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KarlRennerPlanview Falcons

Document Publisher interactions with Targets or Contributions

I have been trying to generate a document publisher report on a Project that creates a related table from the Targets module. Every approach I’ve tried has caused the file to be corrupted with the error “Word found unreadable content in test.docx. Do you want to recover the contents of this document? Approaches triedTargets via AssociatedItem (the obvious answer) Targets with my own reverse reference Targets via ContributingWorkItems (not sure if this is a real capability) Contributions AssociatedItem TargetHierarchyLink with my own reverse referenceI noticed the doc publisher macro template doesn’t include any reference to Targets or Objectives, so I’m wondering if perhaps it’s just not supported?I did verify that Slide Publisher can pull the same data out, so definitely just a problem specific to makin word docs.Interested to hear from anyone who has managed to generate a related table of targets in document publisher, and what sort of comment syntax you’re using :)

192

14 hours ago

ShaneDodgeSilver Active Participant

Ask the community

Custom Action to change views

Hi Everyone,Hoping this is an easy answer. Is there a way to utilize a custom action to change the view of a project? I have a couple use cases where I need to have a user change from a project details ‘overview’ view to a gantt chart view and would like to have that fire off via custom action rather than have the user manipulate the ‘project details’ view manually.I am leveraging the Dynamic Layouts to manipulate the project details, but need to move to a gantt view. Thank you!

Project plan dates to not change

We are trying out managing project details in portfolio and project place. One issue the PMs run into is that the dates seem to randomly change. Is there a document that shows how dates are affected in the workplan. Or the best settings to not have items affect others. I know this may not be best practice but we need the team to understand why their plans change.

151

3 days ago

partha.sahaPlanview Falcons

Learn and Share

Auto-Populate Timecards from Portfolios & AgilePlace to Reclaim Time

Auto-Fill TimeSheetPlanview Community,We all know the struggle – timesheets. They're a necessary evil, but that doesn't mean they have to be a time-consuming burden. What if you could automate them and free up valuable hours for your team?You have a hidden gem at your fingertips: Automatic Timesheet Population! This powerful feature can transform your workflow by automatically populating timesheets directly from your project schedules.Say Goodbye to Manual Data Entry:Imagine the relief of eliminating tedious manual data entry for timesheets. No more copying and pasting, or wrestling with forgotten hours. Automatic population ensures accuracy and saves you significant time.Boost Efficiency and Reduce Errors:By automating timesheets, you streamline your workflow and minimize the risk of errors caused by manual data entry. This translates to improved efficiency and reduced frustration for everyone involved.Focus on What Matters Most:Reclaim the time you used to spend on timesheets and ded

2972

3 days ago

ThbutlerGold Product Expert

Ask the community

Work Project Progression Defaults

Currently when we create a project the Progression Options for Allocations is set to “Respect Finish Dates”. Based on the needs of our organization we have been setting this to “Expire Effort and Respect Finish Dates”. Is there any way to make Expire Effort the “default” setting for when we create new work items? Or do we have to remember to change it as part of our new project process?

103

3 days ago

KavithaPlanview Falcons

Organizational Change Management

What's the Number 1 Change management issue that you face?

Hi Community!From your experience implementing new tools/platforms/digital transformation, what is the top Change management issue that you’ve faced?Is it :Leadership buy-in Middle management buy-in End-user adoption Lack of adequate training Clear communication What else would you add?Happy Friday! Cheers, Kavitha AshtakalaCustomer Success Manager OCM enthusiast

170

3 days ago

HappytoonBronze Active Participant

Ask the community

How to show an associated strategy/outcome as a column in a work portfolio?

Hi, In Portfolio, we have the following associations: Work → Outcome → Strategy.I want to create a work portfolio that lists all the work associated with a particular strategy (same for outcome).Are there any ways to display the associated strategy (and outcome) in a work portfolio? Can I also use this column as a filter in the work portfolio definition?Please help and share your wisdom.Many thanksTony.

202

4 days ago

AizaBronze Active Participant

Ask the community

Pre-Planning Hours

At Moffitt we are trying to find out how other organization are tracking their time for Pre-project planning. We want to create a standard process for this type of work.

214

5 days ago

AayushCommunity Manager

Getting started in the community

Welcoming New Members to the Planview Community! (May 20 - May 26)

Happy Tuesday Everyone!Let’s give a warm welcome to the new members who joined our Community recently, from all around the world: @Phil @JeffYork @bnst @Elizabeth Winters @nishantpatel @hadleyme @Nadeem_Ahmed @ayarnell13 @Hao Li @giorgio.scagliarini @Massimo Restelli @tb22022 @Andrea Hellster @LIDXIIV @karen.finch @BBNZ @mas740 @yosef @Florent Poirier @Magnus Ekdahl @Francisco Alferez @Shaik Nowshad Ali It’s great to have you on board! Join this space to say hello, share a bit about yourself, and let fellow Community members welcome you aboard!Let me start: I’m Aayush, I’m a Community Manager at Planview. You’ll see me here, managing the forums and generally helping out. And I'm from Bangalore, India. Feel free to write a few lines and introduce yourself below, add some details about what's your role in your team, what you'd love to learn from other fellow members, or share one goal you hope to achieve with Planview. We’re excited to learn more about you — let’s

262

5 days ago

Niranjan ManoharCustomer success specialist

News

Connect 2025 Keynote Recordings Are Ready for You

Hi EveryoneRemember the keynotes from Planview Connect 2025.We're happy to let you know that the recordings from Razat Gaurav (CEO), Louise Allen (Chief Product Officer), and Mik Kersten (CTO) are now available to watch.If you weren't able to make it to Connect or if you want to revisit specific talks these sessions offer a good look at Planview direction and some of the solutions helping organisations get work done.You can access all the Planview Connect 2025 keynote recordings here: https://success.planview.com/Customer_Events/Planview_Connect_2025We hope you find these presentations helpful.

6 days ago

KarlRennerPlanview Falcons

Ask the community

Document Publisher interactions with Targets or Contributions

192

14 hours ago

ShaneDodgeSilver Active Participant

Ask the community

Custom Action to change views

Project plan dates to not change

151

3 days ago

HappytoonBronze Active Participant

Ask the community

How to show an associated strategy/outcome as a column in a work portfolio?

202

4 days ago

AizaBronze Active Participant

Ask the community

Pre-Planning Hours

At Moffitt we are trying to find out how other organization are tracking their time for Pre-project planning. We want to create a standard process for this type of work.

214

5 days ago

Mayank BajpaiBronze Innovator

Ask the community

Personal Time Off

Hi Team, is it possible to create workflow/custom action when a personal timeoff is added in Clarizen by a user, the manager gets a notification?

151

6 days ago

Sean.BarberGold Innovator

Ask the community

Splitting Resource Assignments on a Project (e.g. by different skills)

Hello, We have a case where some of our resources have multiple skills. How can we specify which skill is potentially being utilised on a Project when a resource is assigned?For example a PM adds Resource 1 who has two skills. On this particular project they are only utilising one skill. The PM adds Task Assignment over the required period etc. In reports, we can’t specify which skill is being utilised on the ProjectDoes anyone have any ideas to manage this or potentially another solution potentially through a custom field? e.g. a picklist in the Resource assignment panels when the PM can select which of the users skill is being utilised etc. Many Thanks

How to use a 'Portfolio Project Link' as Evaluation Criteria

Looking to create a Custom Action that is only available on projects that are associated to a particular Portfolio. I was encouraged to attempt to reference portfolios by the ID field, rather than by name or use of a toggle, but a custom field(toggle) has been the only way I’ve been successful thus far. I’ve tried using multiple syntax variations of the GetLink function but that doesn’t seem to support a Portfolio Project Link. e.g. GetLink($ProjectPortfolioLink,'PF-101',CurrentObject()) » Error: Invalid field name: 'ProjectPortfolioLink'. I’ve tried other Work Item-to-Work Item links without success. Is a custom field on the project the way to go? Should Reporting and KPIs be driven off of the toggle as well?

Hello everyone 👋 We are setting up our instance of AdaptiveWork and can see some great functionality with individual calendars using the exception types to put in their leave etc. However, although we have been able to add our own categories, we have not been able to work out how to delete the other items in the pick list. We are finding that the categories are adding confusion that are already in e.g. PTO and vacation for us would be the same definition. We have changed our categories to have numbers at the beginning so that they go to the top but is there a way to delete the other options?

11 days ago

DeepakGarg_NG

Ask the Community

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.

121

12 days ago

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