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AdaptiveWork

  • 313 Topics
  • 7 Replies
304 Topics
M
mpjubb
asked in Ask the community
Error: Data types Duration and Boolean not compatible for '||' operation

Hello everyone,I’m creating a workflow that only needs to trigger when one of four .duration fields are changed.I thought it would be this but its generating the error in the subject:IsChanged($C_PMHoursSold || $C_FoCPMHours || $C_TechHoursSold || $C_FoCTechHours)Any help would be much appreciated

31
M
A
Bronze Active Participant
AmauryBronze Active Participant
asked in Ask the community
Action items permissions

Hello,Anybody knows how i can bulk edit permissions on an important amount of action items ?And also automatically apply permissions when the action item is created in the project ?

20
A
Bronze Active Participant
A
Silver Active Participant
athena.smithSilver Active Participant
asked in Ask the community
Custom Action that closes out open RAID items when a project state is updated to completed

Hi All,Has anyone created a custom action where any open RAID items are automatically closed when a project state is updated to completed? 

60
A
Silver Active Participant
S
Gold Active Participant
ShanaGold Active Participant
asked in Ask the community
Working days vs Calendar days on Lag Duration Import (DependencyLinks)

I am importing a project WBS and I am building a data loader import to capture the predecessor information for each workitem as a DependencyLinks import. In the source data, some of the Lag durations are in workdays (d) and some are in calendar days (ed). ed basically includes weekends, holidays, etc.  Is there a way to indicate the difference between these two duration types for my import?

232
S
Gold Active Participant
Aayush
Planview Falcons
AayushCommunity Manager
published in Learn and Share
How AI Is Transforming Project Decision-MakingFree Trial

Are your project teams struggling with data fragmentation and inability to see the complete picture? Our new white paper explores how AI is revolutionizing the way organizations make critical project decisions.As noted in the paper: "By using AI to synthesize, analyze, and interpret disparate and fragmented data sources, executives can confidently understand status, productivity, and delivery details in very limited timeframes."Download the white paper to discover how AI bridges data silos to surface hidden insights that can transform your project outcomes.Start Your AdaptiveWork Copilot Free TrialDownload White Paper

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Aayush
Planview Falcons
A
Bronze Active Participant
AmauryBronze Active Participant
asked in Ask the community
Action items related to milestones not related to the parent project

Hello,In a project i have action items associated to a milestone.Does anybody know how these action items be automatically related to the parent project as well ?

172
A
Bronze Active Participant
M
mpjubb
asked in Ask the community
Add Resource to the Team

In a request, when I add resources to a person field and I would like them to also be added to the team members panel.I know there is a way of doing because I’ve done it before but I’ve lost the instructions that I created!Thanks in advance

131
A
Planview Falcons
M
mpjubb
asked in Ask the community
Currency Calculation

I have a pretty simple issue to resolve, I think.I’m creating a custom action where i want to update $PlannedAmount with the following calculation:  $BudgetedHours * 40The error I’m getting is “Error: Formula evaluation result data type is Duration instead of expected Currency”I’ve tried a few different options but am missing the correct way to put together this request.Thanks all

81
A
Planview Falcons
M
mpjubb
asked in Ask the community
Round Time Up or Down

Hello everyone,I would like to be able to round up or down time that users submit.  For example, if the time is <= 12:07 it will round down to 12 but if it is >12:00 it will round up to 12:15.Can anyone assist with this please?Thanks

101
A
Planview Falcons
A
Amit N
asked in Ask the community
How to make the system dynamically pick up working days in a month instead of a fixed value

To get the accurate conversion of resource efforts from hours to fte for a given month, the formula is: FTE  = efforts in hours/ (7 hours per day X number of working days in a month) (Example:  if a person has worked 120 hours in July 2025, that has 23 working days then the fte = 120/7 X 23) = 120/161 = .75fte) Our Calendar in Global settings mentions number of days in a month as 20. This field is mandatory.As a result of this, efforts when viewed in project assignment, staff request pages and capacity planning application in fte do not display accurate results.How to get the system to dynamically pick up the actual number of working days in a month (excluding Saturdays and Sundays) and not a fixed value.Thanks in advance.

40
A
A
Bronze Active Participant
AmauryBronze Active Participant
asked in Ask the community
How to copy Action Items from project template ?

Hello,Is there a way to import action items from a project template when creating a new project ?Files are copied over but not action items. Is there a workaround ?

70
A
Bronze Active Participant
sourav2510
Planview Falcons
sourav2510Planview Falcons
asked in Feedback and Ideas
Default off 'Make owner for the entire work plan'

When creating a new Project from template, customers do not want system to mark checkbox to 'Make owner for the entire work plan' as a default.

100
sourav2510
Planview Falcons
Antara K
Planview Falcons
Antara KPlanview Falcons
published in Learn and Share
Join the Inner Circle: Planview.Me + AdaptiveWork = A New Way to WorkInnerCircle

We’re excited to announce that we’re bringing Planview.Me to AdaptiveWork — and we want your input to make it great.This new Inner Circle will focus on technology organization personas and how they use OKRs, roadmaps, and planning to drive outcomes. It’s also about helping organizations adopt a product-centric mindset through value streams.💬 What’s in it for you? Get early access to ideas and designs Influence the direction of this new experience Share your insights, challenges, and needs directly with our team Registrations Open. Join Now - Planview Inner Circle : AdaptiveWork + Planview.Me  

200
Antara K
Planview Falcons
J
Bronze Innovator
JWilliams24Bronze Innovator
asked in Ask the community
Time Off - Standard Activities

We have an issue when putting time off for individuals - Lets say two weeks in July.  Any assignment they are assigned doesn’t respect this time off. If just doubles the hours.  If they are mark as already having 100 utilization as being off, why does the system just add 40 hours to this any time the task is adjust or if they are assigned something new.  As people schedule for vacations it just puts them as over everywhere in the system.  Any thoughts on how to make this easier. 

131
A
Planview Falcons
D
Platinum Innovator
dwill123Platinum Innovator
asked in 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?

101
A
Planview Falcons
N
Bronze Active Participant
NcherpakBronze Active Participant
posted in Feedback and Ideas
Skills - Proficiencies and Capacity Planning

As of right now, the only way that I think I’d be able to track skill proficiency levels is by creating a new skill for each level of proficiency. It would be great if Adaptivework had a way to track proficiencies within each skill.Also, being able to sort the capacity planning module by skill would help identify future demand/internal capacity for hiring decision making.

210
N
Bronze Active Participant
C
cristina floris
asked in Ask the community
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

342
S
Gold Active Participant
D
Platinum Innovator
dwill123Platinum Innovator
asked in 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?

161
A
Planview Falcons
sourav2510
Planview Falcons
sourav2510Planview Falcons
asked in 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?

302
sourav2510
Planview Falcons
S
Silver Active Participant
ShaneDodgeSilver Active Participant
asked in 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!  

544
S
Gold Innovator
Niranjan Manohar
Planview Falcons
Niranjan ManoharCustomer success specialist
published in Learn and Share
AdaptiveWork - Advisor IntegrationNews

In May 2025 AdaptiveWork and Advisor released a new integration between the two products. This enables the following:•Create multiple project scenarios to represent alternative implementation plans or delivery timelines•Use built-in variance analysis tools to see what assumptions are different across the scenarios and how they are impacting the KPIs•Bring base case and alternative scenarios into the portfolio to compare investment plans and understand how they impact overall portfolio value•Maximize portfolio value by generating alternative portfolios using manual selection, prioritization methods, or optimization techniques•Powerful visualizations allow you to compare portfolio options and provide clear trade-offs for decision ​​​makers•Develop contingency plans to respond to project delays, changes in market conditions, or regulatory events Blog post: https://blog.planview.com/combining-adaptability-strategy-portfolio-management/? Demo: https://info.planview.com/adaptivework-adviso

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Niranjan Manohar
Planview Falcons
K
Planview Falcons
KarlRennerPlanview Falcons
asked in Ask the community
Document Publisher interactions with Targets or Contributions

I have been trying to generate a document publisher report on a Project that creates a related table from the Targets module. Every approach I’ve tried has caused the file to be corrupted with the error “Word found unreadable content in test.docx. Do you want to recover the contents of this document? Approaches triedTargets via AssociatedItem (the obvious answer) Targets with my own reverse reference Targets via ContributingWorkItems (not sure if this is a real capability) Contributions AssociatedItem TargetHierarchyLink with my own reverse referenceI noticed the doc publisher macro template doesn’t include any reference to Targets or Objectives, so I’m wondering if perhaps it’s just not supported?I did verify that Slide Publisher can pull the same data out, so definitely just a problem specific to makin word docs.Interested to hear from anyone who has managed to generate a related table of targets in document publisher, and what sort of comment syntax you’re using :)

555
K
Planview Falcons
T
Bronze Active Participant
tumisomahlakeBronze Active Participant
asked in Ask the community
Custom Field to calculate what % of Financials Fields or currency field

Custom Field to calculate what % of Financials Fields  I have a custom field that captures the Total Authorised committed (Sum of Actuals YTD + ERP Commitments) currency field and Low Estimated Budget (sum of 2025 & 2026 budget & 2027 budget) currency field.I want to calculate the % of (Total Authorised committed $ / Low Estimated Budget) *100 Error: Loop found in field 'C_TotalAuthorisedCommitted' 

314
P
Planview Falcons
J
John Condon
asked in Ask the community
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?

352
P
Planview Falcons
S
Gold Innovator
Sean.BarberGold Innovator
asked in Ask the community
Splitting Resource Assignments on a Project (e.g. by different skills)

Hello, We have a case where some of our resources have multiple skills. How can we specify which skill is potentially being utilised on a Project when a resource is assigned?For example a PM adds Resource 1 who has two skills. On this particular project they are only utilising one skill. The PM adds Task Assignment over the required period etc. In reports, we can’t specify which skill is being utilised on the ProjectDoes anyone have any ideas to manage this or potentially another solution potentially through a custom field? e.g. a picklist in the Resource assignment panels when the PM can select which of the users skill is being utilised etc. Many Thanks

403
P
Planview Falcons
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