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  • 159 Topics
  • 337 Replies
159 Topics
elizabeth.gomez
Bronze Active Participant
elizabeth.gomezBronze Active Participant
asked in Ask the community
Widget access attempts

Hi everyone! I hope you are all doing well.We have a widget for a dashboard that gets sent monthly to our users, which is password protected. When a user enters the password incorrectly, an email gets triggered to all accounts with an admin profile. I was wondering a couple of things:Can I edit the recipients of the message? If so, where? Is it possible to know who tried to access the widget but couldn’t?Thank you so much,

1
bkrutiy
Platinum Top Contributor
9 months ago
pawan.raju
Planview Falcons
pawan.rajuPlanview Falcons
published in Ask the community
Reopening a Fiscal Month: Effects on Locked Information (Q&A)Q&A

Evaluate the provided options and select the statement that accurately describes the Re-Open Fiscal Month process.

270
pawan.raju
Planview Falcons
9 months ago
hayley.connage
Gold Active Participant
hayley.connageGold Active Participant
asked in Ask the community
Removing Resources in the Capacity Module

Hey Gang,  We’ve had a few leavers in different teams since implementing AW. As such, I have either suspended or deleted their accounts.  However i’ve noticed that this does not remove them from the Capacity module which is very confusing. I cannot see a function that will only allow me to look at active resources, so... Is there a way to remove them completely? 

4
Matt Bures
Planview Falcons
9 months ago
hayley.connage
Gold Active Participant
hayley.connageGold Active Participant
asked in Ask the community
Capacity Planning in Dashboard

Hey PV Community,  I just wanted pick your brains if I may: I’m in the process of pulling department specific dashboards together and alot of them want to see resource allocation for their teams in a dashboard. We have allocation broken out by team/ resource type but are unsure on how to get this in a graphical report that we can put into a Dashboard. At present I can only see how to share the entire capacity view, but can’t see how to segment by the teams. Has anyone done this? ​​​​​​If so, how did you achieve it?

4
bkrutiy
Platinum Top Contributor
9 months ago
woodsie
Silver Active Participant
woodsieSilver Active Participant
asked in Ask the community
How to enforce unique field values.

WE have frequent issue where team members are creating duplicate customers and other objects in our instance and need to enforce unique values on certain fields is there a formula available to do this?

3
woodsie
Silver Active Participant
9 months ago
M
Bronze Active Participant
ManuelBronze Active Participant
asked in Ask the community
Hybrid Work Management

I like the Hybrid Work Management new UI, however I am still missing the possibility to display custom objects that are relating to a project for example. Are related objects going to be integrated soon in Hybrid Work Management ?

3
Limori
Planview Falcons
10 months ago
S
Sharon Burton
asked in Ask the community
Is there a way to report on Portfolios by Permissions User Groups or vice versa?

In our AdaptiveWork instance, we have configured Portfolios with many User Groups assigned to the Permissions field.Does anyone know of a way to create a report to show this relationship?We could also look at it the opposite way: for each User Group, what Portfolios is it assigned to?

1
bkrutiy
Platinum Top Contributor
10 months ago
Yadhu Krishnan
Planview Falcons
Yadhu KrishnanPlanview Falcons
asked in Ask the community
Can I Assign Customers to Projects?

Wanted to check if it is possible to assign external people to projects on AdaptiveWork

1
Anna Öhrlund
Planview Falcons
1 year ago
Yadhu Krishnan
Planview Falcons
Yadhu KrishnanPlanview Falcons
published in Ask the community
How to contact support (when it’s really needed!)contact support

We would like you to use the community as the first point of contact when encountering questions or problems, as chances are your peers have dealt with them before! But, if you’re encountering a problem the community really can’t fix, we’re here to help! What to check before reaching out to support:Look for best practicesWe’d suggest posting your question here. Contact detailsHere is the link to our Customer Support page if you need more help.  

530
Yadhu Krishnan
Planview Falcons
1 year ago

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