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  • 211 Topics
  • 429 Replies
211 Topics
J
Platinum Innovator
JessO
asked in Ask the community
Header above columns on a property card

Hello all,Is it possible to add a header above a column on the property card? For example: thank you.RegardsJess

352
J
Platinum Innovator
8 months ago
J
Platinum Innovator
JessO
asked in Ask the community
Dynamic layouts

Is it possible for a dynamic layout created for a specific profile to run alongside the same profile’s default layout?For example, we need a different layout for a type of project/process, accessible by a specific profile but we need to allow the members of that profile to switch between default and dynamic layouts.

433
K
8 months ago
K
Platinum Innovator
kayla.schwarzPlatinum Innovator
asked in Ask the community
Project Go Live Reports

Hello Community,My goal is to create a portfolio report showing highlights and graphs of all the Go-Live dates for the projects in the portfolio. One of the highlights Id like to show is the number of Projects with a Go Live Date This Month..Next Month...etc. in one tab...anyone have ideas or experience with this?  Many thanks!

682
K
Platinum Innovator
9 months ago
K
Platinum Innovator
kayla.schwarzPlatinum Innovator
asked in Ask the community
Data Loading User Information

Hello Community, is there a way to mass upload information for existing users without AW creating new users? I’m looking to add resource ID’s to our existing users in AW but when I import the spreadsheet with the existing names and IDs, it creates completely new users resulting in duplicate users.  Many thanks!

706
Limori
Planview Falcons
9 months ago
C
Bronze Active Participant
Cindy ChiBronze Active Participant
asked in Ask the community
Behavior clarification for "Forecast using Date Effective Rates" toggle

Team,We utilize versions to manage rate increases at the start of each financial year, beginning on July 1st annually.To control the application of new rates for each financial year, we employ the "Forecast using Date Effective Rates" toggle at the project level.In testing, I observed that:When the toggle is activated and a task spans across the financial year, it appropriately applies different rate card versions before and after July 1st. However, when a task commences on or after July 1st, it consistently applies the new rate, irrespective of the toggle's status. This diverges from our expectations, as we anticipate the default rate card version to be utilized if the toggle is deactivated, regardless of when a task begins.Could you please clarify the expected behavior? Thanks,Cindy

232
C
Bronze Active Participant
9 months ago
E
Silver Active Participant
eric.abonceSilver Active Participant
asked in Ask the community
Social sync mapping between AdaptiveWork and Salesforce

Hello! My organization has the Salesforce integration set up, to create projects based on some Salesforce triggers. We have also enabled the Salesforce /AdaptiveWork “Sync Social” feature so that posts from SF synchronize with those from AW and vice versa.  The issue is that whenever posts written by someone without an AW license are synchronized from SFDC, they all show as being written by me, being the system admin and default workflow user. This not great as obviously we want to keep track on who was actually responding to the questions and conversations; and keep track of that data. I assume changing the default workflow user from myself to some integration user would not be enough as it still show the user as having generated those conversations as opposed to the real users, unless I’m mistaken. Is there a way around this?

232
E
Silver Active Participant
9 months ago
J
Platinum Innovator
JessO
asked in Ask the community
Pull down to expand a text box within in a form

Hello! Is there a way to expand a text box within a form in AdaptiveWork? I know I can change the CSS in Global setting but that only allows me to make the default size of forms to wider or narrower. Scrolls do appear within the frame of the text box when the content is longer than the height of the text box, but it is annoying not being able to see what I typed at the very top without scrolling up. TIA, Jess 

332
J
Platinum Innovator
9 months ago
H
Heather.Beatty
asked in Ask the community
Removing a user from user group who has left the company

Hi community - I have a user who has left the company. I’ve deleted his profile and I’m trying to remove him from a user group so that his hours are not factored into the team’s totals any longer. I’ve reassigned all of the future hours to another person on the team and I went back and pulled “On Hold” projects and removed him from those as well. Every time I try and delete him from the user group I get a Validation Error that says that it cannot delete him because there is a staffing request - but I can’t find anything active. Does anyone know where I can search to remove him so I can delete him from the user group completely?  

932
H
9 months ago
T
Tamara Boyd
asked in Ask the community
Resourcing Groups and Placeholder Groups

We are just setting up AdaptiveWork so I’m interested in comments on best practices on groups for the purposes of rates and resourcing.  We will have Group Job Titles in order to form Placeholder Resources with different rates (for example a cost/billing rate for an Engineer is different in Europe vs Asia vs US).  I am curious if people use these same groups also for Resourcing Groups that have Resource Managers?   That would lead me to more hierarchy with sub-groups… For example, within a region like Europe, we would have a Mechanical Team that would have Mechanical Engineers, Mechanical Lead Engineers, Mechanical Designers, etc.  that all have a common set of Resource Managers but different rates within the region.   What are some best practices to consider when setting up groups?

551
Limori
Planview Falcons
9 months ago
J
Bronze Top Contributor
JamieABronze Top Contributor
asked in Ask the community
How does a resource manager get notified when a resource is requested?

This seems like it would be obvious, but we are not finding an obvious solution to this:How does a Resource Manager get notified when a Resource (of a type they manage) is Requested? And then how does the Requestor (a PM) get a notification once a resource is approved and/or named resource is assigned?Assigning Resources is just one part of people’s jobs here so those Resource Managers are not sitting around watching AdaptiveWork, waiting to see new Requests 👀🙂Emails would be one thing we expect but do not find.  We’d prefer a Slack post (but that doesn’t seem to be how the Slack integration works). If it’s in the Activities or Alerts at the top of the page we’re missing it in the sea of uninteresting data that appears there.Keywords: Resource Requests, Resource Assignments, Notifications, Notify

1001
Sai Sravan
Planview Falcons
9 months ago
jkharin
Bronze Active Participant
jkharinBronze Active Participant
asked in Ask the community
Slide Publisher - Hyperlinks to File URL's

Is there a way for a File URL to not show up as a long plain text string when the PPT slide generates, but rather a hyperlink to the file based on the file name in the project?

592
jkharin
Bronze Active Participant
9 months ago
J
Platinum Innovator
JessO
asked in Ask the community
Change type Risk to Issue

Hi all, hoping someone could help with my question. When I change the type of a Risk to an Issue, the system seems to delete the risk record, replacing it as an Issue with a unique ID. Is this expected behavior?thanks Jess

692
J
Platinum Innovator
9 months ago
C
Bronze Innovator
cpetrieBronze Innovator
asked in Ask the community
Can Topics be deleted?

Hi,Pretty basic question here. We are starting to use Topics as a condition for creating reports. There does not seem to be a way for the user to remove a Topic that they created in error. Does anyone know how to delete a Topic that was created in error?Thanks,Carey

332
C
Bronze Innovator
9 months ago
C
Bronze Innovator
cpetrieBronze Innovator
asked in Ask the community
Load Times

I was wondering if anyone has suggestions to improve load times across various modules of AdaptiveWork. We find that if a User Group has more than approximately 30 people, then the Resource Load module is very slow to load. Similarly, most Reports are slow to load or fail to load completely if they have data for more than 30 users. I’m not able to get Dashboards to load if I combine more than 3 charts from different reports.We are using filters to minimize the data shown in these modules but at some point, we can’t make our groups any smaller and still be able to produce valuable reports.We’re at the point where we are exporting data and managing it outside AdaptiveWork to be able to produce the reports we need, but this is not ideal.Any suggestions would be much appreciated. Thank you.

893
C
Bronze Innovator
9 months ago
CoryJ
Silver Active Participant
CoryJSilver Active Participant
asked in Ask the community
"Expanded" Project view by Default?

I am reaching out to the community for potential advice or solutions regarding an inefficiency in our current workflow.My team frequently interacts with Project views and, as it stands, we find ourselves continuously performing the repetitive action of expanding our Project view to see all tasks associated with a project.Default “Collapsed” Project View“Expanded” Project ViewCurrently, the system defaults to a "Collapsed" Project View, and while this default setting maintains a clean interface, it introduces a time-consuming step that we must repeat with each project interaction. This process results in an accumulation of redundant clicks over time, representing a non-trivial impact on our productivity. In a previous engagement with support last October, it was noted that a default "Expanded" Project View setting was not feasible. Support Reply Default Hybrid Grid View However, it appears that a Default "Expanded" view is exactly what the Hybrid Grid view is offering today.  Regrettabl

722
CoryJ
Silver Active Participant
9 months ago
H
Bronze Active Participant
HaydnBronze Active Participant
asked in Ask the community
Are there any limitations on the number of lines within a program?

Hi All,Does anyone have any idea on any limitations on the number of lines within a program, and how long it takes to open a a Program with 2-3k lines?Thanks in advanceHaydn

402
H
Bronze Active Participant
10 months ago
K
Platinum Innovator
kayla.schwarzPlatinum Innovator
asked in Ask the community
Group Calendar for Consolidated Resource Leave

Hello Planview community, I’m looking to create a shared user group calendar in AW and am wondering if there’s a way to do this so that it feeds through all the Annual Leave input at each resource level.The goal is for the team to have a calendar to reference for the group to see when team members are on leave in one calendar. I already enter leave at the individual level so is there a way to get it to feed into one consolidated calendar with the applicable group members?  I’ve tried creating a new group calendar with the resources added but it does not bring through their leave.Many thanks!

412
Limori
Planview Falcons
10 months ago
M
Platinum Innovator
maria.moranPlatinum Innovator
asked in Ask the community
MS Project Import | Work

Hello everyone,I hope you're doing well!I wanted to reach out to the community regarding a peculiar issue I've encountered while importing a Microsoft Project into AW.I've been attempting to import a Project with planned work hours specified for each task (as shown in the first screenshot). However, upon importing it into AW, I noticed that the task assignment appears to be off (as depicted in the second screenshot). I'm curious if anyone else has experienced similar behavior or has any insights into what might be causing this discrepancy. Additionally, if anyone has discovered a workaround for this issue, I'd greatly appreciate any advice or suggestions you can provide.Thank you in advance for your help and expertise!Best regards, Maca

3653
Limori
Planview Falcons
10 months ago
K
Platinum Innovator
kayla.schwarzPlatinum Innovator
asked in Ask the community
Crosstab Week Reporting Date Formatting

Hello, I have a weekly crosstab report that shows the week’s data but with headers of W-01, W-02, etc. which can get a bit confusing when looking at weekly data. Wondering if anyone has knowledge of if/how to set it so it actually show’s the week date? Thank you!

572
Aayush
Planview Falcons
10 months ago
E
Silver Active Participant
eric.abonceSilver Active Participant
asked in Ask the community
Calculations based on timelines

Hello! I’m being asked to create a report where we can see if a project is adhering 75% to the original timeline. I thought about creating a custom field based on a formula which would divide $BaselineDuration by a value that is calculated from a field with the formula DateDiff($BaselineDueDate,$ActualEndDate,’d’). I get an error when doing this,  “Error: Data types Numeric and Duration not compatible for '/' operation” If I try to save DateDiff($BaselineDueDate,$ActualEndDate,’d’) as a duration instead of a numeric value, I get the error: Error: Formula evaluation result data type is Numeric instead of expected Duration.

533
E
Silver Active Participant
10 months ago
J
Platinum Innovator
JessO
asked in Ask the community
Actions assigned owners in Meeting Notes

Hello all, I was wondering if there was a way to automatically send an email to the owner of an action created in Meeting Notes? For example, I created a meeting note and within it, created an action item and assigned an owner. Do I have to enable a setting or create a custom WFR? Thank you. Jess  

342
J
Platinum Innovator
10 months ago
H
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?

893
Sai Sravan
Planview Falcons
10 months ago
K
Platinum Innovator
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!

301
Sai Sravan
Planview Falcons
10 months ago
K
Platinum Innovator
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!

641
Andy Johnston
Gold Active Participant
10 months ago
J
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? 

1411
Niranjan Manohar
Planview Falcons
10 months ago

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