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65 Topics
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65 Topics

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mserafinowskiGold Active Participant

asked in Ask the community

RES12 - Pending Timesheetets

Hello everyone,Has anyone else noticed that the RES12 - Pending Timesheets report doesn’t display missing timesheets if a resource has never submitted a single timesheet?I’d love to hear if anyone has found alternative solutions (aside from using the "Resources Never Submitted Timesheets" tile). While that tile technically helps, it adds extra work and limits our use of the out-of-the-box report, which ideally should include this data.Has anyone else been forced to use a custom solution instead of the FastTrack report because of this issue? Would really appreciate any insights or workarounds that have worked for you!

499

3 days ago

ThbutlerBronze Product Expert

asked in Ask the community

Disabling CRIs

We are currently evaluating Logbook, and a question came up from one of our managers. Once Logbook goes live, is there a way to disable the current CRI module? Or do we have to remove permissions and disable tiles/reports?

224

5 days ago

Mario.munozSilver Active Participant

asked in Ask the community

mobile acces

We were in the process of testing mobile access to portfolios in our sandbox environment. After the update last night, the option is gone to enable it and we can no longer access it. Does anyone know what happened to it? I looked through the October release slides and did not see any information about it.

375

12 days ago

RobinB

asked in Ask the community

Stage Gates

Our Governance team is looking to update to a more “gated” process. We have seen some information on the Success Center regarding Stage Gates in Portfolios and I see that there is a Gated Work Dashboard available however I do not see a lot of information on configuring Portfolios to support this type of configuration. I am curious if others are using stage gates and how you have set it up, if you have any documentation you can direct me to, etc. We have used phases as sort of “gates” in the past and can go with that option again, but if there is a better way, or a specific way of doing it in Planview we would like to pursue/understand that as well.Thanks!Robin

191

13 days ago

jkaschke

asked in Ask the community

Planview Portfolios Performance Issues?

Hi - we have our servers in the UK and have noticed horrible performance using Planview Portfolios. Anyone else suffering?

384

16 days ago

margotrogersBronze Active Participant

posted in Ask the community

Would like to hear from Planview Customers who are currently tracking their AI Governance in Planview

Would like to hear from Planview Customers who are currently tracking their AI Governance in Planview? Are you using Portfolios only or ProjectPlace as well (need document storage) How do you make a workflow that is auditable? Best Practices Auditability is key

17 days ago

rafal.likitarczukBronze Active Participant

asked in Ask the community

Exposing Outcomes structure from Portfolios to be used in AgilePlace

I'm trying to use AgilePlace to visualize lifecycle flow of digital products (applications) stored in Outcomes structure in Planview Portfolios. My idea was to use Portfolios connector in Planview Hub, however this connector doesn't support Outcomes. Do you know if Outcomes structure elements can be exposed from Portfolios in any way to synchronize Outcomes from Portfolios with cards in AgilePlace?

344

17 days ago

MusungaK

asked in Ask the community

JIRA and Portfolio integration

hello;Are we able to integrate directly between JIRA and Portfolios in a bidirectional manner? Has anyone established this connection and did you connect at the JIRA story or Feature level? Thanks

274

20 days ago

dmilamBronze Active Participant

asked in Ask the community

Is there a way to change the Warning message that pops up when work status changes?

We have a user that was canceling a work item. A pop up warning appeared saying “Confirm update - work status to completed”. We assumed it would say “Confirm update - work status to canceled”. Can we change the warning message or is it working as designed or do we need to open a PV support case?attaching a screenshot

183

23 days ago

AgrantPlatinum Active Participant

asked in Ask the community

Updating Lifecycel Roles in Bulk?

Is there a way to Bulk update a project’s Lifecycle Role for a # of projects within Portfolios? Trying to see how we can do this on our own without having to have Planview do it through RAS hours.

372

23 days ago

Craig Hedison

asked in Ask the community

Custom PowerPoint Template

Hi All,We like to create a report that can be downloaded into a PPT. However, instead of the standard blank PPT in Portfolios, we would like use a custom PPT template (company wide standard template).Does anyone know if this is possible?Thanks,Craig

1 month ago

LaurentBronze Active Participant

asked in Ask the community

REST API filters - Any documentation?

Hello,We’re beginning our journey using Portfolios’ Rest API.While pretty straightforward in its use, there is one undocumented option that we are struggling with.Using the Work endpoint API, the /public-api/v1/work query has a ‘filters’ parameter that does not have more extended syntax documentation than what we found on the Success Center The single provided example for a work item (that is, a task below PPM) is: project.Id .eq 1906This is a little odd because when looking at the project data type, there is no Id attribute, instead we’d usually use projet.structureCode or project.shortNameWe tried applying a similar filter on those attributes but always got a HTTP 400 Bad Request response. Is someone aware of a more detailed documentation on the API system used by Portfolios that would describe the filter syntax used here? Or is there a specific Portfolios API documentation available somewhere (maybe from the inner circle group)? Thanks in advance and have a nice end of week.

270

1 month ago

MGMullenSilver Innovator

asked in Ask the community

Managing Attributes Across Different BU Implementations

For customers of large groups where you have multiple configurations across different BUs I am wondering if you have any best practices to share around creating new attributes vs sharing attributes between BUs.We have a few BUs that we know we want to do reporting on across the BUs so we are requiring some standard shared data elements. But there are other BUs that are very much stand alone. We are wondering with new configurations being created, do we just have all the new attributes be specific to that BU’s implementation?Interested in any other customer is struggling with this issue.

121

1 month ago

clara_ia

asked in Ask the community

New actual expenditure - Invoice number

Hello,When entering new expenditures in the project plans, our users are required to enter the invoice number and the supplier. However, it happens that two different suppliers issue invoices with the same number, and we are therefore blocked by the tool, which does not accept two expenses with the same invoice number. How do you manage this situation?We are also considering the possibility of adding a prefix to the invoice number, but as the field is limited to 20 characters, we are hesitant to choose this solution.Thank you for your help!

190

1 month ago

Whit AnthonyBronze Active Participant

asked in Ask the community

Moving work within the Primary Work Structure

Hey, new to Portfolios administration here. Is it possible to move PPL level work within the Work Structure? With Resources, we can cut/paste a resource to a new branch. However, with work there doesn’t seem to be a cut or copy option to move an entire project to another branch in the structure.

274

1 month ago

MGMullenSilver Innovator

asked in Ask the community

Order of column set rows and column set assignment to a tile

I’ve been doing alot of configuring of tiles and creating some new column sets to go along with them. I am finding that sometimes the column set specified in the tile definition doesn’t end up be the one shown. Similarly, I find if I have a personal column set defined with a specified order of columns, if I change the order of columns directly in the view that the column set often will not go back to the original order of the columns in the column set as it was originally specified. I am wondering if this is a caching sort of issue? Has anyone experienced this and/or have advice about how to manage? Thanks!

333

2 months ago

MGMullenSilver Innovator

asked in Ask the community

What Sets a Default Work Portfolio?

I am wondering what sets the default Work Portfolio. No matter what the last Work Portfolio I view, when I come back into Work, this one Work Portfolio always comes up. I no longer care about it so i guess I can delete it but I’m wondering what is causing it to always be my default.

323

2 months ago

alejandro0807

asked in Ask the community

Mass upload of users to Portfolios using UI Path

Good Afternoon:When using development to massively load UI PATH users in the Ecopetrol Production environment, an error is occurring since it is not connecting to the browser as shown below: The instructions indicated directly on the portal https://success.planview.com/Planview_Portfolios/Fundamentals/Robotic_Process_Automation_(RPA)_Robot are followed, however it is not possible for the loading to be executed which can significantly optimize times. . user creation.

300

2 months ago

Jonah.HildebrandtBronze Active Participant

asked in Ask the community

Job Stream Schedule/Service Shutting off intermittently

Over the last month, our Job Stream service has shut down twice over the weekend and not come back on. This is not accompanied by any error messages. This occurred first overnight August 3rd-4th, and most recently the night of August 28th-29th. Both times we’ve had to submit a Customer Care ticket to get the job schedule service back up and running. My questions are:Has anyone else experienced this issue? Does anyone know what might be causing this and how to prevent it? Is there a way to restart the service on our own?

291

2 months ago

Jonah.HildebrandtBronze Active Participant

asked in Ask the community

Job Stream Scheduling Service Shutting down intermittently

315

2 months ago

Himani

asked in Ask the community

How is my project tracking against plan? (Actual $$ vs. Fcst/Budget etc.)

I wanted to understand how this project tracking against plan works. Actual vs forecast/budget etc

421

2 months ago

rzb1qsBronze Active Participant

asked in Ask the community

Viewing remaining requirement effort in resource manager's staffing screen

In our resource management process, the requirement is created; and the supervisor (resource manager) allocates. After the allocation is created from the requirement, the supervisors often update the allocation. The issue is that in the staffing screen, the supervisor cannot see (or at least we have not determined how to view) what remains in that requirement. Therefore, supervisors are OFTEN over allocating to the requirement. Bottomline is there a way to display the requirement’s remaining effort?

704

2 months ago

MGMullenSilver Innovator

asked in Ask the community

Using Changing Date in Analytics Reporting Tile

I am building a tile to show any projects opened in the last two weeks. Is there any way to do this in a tile? I am using a fixed date now but this will need to be manually updated every week. Any ideas appreciated.

356

2 months ago

MGMullenSilver Innovator

asked in Ask the community

What best practice recommendations for archiving Work in Portfolios?

We were recently asked what are archiving process was and we were not sure why/when archiving makes sense? Does anyone have suggestions about what archiving criteria should be for projects and what the frequency should be?

321

2 months ago

MGMullenSilver Innovator

asked in Ask the community

What Sets Default Work Portfolio?

153

2 months ago

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