Community

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.

273

bkrutiyBronze Product Expert

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.

Primary Work Structure - Work Breakdown Structure View

In a previous version of Planview Portfolios, we could open a Work entity and simply click the “expand” arrow beside the Work Breakdown Structure section in the Work Detail tile to see where the entity was located within the primary work structure:Work Detail Tile - Work Breakdown Structure section expandedIn the latest version of Planview Portfolios, I’m trying to find that same information while in Work View. When I asked my administrator, they suggested a workaround: navigate to Work > Show All Work, search for the specific work item, and then click the hierarchy icon to view the full WBS path.This method works, but it requires several extra steps compared to the previous version, where the information was readily accessible with a single click.Is there a more efficient way to view the WBS location of a work entity in the current version?

121

James BonfieldGold Innovator

Logbook Reporting Failure - PowerBI

Have you had recent problems with PowerBI reporting using Logbook data?We successfully launched Logbooks back in March for 3 ‘light touch’ areas (Lessons Learned, Actions and Decisions) as a test & learn exercise before we tackled a more challenging transition for Risks, Issues, etc.We successfully built a Lessons Learned PowerBI dashboard using the OData links to a specific Log type, splicing the data with the Strategy information to produce outputs for each of our strategic areas of focus, much to the delight of of our user community.Then on 8 September the PBI reports just stopped refreshing. Nothing had changed on either the Logbooks side, the PBI side or any of the associated strategy data.This was reported immediately but 6 weeks later we are no closer to identifying what the issue is or why the. Apparently there’s some failure to connect. New Auth tokens make no difference. Attempting simple connections to the raw data fail.This is just bizarre and I can’t believe it’s onl

Nadeem_AhmedPlanview Falcons

Ability to Add Page Numbers to PDF Extracts in AdaptiveWork

Currently, AdaptiveWork does not provide the ability to include page numbers in PDF extracts. Users exporting reports or documents in PDF format cannot reference specific pages, which affects readability and usability, especially for larger files shared with multiple stakeholders.Proposed Enhancement:Introduce an option to automatically include page numbers when generating PDF extracts. The feature could allow users to configure the page number placement (e.g., header or footer) and formatting style (e.g., “Page X of Y” or simple numbering).Business Justification: • Improves document readability and navigation. • Enhances professional presentation for exported reports. • Facilitates easier reference and discussion of specific pages in printed or shared documents. • Aligns with standard document export expectations in enterprise applications.

Amit NBronze Innovator

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

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Amit NBronze Innovator

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

252

rzb1qsSilver Innovator

How to remove incorrect activities associated with Project Place boards?

In a Project Place Template, updates were made and I need to remove activities that were once associated with the board. It is very clear how to add the plan activities, but I was not able to find a reference to remove a plan activity. I want to remove the “gray” activities. Any direction is very much appreciated. Joe.

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

JWilliams24Bronze Innovator

Learn and Share

998

2 days ago

Rie.YBronze Active Participant

Default settings in pasting a task

273

bkrutiyBronze Product Expert

Roll up "Current Milestone" to Project level for visibility

Primary Work Structure - Work Breakdown Structure View

121

James BonfieldGold Innovator

Logbook Reporting Failure - PowerBI

Nadeem_AhmedPlanview Falcons

Ability to Add Page Numbers to PDF Extracts in AdaptiveWork

Amit NBronze Innovator

Staffing Request-Request for increase or decrease of allocation

252

rzb1qsSilver Innovator

How to remove incorrect activities associated with Project Place boards?

Mark Hoffmann

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,

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julianmBronze Innovator