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AayushCommunity Manager

Welcoming New Members to the Planview Community! (May 6 -12)

Happy Tuesday Everyone!Let’s give a warm welcome to the new members who joined our Community recently, from all around the world: @tgaur @TJ Welter @robert bethune @SaraOpenshaw @TrishCronly @Hammad786 @marimuthu.ece07 @aespitia @Thanga @PranaliAher @charan.c @atherh @laneseeg @PalashChowdhury @jreed @L. Wittmann @andresochoa @brucegeiser @LLock @Zoey Zhang @Carina Ebner @Veera Ponnapalli @keith72064 @Bonnie Boyle @Doris Hillgruber @gaikwsnd @ThomasM It’s great to have you on board! The Community would love to know a bit more about you, so feel free to write a few lines and introduce yourself below:-If you need inspiration, here are some talking points you can pick from:Where are you (or your company) based? What's your role in the team? Which topics particularly interest you? What do you mostly use Planview product for? What’s your favorite feature in our software? Tell us a fun fact about yourself!All the best,Aayush from the Community Team

243

10 minutes ago

pawan.rajuPlanview Falcons

News

Is Digital Transformation Failing Enterprises?Planview Podcast

What happens when digital transformation initiatives hit roadblocks? In this riveting premiere episode, technology heavyweight Razat Gaurav (CEO of Planview) sits down with visionary advisor Manoj Kohli for an unfiltered conversation about why 70% of digital transformations fall short of expectations. Dive into the trenches with these industry titans as they share battle-tested strategies for:Aligning organizational purpose with tactical execution Navigating the AI revolution without getting left behind Solving the unique challenges facing CEOs in India vs. global markets Building truly purpose-driven organizations that thrive amid disruptionWhether you're leading transformation initiatives or experiencing them firsthand, this episode delivers actionable insights from those who've mastered the art of meaningful digital evolution.

4 hours ago

James BonfieldSilver Innovator

Ask the community

Inter-project Dependencies

We’re starting to look again at managing dependencies using successor/predecessor relationships across projects/work items. In the past we’ve avoided this due to the risk that a single change from a predecessor project could have a ripple effect across the entire portfolio, impacting everyone’s plans with no control or obvious ‘root’ cause. However I’ve recently been led to believe that there are global parameters which can be set to restrict this ability to reprofile downstream plans as a result of a planning violation without a direct confirmation from the owning Plans PM if dependencies fall out of line, instead some kind of warning or notification is launched. Has anyone used, this? If so I’d be keen to see some support material & any downside impacts that such a constraint may have on, for example, progressing engine processes, wider plan scheduling or CPM

Notifications for Time Approvers

Looking for way to Emil time approvers based on the who is reports to field to get a notification when their employees have timesheets that need approved

111

17 hours ago

Oscar SuarezPlanview Partner

Ask the community

How to Allow Limited Field Editing in AdaptiveWork Tasks?

Hi Planview Community,I hope someone can help us with the following issue in AdaptiveWork:We have a project with some activities where the resource assigned by the project manager occasionally requires support from another resource. We need the main resource (assigned by the project manager) to be able to modify only two fields within the activity: “% Percent Complete” and “Resources” (adding and removing resources). Is there any way to make this strictly possible for these two fields without granting permissions for the entire project or the projects module to the main resource?Thanks for your support.Best regards.Oscar SuarezPM

211

1 day ago

DeeptiPlatinum Innovator

Ask the community

Is there a way to use dataloader to provide viewer permissions on custom object?

Hi,We are using Custom Object inside our projects. We can add new person as a reviewer to the projects using dataloader which gives them permission to view the project data. But is there any way to provide permissions to custom object using dataloader directly? We have created a custom action for now but there is a limitation that it will take 50 rows at a time and we have to click multiple times to provide permissions.If this is possible then please share a sample for dataloader file. I checked the fields but not sure how to provide viewer role.

Does anybody use the Backlog function within Portfolio Plan for waterfall projects?

I am wondering whether anybody uses this Backlog functionality within Portfolios for waterfall projects or is this mainly used for Agile projects?

Planview Portfolio - (Adding dataset folder and Enabling Planview.me)

Hello fellow community members,I have 2 questions.I want to add a folder under “Dataset Management”. I have Planview.me under planview admin. I am trying to enable it in sandbox, which is already enabled in prod. I would request anyone to assist or guide me in fixing the above 2 issuesAppreciate your response.

120

1 day ago

dwill123Silver Innovator

Ask the community

Call Custom Action from Workflow Rule

Is it possible to run a Custom Action when a Workflow Rule is triggered?

Editing the secondary navigation bar in Portfolios?

Hi All, I’ve been requested by my users if the secondary Navigation bar in the work view can be edited or reordered? At least change the order across the bar?

131

5 days ago

James BonfieldSilver Innovator

Ask the community

Inter-project Dependencies

Notifications for Time Approvers

Looking for way to Emil time approvers based on the who is reports to field to get a notification when their employees have timesheets that need approved

111

17 hours ago

Oscar SuarezPlanview Partner

Ask the community

How to Allow Limited Field Editing in AdaptiveWork Tasks?

211

1 day ago

DeeptiPlatinum Innovator

Ask the community

Is there a way to use dataloader to provide viewer permissions on custom object?

Does anybody use the Backlog function within Portfolio Plan for waterfall projects?

I am wondering whether anybody uses this Backlog functionality within Portfolios for waterfall projects or is this mainly used for Agile projects?

Planview Portfolio - (Adding dataset folder and Enabling Planview.me)

120

1 day ago

dwill123Silver Innovator

Ask the community

Call Custom Action from Workflow Rule

Is it possible to run a Custom Action when a Workflow Rule is triggered?

Editing the secondary navigation bar in Portfolios?

Hi All, I’ve been requested by my users if the secondary Navigation bar in the work view can be edited or reordered? At least change the order across the bar?

131

5 days ago

ShaneDodgeSilver Active Participant

Ask the Community

I need to delete and re-add a team to an existing hub integration

I have a Hub Integration set up between AgilePlace and ADO and need to ‘restart’ the sync with a team I used as a POC for testing. I hit some speedbumps with the POC team and now that the integration is complete, I need to remove & restart the integration for the POC backlog. I have tried removing the Board in AP and the Backlog in ADO, saving and then re-adding everything without any success. Any suggestions on how I can restart the sync over to ADO?

Can you stop resources assigned within Ms Project being automatically approved within Planview Portfolio upon upload?

If we assign named resources to tasks within Ms Project and then upload the schedule back into PlanView Portfolio, it automatically approves the resource to the tasks and bypasses the resource manager requirement to approve. If we assign a resource role this take the correct route of requiring resource manager intervention just not a named resource.Is there any configuration that we can implement that stops this happening?

100

7 days ago

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