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Hi Team , Is it possible to create a workflow which can help send a notification to the manager when a user adds a Timeoff/personal leave into their calendar

1 hour ago

Kirsten CBronze Active Participant

Ask the community

How to view who has permissions to a Work ID

I am not sure I am able to find this information via the UI. Does anyone already have a script that would tell me who was provided permissions to Work ID xxxxxxx?

181

16 hours ago

pawan.rajuPlanview Falcons

News

🚨 New Blog Series Alert: Eye on Innovation 🚨Blog

Louise Allen, Chief Product Officer at Planview launches a new series with a report on how global businesses are navigating the risks of a volatile economy—and how Planview supports you in responding quickly, as an aligned organization.In this first edition of Eye on Innovation, discover what leaders are prioritizing, how governance is evolving, and what innovations are already helping organizations stay agile. Read the full article on the Planview Blog

19 hours ago

JimMBronze Active Participant

Feedback and Ideas

Whiteboards on other objects

Are there plans to make whiteboards available on other objects? Users I have demo’d the new whiteboard feature to have all expressed that they would like to be able to run this feature from the User Object, User Groups and Meeting notes. What is the rerasoning behind the current limitation of having whiteboards only available in Hybrid mode on projects

311

6 days ago

pawan.rajuPlanview Falcons

News

How Endress+Hauser Turned Strategy into Results with PlanviewCase Study

To bring its Strategy 2027+ to life, Endress+Hauser launched over 70 global and 500+ local initiativeseach requiring alignment, visibility, and collaboration across the organization.The challenge? Managing this complex portfolio efficiently across teams, tools, and time zones.The Solution: One Connected PlatformWith Planview, Endress+Hauser replaced static tools like Excel with a fully connected platform that: Covers the entire project lifecycle, from idea to execution Enables real-time collaboration across departments Provides visibility into project status, dependencies, and resources Supports hybrid, agile, and traditional workstyles 💬 “Planview helps us turn strategy into project outcomes.”– Sebastian Büchle, PMO Lead & PPM Platform OwnerResults That Speak for Themselves✅ EUR 3 million in savings✅ 650+ trained project managers✅ Integrated with Salesforce, SAP, Jira, and moreToday, Planview powers everything from strategic to innovation projects at Endress+Hauser—helping

6 days ago

pawan.rajuPlanview Falcons

Community FAQs

Engage, Earn, Elevate: Ranking Up in Our CommunityF.A.Q.

We’re excited to see you actively engaging in our community—and we want to reward you for it! That’s where our Community Ranks come in.Our ranking system is designed to recognize your contributions, encourage deeper engagement, and help you build your reputation among fellow members. Whether you're just starting or already a seasoned contributor, there’s a rank waiting for you to unlock.In this articleThe Basics Tracking Your Points and Progress Community Leaderboard Replies, Likes & Posts Tips to Move Up Faster Planview Community Ranks 1. Active Participant 2. Top Contributor 3. Innovator 4. Product Expert 5. Community Mentor 6. Knowledge Guru What Happens When You Rank Up? Start Climbing Today The BasicsThere are 6 Community Ranks, each with 4 tiers: Bronze, Silver, Gold, and Platinum. As you interact more in the community—through posts, replies, and likes—you’ll climb the ranks and get recognized for your efforts.Let’s break it down for you: Tracking Your Points and Pr

300

6 days ago

pawan.rajuPlanview Falcons

Learn & Share

Introducing Canceled Work Insights: A New Era of Visibility in Planview VizRelease Notes

We are excited to announce the launch of the Canceled Work Insights feature in Planview® Viz, designed to enhance your organization's ability to manage and understand canceled work items within your value streams.What is Canceled Work Insights?Canceled Work Insights provides a comprehensive view of work items that were initiated but not completed. This feature enables teams to: Identify Patterns: Understand the frequency and reasons behind work cancellations. Assess Impact: Evaluate the resources and time invested in canceled work. Improve Planning: Refine future planning processes to reduce waste and increase efficiency. By leveraging this insight, organizations can make informed decisions to optimize workflows and reduce unnecessary expenditures.Key Benefits Enhanced Transparency: Gain clarity on the volume and nature of canceled work. Resource Optimization: Allocate resources more effectively by understanding where cancellations occur. Strategic Decision-Making: Use data-dri

7 days ago

DeeptiPlatinum Innovator

Ask the community

Validation rule to restrict completion of a milestone/task if ‘Executable’ field is false

Can anyone share example of validation rule to restrict milestone/ task completion if the executable field is false. I can see my first milestone is executable but my validation rule is throwing error to complete this as well.

291

8 days ago

DeeptiPlatinum Innovator

Ask the community

send email to resources of tasks

When a milestone is created resources are automatically added to the milestone tasks but I am facing issue to send email to the resources. I used "send email" option but if a task has 3 resources then everyone is receiving 3 emails rather than 1 email per user.Resources to the tasks are added dynamically using workflow rule on task by assigning the user group.in send email recipients list I can't directly choose resources field however I have to choose the user group which I had assigned dynamically < link object > resource fields is showing blank. Can someone share example of config to send email to task resources and everyone should get only 1 email

491

8 days ago

dwill123Silver Innovator

Ask the community

Any idea why our “Add Related” link is missing on Discussions? This is in Production. In Sandbox there is no issue and the link is there.

121

8 days ago

Mayank BajpaiBronze Innovator

Ask the community

Calendar exceptions

Hi Team , Is it possible to create a workflow which can help send a notification to the manager when a user adds a Timeoff/personal leave into their calendar

1 hour ago

Kirsten CBronze Active Participant

Ask the community

How to view who has permissions to a Work ID

I am not sure I am able to find this information via the UI. Does anyone already have a script that would tell me who was provided permissions to Work ID xxxxxxx?

181

16 hours ago

JimMBronze Active Participant

Feedback and Ideas

Whiteboards on other objects

311

6 days ago

DeeptiPlatinum Innovator

Ask the community

send email to resources of tasks

491

8 days ago

dwill123Silver Innovator

Ask the community

Any idea why our “Add Related” link is missing on Discussions? This is in Production. In Sandbox there is no issue and the link is there.

In the Resource Load - Where does the Capacity value for a resource come from?

In the Resource Load - Where does the Capacity value for a resource come from. I have a resource that has 5.33 days capacity a week, when it should be 5 days. The resources calendar has not been edited.Thanks in advance :)

@mention all Project Members from Project or Task

New to AdaptiveWork here and don’t know if we are missing something.How do we @mention all Project members (including Resources with Team Member license) in a discussion post started on the Project and from a discussion post started on any Task in the Project.We DO NOT want to create a discussion group for every single project.We have some ideas for custom actions or workflow rules but want to make sure we aren’t missing an easier option before creating workarounds.Any help would be greatly appreciated, we are going live in the next week and this is something that is required.Thank you so much!

140

10 days ago

Kirsten CBronze Active Participant

Ask the community

How to View all Work Portfolios

I am the Admin for our organization and I have a need to see who created a work Portfolio. How do I go about seeing that information.

How to use a 'Portfolio Project Link' as Evaluation Criteria

Looking to create a Custom Action that is only available on projects that are associated to a particular Portfolio. I was encouraged to attempt to reference portfolios by the ID field, rather than by name or use of a toggle, but a custom field(toggle) has been the only way I’ve been successful thus far. I’ve tried using multiple syntax variations of the GetLink function but that doesn’t seem to support a Portfolio Project Link. e.g. GetLink($ProjectPortfolioLink,'PF-101',CurrentObject()) » Error: Invalid field name: 'ProjectPortfolioLink'. I’ve tried other Work Item-to-Work Item links without success. Is a custom field on the project the way to go? Should Reporting and KPIs be driven off of the toggle as well?

Can someone tell me the difference between these two endpoints?https://apie1.clarizen.com/V2.0/services/data/queryhttps://api.clarizen.com/v2.0/services/data/query

463

12 days ago

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