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I was asked this question by a user and I am not sure of the answer. If you copy WBS lines with requirements or allocations and paste them into a different project, and in the paste you do not deselect the option to bring along those resource assignments, do you now have two of each? Or does the original get deleted? Or does the assignment not come along?Forgive the beginner question. I was off for three months and forgot everything. :-)

13 hours ago

SVarneyGold Active Participant

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Notifications for documents uploaded to projects in Portfolios

Hello,We have a team that reviews documents associated with a project; this is initiated by a lifecycle step. Sometimes they have to send it back to the user for revision. They would like to receive an automated notification when the file has been updated and re-uploaded...sometimes more than once. Have any of you have been able to make this happen without creating additional lifecycle steps to loop the document/content review process? Thank you.

232

13 hours ago

Kirsten CSilver Active Participant

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Planview Timesheet Warning for May 30th – Expected 10 Hours Instead of 8

We ran into an odd issue with Planview on Monday, May 30th, which was the start of our workweek (we run Monday–Sunday). When submitting timesheets, the system flagged a warning expecting 10 hours to be reported for that day, even though everything seems to indicate it should be 8 hours.Here’s what I’ve checked so far:The calendar setup looks correct. Timesheet hours per week are set to 40 hours. Planned effort for that day was 8 hours.I can’t figure out where the 10-hour expectation is coming from. Has anyone else encountered this or have ideas on what might be causing it?

393

1 day ago

MartinLBronze Active Participant

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Planview.Me - how to seelct a portfolio for a visualisation

I’m trying to add some visualisations / visualizations to a Planview.Me screen. I want to select a specific portfolio for users to see for that data view. In the instructions, under ‘Available Functionality’, it shows how to select a portfolio for this purpose: Data Visualization widget - Planview Customer Success CenterI’m unable to see that icon (briefcase / portfolio). Is there a different way to see this, or set the portfolio now?

152

2 days ago

DeepakGarg_NGBronze Active Participant

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How to know who is current time approver (Project time, StandardTaskTime, RequestTime) for any resources through DB table/view.

How can admin user know, who is current project time approver, standard task time approver, request time approver as per project or standard task allocation to user to submit their time sheet.There are multiple setting including delegation in changepoint throgh, time sheet aprpover can be defined. But my question is that, if any user ask where is my time sheet is pending with, then admin user must have some DB table/view, so that query can be answered immediately rather than checking which seeting has been applied for that user.Also, My request to product team, take it as an enhancement, time sheet approval pending with “column” must be included in all core tables: Time, StandardTaskTime, RequestTime.Meanwhile, if there are any wayaround please let me know.

2 days ago

JWilliams24Bronze Active Participant

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Time Off - Standard Activities

We have an issue when putting time off for individuals - Lets say two weeks in July. Any assignment they are assigned doesn’t respect this time off. If just doubles the hours. If they are mark as already having 100 utilization as being off, why does the system just add 40 hours to this any time the task is adjust or if they are assigned something new. As people schedule for vacations it just puts them as over everywhere in the system. Any thoughts on how to make this easier.

Forecast update dates

In Planview, Is it possible to see the date & time someone entered a resource forecast for a particular individual resource plus also any historical entries and when they changed? Trying to workout who entered a forecast first for a particular resource and when

122

2 days ago

DeepakGarg_NGBronze Active Participant

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How to resolve grayed out records in transfer module.

while transfer the records/entity from one resource to another resource, we found some records are in grayed out and unable to transfer that records. but there is no “notification” or “help” is avaialbe to know the reason behind this, why these records are not able to transfer. For example: transfer all those opportuntiy where user “A” is salesrep to user “B”. but while searching that records from resource “A” to To Resource “B”, multiple records comes with gray out and unable to transfer. As a product enhancement, all relevant features/right must be auto grant/revoke while using transfer module or there must be clear message for not able to transfer records. so that admin/user can work out on that part and transfer the records. Also we found that, while using transfer module, there is no history is being maintained on UI level, while history is enabled for “sales representative” UDF field.

4 days ago

DeepakGarg_NGBronze Active Participant

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Can we add more column to filter records in Transfer Record Module in Changepoint

There is feature of resource transfer through transfer record module in changepoint. when we select any entity to transfer the record, there are predefined/preconfigured entity columns come to filter the records to transfer between source/target resources. But some time, we need more details/column in preconfigured column to filter out data precisely for transfer the resources, so need some way to add more column there in transfer record module. Community, please help if you know the solutions for the same.

172

4 days ago

pawan.rajuPlanview Falcons

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ChangePoint 2024-R2 ReleaseRelease Notes

We're thrilled to announce the successful release of Changepoint version 24 (22.01.003.000) on February 11, 2025! This release includes some important fixes and improvements. Check out what's new:Release Notes are available: HereEnhanced Customer List Views: Administrators can now add configurable fields as columns to the Customers list views. (Navigate to User Interface -> Entity List Views to explore this new feature!)We've also addressed the following issues:API Fix: Resolved the "No xml tag found" error for parameters CostDrGLId and CostCrGLId when adding an engagement product using the Engagement Product’s XML Insert and Update API. Intelligent Forms Fix: Fixed the "Maximum message size quota for incoming messages" error that occurred when using the "Create Contract" Intelligent Forms form. Navigation Fix: Clicking the ChangePoint logo now correctly redirects to the home page. Reporting Fix: Resolved the search issue in the Batch Time and Expenses Approval report. Resources are

What happens to copied and pasted resource assignments?

13 hours ago

SVarneyGold Active Participant

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Notifications for documents uploaded to projects in Portfolios

232

13 hours ago

Kirsten CSilver Active Participant

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Planview Timesheet Warning for May 30th – Expected 10 Hours Instead of 8

393

1 day ago

MartinLBronze Active Participant

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Planview.Me - how to seelct a portfolio for a visualisation

152

2 days ago

DeepakGarg_NGBronze Active Participant

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How to know who is current time approver (Project time, StandardTaskTime, RequestTime) for any resources through DB table/view.

2 days ago

JWilliams24Bronze Active Participant

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Time Off - Standard Activities

Forecast update dates

122

2 days ago

DeepakGarg_NGBronze Active Participant

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How to resolve grayed out records in transfer module.

4 days ago

DeepakGarg_NGBronze Active Participant

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Can we add more column to filter records in Transfer Record Module in Changepoint

172

4 days ago

MartinLBronze Active Participant

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Is there a specific area for Planview.Me questions?

After the excellent Planview Day UK in London yesterday, I’m trying again to get Planview.Me up and rolling. Is there a specific place to ask questions on that? I don’t see a group, category or tag. Thanks.

6 days ago

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