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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. .

oacunav1Planview Partner

Feedback and Ideas

I do not see a lot of innovation in PPM PRO

Im not seeing a lot of innovation in PPM PRO and Im concerned. Seems to me that all the innovation is focus in small enhancements but from a long time ago there is not an aha !!! moment. Is there a plan to cancelled PPM PRO?, is there a roadmap for new features?...

Ask the community

What is the benefit of creating Global Custom Fiscal Calendar

HiPlanView AdaptiveWorkOne of the excel templates for global custom fiscal calendar setup contains start of the month, end of the month and number of days in the month (which are computed in the excel sheet by formula). We did that and then imported the template. But there is hardly any noticeable change.Which makes me wonder what difference does global custom fiscal calendar make in processing of data?Any pointers will be highly appreciated.Regards

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

AmaurySilver Active Participant

Ask the community

How to copy Action Items from project template ?

Hello,Is there a way to import action items from a project template when creating a new project ?Files are copied over but not action items. Is there a workaround ?

AmaurySilver Active Participant

Ask the community

Forcing tasks to start on Mondays

Is there a way in the workplan to force some tasks to start on Mondays ?

kayla.schwarzPlatinum Innovator

Ask the community

AW - Reporting on Parent vs. Subprojects

Hi community - I’m having an issue with pulling a report that shows a list of all our portfolio projects, however the report is pulling both parent and sub projects, ultimately double counting. Does anyone have any tips on how to only show:projects with no sub projects + sub projects of projects with parentsFor example, project “a” has sub projects “b” and “c”. Our reporting is pulling through metrics from project “a”, “b”, and “c” which is double counting, inflating our metrics. Any tips are greatly appreciated! Thanks.

AayushCommunity Manager

Learn and Share

Visibility: The Key to Confident Project DecisionsAI

Our white paper on AI in project management reveals a critical insight: "AI can assist in bridging systems to surface previously hidden insights... This level of visibility promotes faster, smarter, and more confident decision-making, aids in building better products, and reduces potential business risks."Imagine having complete visibility across:Product development cycles Schedule changes and impacts Cost fluctuations Cross-project dependenciesThis visibility isn't just nice to have—it's essential for making informed decisions about scenario planning, capacity reallocation, and strategic pivots.Your team can experience this level of visibility with AdaptiveWork Copilot.Download White PaperSign-up for AdaptiveWork Copilot

pamela.sargentGold Community Mentor

Ask the community

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

AmaurySilver 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 ?

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. .

oacunav1Planview Partner

Feedback and Ideas

I do not see a lot of innovation in PPM PRO

Im not seeing a lot of innovation in PPM PRO and Im concerned. Seems to me that all the innovation is focus in small enhancements but from a long time ago there is not an aha !!! moment. Is there a plan to cancelled PPM PRO?, is there a roadmap for new features?...

Ask the community

What is the benefit of creating Global Custom Fiscal Calendar

HiPlanView AdaptiveWorkOne of the excel templates for global custom fiscal calendar setup contains start of the month, end of the month and number of days in the month (which are computed in the excel sheet by formula). We did that and then imported the template. But there is hardly any noticeable change.Which makes me wonder what difference does global custom fiscal calendar make in processing of data?Any pointers will be highly appreciated.Regards

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

AmaurySilver Active Participant

Ask the community

How to copy Action Items from project template ?

Hello,Is there a way to import action items from a project template when creating a new project ?Files are copied over but not action items. Is there a workaround ?

AmaurySilver Active Participant

Ask the community

Forcing tasks to start on Mondays

Is there a way in the workplan to force some tasks to start on Mondays ?

kayla.schwarzPlatinum Innovator

Ask the community

AW - Reporting on Parent vs. Subprojects

Hi community - I’m having an issue with pulling a report that shows a list of all our portfolio projects, however the report is pulling both parent and sub projects, ultimately double counting. Does anyone have any tips on how to only show:projects with no sub projects + sub projects of projects with parentsFor example, project “a” has sub projects “b” and “c”. Our reporting is pulling through metrics from project “a”, “b”, and “c” which is double counting, inflating our metrics. Any tips are greatly appreciated! Thanks.

pamela.sargentGold Community Mentor

Ask the community

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

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

SVarneyGold Active Participant

Ask the Community

Connecting Hub to MS Project Online

Has anyone successfully created a MS Project Online (MSPO) repository in Hub? We’ve been trying for several weeks (with Planview assistance) and continue to get errors. Our MSPO sits on SharePoint. We are trying to authenticate with Microsoft Azure Active Directory OAuth2 via Certificate (ROPS).Error we are getting:“Connection settings are not valid. A connection to https://covgov.sharepoint.com/sites/PWA-VITA-POL-SANDBOX could not be established: Authentication credentials were not accepted by the server: Error processing response (HTTP 404: Not Found) (CCRRTT-30010E)” Thank you,Sonia

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