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  • 160 Topics
  • 338 Replies
160 Topics
C
Bronze Active Participant
cpetrieBronze Active Participant
asked in Ask the community
Number of People in User Group

Hello,I’m trying to generate a report that would display the number of people in each User Group. I have been able to get a chart to display this information but am unable to produce a table with this information. Does anyone know how to display this in a table?The parameters I have for the chart are as follows:Report on: UserInclude related data: GroupChart Type: StandardX-axis: User.Groups.NameY- axis: Display Number of People Thanks for any advice!Carey Petrie 

2
C
Bronze Active Participant
6 months ago
J
Platinum Innovator
JessO
asked in Ask the community
Resource Planning view

Hello all, need your help to figure out how to regain a resource planning view with both actual and forecast resource hours. I used to be able to see the previous view (first screenshot) when using Resource Planning but now I’m only able to see the top row (2nd screenshot). Thanks in advance. JPrevious view Current view 

2
J
Platinum Innovator
6 months ago
S
Silver Innovator
Sean.BarberSilver Innovator
asked in Ask the community
Importing / loading Task Assignment

Hello,Is there a way to load / import Task Assignment against a task within a Project?We have explored the ‘Data Loader’, however we have had little to no success with the available templates to load data in. Has anyone got any tips or methods to do this? Thanks.For example we would want to load this kind of info:Name: Joe Bloggs Date/Period: 01/02/2024 Number of Days: 10 dThanks!

1
elizabeth.gomez
Bronze Active Participant
6 months ago
S
Silver Innovator
Sean.BarberSilver Innovator
asked in Ask the community
Slide Publisher - Report Charts Formatting (Text Font)

Hi All,When utilising AW Report Charts in Slide Publisher, is there any way to adjust the font size of the text (e.g. labels, legends, URL) as whatever we try to do they come through pretty large….Outside of Report Charts we tend to just adjust the font size of the placeholders, but the same approach does not seem to work for Report Charts. Thanks! 

1
Sai Sravan
Planview Falcons
6 months ago
K
Platinum Innovator
kayla.schwarzPlatinum Innovator
asked in Ask the community
Editing project property card permissions

Is there a way to grant project property card edit permissions for profiles other than project managers?

1
bkrutiy
Platinum Top Contributor
6 months ago
M
Gold Innovator
maria.moranGold Innovator
asked in Ask the community
Staffing Requests - Tracking reasons for staffing requests rejections

Hi everyone!I hope you're all doing well. I'm reaching out once again with a question that I'm hoping the community can help with.Context: Recently, we've implemented capacity management within our company, and we've encountered a challenge in tracking the reasons for rejecting staffing requests. It's become apparent that having a log or record of the reasons for rejection would greatly benefit our resource and project managers, while also provide an audit trail. What We've Tried: Discussion Posts: We explored using discussion posts within staffing requests to capture rejection reasons. However, we found accessing these discussions to be cumbersome, requiring users to navigate through multiple clicks. Is there a way to streamline this process, perhaps by displaying discussions as a column? Custom field + Custom Action + Workflow Rule: Another approach we considered was creating a a pop-up window would prompt the rejecting user to enter the reason, upon rejection. For this we created

1
Niranjan Manohar
Planview Falcons
6 months ago
M
Gold Innovator
maria.moranGold Innovator
asked in Ask the community
Slide Publisher - Projects and Sub-Projects

Hi everyone! Looking for insights on our lastest challenge: reporting on tasks from a Project and its Sub-Projects in one slide. Context: Our project operates in Phases (sub-projects), each with its own set of tasks and milestones. These phases often run concurrently, meaning we might have "Phase 1 - Testing" and "Phase 2 - Design" happening simultaneously. Weekly, we provide project progress updates to stakeholders via a .pptx file generated from AW. This one-pager typically includes Project details, RAG (Red, Amber, Green) status indicators, and a table displaying upcoming tasks alongside their due dates and statuses.Attempts so far:1.  Initially, we attempted to incorporate Sub-Project tasks into our existing table by adding a new row. Unfortunately, this approach only populated the Sub-Projects themselves and failed to include tasks from within each sub-project.2. We also experimented with repeating slides for each Sub-Project's tasks. While this method successfully displayed tasks

2
M
Gold Innovator
7 months ago
J
Platinum Active Participant
JamieAPlatinum Active Participant
asked in Ask the community
Can a "Team Member" User/License Type create a Task or Sub-task in a Project?

We have Project Managers with “Full User” licenses and Engineers with “Team Member” licenses who work on the PMs’ Projects. We’re finding that the Engineers (Team Members) cannot break down a Project Task they’ve been assigned into sub-tasks. The only type of Task they can create in AdaptiveWork is a standalone “To Do” type Task (one that is not associated to a Project).I wasn’t sure if that is the intended behavior for a Team Member or if we have a Permission preventing that task creation. The help for  Licenses  is not crystal clear on that, though it sort of implies “no task-creation for Team Members” (and trying to understand the relationships between User Types and Licenses is every more mind-boggling 🤕).Would love an authoritative answer.

6
Limori
Planview Falcons
7 months ago
J
Platinum Innovator
JessO
asked in Ask the community
CurrentUser() Current User as object

Hello again!How do I change the currentuser() to display plain text First Name Last Name? Thank you and regardsJess

2
J
Platinum Innovator
7 months ago
J
Platinum Innovator
JessO
asked in Ask the community
Current User

Hello again!How do I change the currentuser() to display plain text First Name Last Name? Thank you and regardsJess

2
J
Platinum Innovator
7 months ago
K
Platinum Innovator
kayla.schwarzPlatinum Innovator
asked in Ask the community
Set Available Capacity

Hello Planview Community, Appreciate any advice on how Admin’s can set a percentage on a resource’s available capacity. For example, for Managers, we’d like to indicate that their available capacity for Billable work is 50% of their calculated capacity, so that when reporting Billability, it only takes their Billable Time / 50% of their capacity? Thank you very much!

1
Limori
Planview Falcons
7 months ago
J
Platinum Innovator
JessO
asked in Ask the community
New File as Default when attaching a file via a custom form

Is there a way make the “New” tab the default selection when adding an attachment to a custom action form? Please see the attached screenshot.I know it can be set to default in the Profiles and that’s how we already have it, but I would like to see it default to the “New” tab when adding a file attachment to a custom action form. 

4
J
Platinum Innovator
7 months ago
K
Platinum Innovator
kayla.schwarzPlatinum Innovator
asked in Ask the community
Incomplete Timesheet Report

Hi there! I’m trying to create a report to show incomplete timesheets by resource(based on a 37.5 hour work week). I’ve had success generating a report to populate the total submitted and approved time...but am struggling to calculate a resources missing time. When I create the calculation “37.5 hours - timesheet duration” it gives me an error: Error: Data types Numeric and Duration not compatible for '-' operation. Any ideas or recommendations are greatly appreciated :) 

4
bkrutiy
Platinum Top Contributor
7 months ago
Rajagopalan V
Bronze Active Participant
Rajagopalan VBronze Active Participant
asked in Ask the community
Edit New User Invitation Email

Wanted to edit New User “Send Invitation” email:Add CC to the person who sends the invitation Format the email with wordingsIs this possible? or can we have this feature added?

5
Rajagopalan V
Bronze Active Participant
7 months ago
K
Platinum Innovator
kayla.schwarzPlatinum Innovator
asked in Ask the community
Timesheet Submission Notifications

Hi there! Does anyone have experience configuring a workflow that sends an email notification to a timesheet reporter’s Direct Manager upon their timesheet submission? Goal is for the Direct Managers to receive an email notification that their Direct Report’s submitted a timesheet entry. Is it possible to trigger this for a specific project too?Any advice is much appreciated. Thanks so much!

3
Limori
Planview Falcons
7 months ago
P
Gold Active Participant
patrick.jonesGold Active Participant
asked in Ask the community
What is best practice for updating planned work (remaining work)?

I am curious what the recommended practice is, or how others may handle such a situation. For context, think in terms of a fixed price services project, meaning we are incentivized to be as efficient as possible. With that said, reality is often different from initial plans, either for better or worse as far as Work/Cost ‘budget estimates’ go to produce deliverables. As a project manager, I want to keep my project plan as accurate as possible, for both communicating to my customer as well as my executives: % completes, remaining effort/durations, forecasted costs, variance from budgets, etc. So the question is, what is best practice or how do others update a work plans remaining hours in order to have an accurate forecasted cost (lets assume we use the Update Forecast feature to do these). The main 2 options I am aware of are:Remaining Effort - Manually update ‘Remaining Effort’ for a work item (i.e. if ‘Work’ was 100 hours, we have charged 50 hours, but based on progress we believe th

8
P
Gold Active Participant
7 months ago
M
Bronze Active Participant
ManuelBronze Active Participant
asked in Ask the community
Bulk import expenses

HiI’d like to do a bulk import of expenses sheets via Dataloader and to specify the project they relate to, we are currently using a custom field as the “project id”. However I can’t find how to write a WFR which will check the Project ID (from the excel spreadsheet / import process) and will add the reference to the right Project.Any idea how?Thanks,Manuel

5
bkrutiy
Platinum Top Contributor
7 months ago
K
Platinum Innovator
kayla.schwarzPlatinum Innovator
asked in Ask the community
Capacity Setting by Group

Hello Planview Community. Does anyone have experience setting capacity for various user groups? We’ve set our global settings for all employee capacity to be x hour days (i.e. 7.5) but this varies by region. I’ve tried setting the group calendar hours to be 8 hours for specific region groups but it’s not reflected in the user’s available capacity (still shows 7.5 H for example).  Would appreciate any experience you all may have with setting various capacities by user/group.  Thank you!

2
M
Gold Innovator
7 months ago
C
Bronze Active Participant
cpetrieBronze Active Participant
asked in Ask the community
Display Number of People in User Group

Hello,I’m trying to generate a report that would display the number of people in each User Group. I have been able to get a chart to display this information but am unable to produce a table with this information. Does anyone know how to display this in a table?The parameters I have for the chart are as follows:Report on: UserInclude related data: GroupChart Type: StandardX-axis: User.Groups.NameY- axis: Display Number of People Thanks for any advice!Carey Petrie 

1
bkrutiy
Platinum Top Contributor
8 months ago
M
Gold Innovator
maria.moranGold Innovator
asked in Ask the community
Dashboards/Reports - Identifying user updates

Hi all! Have any of you attempted to create a report or dashboard to track when requests were last updated by a user (as opposed to the system)? Essentially, we are looking to monitor the progress of the requests we've received.Initially, we thought the process would be straightforward: build a report, create higlights → summary type “Count”, field “Title”, with formula: DateDiff(Today(),$LastUpdatedOn,”d”)>15However, we've encountered a challenge as requests are updated daily by the system. To address this, we considered adding a filter to the report: Last Updated By → Is not one of → SystemUnfortunately, this solution is not yielding the desired results 😅.Q: Do any of you have thoughts on this or have you experienced similar challenges? Any workarounds you can suggest would be much appreciated.Wishing you all happy holidays!Best regards, Maca

1
bkrutiy
Platinum Top Contributor
8 months ago
M
Gold Innovator
maria.moranGold Innovator
asked in Ask the community
Linking Requests

Hello everyone!We have implemented a demand management process for our Programme Managers to upload the requests they receive from the business. We have noticed some similarities among requests coming from different areas. Any ideas on how to link them to avoid duplication?Thanks!

5
M
Gold Innovator
8 months ago
C
Bronze Active Participant
cpetrieBronze Active Participant
asked in Ask the community
Handling Assignments for Terminated Employees (Leavers)

Hello,When employees leave our company (are terminated) their User State in AdaptiveWork changes to Suspended on their termination date via an automatic custom workflow. When we go into AdaptiveWork to reduce their assignment to projects/tasks to 0%, we can’t update the assignment because the User is Suspended. Some of our projects go on for a very long time, so it is confusing that these resources appear to be assigned after their termination date.I was wondering if anyone else has come across this issue and how they address it? We have a large number of employees and terminations are not always announced/shared with enough notice for the AdaptiveWork user to update assignments prior to the termination date. We are also interested if anyone has developed an automatic process to change the assignment of terminated employees to 0% on all projects/tasks on the day after the termination date.Thank you,Carey Petrie

5
sakthi.ganesh
Silver Active Participant
9 months ago
E
Bronze Active Participant
ErinMathesonBronze Active Participant
asked in Ask the community
Change Management

Does anyone have a good change management plan template?How do you manage change management teams through Planview?

1
bkrutiy
Platinum Top Contributor
9 months ago
jkharin
Bronze Active Participant
jkharinBronze Active Participant
asked in Ask the community
Style codes for out of the box related items panels

I created a custom panel, but cannot get the font type and size to match what the standard related items panels look like. (I did inspect the out of the box related items panels and copied the styles into the Advanced → Style for my custom panel). Can someone tell me what's wrong/what I’m missing with my style code? .tbl-container {margin-top:10px;}.tbl {border-collapse:collapse; width:100%; background:#fff;}.tbl td {padding:7px 5px; border-bottom:1px solid #d5d5d5;}.tbl .lbl {color:rgb(0, 132, 137);}.tbl .lbl {letter-spacing: -0.3px; }.tbl .lbl {font-weight: 600; }.tbl .lbl {font-stretch: 100;}.tbl .lbl {font-size: 12px; }.tbl .lbl {font-family:12px/bold "Muli","Helvetica Neue", Helvetica, Arial, sans-serif}.tbl .lbl {font-style: normal; }.tbl .lbl {text-decoration: none !important}.tbl .val {font-weight: bold; }.tbl .val {font-family:12px/normal "Muli","Helvetica Neue", Helvetica, Arial, sans-serif}.tbl .val {letter-spacing: -0.3px; }.tbl tr:first-child td {border-top:1px solid #d5d5

4
Sai Sravan
Planview Falcons
9 months ago
S
Silver Innovator
Sean.BarberSilver Innovator
asked in Ask the community
Hybrid Work - Custom Panels

Hi AllWe currently have setup & utilise a range of Custom Panels across various objects e.g. Cases & Projects within the ‘Classic’ UI. Are there any plans to enable the ability to expose Custom Panels within the Hybrid Work UI?In the interim, users can switch between ‘Classic’ & ‘Hybrid Work’ to see the Custom Panels we have enabled, but it would be great to see these Custom Panels within Hybrid Work as well. Thank you! 

1
Limori
Planview Falcons
9 months ago

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