Ask the community

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

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 :)

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?

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,

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. 

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!

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?  

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,

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

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!!!

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

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 :)

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

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...

Can timesheet be submitted monthly by calendar month? 

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. 

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.

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?

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.         

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

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? 

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?

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?

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. 

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).