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  • 103 Topics
  • 341 Replies
103 Topics
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

712
sunasak
Platinum Top Contributor
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?

3392
sunasak
Platinum Top Contributor
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

300
B
M
Platinum Innovator
MGMullenPlatinum 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!

1115
sunasak
Platinum Top Contributor
K
Bronze Active Participant
Kirsten CBronze Active Participant
asked in Ask the community
Global Link URLs too Long

I am looking for an option that will allow me to create URLs as a Global Link in which the URL does not take up two lines.  Is that possible?Help is greatly appreciated.  

373
K
Bronze Active Participant
P
Patrick
posted in Ask the community
Planview Feature link with Facebook

Is there an option?

211
sunasak
Platinum Top Contributor
Y
Planview Partner
Yenny MorenoPlanview Partner
asked in Ask the community
How can we create a planning portfolio where capacity is given with one financial model and demand with another financial model?

We have two financial models, one for programs and the other for projects.When we do the planning portfolio in the capacity part, we select a program and the financial model of programs appears naturally.In the demand part a predefined project financial model appears and I cannot select the new one I created

251
M
Planview Falcons
J
Silver Innovator
James BonfieldSilver Innovator
asked in Ask the community
Any users of Enterprise Architecture and Portfolios who are taking the June release?

We’re just testing the June release of Portfolios and see the Product Switcher ‘enhancement’ that brings access to the associated Planview Admin modules means we no longer have the ability to navigate directly from Portfolios to EA (EA is not yet on PV Admin).Has anyone discovered an alternative workaround to this which doesn’t involve giving our EA users different URLs to manually navigate to?This seems like a significant oversight and is potentially a showstopper for us taking monthly updates until it is resolved! I’d be keen to hear Planview’s reasoning as to why this navigation to EA has been lost, or what alternatives can be provided 

572
A
Platinum Active Participant
J
Silver Innovator
James BonfieldSilver Innovator
asked in Ask the community
Scheduled Finish AND Actual Finish

In what seems like a never-ending task of hunting down Resource Managers who keep corrupting our Project plans through various shortcuts they’ve found, I’ve just run into a new symptoms I’ve not spotted previously and have no idea how they’ve done it.Here we have resource allocated with a Scheduled Finish date AND and Actual Finish date - My understanding was that, whatever you do within Planview, it’s one or the other.  Task is Open/Active, resources have previous time recorded against the requirement, and views from the PM that somebody has recently gone in and messed up their plan.  This is a scenario which I just can’t reproduce. Anyone any clues what they would have done to drive different dates into each?  

1042
J
Silver Innovator
Mario.munoz
Gold Active Participant
Mario.munozGold Active Participant
asked in Ask the community
Subscription notification

Is there a way to get a notification on a subscription to know if it successfully completed or failed?

534
pamela.sargent
Silver Community Mentor
M
Platinum Innovator
MGMullenPlatinum Innovator
asked in Ask the community
Progressing Engine Use without Timekeeping

HI,  we are using Portfolios without Timekeeping and with spotty Resource management usage.  Our PMs are struggling with the Progressing Engine (and Scheduling Engine) moving task dates.   We are considering if we should turn off the Progressing Engine because we are not sure the value for us.   Has anyone turned it off or is considering doing so?

2424
J
Silver Innovator
A
Platinum Active Participant
AgrantPlatinum Active Participant
asked in Ask the community
Planview .ME Roadmap?

Hi - Is there a defined Planview.ME roadmap to see what widgets are being made available to Planview.Me and when? A lot of stakeholders were expecting a bit more to be released after some of the demos/news about Planview.Me.  I also question if it’s worth it to introduce Planview.me to our stakeholders without knowing if we’ll be getting new widgets, what those widgets will be, and when they are planned to be delivered. Any information on this would be very helpful, Thanks!

1087
sunasak
Platinum Top Contributor
J
Silver Innovator
James BonfieldSilver Innovator
asked in Ask the community
How do you Support PMs with Financial Tracking?

We’re keen to understand whether anyone else has experienced the same issues we have with financial tracking and how these have been overcome (within Planview or through other solutions) - please share your experiences below!We’ve been running Portfolios for 18 months now and one of the greatest omissions from our config and subsequently one of the biggest areas of feedback and pain points for our PM community was a solution to manage transactional level financial planning and tracking within Planview, forcing the active ‘source of truth’ back on to spreadsheets and creating duplication, rather than simplification.  Let me explain! In Portfolios, our Finance Details screen has been set up to reflect our corporate financial accounting structure.  This is great - each month we can upload the actuals directly from the General Ledger and into Planview with no manipulation and can reconcile transactional level costs back to (overly complex) GL reports as required. BUT holding forecasts and

813
J
Silver Innovator
A
Platinum Active Participant
AgrantPlatinum Active Participant
posted in Ask the community
Custom Mass Update/Upload Tool

Hi All,    Has anyone had any luck or experience developing a Mass Upload/Update tool on their own to interact with Portfolio’s open API’s? I heard someone mentioned in another forum that they knew of a few companies that got this to work. I know Planview utlizes a tool themselves to update attributes in Mass from an excel sheet (or at least it’s prepped in a custom excel sheet). It would really help out with support if we were able to make these changes to any attribute, structure, resource information.  Just curious if anyone had any luck incolving any of this.

2634
pamela.sargent
Silver Community Mentor
W
Bronze Active Participant
wingor2Bronze Active Participant
asked in Ask the community
Scripted Dialog to Populate PP Head Admin Field

We’re fielding a request to automatically populate the PP Head Admin Field with the LC Administrator.  I know that if no PP Head Admin is selected,  it would default back to the LC Admin.  However, in this scenario,  we have a configured screen where user can designate someone else as the PP Head Admin. The request is to have PPM Admin default to the LC Admin in that screen just for clarity for the user to see that LC Admin is the PP Head Admin.   Easy to do with alternate structures, but not seeing options for LC Roles in scripted dialog config.   Thanks to anyone that has run across this!  

271
sunasak
Platinum Top Contributor
N
niamhmartyn
asked in Ask the community
How do you track non-project time?

Hi everyone, Just looking for some thoughts on how you manage the tracking of non-project time, where you have resources who work on projects but are not 100% project resources. How best can you account for this non-project work in Portfolios? Any guidance would be really helpful.Niamh

2699
D
J
Gold Active Participant
johnmarineGold Active Participant
asked in Ask the community
Historical Requirement

Hi -- has anyone found a way to find/ track old requirements after you run progression? My current understanding is that all “un-allocated” requirements are wiped from both the Plan screen and the Financials screen when Progression is run. In a similar sense, has anyone had luck separating allocations from requirements on the Financials screen for the Recourse Account? Thanks!

1094
J
Gold Active Participant
pamela.sargent
Silver Community Mentor
pamela.sargentSilver Community Mentor
asked in Ask the community
Functional Estimating

Does anyone use the Functional Estimating capabilities within Planview Portfolios?  We are looking at this and although there is documentation on CSC I’m not finding it incredibly helpful. Would love to know how this is working for others, would you suggest the functionality to other PV customers, any gotchas or capability gaps?Thank you!Pam Sargent

434
M
Planview Falcons
N
Nick Derbyshire
asked in Ask the community
Project Assumptions

Interested to hear how other customers record project “Assumptions” in Planview Portfolios.

201
M
Planview Falcons
D
dpraneeth
asked in Ask the community
ekeys in Portfolios

Is there any guide or references which this community can redirect on how to form ekeys to utilise in Portfolio Webservices?For instance, ILaborRateCardService2 and Read Service will need input string like below: <arr:string>ekey://8/LaborRate_1/RateCardExtr001</arr:string>Where can I get more details on how to create there ekeys?

533
Laurent
Bronze Active Participant
J
jkaschke
asked in Ask the community
What are best practices for adding Resource Roles to a template in Portfolios?

We have templates that we would either like resource roles or teams to be part of the current work templates. Wanted to know best practices on doing something like this. Thanks in advance!

2354
W
Bronze Active Participant
L
LucyWilkin
asked in Ask the community
Available Capacity

Hello,  Hoping someone can help us please- We want to change everyone we have in Planview portfolios, so that people can only book 70% of people’s time, so that we are protecting 30% for other activities.   I know we could add everyone the activities in but its a big admin job, I have seen on other questions on here, that you can amend calendars but this looks to be for individuals (please correct me if that is wrong and it can be done for everyone in one go?) Thanks!  

631
pamela.sargent
Silver Community Mentor
Thbutler
Silver Product Expert
ThbutlerSilver Product Expert
asked in Ask the community
Equivalent to Multi_Attributes table for Resources

We’ve just implemented the Skills attribute for our resources and wanted to start doing some reporting.  I’ve been digging through the documentation on the Success Center and while there is a table where the work multi-select fields (MULTI_ATTRIBUTE), I can’t seem to find where the equivalent table exists for Resources.  Any ideas?  We are looking to add the Skills to the Resource Portfolio Dashboard.

1073
sunasak
Platinum Top Contributor
pamela.sargent
Silver Community Mentor
pamela.sargentSilver Community Mentor
asked in Ask the community
Time Periods by Month

Curious what PV customers have their time periods setup to end at the end of a week AND end of the month.  We are exploring the option to set our time periods so they also end at the end of the month, which means that a time reporter may have to submit two timesheets within one week if that week is split between months.  What are the hidden pitfalls we could run into by doing this?

3127
Laurent
Bronze Active Participant
P
paigecarlson
asked in Ask the community
0 values not displaying in column sets in numeric fields

Does anyone know if there is a way to display the 0 values in column sets. We have numeric fields where the value can be value, in the field it says 0 but when you look at it from a portfolio in the column sets it just displays as blank

382
pawan.raju
Planview Falcons
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