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Hi there! I’m trying to create a report to show incomplete timesheets by resource(based on a 37.5 hour work week). I’ve had success generating a report to populate the total submitted and approved time...but am struggling to calculate a resources missing time. When I create the calculation “37.5 hours - timesheet duration” it gives me an error: Error: Data types Numeric and Duration not compatible for '-' operation. Any ideas or recommendations are greatly appreciated :)

1915

6 hours ago

AmauryGold Active Participant

Ask the community

Update owner field via Custom Action

Hello,Has anyone succeeded in updating the “owner” field of a task via a configuration rule ?I have a custom action that creates specific tasks but i’m not able to update the “Owner” field.

13 hours ago

Rie.Y

Feedback and Ideas

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

15 hours ago

Josh_AFGBronze Active Participant

Ask the community

URL links to JIRA in attribute and / or Fields (Portfolios)

Can you setup a field (or attribute) for URL’s / Hyperlinks (while viewing Work Portfolios) which link to individual JIRA Epics? Thanks!

393

15 hours ago

MartinLSilver Active Participant

Ask the community

Direct link to a tile

I have a number of tiles set up for specific individuals and/or roles. For ease. I’d like to link to them directly, from Planview.Me. IK can’t find any way to get the direct URL, and the browser URL does not change based on the tile selected. Is there a way to do this? Thank you.

336

16 hours ago

Ipshita.DasPlanview Falcons

News

New in Logbook: Product-Level Access Control for Log Types

We’re introducing a powerful new feature in Logbook:You can now manage visibility of log types at the product level.What this means You get to choose which products a specific log type should appear in. For example, if you’ve created a RISK log that should only be visible in Portfolios (and not in Project Place), you can easily configure this in PV Admin. How it works By default, all products are enabled for each log type—so no action is needed unless you want to restrict visibility. Changes are made directly in PV Admin, giving admins centralized and straightforward control. Why it matters Flexibility: Customize log types to suit each product’s needs. Governance: Ensure the right teams see the right logs. Simplicity: Default settings keep everything running smoothly without extra setup. This enhancement empowers users with greater control while maintaining a seamless experience.

19 hours ago

zverboon

Ask the community

Issue with "no-role" resources not carrying over when creating new projects from template and copying over Task Schedules (resource schedule)

Sometimes when we create a new project using the template of the previous project, I want to keep the task schedules (resources scheduled to the tasks) on the new project to avoid the team having to re-schedule resources for similar projects. However, I have noticed that the only people who are copied over successfully upon creation of the new project are people are are assigned a role on the Staffing tab. This team does not use the staffing tab/utilization planning features. Is there a workaround to get the resources to copy over, or would I have to go in and assign roles to all of the “no role” resources on the template project?

152

1 day ago

Planview JoanRBronze Active Participant

Ask the community

Forecasting Resources for Requests

Is there anyone in the community that uses Request Module (Gates, etc.) AND forecasts resources for those requests. We are only finding that you have to make the request a project before you can forecast resources. Our team wants to enter several requests and forecast/review our resources for these requests against projects in process to see if the project is feasible to do in current year or future. We are looking for any advice on how to do this. Thank you.

412

1 day ago

wenlonBronze Active Participant

Ask the community

Mapping existing (multi select ) Request Field to Project Field

Has anyone been able to map an existing multi-select field from Request into the same multi-select field in Project? Update: NM user error! LOL

131

1 day ago

ShaneDodgeBronze Innovator

Ask the Community

Personal Access Token Renewal issue

Hi everyone - hoping to get some help with an issue we ran into yesterday.We have a HUB connection to Azure Dev Ops (ADO) using a Personal Access Token which expired over the weekend. When we renewed the token, the ‘Test Connection’ works fine and appears green, however the collections/integrations using that repository are now throwing an error about the ‘Collection Credentials’Connection credentials were not accepted by the repository. Authentication credentials were not accepted by the server: ensure the correct form of authentication is enabled on the server and that the Domain is specified if applicable.Other than the PAT nothing changed on the repository. Is there something missing on the collection that I need to reset the link to the repository?

Default settings in pasting a task

172

15 hours ago

Josh_AFGBronze Active Participant

Ask the community

URL links to JIRA in attribute and / or Fields (Portfolios)

Can you setup a field (or attribute) for URL’s / Hyperlinks (while viewing Work Portfolios) which link to individual JIRA Epics? Thanks!

393

15 hours ago

MartinLSilver Active Participant

Ask the community

Direct link to a tile

Issue with "no-role" resources not carrying over when creating new projects from template and copying over Task Schedules (resource schedule)

152

1 day ago

Planview JoanRBronze Active Participant

Ask the community

Forecasting Resources for Requests

412

1 day ago

wenlonBronze Active Participant

Ask the community

Mapping existing (multi select ) Request Field to Project Field

Has anyone been able to map an existing multi-select field from Request into the same multi-select field in Project? Update: NM user error! LOL

131

1 day ago

ShaneDodgeBronze Innovator

Ask the Community

Personal Access Token Renewal issue

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

121

2 days ago

AmauryGold Active Participant

Ask the community

Displaying project name on hybrid view cards

Hello,It seems only pick list fields can be used and displayed on cards of the hybrid view.How can i display the parent project name on my cards ?

211

3 days ago

JWilliams24Bronze Innovator

Learn and Share

Logbook Issuses - What Projects / Strategies are they associated with ???

We are having to pull the implementation of logbook back because users are complaining they are not tell what projects logs are associated. We would have to add a field and manually type this in. In the past the CRIs always list the name of the project they were associated with. We can do Items with in a project but do to standard templates every project can have something with the same name. And pull anything by Portfolio is not doable. has anyone found any work arounds for these. Users love the idea of logbook but these are show stoppers. .

836

7 days ago

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