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  • 248 Topics
  • 537 Replies
248 Topics
J
Platinum Innovator
JessO
asked in Ask the community
Is "Today()" function populating yesterday's date value? - Refer to "ToOrganizationalDateTime" function

Hello, I was hoping if someone could help me the below problem. In a workflow rule to set the Close Date field using Today() function, it is displaying yesterday’s date instead. I read about the UTC time zone and it is expected to show as yesterday but why doesn’t it do the same for the Date Opened field, which in a similar WFR is auto populating the date with Today() function and the correct date is shown. Has anyone had this experience? If it is a bug, I’ll follow process and raise it with the PV support team.  

512
J
Platinum Innovator
S
Gold Innovator
Sean.BarberGold Innovator
asked in Ask the community
Sharing Boards as Widgets (Hybrid Work Management)

Hello,We can share boards with licensed users, but can we share a board as a widget? (like we can already do with views, reports, dashboards etc). Many Thanks,Sean

723
P
Gold Active Participant
J
Platinum Innovator
JessO
asked in Ask the community
Comments field in Add Action Item via the Meeting Notes

Hello all,Is there a way to add the ‘Comments’ field to the Action Items via the Add New Meeting Note form? Thank you. Jess

782
J
Platinum Innovator
M
Bronze Innovator
Mayank BajpaiBronze Innovator
asked in Ask the community
Create a workflow when an existing user is changed (Multi-Select Picklist field)

Hi All, I am trying to create a workflow rule which sends a post when an existing user is changed to a new one, but because the field I am working on is a multi select , I am not getting an option to select it in the evaluation criteria, could anyone help on this?

475
Sai Sravan
Planview Falcons
K
Platinum Innovator
kayla.schwarzPlatinum Innovator
asked in Ask the community
Data Loader Timesheets

Hello,I am trying to use data loader to import timesheets for resources across various projects. I’ve referenced the Success articles and sample spreadsheets but I am still unclear on how to specify which timesheets go to which project. There is a field for the WorkItem I recognize but where do you specify the project? Alternatively I’ve also tried importing data (within the project, utilities tab, import) at a singular project level but when I do so I get this error: Any advice is much appreciated. Thank you!

1292
K
Platinum Innovator
D
Platinum Innovator
DeeptiPlatinum Innovator
asked in Ask the community
Custom Object

I want to create a custom object which can select projects existing in system. I am able to achieve that. But my custom object should also have milestones and tasks. e.g in workitem we have Projects, milestone and task. Is it possible to create custom object with same features so that I can implement stage and gate on that object too? it should not appear in project anywhere but it should appear as a separate module in navigation bar.

501
Limori
Planview Falcons
D
Platinum Innovator
DeeptiPlatinum Innovator
asked in Ask the community
How to save/use custom objects in a template?

Custom object by default will not have any panel.i have used action item option to configure as per business logic. But is it possible to save custom object as a template?

341
Limori
Planview Falcons
K
Platinum Innovator
kayla.schwarzPlatinum Innovator
asked in Ask the community
Time Phased Timesheet Client Work

Hello Community, I’m trying to create a crosstab report that shows resource time spent on client work(bill or not) vs. their overall time spent. We have three types of project categories: Internal, Client Bill & Client NonbillFormula desired = [Client Work Bill & Nonbill] / [All Actual Approved]The issue I’m running into is that the only fields available are Actual Approved, Actual Approved Billable, Actual Approved Nonbill. For this operation to work, I’d need to exclude projects under the Internal category from the numerator, but not the denominator.  If I implement a tab filter, to exclude Internal project time, it takes it out from all the calculations.Does anyone have experience doing a similar calculation?Cross tab report calculation: [Client Work Bill & Nonbill, excluding Internal projects] /[ All Actual Approved Time]

431
Limori
Planview Falcons
S
Gold Innovator
Sean.BarberGold Innovator
asked in Ask the community
Are Custom Panels available in Widgets?

Hello,Is it possible or is there any plan to make ‘Custom Panels’ available in shared Widgets?We utilise ‘Custom Panels’ quite a bit & currently these don’t seem to be visible via widgets.Many Thanks,Sean 

221
Limori
Planview Falcons
D
Platinum Innovator
DeeptiPlatinum Innovator
asked in Ask the community
Can we create custom ribbon and buttons on custom panel?

Is it possible to create custom ribbon and buttons in custom panel. Can anyone share sample code? Like in workplan we have Add project, milestone,task. How to add similar custom buttons with actions.

432
D
Platinum Innovator
M
Bronze Innovator
Mayank BajpaiBronze Innovator
asked in Ask the community
How do we create a custom field/Workflow which can count the number of active deliverables in a Work Plan

Looking to create a Workflow/Custom field which can count the number of Active deliverables in a work planAlso are there any useful tutorials/Links which can help in providing some support in creation of Workflow rules

1332
M
Bronze Innovator
A
Silver Active Participant
athena.smithSilver Active Participant
asked in Ask the community
Can you add a roadmap to dashboards?

I have a team requesting to add their portfolio roadmap to a dashboard to visually show all of their projects. The dashboard is intended for a VP, so they want them to go to one place for all the information they need (versus the dashboard + portfolio for the roadmap).Does anyone know how to add a roadmap to the dashboard? I have heard it can be done by pulling the Roadmap URL in via an i-Frame, but cannot find any documentation on how to do that. 

992
Limori
Planview Falcons
J
Platinum Innovator
JessO
asked in Ask the community
Our logo isn't transparent in AW even though it is a png and transparent in other tools

Hi all, I was wondering if there was a setting in AdaptiveWork that will needs to be enabled or disabled so that the company logo which is a png/transparent does not show up with a black border around it. Does anyone else have this issue and if you did, could you share the fix? Thank you.Jess

291
Limori
Planview Falcons
hayley.connage
Gold Active Participant
hayley.connageGold Active Participant
asked in Ask the community
Advanced Formula Help for Report

Hey AW Community,  I’m in flight of creating a profitability report for senior management and finance and I’m in a bit of a conundrum as they want to see slightly different things from the same field within our system. My only solution to this is to create a formula for one of the report tabs to give them what they need. SCENARIO: We have our actual Revenue column pulling through billable effort for an engagement(as expected). As with any projects, we will have Change requests; and based on the additional project codes for these changes, we can see whether this burn is billable to the client or non billable. For the Finance tab, where the effort is not Billable - we want to show the actual revenue as ‘0’. (The current functionality of the ‘actual revenue’ field needs to remain in tact for the other report tabs. Question: What type of formula do I need to write in order for my ‘actual Revenue’ on these selective non billable endeavours to show as ‘0’ for that particular tab in my report

963
hayley.connage
Gold Active Participant
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

442
J
Platinum Innovator
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.

463
K
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!

822
K
Platinum Innovator
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!

816
Limori
Planview Falcons
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
E
Gold Active Participant
eric.abonceGold 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?

262
E
Gold Active Participant
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 

342
J
Platinum Innovator
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?  

1342
H
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?

721
Limori
Planview Falcons
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

1271
Sai Sravan
Planview Falcons
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?

652
jkharin
Bronze Active Participant
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