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  • 105 Topics
  • 347 Replies
105 Topics
rzb1qs
Silver Active Participant
rzb1qsSilver Active Participant
asked in Ask the community
Progression & Removing Projects from Timesheets

We are finding that when a person is allocated to a project, and that allocation completes the system (progression) is not always removing that project from the resources timesheet. Is there some specific logic that progression uses that creates an exception to removing the proeject from “Select Work”? Unfortunately, we have found that in these cases - the resource allocation appears the person should not be time writing to the preject, but the system continue to allow the time writing. Note this will show as negative on the person’s timesheet, but does not prevent time writing. Thanks, Joe

302
rzb1qs
Silver Active Participant
J
Bronze Active Participant
Jonah.HildebrandtBronze Active Participant
asked in Ask the community
Changes Tab, Issues Tab, Risks Tab Screen Management

Good day, We desire to update the Changes, Risks, and Issues Tabs that are available for Work Entities. I have found this article on the Planview Customer Success Center which goes over these 3 tabs, including information on how users can customize the attributes and order displayed here. It is a nice feature that the users can update these views to their own preferences - however we are seeking a way to set up a default selection & order of the attributes displayed on these screens. I have been digging through the success center and different admin screens to no avail. Can anyone help me locate where I can access these options, if they exist? Ideally we would have a set of default selected attributes and order when a user accesses any of these 3 screens from their project, so that key attributes are immediately visible and easily accessible: Then users could use the following options to select additional attributes for display that they may want to track: If anyone could provide me in

493
pamela.sargent
Silver Community Mentor
C
Platinum Active Participant
cwilliverPlatinum Active Participant
asked in Ask the community
Power BI Portfolio Dashboard - unassigned fields

Have just installed the Power BI portfolio dashboard in Planview Portfolios and in the project details drill down I have missing data under some fields. In the screenshot below you will see that the Work Manager and the Work Sponsor are unassigned and I’m not able to identify where these are being drawn from in Planview and how to ensure the fields are populated. Any ideas welcome. thanks

637
Mario.munoz
Gold Active Participant
Mario.munoz
Gold Active Participant
Mario.munozGold Active Participant
posted in Ask the community
We're trying to simplify our Change Control...

Howdy, We are currently trying to simplify our Change Control process. It seems we keep having problems keeping our plans and financials correct when we are going though the Change Requests. Curious to hear how everyone else handles Change Requests.

303
Thbutler
Silver Product Expert
H
Happytoon
asked in Ask the community
Locking last month timesheets in Planview Portfolio?

Hi All, I am looking for you expertise - please help.We have weekly timesheet time periods. We submit and automatically approve our timesheet on Friday CoP or on the last day of the month. Progression runs automatically every Sunday night and at the end of month. Finance consolidates the timesheet actuals at the end of each month (extracting data from Planview).We want to lock timesheets so that they can no longer be disapproved/edited once the month is closed.We can disapprove/edit timesheets for the current and future months but not for last month. How can I do this in Portfolio please???How to you lock timesheet / cut off period etc I look forward to your help on this.Many thanks in advance Tony.

421
Thbutler
Silver Product Expert
C
Platinum Active Participant
cwilliverPlatinum Active Participant
asked in Ask the community
Creating an Actual/Forecast finance model version

I currently have 4 finance model versions. I am trying to set up a model which displays the combination of Actuals for past months and Forecast for future months. This data I am loading manually directly into 2 separate versions. Is there a way I can get this data to display in a single combined version?

574
C
Platinum Active Participant
J
Bronze Active Participant
johnoconnellBronze Active Participant
asked in Ask the community
Automated functional / regression testing woes

Hi everyone. I’m developing automated functional tests to speed up our validation of Planview Portfolio upgrades and so far it’s going well. The tests automate user interactions with Planview Portfolios and verify that the screens/pages look as expected with respect to UI elements on said pages, but I’ve hit a roadblock with automating the creation of Work from the My Overview screen as the automation is unable to identify dynamically-created UI elements such as popup menus. For example, when I click on the “New” button a popup menu appears with the options Work, Strategy, Issue, Risk, Change etc, but the underlying webpage DOM element for that popup menu cannot be easily identified as it’s created dynamically and doesn’t have any uniquely identifying HTML5 element attributes such as “id” or “name” or even “class”. This means that my automated test cannot execute that basic workflow and that complete automated functional testing of PV Portfolios is not possible. I’m hoping that what I’

162
J
Bronze Active Participant
S
Silver Active Participant
SVarneySilver Active Participant
asked in Ask the community
Custom Active Lifecyle Step tile

One of our departments would like to be able to add comments to the Active Lifecycle Steps tile. They monitor the work and want to keep track of why an active step has not been completed for some time. I tried creating a copy of the Active Lifecycle Steps tile and adding a field to it, but have not been able to do so successfully. Has anyone else done something like this and could assist me?

361
M
Planview Falcons
L
Gold Active Participant
LeannaMGold Active Participant
asked in Ask the community
Allocation schedule clears out and time can still be reported without an existing schedule

I’ve been searching for better understanding of allocation schedule finish dates that pass, and time can still be reported. When a resource allocation schedule clears out in the Plan screen, resources can still report time, even if the schedule no longer exists. After finish date passes, and progression runs the schedule line clears out. The task remains on the resource’s timesheet, and hours can still be reported. It is unclear to me why time can be reported to a project without an existing allocation. I’m told this is by design, if time has already been reported for a project, the user can continue to report time for it even if schedule no longer exists. My questions are do others experience this, and if so, are you simply communicating to the PMs to open the plan screen to monitor allocation schedules that are now blank? Or monitor using the Schedule v Actual report? Is there a configuration setting I am missing?

625
B
A
Planview Partner
alejandro0807Planview Partner
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.

632
B
Mario.munoz
Gold Active Participant
Mario.munozGold Active Participant
posted in Ask the community
Did the Portfolios December update removed the map to capability for portfolios in Planview Admin?

Last month we had to update everyone’s email address in Planview. This was easy for us to do as we just had to export all of our users in Planview Admin to a csv, update the email address and import it back. We were able to keep our old email addresses in Portfolios and in Agileplace as we were able to use the map to function in Planview admin. After the December update in portfolios, the Planview Admin and Portfolios email addresses have to match in order to authenticate.

322
sunasak
Platinum Top Contributor
S
Silver Active Participant
SVarneySilver Active Participant
asked in Ask the community
WRK14 Forecast to Complete calculation

We have added a Financial version called Actual Project Spend, where we are reporting "actuals" on projects, rather than using the Forecast Period date and letting Planview calculate the forecast / actuals based on that date. No forecast costs are entered in the Actual Project Spend version. We are creating a custom version of the WRK14 report and our use of the Actual Project Spend version (FM: Working Version used when generating the report) is causing the Forecast to Complete (and thus, the Forecast at Complete) to not calculate correctly. I don't see a way to remove these columns from this report. Is there a way we can change how they are calculated (or remove the columns completely) in the Financial Summary section of this report?

514
S
Silver Active Participant
C
Planview Partner
Craig HedisonPlanview Partner
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

301
partha.saha
Planview Falcons
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!

321
partha.saha
Planview Falcons
S
santoalgeri
asked in Ask the community
Disappearing dependencies

Just wondering if anyone else is having an issue of predecessors being deleted when moving a task in Portfolios? Just moving or cut/past of task to any other location and the the link is gone.

371
partha.saha
Planview Falcons
L
Planview Partner
Lucia SanchezPlanview Partner
asked in Ask the community
Inquiry about PV Portfolios Integration with AgilePlace

Hello, I am trying to integrate PV Portfolios with AgilePlace, specifically from a Project Container to a Work Item in AgilePlace, but I am unable to create the integration since AgilePlace does not have Project Containers. Could anyone let me know if it is possible to achieve this integration in some other way? Thank you in advance.

181
partha.saha
Planview Falcons
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 1906 This 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.shortName We 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.

4532
Laurent
Bronze Active Participant
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

371
partha.saha
Planview Falcons
M
Silver Active Participant
margotrogersSilver 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

101
partha.saha
Planview Falcons
Mario.munoz
Gold Active Participant
Mario.munozGold 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.

679
E
Planview Falcons
M
Platinum Innovator
MGMullenPlatinum 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?

723
pamela.sargent
Silver Community Mentor
mserafinowski
Platinum Active Participant
mserafinowskiPlatinum Active Participant
asked in Ask the community
Email Notifications

We have email notifications enabled in Planview, but currently only for timesheet users. This is because the overdue timesheet notification is also sent to people who aren’t timesheet users but have a resource associated with their account. We’d like to enable other notifications as well, but unfortunately, Planview once again proves to have very limited options in this area, as notifications cannot be configured based on roles. One workaround we’ve considered is setting up automatic timesheets for users who are not timesheet users but have a resource assigned to them. However, this feels like yet another awkward workaround. We’re curious if anyone has a better idea or uses custom notifications (if those even make sense in this context). Any advice or shared experiences would be appreciated!

1018
mserafinowski
Platinum Active Participant
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.

2108
M
Planview Falcons
M
Platinum Innovator
MGMullenPlatinum Innovator
asked in Ask the community
Grouping Projects by an Attibute

We have had a few requests lately where a leader wants to see all the projects of a certain criteria - for example: every project using Artificial Intelligence or every project with compliance components. These projects could be across the whole enterprise. So far, we have been creating a new attribute on the project to enable this grouping via a portfolio. We are wondering if there is any other way to do this? The concern is that we will end up with quite a list of these types of attributes at the rate we are going. Thanks

313
Thbutler
Silver Product Expert
M
Platinum Innovator
MGMullenPlatinum Innovator
asked in Ask the community
No Access Message

After getting an insufficient response through Customer Case, I thought I’d ask here. When someone tries the PV link and doesn’t have access, the error received says: “To request access to Planview, Please log a Help Desk incident. In the incident description, please include the following words: Please task this incident to the Planview support team. Your request will be forwarded to your manager and the Planview Administrator for approval.” I am wondering if this is the message all customers have displayed when access hasn’t been created yet? This message doesn’t really apply to our processes so would like to change it but were told it is not possible to change. This doesn’t make sense. Thanks .

686
Thbutler
Silver Product Expert
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