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192 Topics
367 Replies

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192 Topics

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Heather.Beatty

asked in Ask the community

Moving a User from one User Group to Another with Active Staffing Requests

I have a case where a user has transitioned from one user group to another. We use capacity planning and his manager has changed, so his new manager needs awareness into his capacity. Since the user has active staffing requests, the system will not allow me to delete him from one group and add him to the new group. The only way I can think to do this is very manual - doing a resource replacement for all projects he is a resource for (replace with a placeholder), deleting him from his old group, adding him to his new group and having to go back in and resource replace the placeholder with his name. This resource has over 50+ staffing requests so this task will be rather time consuming. I’m looking to see if anyone else has had this happen - a resource needs to move from one group to another with active staffing requests - and if you’ve found a quicker way to get this completed?

833

8 months ago

kayla.schwarzPlatinum Innovator

asked in Ask the community

YTD reporting excluding upcoming months with 0 data

Hello Planview Community,I’m creating a report where I want to show our calculated utilization % month to month YTD but I want to exclude months with 0 data in it within the highlighted calculations as it drags down overall %(i.e. future months). I tried filtering the highlights to exclude where approved time is not null but get this error: Data types Duration and Numeric not compatible for '<>' operation. Seeking any advice on how to set our report Highlights to calculate from only months that have data - so exclude the 0 data of future months(since we wouldn't have utilization for the future yet). Example: Total January and February data calculates to 80% but due to the highlights calculating data from future months with no data yet, it shows the total highlight as 20%. Appreciate any input. Thank you!

291

8 months ago

kayla.schwarzPlatinum Innovator

asked in Ask the community

Conditional Formatting Based on Calculation

Hello Planview Community,Could use some advice on how best to implement conditional formatting for a report based on calculations. Context: I’ve got a report that shows the calculated resource Billability % and each resource has their own billability targets (Target Utilization % Field). Inquiry: How do I set conditional formatting in the table so that the text is red if the calculated Billability % is less than the individual resource’s Target Utilization %? I’ve tried going into the advanced settings for the conditional formatting but can’t seem to find the Target Utilization field that’s configured to Users. Many thanks!

581

8 months ago

jlvon23

asked in Ask the community

Assigning Resources to Tasks via Custom Action

Good Morning All!I’m relatively new to the Planview environment, so forgive me if this is a very simple thing that I just haven’t found in my search within this forum. We have a custom action called ‘PM Assignment’ where we can assign a project manager, and it will run through and assign that PM resource as the Project Manager and owner for all the work items. However, that same action does not assign the PM as the ‘resource’ thats assigned the task, that’s still a placeholder. We cannot use the ‘native’ replace resource, as the team responsible is handling hundreds or projects per day, and I’m trying to reduce the number of clicks for them. Has anyone attempted something similar before? Am I overthinking this?

1131

8 months ago

jmoreno

asked in Ask the community

About "% Progress" contextual panel from "Daily Trend Snapshots" app

Hi. We have enabled the "Daily Trend Snapshots" app in our AdaptiveWork system but we don’t display the "% Progress" contextual panel that this app includes. How can we access to this panel? Or how can we display the project expected progress vs actual progress trend?

221

8 months ago

Vladimir Ortiz

asked in Ask the community

Can I have or configure more than one baseline?

We need to have more than one baseline and restore baselines to active schedule.

831

8 months ago

kayla.schwarzPlatinum Innovator

asked in Ask the community

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

572

8 months ago

cpetrieBronze Innovator

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

382

8 months ago

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

792

8 months ago

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!

1341

8 months ago

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!

701

8 months ago

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?

701

8 months ago

maria.moranPlatinum 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

671

8 months ago

maria.moranPlatinum 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

712

9 months ago

JamieABronze Top Contributor

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.

1796

9 months ago

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

212

9 months ago

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

212

9 months ago

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!

391

9 months ago

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.

204

9 months ago

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 :)

1464

9 months ago

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?

585

9 months ago

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!

1493

9 months ago

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

4228

9 months ago

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

825

9 months ago

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!

402

9 months ago

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