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  • 11 Topics
  • 13 Replies
11 Topics
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ShaneDodge
asked in Ask the Community
Looking for ideas on Card Automation using mirroring

Hi everyone,Curious if anyone has had any luck using Card Automation to kick off mirroring.  Or using custom fields to drive Card Automation.  Thanks!

281
pawan.raju
Planview Falcons
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NFlynn
asked in Ask the Community
Adding a Table to a card comments

Just wondering if anyone has been able to add a table type formatting in the comments text box.

211
Jon High
Planview Falcons
pamela.sargent
Silver Community Mentor
pamela.sargentSilver Community Mentor
asked in Ask the Community
Getting subscribed to a card

I am curious if I am truly the only one in the AgilePlace community having this issue or if others are experiencing it also. When a user is assigned to a card on a board they should automatically get subscribed to that card.  I/Pam am having an issue of when I am assigned through the card details I am not getting subscribed, however if someone was to right click on a card and assign me then I am subscribed.  Note: subscription is what triggers email notifications. High level steps I took to test this out:Create a card In card details assign yourself Save & Close Give it a few seconds Right click on card and see if it says "Subscribe" or "Unsubscribe" If it says "Unsubscribe" then you were automatically subscribed to it. Next (either create a new card or unassign from the previous card) Right click on a card and assign yourself Give it a few seconds Right click on card and see if it says "Subscribe" or "Unsubscribe" If it says "Unsubscribe" then you were not automatically subscribe

612
pamela.sargent
Silver Community Mentor
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Abdelrahman Alfawaier
asked in Ask the Community
User Provisioning

Is there any way to implement user provisioning in PPM Pro and AgilePlace?

150
A
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N2APP
asked in Ask the Community
Provisioning users

I am reaching out to seek guidance on the process of provisioning users from Azure Active Directory (Azure AD) into the Planview platform. Our organization is currently integrating various systems and it is crucial for us to ensure a seamless user management experience. We have already implemented Single Sign-On (SSO) for our users.Could you please provide detailed information on the following:The steps required to set up user provisioning from Azure AD to Planview. Any prerequisites or configurations needed on both Azure AD and Planview. Supported attributes and user data that can be synchronized. How to automatically assign boards to users upon provisioning. Troubleshooting common issues that might arise during the provisioning process. Documentation or resources that we can refer to for further understanding.Your assistance in this matter would be highly appreciated. We aim to implement this integration as efficiently as possible and any guidance you can offer will be invaluable.Tha

560
N
A
aecallerio
posted in Ask the Community
Agileplace PowerBi and Odata

Hello!  Looking to connect with a solution using the AgilePlace Odata to see what PowerBi visualizations you are are leveraging and how it’s going for you. 

530
A
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ShaneDodge
posted in Ask the Community
Looking for ideas on how to start big room planning

Hi everyone - I’m new here :)We are in the process of building a ‘big room planning’ view in AgilePlace and curious how others have set up their data.I have a number of teams boards I would like to integrate into a Program or Portfolio board view.  I have added the horizontal rows for each of the team boards, but can’t figure out how to make the cards from the team boards to appear in the Program.  And, because we are very new at this discipline, I would love to hear from others if there is a better way to go about setting up the planning.  Thanks in advance!

582
Yadhu Krishnan
Planview Falcons
DrewMiddleton
Planview Partner
DrewMiddletonPlanview Partner
asked in Ask the Community
Time Tracking in AgilePlace?

We’ve got a customer who would like to have their AgilePlace users track time (actual effort) on cards. Are there any creative solutions for this? I know we can set up a custom numeric field and just have the users manually add their hours to any value already there. For instance, if three hours have already been logged on a card, and I work two more hours on that task, I could update the custom field’s value from “3” to “5”. But this seems like it would be prone to human error. Has anyone devised a better solution to tracking actual effort on cards?

630
DrewMiddleton
Planview Partner
Danielle Whelan
Bronze Active Participant
Danielle WhelanBronze Active Participant
posted in Ask the Community
Enterprise 'common' cadence for sprints and quarterly increments (big room planning)

We are adopting Planview portfolio and Planview agile place, our enterprise has been on an agile journey for a number of years and we are facing some resistance to adopting a common sprint and increment cadence in some of our business groups - has anyone faced this? Ideally there is a common quarterly increment ‘window’ and pattern of sprint start/end within the quarter. Curious to see if others had an issue with this?

342
sunasak
Platinum Top Contributor
R
rohansamson
asked in Ask the Community
Portofolio integration with Agile Place

Hi,Has anyone integrated Portfolios with AgilePlace using Planview Hub? We have a lot of information coming from Jira into AgilePlace; however, we cannot move that data to Portfolios.The out-of-the-box (OTB) Planview sync only allows a very small set of fields to be migrated.

711
sunasak
Platinum Top Contributor
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Platinum Active Participant
AgrantPlatinum Active Participant
asked in Ask the Community
Card Scoring - WSJF Customization

On the Card Scoring in AgilePlace, when performing a scoring based on WSJF a lot of practioners utilize some sort of modified Fibonnaci sequence to score in each of those categories.  At first glance, I can’t seem to make these types of customizations, and it looks like if I want to utlize a modified Fibonnaci scoring for WSJF then I’ll need to precalculate score for those 4 areas and then enter it in the “Score” box manually.   Is there anyway to edit the Card Scoring metrics/categories so it can accept 1, 2, 3, 5, 8, 13, 20 either manually typing it in or via a custom drop down?

1524
A
Platinum Active Participant
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