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Add additional lifecycle roles to the My Active Lifecycle Steps Tile

  • January 14, 2026
  • 3 replies
  • 38 views

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We have a group that would like to have a version of the My Active Lifecycle Steps tile that includes a column for Project Manager and one for Business Sponsor in addition to the current column that shows the person/role responsible for the step. Is this possible? Any guidance on how to do this would be greatly appreciated.

 

Thanks!!

Robin

 

Best answer by mserafinowski

Hi ​@RobinB what would be the exact use case here? This tile already has the maximum number of columns, so you would have to hide some of the existing ones. If your team is familiar with the DB, they could subquery the additional role using something like this: 

(
    SELECT TOP 1 u.full_name
    FROM ip.workflow wf
    JOIN ip.wf_team wft ON wf.workflow_id = wft.workflow_id
    JOIN ip.ip_user u ON wft.user_name = u.user_name
    JOIN ip.structure s ON wf.planning_code = s.structure_code
    WHERE wft.lifecycle_role_code = 'xxxx'
      AND s.structure_code = main.assoc_planning_code
      AND wft.place = (
          SELECT MIN(wfti.place)
          FROM ip.wf_team wfti
          WHERE wfti.lifecycle_role_code = wft.lifecycle_role_code
            AND wfti.workflow_id = wft.workflow_id
      )
) AS xxxx

Note that this tile doesn’t work well with the additional subqueries in terms of the performance, so you may need to consider a different approach like this: 

-- ROLE 1

ISNULL((
    SELECT TOP 1 u.full_name
    FROM ip.wf_team t
    JOIN ip.workflow wf ON t.workflow_id = wf.workflow_id
    JOIN ip.ip_user u ON t.user_name = u.user_name
    WHERE wf.planning_code = main.assoc_planning_code
      AND t.lifecycle_role_code = 'xxxx'
    ORDER BY t.place ASC
), 'Unassigned') AS xxxx,


-- ROLE 2


ISNULL((
    SELECT TOP 1 u.full_name
    FROM ip.wf_team t
    JOIN ip.workflow wf ON t.workflow_id = wf.workflow_id
    JOIN ip.ip_user u ON t.user_name = u.user_name
    WHERE wf.planning_code = main.assoc_planning_code
      AND t.lifecycle_role_code = 'xxxx'
    ORDER BY t.place ASC
), 'Unassigned') AS xxxx
 

if you or your team are not familiar with the DB schema, it would be best to reach out to GRS and ask them to make the necessary updates.

Best, 
Michal 

3 replies

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  • Planview Falcons
  • January 14, 2026

This tile is a Custom Table Portlet tile, that relies on a SQL statement (database query) to retrieve and format the data displayed. The query does use a productised database view, that you can’t adjust, but someone with database knowledge would be able to add to the query to return the associated lifecycle roles. 
There is a limit of a maximum of 12 columns.

The Professional Services GRS (Global Reporting Services) team can assist with changes like this and RAS (Remote Advisory Services) or a Planview 360 Subscription Service is the ideal commercial framework to commission help from the Planview PS team.


mserafinowski
Bronze Product Expert
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  • Bronze Product Expert
  • Answer
  • January 21, 2026

Hi ​@RobinB what would be the exact use case here? This tile already has the maximum number of columns, so you would have to hide some of the existing ones. If your team is familiar with the DB, they could subquery the additional role using something like this: 

(
    SELECT TOP 1 u.full_name
    FROM ip.workflow wf
    JOIN ip.wf_team wft ON wf.workflow_id = wft.workflow_id
    JOIN ip.ip_user u ON wft.user_name = u.user_name
    JOIN ip.structure s ON wf.planning_code = s.structure_code
    WHERE wft.lifecycle_role_code = 'xxxx'
      AND s.structure_code = main.assoc_planning_code
      AND wft.place = (
          SELECT MIN(wfti.place)
          FROM ip.wf_team wfti
          WHERE wfti.lifecycle_role_code = wft.lifecycle_role_code
            AND wfti.workflow_id = wft.workflow_id
      )
) AS xxxx

Note that this tile doesn’t work well with the additional subqueries in terms of the performance, so you may need to consider a different approach like this: 

-- ROLE 1

ISNULL((
    SELECT TOP 1 u.full_name
    FROM ip.wf_team t
    JOIN ip.workflow wf ON t.workflow_id = wf.workflow_id
    JOIN ip.ip_user u ON t.user_name = u.user_name
    WHERE wf.planning_code = main.assoc_planning_code
      AND t.lifecycle_role_code = 'xxxx'
    ORDER BY t.place ASC
), 'Unassigned') AS xxxx,


-- ROLE 2


ISNULL((
    SELECT TOP 1 u.full_name
    FROM ip.wf_team t
    JOIN ip.workflow wf ON t.workflow_id = wf.workflow_id
    JOIN ip.ip_user u ON t.user_name = u.user_name
    WHERE wf.planning_code = main.assoc_planning_code
      AND t.lifecycle_role_code = 'xxxx'
    ORDER BY t.place ASC
), 'Unassigned') AS xxxx
 

if you or your team are not familiar with the DB schema, it would be best to reach out to GRS and ask them to make the necessary updates.

Best, 
Michal 


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  • Author
  • January 21, 2026

Thank you Michal, we will try this. The user that is requesting the additional columns needs that info for ease of who to reach out to for setting meetings for her lifecycle step...yes, could build a column set, but then have to figure out a filter for a portfolio with projects where she is the responsible user...just thinking if I can give her a customized tile it would be convenient for her 😁