Innovator
asked in Ask the community
Risk Assignment Email Notification

Hello PV Community, Seeking some advice on how to configure an email notification for when a new owner is assigned to a Risk and Action. I’ve got the action configured but could use some help on configuring the email notification.  What field can I input so in the email it shows the Risk’s associated Customer, Project and Link? When I select Formula Options, Project nor Customer is available to select.  I am sure there is a field somewhere that links the risk to the project it’s created under and I won’t have to create a new custom field.Appreciate any guidance. Thank you :)

243
M
Platinum Innovator
M
Michel
asked in Ask the community
Non Labor - How to have multiple times the same non labor item (name) within a project, with different additional fields

I need to distinguish in my projects different non-labor expenses categories. This distinction shall be done per location. Example : “non-labor resources A” for location A, and “non-labor resources A” for location B.One of the solution would be to differentiate in the non-labor resources list them (ie “non-labor resources A location A” and a second one “non-labor resources A location B”). Doing so, the list of choices proposed to the project manager will explode (in my case more than 60), which will not be that easy for the userIve seen in the last AW documentation (see below) that there is an example with “vendor” column, whcih can be edited. Does it mean that i can have (to stay in the example below) multiple times “Telephone” with different vendor? Or there is still the limitation that the non labor resources can be used only once ?Any idea how i can solve my issue? 

290
M
R
Rrichardson
asked in Ask the community
How do I update the Mangers field listed in Workplan so all projects are affected?

Example I have projects from last month, where a person wants to be added in the Managers field how can I add them so all projects are updated?

494
A
Bronze Active Participant
M
Platinum Innovator
maria.moranPlatinum Innovator
asked in Ask the community
Financial Planning | Baseline

Hello everyone! I’m reaching out to gather some insights on how you manage to set a budget baseline for your projects after the initial project baseline has been established. Specifically, I’m curious about the following:Does setting a new budget baseline overwrite all the existing information? Is there a way to set a new budget baseline without affecting other baselines?Your experiences and tips would be greatly appreciated. Looking forward to hearing your thoughts and best practices!Thank you in advance for your help.Best regards,

842
M
Platinum Innovator
S
Silver Active Participant
ShanaSilver Active Participant
asked in Ask the community
Top 10 Resources Allocated by hours

Does anyone have ideas about how I would figure out the top ten allocated resources? Or is this out of scope for AW capability? Thank you. 

131
S
Silver Active Participant
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!

1565
S
Silver Active Participant
P
peterglessinger
asked in Ask the community
How do I change brackets to minus signs within the financial pages

From within my strategies, i am able to run my financial however all negative values are showing as brackets and not a minus sign. How do i change this?  

141
mikayla.martin
Planview Partner
L
Planview Partner
Lucia SanchezPlanview Partner
asked in Ask the community
Clarification on API Limitations and Best Practices for Handling Large Queries

Good afternoon, Planview team,I hope this message finds you well.I am reaching out to request clarification regarding the limitations and governance mechanisms of the AdaptiveWork API, as outlined in the REST API Guide - Version 2.Specifically, I would like to understand how to handle queries that require extracting more than 100 records, given that the documentation mentions the following:Request batch limiting: The total number of requests that can be processed in a single call to the web service is 100. Request limiting: The total size of requests sent in a single call to the web service must not exceed 25 MB. Call limiting: 1,000 API calls per paid license per day, with a maximum of 1,000,000 calls per day. Rate limiting: Up to 25 requests per second are allowed, with the quota being global for the organization, not per user. Request conditions limiting: The total number of conditions (OR/AND/IF, etc.) in a single API call should not exceed 200 by default. If the quota is exceeded,

2383
L
Planview Partner
J
Bronze Top Contributor
JamieABronze Top Contributor
asked in Ask the community
Track progress of a Custom Action (Progress Monitor?) and/or best practice for debugging?

Hello community,We have been provided some Custom Actions and Workflow Rules by a consultant and they just don’t work as promised. I’m trying to debug them myself but can’t find the tools that would inform me on the progress of the running actions/rules or where things are going wrong.I thought the Process Monitor might be helpful when a long-running process takes place (like a Custom Action looping through and processing 100+ records) but I see nothing there.And the Support article for Process Monitor doesn’t actually explain what Triggers the monitoring to begin! Can I cause monitoring to begin and to report out? What actions get “monitored”?If not there, where else can I see any helpful information about why my Custom Action processed only 1 record out of the 20 I expected to load data into Financials and update each row’s status in this Custom Object?This consultant has said that sometimes processes get ‘stuck’ without sharing how to un-stick them (or know if they’re stuck or just

263
J
Bronze Active Participant
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!!!

693
mikayla.martin
Planview Partner
CoryJ
Silver Active Participant
CoryJSilver Active Participant
asked in Ask the community
Resource Request Dependancy

Is it possible to set up a dependency so that a PM cannot request resources until a project task or milestone is marked complete? 

130
CoryJ
Silver Active Participant
D
dhart00
asked in Ask the community
Managing Dependecies

Hi We have recently rolled out Agileplace and are wondering how people are managing dependencies between stories.ThanksDAve

1201
Jon High
Planview Falcons
B
bc1
asked in Ask the community
Planview Timesheet - Time booking codes

Hi there - What is the best why for resources to book time for Annual Leave on their timesheet?    … Should a project ‘Annual leave’ be set up for them to record time for Annual Leave?  Please advise on the best why to do this.Thanks in advance :)

761
mikayla.martin
Planview Partner
S
Gold Innovator
Sean.BarberGold Innovator
asked in Ask the community
Use Custom Action or Workflow to set Project specific Rates

Hello,We have a range of Projects where we want to setup a Project specific rate.Currently we use the ‘Prices and Rates’ functionality within the Work Plan (Resourcing tab) to acheive this, but we have to set the rate for each Resource line by line.Does anyone know of a way to use a Custom Action or Workflow to try and bulk update these impacted Resources on a Project or for when a Resource is newly added to a Project in future to apply a set Project rate?Currently we’re looking in the ‘Resource’ → ‘Assigned’ → ‘All Links’ in Configuration to see if this is possible.  Many Thanks,Sean

361
S
Gold Innovator
N
Bronze Active Participant
NcherpakBronze Active Participant
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...

571
Ami Faran
Planview Falcons
W
Planview Partner
wendy.wongPlanview Partner
asked in Ask the community
Timesheet

Can timesheet be submitted monthly by calendar month? 

1251
mikayla.martin
Planview Partner
A
Silver Active Participant
athena.smithSilver 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. 

262
mikayla.martin
Planview Partner
rzb1qs
Silver Active Participant
rzb1qsSilver 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.

535
rzb1qs
Silver Active Participant
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?

723
D
Platinum Innovator
J
Planview Partner
Jhon BorreroPlanview Partner
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.         

1397
J
Planview Partner
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.

453
J
A
Silver Active Participant
athena.smithSilver 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? 

1062
mikayla.martin
Planview Partner
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?

955
DaveSparrow
Bronze Active Participant
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?

382
Rajagopalan V
Bronze Active Participant
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