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Portfolio Definition Restrictions?

We are trying to limit which users can utilize which attributes within the portfolio definition. We have restricted the “View” and “Edit” features of the attribute, but all users can still see the attributes we are trying to restrict to a specific group. Is there anyway to lock down the access to these attributes on the portfolio definition screen?

Mario.munozSilver Innovator

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Does anyone know what table is Line (Line_Num) is located in?

Howdy,Does anyone know what table the Line # (Line_num) attribute is in? I cannot find it under the Field_info table

Feedback & Ideas

SharePoint Connection to ProjectPlace Workspace

Currently, it's not possible to configure access to a specific drive or folder within a SharePoint site when setting up a ProjectPlace Workspace. This limitation presents a real challenge: our teams manage hundreds of projects, and linking SharePoint broadly would unintentionally expose all of them — far beyond what's needed for a single workspace.While there are occasional workarounds that allow linking to a specific folder, the behavior is inconsistent and unreliable, making it difficult to scale securely and efficiently.If this impacts your workflows too, we strongly encourage you to add your voice in the forum. The more visibility and engagement this issue receives, the more likely it is to gain traction with the development team. Your feedback can help prioritize this feature and shape a solution that works for all of us.

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Change to Portfolios Customer Success Center Release Notes

Hello Portfolios Community,This might have been a change within the last week or so as I did not notice this for the September release notes recently. Previously when navigating to release notes we’d navigate to Customer Success Center > Documentation > Portfolios> Product Releases > New Feature Upgrade Guide and be presented with a grid. The grid would have 3 columns, the major section (i.e General Updates, Work, Resources), the sub-section (i.e FastTrack Analytics, Data Sources) and then the list of updates and the date (month YYYY) in which they released. Clicking on a sub-section would then take you to a separate page for that sub-section with all the headings for release items as well as additional details and screenshots (similar to how we currently see them with the monthly releases). Currently when we navigate to New Feature Upgrade Guide we have a dropdown list with the major sections as collapsible but no navigation to the secondary sub-section page. This is makin

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Staffing Request-Request for increase or decrease of allocation

Planview AdaptiveworkHi,I have a resource who has already been assigned to Project A, say 0.5 to Sep and 0.5 to Oct, now,If the same resource’s allocation needs to be increased - to be assigned 0.6 to Sep and 0.6 to Oct, how should the staffing request be, should it be for delta, i.e,. 0.1 and 0.1 or 0.6 and 0.6 respectively. If the request is in the latter format, the capacity planning shows 1.1 and 1.1, overallocation. If it is delta, then it becomes challenging to track. What is the best practice? If the same resource’s allocation needs to be decreased - what should be done?We do not want to turn off the staffing request required flag as we want the resource manager to approve.Any advice will be greatly appreciated.Thanks

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Requirements Criteria On Reports

We utilize requirements for future year forecasting and budgets. We attach specific resource types to requirements. I cannot find any “out of the box” reports that pull the Requirements Criteria in. Does anyone know of any reports that can pull this information? Thank You,

mpjubbSilver Innovator

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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

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

bkrutiyBronze Product Expert

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Roll up "Current Milestone" to Project level for visibility

Hello Community, I am trying to show the Current Active Milestone at the Project level for visibility on projects and reports. I was able to create a rule that updates this field based on a filter using State = Active and Executable = True. When there are dependencies used and only one Active/Executable Milestone at any given time on the project, this works flawlessly. The issue arises when there are older WBS in play and dependencies are not properly used. In this case, there can be multiple Milestones with Active/Executable state and the rule always updates with the last Milestone not the first, which would be the preferred outcome. Question: Short of updating every project to use dependencies at the milestone level as a limitation to this configuration, is there anyway to bypass this issue and roll up the Current Active Milestone wheather there is one that matches or the first milestone when there are multiple matches.Hope this makes sense. Thanks in advance.

bkrutiyBronze Product Expert

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How to create a number sequence in a project workplan

Hello Community, I am trying to build a workflow that will update a custom numeric field named “Sequence”. This field will run on the Project object and then assign a numeric value to every Milestone regardless of how many.For example:Milestone1 = 1001Milestone2 = 2001Milestone3 = 3001etc. The issue I am having is the variable I am configuring within the rule only provides me the last Milestone value and then assigns it to all the Milestones. Per my example above, there are 3 Milestones and the last Sequence value is 3001. All 3 Milestones are given this value creating an undesired duplication when ran on Sub Items from Project object. Question: Is there a way to make this run so that the values are specified correctly per my example above without the duplication?

Ask the community

Portfolio Definition Restrictions?

We are trying to limit which users can utilize which attributes within the portfolio definition. We have restricted the “View” and “Edit” features of the attribute, but all users can still see the attributes we are trying to restrict to a specific group. Is there anyway to lock down the access to these attributes on the portfolio definition screen?

Ask the community

Staffing Request-Request for increase or decrease of allocation

Planview AdaptiveworkHi,I have a resource who has already been assigned to Project A, say 0.5 to Sep and 0.5 to Oct, now,If the same resource’s allocation needs to be increased - to be assigned 0.6 to Sep and 0.6 to Oct, how should the staffing request be, should it be for delta, i.e,. 0.1 and 0.1 or 0.6 and 0.6 respectively. If the request is in the latter format, the capacity planning shows 1.1 and 1.1, overallocation. If it is delta, then it becomes challenging to track. What is the best practice? If the same resource’s allocation needs to be decreased - what should be done?We do not want to turn off the staffing request required flag as we want the resource manager to approve.Any advice will be greatly appreciated.Thanks

Ask the community

Requirements Criteria On Reports

We utilize requirements for future year forecasting and budgets. We attach specific resource types to requirements. I cannot find any “out of the box” reports that pull the Requirements Criteria in. Does anyone know of any reports that can pull this information? Thank You,

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

bkrutiyBronze Product Expert

Ask the community

Roll up "Current Milestone" to Project level for visibility

Hello Community, I am trying to show the Current Active Milestone at the Project level for visibility on projects and reports. I was able to create a rule that updates this field based on a filter using State = Active and Executable = True. When there are dependencies used and only one Active/Executable Milestone at any given time on the project, this works flawlessly. The issue arises when there are older WBS in play and dependencies are not properly used. In this case, there can be multiple Milestones with Active/Executable state and the rule always updates with the last Milestone not the first, which would be the preferred outcome. Question: Short of updating every project to use dependencies at the milestone level as a limitation to this configuration, is there anyway to bypass this issue and roll up the Current Active Milestone wheather there is one that matches or the first milestone when there are multiple matches.Hope this makes sense. Thanks in advance.

bkrutiyBronze Product Expert

Ask the community

How to create a number sequence in a project workplan

Hello Community, I am trying to build a workflow that will update a custom numeric field named “Sequence”. This field will run on the Project object and then assign a numeric value to every Milestone regardless of how many.For example:Milestone1 = 1001Milestone2 = 2001Milestone3 = 3001etc. The issue I am having is the variable I am configuring within the rule only provides me the last Milestone value and then assigns it to all the Milestones. Per my example above, there are 3 Milestones and the last Sequence value is 3001. All 3 Milestones are given this value creating an undesired duplication when ran on Sub Items from Project object. Question: Is there a way to make this run so that the values are specified correctly per my example above without the duplication?

kayla.schwarzPlatinum Innovator

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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.

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Duration changes in Fixed Duration tasks (adaptiveWork)

Hello!We are facing some challenges with the duration of some tasks. We are working with Fixed duration tasks and the duration is changing without intervention from the project manager or team member. Has anyone experience this? How can we figure out what’s causing this change / solve it?Thanks

Ask the community

Creating report

Hi,PlanView AdaptiveWork - Creating reportI need to create a report that lists for a particular project:-all project assignments by month-all staffing requests (this includes named requests as well as those unnamed request by job titles) by monthI am able to create the project assignment project by month by using the objects - User Resources→ Capacity Time Phased Data (monthly)→ Labour Time Phased Data (monthly) but then clueless on how to get staffing requests including in this.Looking for any advice on which objects to choose to create such a report or link to any tutorials on reporting.Thanks

ndasilvaBronze Active Participant

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How can I removed the Add related>Risk and the Add related>Issue options across our org using CSS?

We plan to only use a custom action for adding risks and issues and would like to remove the OOTB Add Related options for both to minimize confusion when adding risks and issues

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