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  • 11 Topics
  • 16 Replies
11 Topics
rzb1qs
Silver Active Participant
rzb1qsSilver Active Participant
asked in Ask the community
Copy Boards from one PP Template to Another

I understand how to make a copy of a board in a PP Template.  I have not figured out how to “paste” that into the other PP Template workspace.  The help on this topic says it is possible, but it does not give the instructions on how to “paste” that copied board.  Thank you...

90
rzb1qs
Silver Active Participant
rzb1qs
Silver Active Participant
rzb1qsSilver Active Participant
asked in Ask the community
Project Place - "Forcing" Document Check in and Check out

Hello.  Is there a configuration setting with Project Place documents to force that documents be checked out and checked in?  We have as part of project specific documentation for active portfolio projects were we would like to have only check in and check out capability for our “quality” documents.  If there is customer solution documentation that I can be referred to - that input would be greatly benificial.  Thank you.

70
rzb1qs
Silver Active Participant
S
Bronze Active Participant
swalter1Bronze Active Participant
asked in Ask the community
How to set priority on activity or card in ProjectPlace to focus on highest priority tasks?

I have multiple activities assigned to me and I've created multiple cards per activity to break down the tasks required to complete the activity. How can I assign a priority to each activity and to each card to ensure I'm always working on the highest priority tasks at any given time? Example: - Activity: Proof-of-Concept Server Build (Priority: LOW)    + Card: Gather specs for server (Pri: 1)    + Card: Deploy PoC Server, IP Address, Hostname, Domain Join (Pri: 2)    + Card: Configure User/Group access, Network/FW rules (Pri: 3)    + Card: Install software, tools, copy files/folders (Pri: 3)- Activity: Disaster Recovery Exercise (Priority: MED)    + Card: Determine apps in scope, timeframe, assets required, budget, testing needed (Pri: 1)    + Card: Assign team contacts, tasks for each team, deadlines & milestones (Pri: 2)    + Card: Build exercise platform, server/network deployments, backup/replication jobs (Pri: 3)    + Card: Testing procedures, expected results, measurement cr

785
S
Planview Falcons
T
TKA
asked in Ask the community
Invalid parent wbs reference when importing CSV file to existing ProjectPlace plan

I’m getting an “Invalid parent wbs reference” when importing a CSV file to an existing ProjectPlace plan.  WBS 21.4 exists as an Activity in the Plan.  I want to import activities under 21.4 so my line items in my CSV file are number numbered “21.4.1”, 21.4.2”  (and so on) in the CSV file.  There are no extra spaces nor any periods at the end.  What am I doing wrong?

160
T
J
JulieMarquette
asked in Ask the community
How do your PMs know what is ready for work for other assignees

Some of our workspaces have 100+ cards in them.  Now that assignees can group their “My Work” by Dependencies in their “My Overview” it has helped our assignees immensely.  However our PMs are left hunting through their workspaces to see which assignees have cards that are ready for work “With done dependencies” so that they can follow up.  They can’t go by due dates, as often certain channels of flow in the workspace get behind so the card could be past due but not yet ready for work as it is waiting for the card(s) it is dependent on.  We have submitted 2 ideas to help with this:Done dependencies filter on Boardhttps://projectplaceideas.spigit.com/workandcollaboration/Page/ViewIdea?ideaid=3243Update Sorting options on Teams Page to match Home Overviewhttps://projectplaceideas.spigit.com/workandcollaboration/Page/ViewIdea?ideaid=2913However we’d love to know how others are handling this right now?*We are integrated with PPM and use that for reporting, however the dependency status of

220
J
N
NFlynn
asked in Ask the community
Duplicating Parent / Child Cards

I have a user that would like to create template cards with child / parent relationships and then be able to duplicate the pairings. Is there a way to do this with automation or another method?

1233
Leila Rosenstråle
Planview Falcons
J
Silver Innovator
James BonfieldSilver Innovator
asked in Ask the community
ProjectPlace - Portfolios 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?

831
A
Planview Falcons
K
Bronze Active Participant
Kirsten CBronze Active Participant
asked in Ask the community
Jira Story's to ProjectPlace

We are looking to move/import a large amount of stories created in Jira into a ProjectPlace workspace.  What is the best way of going about doing that without having to recreate them all one by one? Thank you,Kirsten

782
sunasak
Platinum Top Contributor
J
Planview Partner
Jhon BorreroPlanview Partner
asked in Ask the community
App Daily Trend Snapshots

Hello, good afternoon.We were unable to identify the reason why the [Daily Trend Snapshot] application does not generate the information for all projects.What depends on whether some projects generate information and others do not?

262
J
Planview Partner
J
Planview Partner
Jhon BorreroPlanview Partner
asked in Ask the community
Malfunction (Revenue with Billing Rate)

Hello Everybody,I understand that:If there is a Cost Rate, calculate the costsIf Billing Rate this calculates the income.Then, when a resource reports hours:The costs of those hours are calculated with the Cost rate. This is OKHowever, the income is not calculated with the Billing rate. I found no Configuration Options to make this happen.

191
DrewMiddleton
Planview Partner
M
maxneo0
asked in Ask the community
Power Bi Login credentials

Hello Community,When following the instructions on the "Visualize Your ProjectPlace Data Using Power BI" page, I noticed there are no guidelines on how to connect Power BI when using SSO. Does anyone know how to configure this?Thank you.

2852
M
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