Feedback and Ideas

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.  

ContextAt the end of the Planning phase, Program Managers build the full program schedule (stages, tasks, durations, dependencies) and take a single Planning & Scheduling Baseline. Current guidance allows only one such baseline at that point.ProblemWhen scope changes after planning (e.g., an Amendment / +Change to the original MSA ), there is no mechanism in Planview to:take an additional Planning & Scheduling Baseline, and associate that new baseline to the specific amendment/SOW it supports.This prevents clear traceability between contractual changes and the schedule state that was agreed at that time.ImpactAudit & Traceability gaps: Cannot prove which baseline aligns to which amendment / SOW Baseline integrity risk: Teams could overwrite or avoid baselines, losing historical comparators Reporting limitations: Portfolio and PMO reports cannot roll-up baseline deltas by amendmentProposed Solution (High Level)Enable multiple Planning & Scheduling Baselines, each explici

I was advised via Planview case #00913891 to raise this enhancement request as it is currently a limitation that users can not change the Prices and Rates window layout. As shown in the screenshot, we want to keep only Billing Rates Regular Hour in this window and remove everything else as we don’t use them.I was told that it is not currently supported to change this layout through the profile section out of the box or via CSS. 

Our company would like the following features added to Portfolios particularly the Issues recordsAbility to set up a specific Column Set in the Issues Grids Have editable and viewable controls over the columns - similar to portfolio view Auditing on ANY field (not just alternate structures) to capture history of the value/value changed/ who changed/datetime This is Critical for SOX compliance

I’m sure most people are aware of the enhancement request campaign in IdeaPlace for Portfolios. Curious how often do most go out and review what has been submitted or recently updated?  There are a lot of great ideas out there, but in order to get them pushed up the Product team’s priority list we need to ensure we are voting on ones we feel are important to how our companies use the tool. I, personally, review the list at least twice a month so I can be sure to know what others are asking for to help push the votes of on the ones I feel are most beneficial to how we use the tool. Link to the campaign: https://e1.spigit.com/e1prmcontinuous/Page/ViewIdeas When I review the list I tend to sort it by “Modified” so I can see the ones that have been updated recently.  Sometimes I’ll also switch my sort over to “Posted” to ensure I see any recently posted ones as well. This helps if older ones have had recent updates, which push the newly posted ones down the list.What are some of your best

As of today, in Planview University I only see the following Certifications for individuals to obtain:Planview Connected Project Delivery Certification - Portfolios + ProjectPlace Planview Viz Professional Certification Planview Flow Framework Professional CertificationIs there any plans or defined release dates for rolling out more “certifications”? Specifically, I’d be very interested in certifications related to AgilePlace, Planview Hub, Portfolios, Portfolios Integrations and APIs. 

When a CRI stakeholder receives an email,  there is very little detail of the CR. Risk or Issue, and when clicking the link to approve,  there is no detail,  just approval screen.  For someone to see which project it is associated with,  they have to click more than one link to see the information needed.  This process is not good for executives that are less familiar with Planview Portfolios. We would like to be able to add additional information to notifications and approval screens.  

We really need a spell check when the PM is entering data into fields of their project status report. I know you can see spelling errors in a column set (or by exporting to Excel and checking there). But {Ms won’t necessarily take that extra step. wouldn’t it be better if spelling errors were reported when the person did them?This would be good for all freeform text fields.  

We need to track changes to Scheduled Finish dates. I’d like it to be a field tracked in the History. Currently I have to frequently extract the data to an Excel spreadsheet and analyze it there. It would be helpful if I could export ALL history data to Excel. 

We need to track changes to Scheduled Finish dates. I’d like it to be a field tracked in the History. Currently I have to frequently extract the data to an Excel spreadsheet and analyze it there. It would be helpful if I could export ALL history data to Excel.