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  • 241 Topics
  • 501 Replies
241 Topics
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!

692
Aayush
Planview Falcons
E
Gold Active Participant
eric.abonceGold 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.

603
E
Gold Active Participant
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  

412
J
Platinum Innovator
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?

1043
Sai Sravan
Planview Falcons
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
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!

771
Andy Johnston
Gold Active Participant
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? 

1921
Niranjan Manohar
Planview Falcons
J
Planview Partner
jmorenoPlanview Partner
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
Aayush
Planview Falcons
V
Planview Partner
Vladimir OrtizPlanview Partner
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.

1051
Niranjan Manohar
Planview Falcons
K
Platinum Innovator
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?

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

692
K
Platinum Innovator
C
Bronze Innovator
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 

502
C
Bronze Innovator
J
Platinum Innovator
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 

982
J
Platinum Innovator
S
Gold Innovator
Sean.BarberGold 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!

1961
elizabeth.gomez
Bronze Active Participant
S
Gold Innovator
Sean.BarberGold 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! 

751
Sai Sravan
Planview Falcons
K
Platinum Innovator
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?

1161
bkrutiy
Bronze Product Expert
M
Platinum Innovator
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

791
Niranjan Manohar
Planview Falcons
M
Platinum Innovator
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

982
M
Platinum Innovator
J
Bronze Top Contributor
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.

3176
Limori
Planview Falcons
J
Platinum Innovator
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

222
J
Platinum Innovator
J
Platinum Innovator
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

222
J
Platinum Innovator
K
Platinum Innovator
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!

471
Limori
Planview Falcons
K
Platinum Innovator
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 :) 

1704
bkrutiy
Bronze Product Expert
Rajagopalan V
Bronze Active Participant
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?

725
Rajagopalan V
Bronze Active Participant
K
Platinum Innovator
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!

2113
Limori
Planview Falcons
P
Gold Active Participant
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

6318
P
Gold Active Participant
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