Community

Recently active
Help others
Categories

dwill123Platinum Innovator

How to insert a delay into a workflow rule step?

I have got a workflow rule that runs on an update to risk/issues, counting the total # of open risk/issues (by status) from the parent project. The counts returned are incorrect when the workflow runs it, but noticed that if it simply runs a second or two later it is correct.What’s the best way to incorporate a pause or delay to avoid this problem?

10 hours ago

fabfg

Ask the community

Suggestions for reporting only open risks and issues at project level

Hi everyone,For reporting purposes, I need to display — at project level — two specific fields:One showing only open risks One showing only open issuesBy “open” I mean those in status: Submitted, Opened, or In Work.Currently, I’m using the standard Risks and Issues fields from the project entity, but these include all related items, regardless of status, and they are not editable.I tried modifying the report by including Cases as related data, applying filters on status. This works in terms of filtering, but it breaks the structure of the report: I end up with one row per open case, while I need one row per project.Has anyone found a way to:Filter risks and issues by status at the project level? Or aggregate open risks/issues into a single field or count per project?Any suggestions or workarounds would be greatly appreciated!Thanks in advance,Fabrizio

112

1 day ago

AmauryBronze Innovator

Ask the community

Retrieving the "resources " field in a work item configuration

Hello,Does anybody know why I cannot retrieve the “resources” field when working on a workflow rule for a task ?I want to automatically assignt tasks when specific criteria are met but i’m not able to find the “resources” field in the formula sections.

1 day ago

mpjubbSilver Innovator

Ask the community

Burn Down Chart

Hello everyone,Can someone point me in the direction of where the Burn Down chart is please?I’ve installed the financial highlights panel but there is no Burn Down. Thanks

232

2 days ago

mpjubbSilver Innovator

Ask the community

Effort to Duration Ration

**EDIT: The title should read “Effort to Duration Ratio”. I don’t appear to be able to edit the title**Hello everyone.I want to produce a report that shows a ratio of how long it takes to deliver a project vs how much effort was assigned to it.I’d also like to assign the same formula to actual cost vs budget assigned.For example: 100 hours assigned but 200 hours duration would be a ratio of 2 - its taken twice as long to deliver as the hours assigned. This is a key metric for us at it allows us to see how quickly we can deliver projects.The calculation is simple enough - $Duration / $BudgetedHours. But I receive the following error: “Error: Formula evaluation result data type is Numeric instead of expected Duration" Thanks for any assistance

2 days ago

mpjubbSilver Innovator

Ask the community

Dynamic Layout Based on View Selected

Hello everyone.I would like to set a rule that when a user changes the view to “highlight”, a dynamic layout is used.I know I can create a toggle but that's not as slick as the view just changing automatically.Thanks for any assistance

3 days ago

prasadnknvBronze Active Participant

Ask the community

Conditional Field Dependency: Initiative Type → Project Sub Type

Question:We have a custom field called Initiative Type with multiple options. One of the options is Minor Budget Request (MBR).When a user selects MBR under Initiative Type, we would like the Project Sub Type field to display only two specific options: Business Planning and Out of Cycle Initiative.If the user selects any other Initiative Type, the Project Sub Type field should display the usual/default set of options.Has anyone configured this kind of conditional dependency between fields in Planview? If so, what is the best way to achieve it?

324

4 days ago

Yadhu KrishnanPlanview Falcons

Getting started in the community

New to our Community? Introduce yourself!

Hey Community-friends!We thought it might be fun to know who’s who, while we’re actively engaging on our community. I’ll start! My name is Yadhu! Here to learn with you all. It is rooted in our ethos that we use our own products and figure out its effectiveness. Having started in Retention Marketing department hope to eventually climb my way up the ranks to be your trusted Community Manager! I live in Bengaluru, love to travel, music and drawing. Hit me up if you have any questions, concerns or just to say hi!Looking forward to meeting you all!- YK

91434

4 days ago

Ipshita.DasPlanview Falcons

Learn and Share

Planview Advisor: Q2 2025 Updates

We're excited to share the latest improvements that have been rolled out across different areas of Planview Advisor.Input Form Updates Fixed bug in choice comparison button Improved font support for Excel exports Cheatsheet Enhancements Better clarity on editable columns Added warning for System UDF color domain changes Fixed issues with preset folder organization Improved PowerPoint exports for brick charts Cleaned up Bar Chart grouping options Resolved various chart rendering issues including variance bars, deltas, and target lines User Management Updates Improved messaging for license limitations Fixed the input removal button in Workspace Management Enhanced portfolio contents table display Security Updated security components Important Note: These updates are implemented on a per-customer basis, so you may not see all changes in your instance yet. If you'd like any of these updates applied to your instance, please contact your Customer Success Manager or Engagement

5 days ago

DeepakGarg_NGBronze Active Participant

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.

253

5 days ago

dwill123Platinum Innovator

Ask the community

How to insert a delay into a workflow rule step?

10 hours ago

fabfg

Ask the community

Suggestions for reporting only open risks and issues at project level

112

1 day ago

AmauryBronze Innovator

Ask the community

Retrieving the "resources " field in a work item configuration

1 day ago

mpjubbSilver Innovator

Ask the community

Effort to Duration Ration

2 days ago

mpjubbSilver Innovator

Ask the community

Dynamic Layout Based on View Selected

3 days ago

prasadnknvBronze Active Participant

Ask the community

Conditional Field Dependency: Initiative Type → Project Sub Type

324

4 days ago

DeepakGarg_NGBronze Active Participant

Ask the Community

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

253

5 days ago

DeepakGarg_NGBronze Active Participant

Ask the Community

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.

171

5 days ago

DeepakGarg_NGBronze Active Participant

Feedback and Ideas

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.

Default settings in pasting a task

When a task is copied over and pasted in a WBS, the paste option window opens up and there are several fields that are already preselected. We would like to have these fields to come deselected so that users can pause long enough to assess what it is they are copying over. Has anybody received feedback from users like this? We think it would be helpful if they could change the default settings so that the checkboxes are deselected by default, but we’d be interested in other users’ thoughts.

172

6 days ago

Welcome

Everything you need to know about this community

Getting started in the community

9 topics

Community FAQs

1 topic

News

52 topics

Planview Champions

1 topic

AdaptiveWork

328 topics

Portfolios

180 topics

PPM Pro

30 topics

Enterprise Architecture

6 topics

ProjectPlace

17 topics

AgilePlace

21 topics

IdeaPlace

5 topics

Hub

17 topics

Viz

38 topics

ChangePoint

4 topics

Advisor

3 topics

User leaderboard

Show full leaderboard

Badges

Amauryhas earned the badge Innovator
mpjubbhas earned the badge Innovator
fabfghas earned the badge Active Participant
zverboonhas earned the badge Active Participant
ShaneDodgehas earned the badge Innovator

Show all badges

Explore product specific discussions

Engage in conversations, discover solutions, exchange product concepts, and foster cooperation within our Planview customer community