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  • 51 Topics
  • 164 Replies
51 Topics
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
3 days 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
4 days 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
8 days 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
9 days 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
10 days 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
10 days 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
10 days 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
15 days 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
16 days 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
16 days 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
16 days 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
16 days 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
17 days 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
22 days 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
28 days 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
1 month 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
2 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
2 months ago
R
RobinB
asked in Ask the community
Plan/Schedule "Template"

Does anyone use a “template” for their project Plan/Schedule? We use a very similar plan for a large number of our projects and it would be nice to have a template that these project plans could be built from and then dates and specifics just filled in. I don’t see a way to do that other than having a “Template” project in the system and having the PM go into that project and copy the Plan and paste it into their project. Is this the most efficient way to accomplish the task? Let me know if you have any other ideas.Thanks!!

1
bkrutiy
Platinum Top Contributor
2 months ago
sunasak
Platinum Top Contributor
sunasakPlatinum Top Contributor
asked in Ask the community
WalkMe and Portfolios

Has anyone tried using WalkMe with Portfolios? We looked into it a while back and found it not to be worth the effort, but that wasn’t recent. I’m wondering if it has improved. It seems to me that there was something about Portfolios that made it hard to get content associated with specific screens or parts of the UI. Knowing some pros and cons would be very helpful.Questions include:Is it cost prohibitive? Does it require specific skills to set up? How much work is involved in getting it up and running? Is the maintenance load heavy?Thanks!Sue Ann Kendall

2
sunasak
Platinum Top Contributor
2 months ago
N
Nick Derbyshire
asked in Ask the community
Managing Requirement, Reserve & Allocation

Whilst our PMs follow good discipline on the route of Require, Reserve, Allocate, and start with the best intentions, once the project is in full flow, on going management of those assignments tend to drop off. Does anyone know of a good training page / summary, perhaps, an equivalent call out diagram to the “Elements of the Timesheet Screen” in the success centre, which can help PMs manage their assignments on their Portfolios project?

2
sunasak
Platinum Top Contributor
2 months ago
B
Bruce Porter
posted in Ask the community
Pv Clients with multiple Pv Products and multiple Client Product Owners

Hello everyoneThis is my first post in the Pv Community - so all guidance is very welcomeAs a client, we use 4 Planview Products for separate and unconnected Business departments in our client company.  Each product has a client product owner and unique set of stakeholders - all unconnected. There are only two topics in common between the products and product owners  1. The vendor (Planview)  2. The nature of the tool and stakeholders (involved in change management, with the product owner in a PMO type role). As a company we have evolved organically to this position and are now exploring if and how we can manage the products collectively, interface into the vendor (Planview) centrally and where the vendor and client may be able to add value through central oversight and management of 4 products and 4 separate support models/contracts. First question then is whether other clients have a similar experience to ours and if so, the second question is around if/how you have established some

0
B
2 months ago
M
Silver Innovator
MGMullenSilver Innovator
asked in Ask the community
Frequency of the Progressing Engine Running

I have posted before that our users are struggling with the progressing engine. Currently it runs every Sunday evening.     We are considering reducing the frequency that it runs to monthly.   Has anyone else done this?   Thanks!

5
sunasak
Platinum Top Contributor
2 months ago
J
Bronze Active Participant
Jacob LemosBronze Active Participant
asked in Ask the community
How to get Planview.Me and Planview Admin enabled?

We update our test environment to version May 2024 so we could start testing out Planview.Me & Planview Admin. I looked in the success center on how to enable it but can’t find anything. I also tried logging into https://id.planview.com but I am having no luck by resetting my password or using my credentials. Do I need to create a new ticket so this can be enabled? I am just curious if anyone else has had this issue.

6
sunasak
Platinum Top Contributor
2 months ago

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