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  • 57 Topics
  • 169 Replies
57 Topics
C
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

0
C
1 day ago
Laurent
Bronze Active Participant
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.

0
Laurent
Bronze Active Participant
6 days ago
rafal.likitarczuk
rafal.likitarczuk
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?

0
rafal.likitarczuk
6 days ago
M
Silver Innovator
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.

1
M
Planview Falcons
8 days ago
C
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!

0
C
13 days ago
W
Bronze Active Participant
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.

4
W
Bronze Active Participant
24 days ago
M
Silver Innovator
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!

3
pamela.sargent
Bronze Product Expert
1 month ago
M
Silver Innovator
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.  

3
M
Silver Innovator
1 month ago
A
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.

0
A
1 month ago
J
Bronze Active Participant
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? 

1
pawan.raju
Planview Falcons
1 month ago
J
Bronze Active Participant
Jonah.HildebrandtBronze Active Participant
asked in Ask the community
Job Stream Scheduling Service Shutting down 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? 

5
J
Bronze Active Participant
1 month ago
H
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

1
M
Planview Falcons
1 month ago
rzb1qs
Bronze Active Participant
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?

4
M
Planview Falcons
1 month ago
M
Silver Innovator
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.  

6
M
Silver Innovator
1 month ago
M
Silver Innovator
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?

1
pamela.sargent
Bronze Product Expert
1 month ago
M
Silver Innovator
MGMullenSilver Innovator
asked in Ask the community
What Sets 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.  

3
pamela.sargent
Bronze Product Expert
1 month ago
Mario.munoz
Bronze Active Participant
Mario.munozBronze Active Participant
asked in Ask the community
schedule scenario planning

Is there a way to do scenario planning in a schedule without it messing up my actual schedule

2
pamela.sargent
Bronze Product Expert
1 month ago
A
Platinum Active Participant
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.

0
A
Platinum Active Participant
1 month ago
H
Himani
posted in Ask the community
How is my project tracking against plan? (Actual $$ vs. Fcst/Budget etc.)

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

0
H
1 month ago
Mario.munoz
Bronze Active Participant
Mario.munozBronze Active Participant
asked in Ask the community
Add Attribute parent level in a column

Is there a way to have an attributes parent level available to add as a column? I was hoping the Generate parent level fields would make that level available but it looks like that is only for the Primary structures. 

1
pamela.sargent
Bronze Product Expert
1 month ago
J
Bronze Innovator
James BonfieldBronze Innovator
asked in Ask the community
Strategy Planning - Forward view of resource impacts

Each year we run a cycle of annual planning, looking forward to the next 3 years or so, assessing existing and new candidate strategies and allocating budgets - an iterative approach which can take some months to complete, balancing off the ambition vs the budget. But this isn’t just about balancing the budget - Part of this exercise focuses on the resource capacity to manage the change, and whilst this should play a critical part in sequencing and ‘doability’ planning, we're finding this difficult to perform within Planview & keen to understand how others take resource capacity into account. I assume we could make use of the functionality on ICP, but to do this, we’d need to spec out all candidate projects - using planning best practice that would mean building representative WBS's for everything, even when solutions are unclear, then creating the requirements against the WBS. Alternatively we can come up with some resource planning line for the duration of the delivery and raise

2
M
Planview Falcons
1 month ago
K
Bronze Active Participant
Kirsten CBronze Active Participant
asked in Ask the community
Planview Administration Guide

Hello - Many moons ago Planview used to publish an Administration Guide.  Is there a comprehensive guide today that I can download?  I struggle using Customer Success Center’s search capabilities.

2
sunasak
Platinum Top Contributor
2 months ago
J
Bronze Innovator
James BonfieldBronze Innovator
asked in Ask the community
ProjectPlace Sync

A couple of weeks ago, somebody managed to switch off the ‘Use ProjectPlace’ global setting which supports the syncing of PP cards with Portfolios (we’re still trying to work out how this happened...)That’s left us with 2 weeks worth of card updates which haven’t flowed through to Portfolios.  Many of these cards are now closed so will never be touched again.Does anyone know - Is there a way to force-sync ProjectPlace cards to update Portfolios actions?

3
S
Planview Falcons
2 months ago
M
millertj2
asked in Ask the community
Best Product to Use

Hi Planview friends,Does anyone have a quick reference guide for their end users on when to use which product to use for what? We use Planview Portfolios, ProjectPlace, AgilePlace, IdeaPlace and Roadmaps.  We are a large organization so we frequently are talking about “What is Planview”, “What Product should I use for my specific purpose”, “What is the difference between AgilePlace and ProjectPlace?”.  Although I feel I have a good handle on explaining them, it does take a bit and I wondered if there was a good one pager or site to address these questions most efficiently.Thank you in advance for your help!

2
M
Planview Falcons
3 months ago
M
Silver Innovator
MGMullenSilver Innovator
asked in Ask the community
Frequency of Datamart Refresh

We are newly getting into PowerBI reporting and would like increase the datamart update frequency from once a day.    Does anyone have experience with this?  If so, what frequency is working for you?   Thanks!

5
M
Silver Innovator
3 months ago

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