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30 minutes ago

dwill123Platinum Innovator

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Slide Publisher - Sort on a repeating slide?

Is it possible to tell Slide Publisher how to sort/order the results of a repeating slide?

141

55 minutes ago

JWilliams24Bronze Active Participant

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. .

12 hours ago

JWilliams24Bronze Active Participant

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Logbook Assignee

What drives the assignee field in Logbook. Some people show up and some do not. I can not figure out where the list of people is coming from.

2 days ago

sourav2510Planview Falcons

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Giving executive leaders access to capacity planning without making them resource managers in the system?

Is there a way that we can give our executive leaders access to capacity planning without making them resource managers in the system?

202

2 days ago

sakthi.ganeshGold Active Participant

Ask the community

Calculated Attribute using Date Fields

We have a requirement to do some calculation based on the date fields and set an attribute. How to achieve this in Portfolios?

2 days ago

dwill123Platinum Innovator

Ask the community

Managing Milestone Roadmap Options?

Aside from the action menu ‘Roadmap Visibility’, is there any way to see how Milestones are set for display in roadmaps within a grid view like a normal field? Or to see how multiple milestones are set without having to actually launch a roadmap to see it. By needing to make 2+ clicks just to see the option for each individual milestone (when not inside of a roadmap) is mind numbing. Where is the setting stored and can it be exposed / managed via a field? Hoping there’s a better way… or maybe there will soon be a better way?

3 days ago

StephanieWallacePlanview Falcons

Organizational Change Management

From Signature to Success: Unleashing the Power of Active Executive Sponsorship

Leading Change is not a set-it-and-forget-it activity but an ongoing journey…some might even call it a never-ending rollercoaster. It requires work up front, staying engaged, and continuing to show up to reinforce the change. Sounds like work, huh? Well, it does take time, I promise you, IT’S WORTH IT. I have seen firsthand that a strong executive sponsor to lead the change is a critical component to success. Question for the Community: What role does your executive sponsor play in your Planview journey? Share your experiences in the comments. Why Executive Sponsorship Matters: The Research Behind ItAccording to Prosci's extensive research, active and visible sponsorship has consistently ranked as the #1 contributor to change success since 1998. Their studies show that having the right sponsor can make or break your implementation efforts.Prosci has demonstrated that organizations with excellent sponsorship are:7x more likely to have employees feel ready for change 4.6x more likely

4 days ago

pamela.sargentSilver Community Mentor

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Making users aware of their PV License

We want to educate our users as to what license they have. This would be value add when one person is trying to delegate permissions to another. If the delegatee can see they have a Team Member (or Time Reporter Only) license they could then identify that they will not be able to perform RM or PM tasks...or we would educate them that they need to look at that first when trying to cross train. Just curious if anyone else has found a need/desire to inform their individual users of the license they have and how you may have done that. Thanks,PamNASCO

171

4 days ago

SVarneyGold Active Participant

Ask the community

Notifications for documents uploaded to projects in Portfolios

Hello,We have a team that reviews documents associated with a project; this is initiated by a lifecycle step. Sometimes they have to send it back to the user for revision. They would like to receive an automated notification when the file has been updated and re-uploaded...sometimes more than once. Have any of you have been able to make this happen without creating additional lifecycle steps to loop the document/content review process? Thank you.

Capacity Planning Export

It would be useful to have a button to export capacity planning data to an excel spreadsheet as some users requested to capture for reporting purpose

131

30 minutes ago

dwill123Platinum Innovator

Ask the community

Slide Publisher - Sort on a repeating slide?

Is it possible to tell Slide Publisher how to sort/order the results of a repeating slide?

141

55 minutes ago

JWilliams24Bronze Active Participant

Learn and Share

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

12 hours ago

JWilliams24Bronze Active Participant

Ask the community

Logbook Assignee

What drives the assignee field in Logbook. Some people show up and some do not. I can not figure out where the list of people is coming from.

2 days ago

sourav2510Planview Falcons

Ask the community

Giving executive leaders access to capacity planning without making them resource managers in the system?

Is there a way that we can give our executive leaders access to capacity planning without making them resource managers in the system?

202

2 days ago

sakthi.ganeshGold Active Participant

Ask the community

Calculated Attribute using Date Fields

We have a requirement to do some calculation based on the date fields and set an attribute. How to achieve this in Portfolios?

2 days ago

dwill123Platinum Innovator

Ask the community

Managing Milestone Roadmap Options?

3 days ago

pamela.sargentSilver Community Mentor

Ask the community

Making users aware of their PV License

171

4 days ago

SVarneyGold Active Participant

Ask the community

Notifications for documents uploaded to projects in Portfolios

131

4 days ago

ShaneDodgeSilver Active Participant

Ask the community

Custom Action to change views

Hi Everyone,Hoping this is an easy answer. Is there a way to utilize a custom action to change the view of a project? I have a couple use cases where I need to have a user change from a project details ‘overview’ view to a gantt chart view and would like to have that fire off via custom action rather than have the user manipulate the ‘project details’ view manually.I am leveraging the Dynamic Layouts to manipulate the project details, but need to move to a gantt view. Thank you!

414

4 days ago

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Welcome

Getting started in the community

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Portfolios

PPM Pro

Enterprise Architecture

ProjectPlace

AgilePlace

IdeaPlace

Hub

Viz

ChangePoint

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User leaderboard

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Explore product specific discussions

Engage in conversations, discover solutions, exchange product concepts, and foster cooperation within our Planview customer community

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