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rzb1qsSilver Active Participant

Progression & Removing Projects from Timesheets

We are finding that when a person is allocated to a project, and that allocation completes the system (progression) is not always removing that project from the resources timesheet. Is there some specific logic that progression uses that creates an exception to removing the proeject from “Select Work”?Unfortunately, we have found that in these cases - the resource allocation appears the person should not be time writing to the preject, but the system continue to allow the time writing. Note this will show as negative on the person’s timesheet, but does not prevent time writing.Thanks,Joe

523

27 minutes ago

sakthi.ganeshGold Active Participant

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How to access SubTotals in SQL?

Hi Experts,I know how we can access the different financial versions and values present in them. I am interested in reading the Financial Subtotals value. I understand that they are virtual columns. Is there a way we can access through SQL Query?This is for Planview portfolios. ThanksSakthi.

456

32 minutes ago

AmauryBronze Active Participant

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Action items permissions

Hello,Anybody knows how i can bulk edit permissions on an important amount of action items ?And also automatically apply permissions when the action item is created in the project ?

35 minutes ago

pamela.sargentSilver Community Mentor

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How do you expect Remaining Planned to work?

The data point of Remaining Planned, on the timesheet, has been a big topic here at NASCO this year. There was an issue with it that was introduced in the December release and since then a few fixes with one or two modifications. I’m curious how other Planview customers expect this data point to work as I’d like to get additional perspectives to help broaden our thought process. I know we can get used to the way things used to work, but I still want to ensure it is something our end users can easily understand.My expectations would be:Remaining Planned in timesheets that are integrated should not change and should reflect what the remaining effort looked like at the time the timesheet was submitted. This helps with researching also. Today this data point changes and always matches what is on the current active timesheet. Remaining Planned would reflect the total overage ((total actual + un-progressed time) - approved effort) thus if over the last 3 weeks the resource continues to trac

2 hours ago

athena.smithSilver Active Participant

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Custom Action that closes out open RAID items when a project state is updated to completed

Hi All,Has anyone created a custom action where any open RAID items are automatically closed when a project state is updated to completed?

18 hours ago

ShanaGold Active Participant

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Working days vs Calendar days on Lag Duration Import (DependencyLinks)

I am importing a project WBS and I am building a data loader import to capture the predecessor information for each workitem as a DependencyLinks import. In the source data, some of the Lag durations are in workdays (d) and some are in calendar days (ed). ed basically includes weekends, holidays, etc. Is there a way to indicate the difference between these two duration types for my import?

Updating Lifecycle roles using REST API

Hello,Do you know if it is possible to update the username for lifecycle roles using the REST API?I am able to update the lifecycle administrator with the following JSON:{"lifecycleAdminUser": { "userName": "jsmith", "isPrimary": true }} However, I encounter issues when attempting to update other lifecycle roles. For example:{"LC_ROLE9065": { "userName": "jsmith", "isPrimary": true }}I get this error:{ "meta": { "errors": [ { "code": 1012, "codeDesc": "DeserializationFailed", "message": "An error occurred while attempting to deserialize the request, Project Manager, {\r\n \"userName\": \"jsmith\",\r\n \"isPrimary\": true\r\n}" } ] }}Any guidance you could provide would be greatly appreciated.Thank you!

131

19 hours ago

AayushCommunity Manager

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1 day ago

partha.sahaPlanview Falcons

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Seamless Integration Between Planview AgilePlace and Atlassian Jira

Break down silos and drive real-time collaboration across teams with the AgilePlace–Jira integration, powered by Planview Hub.Effortlessly sync user stories, tasks, and features across both platforms while ensuring that updates, priorities, comments, attachments, and relationships remain aligned. This bi-directional integration enhances visibility, accelerates delivery, and keeps everyone on the same page—no matter which tool they use.🔁 Flow features from AgilePlace to Jira as Epics📥 Sync stories from Jira to AgilePlace as features📊 Keep updates, priorities, and comments aligned in real time⚙️ Get started quickly with Planview Hub’s model-based integration setup👉 Watch the integration demo:https://info.planview.com/hub-integration-agileplace-jira-_demo-on-demand_stci_en_watch.html?aliId=eyJpIjoiQXR5RWg3eTNrT1ZTa1hCWCIsInQiOiJTVm52eWNLR2g3aXVcL0l3bW03ZlpOdz09In0%253D

1 day ago

millertj2Bronze Active Participant

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Planned Hours Remaining and Revised Estimate

Now that the Planned Hours Remaining field has been fixed, we turned it back on and noticed that there was an alert when a user has negative hours. This alert instructs users to enter a new estimate in the Revised Estimate column but we don’t have that column turned on as it does not alert the project manager who is usually not the resource manager that they need more hours. How could we do one of the following?Update that message to instruct them to reach out to the project manager Turn off the alert when we don’t use the Revised Hours column Add Revised Estimates field as a reportable field either in an existing or new report or in a tile

173

1 day ago

rzb1qsSilver Active Participant

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Progression & Removing Projects from Timesheets

523

27 minutes ago

AmauryBronze Active Participant

Ask the community

Action items permissions

Hello,Anybody knows how i can bulk edit permissions on an important amount of action items ?And also automatically apply permissions when the action item is created in the project ?

35 minutes ago

pamela.sargentSilver Community Mentor

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How do you expect Remaining Planned to work?

2 hours ago

athena.smithSilver Active Participant

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Custom Action that closes out open RAID items when a project state is updated to completed

Hi All,Has anyone created a custom action where any open RAID items are automatically closed when a project state is updated to completed?

18 hours ago

ShanaGold Active Participant

Ask the community

Working days vs Calendar days on Lag Duration Import (DependencyLinks)

Updating Lifecycle roles using REST API

131

19 hours ago

millertj2Bronze Active Participant

Ask the community

Planned Hours Remaining and Revised Estimate

173

1 day ago

AmauryBronze Active Participant

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Hello,In a project i have action items associated to a milestone.Does anybody know how these action items be automatically related to the parent project as well ?

Add Resource to the Team

In a request, when I add resources to a person field and I would like them to also be added to the team members panel.I know there is a way of doing because I’ve done it before but I’ve lost the instructions that I created!Thanks in advance

I have a pretty simple issue to resolve, I think.I’m creating a custom action where i want to update $PlannedAmount with the following calculation: $BudgetedHours * 40The error I’m getting is “Error: Formula evaluation result data type is Duration instead of expected Currency”I’ve tried a few different options but am missing the correct way to put together this request.Thanks all

1 day ago

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