Community

Recently active
Help others
Categories

sourav2510Planview Falcons

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?

171

2 hours 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?

12 hours 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

1 day ago

pamela.sargentSilver Community Mentor

Ask the community

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

1 day 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.

121

1 day 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!

404

1 day ago

sakthi.ganeshGold Active Participant

Ask the community

Getting this error while creating dataset.

Has anyone faced this issue?

252

1 day ago

KatePlanview Falcons

Learn & Share

🚀 New Flow-Based Commitment Checklist Now Available

We’ve published a fully actionable Flow-Based Planning Checklist that teams, product managers, and leaders can use to build realistic, capacity-based plans — not wishful thinking.✅ Covers both Per Team (Story level) and Product/Value Stream (Epic level)✅ Includes Flow Distribution, OKR allocation, WIP triage, blocked work, bottlenecks, dependencies, experiments, and Epic flow control✅ Copilot prompts included to pull real data — no guessing✅ Designed to improve predictability, protect teams, and deliver business outcomes quarter over quarter🔎 Use it before every planning cycle to surface system reality, make smarter tradeoffs, and prevent overload before it happens.Link here

2 days ago

KatePlanview Falcons

Learn & Share

Will it be done on time? Portfolio Delivery Confidence Guidance

One of the biggest challenges in portfolio management isn’t tracking work — it’s knowing, with confidence: Will we actually deliver the work we committed to? Are we already overloaded? Where is work at risk — and what can we do about it now? We’ve published a practical, step-by-step guide you can use immediately — with or without Copilot — to answer these questions using Flow Metrics in plain business language.✅ No jargon✅ No formulas✅ Direct portfolio questions you’re already asking✅ Simple Copilot prompts you can use right now👉 Read the full guide hereIf you have questions or want help applying this in your portfolio, feel free to reply or reach out!

2 days ago

KatePlanview Falcons

Learn & Share

The part of OKRs that gets missed most often? Running them inside daily operations.

Most OKR guidance focuses on how to write good OKRs.Very few get into how OKRs live inside the real delivery system once work starts flowing.✅ How do OKRs connect to funding?✅ How do teams prioritize work against them daily?✅ What roles own what?✅ What cadences prevent capacity drift?✅ How do leaders keep delivery aligned to outcomes?I put together a practical OKR Operating Cadence that covers: Strategic vs Operational OKRs (and how they work together) Roles & responsibilities across leadership, teams, product, and delivery Daily/weekly/monthly/quarterly cadences to maintain alignment Flow OKRs to connect delivery performance to business outcomes The leadership habits that make or break real-world OKR success ✅ Works across Scrum, Kanban, SAFe, or hybrid delivery models.👉 Full guide here: https://success.planview.com/Planview_Viz/Flow_Methodology/080_Additional_Resources/Managing_OKRs___FlowIf you're working to embed OKRs into how your organization actually runs — would lo

3 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?

171

2 hours ago

dwill123Platinum Innovator

Ask the community

Managing Milestone Roadmap Options?

12 hours ago

pamela.sargentSilver Community Mentor

Ask the community

Making users aware of their PV License

171

1 day ago

SVarneyGold Active Participant

Ask the community

Notifications for documents uploaded to projects in Portfolios

121

1 day ago

ShaneDodgeSilver Active Participant

Ask the community

Custom Action to change views

404

1 day ago

sakthi.ganeshGold Active Participant

Ask the community

Getting this error while creating dataset.

Has anyone faced this issue?

Renaming Tabs in Main Project Menu for User Clarity

Hello Community,Our organization is currently undergoing a significant update and “cleanup” of Portfolio screens. Our goal is to shift towards primarily using tabs in the main project menu rather than on-screen anchored buttons for better navigation. This approach works well for most of our screens.However, we've hit a roadblock when trying to anchor the organization-specific screens. Due to the large number of these additional screens, administrators use either specific internal designations or very long descriptive names to differentiate them more easily. Unfortunately, these detailed names are not necessary for end-users and can make the main menu tabs look cluttered and confusing.The current system doesn't allow us to rename tabs in the same way we can rename on-screen anchored buttons. Has anyone else encountered a similar problem? If so, have you found any workarounds to display user-friendly names on the main menu while retaining the detailed internal names for administration? A

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

7 days 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?

110

9 days ago

JWilliams24Bronze Active Participant

Ask the community

Turning off Timesheets for Active Resources

Hello All, We have a use case where a select number of users need to be able to be accounted for in capacity but we do not want them to have to do timesheets. We want to know they exist and are available for work but not have to enter in timesheet with 00s on them or have to deal with the timesheet alerts. The only way we have found to turn off timesheet is enter an end date, which then causes issues because we can not see them in reports as active - since they are “ended” Any thoughts or suggestions? Any one else have a similar use case

1368

13 days ago

Welcome

Everything you need to know about this community

Getting started in the community

9 topics

Community FAQs

1 topic

News

45 topics

Planview Champions

1 topic

AdaptiveWork

289 topics

Portfolios

154 topics

PPM Pro

27 topics

Enterprise Architecture

6 topics

ProjectPlace

16 topics

AgilePlace

14 topics

IdeaPlace

5 topics

Hub

12 topics

Viz

36 topics

ChangePoint

2 topics

Advisor

1 topic

User leaderboard

Show full leaderboard

Badges

mserafinowskihas earned the badge Product expert
pawan.rajuhas earned the badge Product expert
sakthi.ganeshhas earned the badge Active Participant
Louise Goodsirhas earned the badge Active Participant
Mike.Walkerhas earned the badge Active Participant

Show all badges

Explore product specific discussions

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