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Planview PPM Pro, ProjectPlace and AgilePlace December 2025 Release Webinar

(Wed, Dec 10, 3:00 PM)

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PiyushSBronze Active Participant

Ask the community

Archiving resource profile

I have a request from business that for the fixed fees users we don’t want to allow then to enter time and nor they appear in the plan allocation dropdown/selection. What could be the potential solution to achieve these situation?For new fixed fee re

margotrogersSilver Active Participant

Ask the community

Integration from Portfolios to Jira for Release Planning

Hello, We are working on deploying a Release Planning Tool - likely Jira. We have all our resources deployed in Portfolios so we want to maintain an integration from Jira to Portfolios. We also have an older Code Repository - EWM, that has already be

Nadeem_AhmedPlanview Falcons

Feedback and Ideas

Enhancement Request - Introduce Skill-Based Resource Management, Capacity Planning, and Staffing in AdaptiveWork

Customers across manufacturing, R&D, and IT project environments are requesting deeper skill-based resource management capabilities within AdaptiveWork. While the product provides strong role-, job-title-, and user-based planning, customers need

Nadeem_AhmedPlanview Falcons

Feedback and Ideas

Prevent Duplicate Project Creation During Data Loader Bulk Uploads

When using the Data Loader to perform bulk project uploads, the system currently allows duplicate project records to be created if existing projects are unintentionally included in a new upload file. There is no built-in validation or safeguard to pr

wenlonBronze Innovator

Learn and Share

Planview PPM Pro Dashboards - stakeholders

Are stakeholders only allowed to view Published dashboards? We have several stakeholders and a user is trying to send them a url to a dashboard they created but they are unable to see it. They have stakeholder licenses and correct permissions. If

AmauryGold Innovator

Displaying images and previewing documents at the task level

Hello,Would anybody know a way to add the file viewer widget to view/layout of a task that has files as attachments ?Or does anybody know how i could convert the image in html and display it in a rich text field or a custom panel ?

MGMullenPlatinum Innovator

Ask the community

Portfolios License Archiving Process

We are evaluating the most cost effective way to manage our licenses so are currently defining an archive process based mostly on lack of use. I’d also like to downgrade a Portfolio-R/W license to a View Only license if I could tell if the user has

Rie.YBronze Active Participant

Ask the community

Establish preset screens by persona

We’d like to see if others are interested in the functionality we’re hoping to have. It would be very helpful to establish preset column set views by persona to improve the user experience. This customizes the view by each key person, removes unnece

tumisomahlakeBronze Active Participant

Ask the community

Standard Field Read Only

Good day Team How to lock or make a standard field a read-only field ( Total Forecast (Multi Year) and Total Actuals (Multi Year))

Nadeem_AhmedPlanview Falcons

Feedback and Ideas

Global Administrative Option to Enable “Highlight Changes” by Default in Work Plan

Customers require the ability to enforce the “Highlight Changes” setting globally so that it is enabled by default for all projects and users without requiring manual activation by each Project Manager.Currently, the toggle is available only at the p

PiyushSBronze Active Participant

Ask the community

Archiving resource profile

I have a request from business that for the fixed fees users we don’t want to allow then to enter time and nor they appear in the plan allocation dropdown/selection. What could be the potential solution to achieve these situation?For new fixed fee re

margotrogersSilver Active Participant

Ask the community

Integration from Portfolios to Jira for Release Planning

Hello, We are working on deploying a Release Planning Tool - likely Jira. We have all our resources deployed in Portfolios so we want to maintain an integration from Jira to Portfolios. We also have an older Code Repository - EWM, that has already be

Nadeem_AhmedPlanview Falcons

Feedback and Ideas

Enhancement Request - Introduce Skill-Based Resource Management, Capacity Planning, and Staffing in AdaptiveWork

Customers across manufacturing, R&D, and IT project environments are requesting deeper skill-based resource management capabilities within AdaptiveWork. While the product provides strong role-, job-title-, and user-based planning, customers need

Nadeem_AhmedPlanview Falcons

Feedback and Ideas

Prevent Duplicate Project Creation During Data Loader Bulk Uploads

When using the Data Loader to perform bulk project uploads, the system currently allows duplicate project records to be created if existing projects are unintentionally included in a new upload file. There is no built-in validation or safeguard to pr

wenlonBronze Innovator

Learn and Share

Planview PPM Pro Dashboards - stakeholders

Are stakeholders only allowed to view Published dashboards? We have several stakeholders and a user is trying to send them a url to a dashboard they created but they are unable to see it. They have stakeholder licenses and correct permissions. If

AmauryGold Innovator

Displaying images and previewing documents at the task level

Hello,Would anybody know a way to add the file viewer widget to view/layout of a task that has files as attachments ?Or does anybody know how i could convert the image in html and display it in a rich text field or a custom panel ?

MGMullenPlatinum Innovator

Ask the community

Portfolios License Archiving Process

We are evaluating the most cost effective way to manage our licenses so are currently defining an archive process based mostly on lack of use. I’d also like to downgrade a Portfolio-R/W license to a View Only license if I could tell if the user has

Rie.YBronze Active Participant

Ask the community

Establish preset screens by persona

We’d like to see if others are interested in the functionality we’re hoping to have. It would be very helpful to establish preset column set views by persona to improve the user experience. This customizes the view by each key person, removes unnece

tumisomahlakeBronze Active Participant

Ask the community

Standard Field Read Only

Good day Team How to lock or make a standard field a read-only field ( Total Forecast (Multi Year) and Total Actuals (Multi Year))

Nadeem_AhmedPlanview Falcons

Feedback and Ideas

Global Administrative Option to Enable “Highlight Changes” by Default in Work Plan

Customers require the ability to enforce the “Highlight Changes” setting globally so that it is enabled by default for all projects and users without requiring manual activation by each Project Manager.Currently, the toggle is available only at the p

50

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14 days ago