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

  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 

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. 

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?

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!

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.

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

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 .

Hello everyone,Has anyone else noticed that the RES12 - Pending Timesheets report doesn’t display missing timesheets if a resource has never submitted a single timesheet?I’d love to hear if anyone has found alternative solutions (aside from using the "Resources Never Submitted Timesheets" tile). While that tile technically helps, it adds extra work and limits our use of the out-of-the-box report, which ideally should include this data.Has anyone else been forced to use a custom solution instead of the FastTrack report because of this issue? Would really appreciate any insights or workarounds that have worked for you!

We are currently evaluating Logbook, and a question came up from one of our managers.  Once Logbook goes live, is there a way to disable the current CRI module?  Or do we have to remove permissions and disable tiles/reports?

Our Governance team is looking to update to a more “gated” process. We have seen some information on the Success Center regarding Stage Gates in Portfolios and I see that there is a Gated Work Dashboard available however I do not see a lot of information on configuring Portfolios to support this type of configuration. I am curious if others are using stage gates and how you have set it up, if you have any documentation you can direct me to, etc. We have used phases as sort of “gates” in the past and can go with that option again, but if there is a better way, or a specific way of doing it in Planview we would like to pursue/understand that as well.Thanks!Robin

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?

hello;Are we able to integrate directly between JIRA and Portfolios in a bidirectional manner? Has anyone established this connection and did you connect at the JIRA story or Feature level? Thanks

We have a user that was canceling a work item.  A pop up warning appeared saying “Confirm update - work status to completed”.  We assumed it would say “Confirm update - work status to canceled”.  Can we change the warning message or is it working as designed or do we need to open a PV support case?attaching a screenshot 

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.

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.

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.

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!

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.  

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? 

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? 

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

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?

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.  

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.