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174 Topics
rzb1qs
Silver Active Participant
rzb1qsSilver Active Participant
asked in Ask the community
Progression & Removing Projects from Timesheets

We are finding that when a person is allocated to a project, and that allocation completes the system (progression) is not always removing that project from the resources timesheet.  Is there some specific logic that progression uses that creates an exception to removing the proeject from “Select Work”?Unfortunately, we have found that in these cases - the resource allocation appears the person should not be time writing to the preject, but the system continue to allow the time writing.  Note this will show as negative on the person’s timesheet, but does not prevent time writing.Thanks,Joe

686
pamela.sargent
Silver Community Mentor
partha.saha
Planview Falcons
partha.sahaPlanview Falcons
published in Learn and Share
Auto-Populate Timecards from Portfolios & AgilePlace to Reclaim Time

Auto-Fill TimeSheetPlanview Community,We all know the struggle – timesheets. They're a necessary evil, but that doesn't mean they have to be a time-consuming burden. What if you could automate them and free up valuable hours for your team?You have a hidden gem at your fingertips: Automatic Timesheet Population! This powerful feature can transform your workflow by automatically populating timesheets directly from your project schedules.Say Goodbye to Manual Data Entry:Imagine the relief of eliminating tedious manual data entry for timesheets. No more copying and pasting, or wrestling with forgotten hours. Automatic population ensures accuracy and saves you significant time.Boost Efficiency and Reduce Errors:By automating timesheets, you streamline your workflow and minimize the risk of errors caused by manual data entry. This translates to improved efficiency and reduced frustration for everyone involved.Focus on What Matters Most:Reclaim the time you used to spend on timesheets and ded

3634
A
Platinum Active Participant
sakthi.ganesh
Gold Active Participant
sakthi.ganeshGold Active Participant
asked in Ask the community
How to access SubTotals in SQL?

Hi Experts,I know how we can access the different financial versions and values present in them. I am interested in reading the Financial Subtotals value. I understand that they are virtual columns. Is there a way we can access through SQL Query?This is for Planview portfolios. ThanksSakthi.

506
sakthi.ganesh
Gold Active Participant
pamela.sargent
Silver Community Mentor
pamela.sargentSilver Community Mentor
asked in Ask the community
How do you expect Remaining Planned to work?

The data point of Remaining Planned, on the timesheet, has been a big topic here at NASCO this year. There was an issue with it that was introduced in the December release and since then a few fixes with one or two modifications. I’m curious how other Planview customers expect this data point to work as I’d like to get additional perspectives to help broaden our thought process. I know we can get used to the way things used to work, but I still want to ensure it is something our end users can easily understand.My expectations would be:Remaining Planned in timesheets that are integrated should not change and should reflect what the remaining effort looked like at the time the timesheet was submitted. This helps with researching also. Today this data point changes and always matches what is on the current active timesheet. Remaining Planned would reflect the total overage ((total actual + un-progressed time) - approved effort) thus if over the last 3 weeks the resource continues to trac

100
pamela.sargent
Silver Community Mentor
J
johan.kruger
asked in Ask the community
Updating Lifecycle roles using REST API

Hello,Do you know if it is possible to update the username for lifecycle roles using the REST API?I am able to update the lifecycle administrator with the following JSON:{"lifecycleAdminUser": {              "userName": "jsmith",        "isPrimary": true      }} However, I encounter issues when attempting to update other lifecycle roles. For example:{"LC_ROLE9065": {              "userName": "jsmith",        "isPrimary": true      }}I get this error:{  "meta": {    "errors": [      {        "code": 1012,        "codeDesc": "DeserializationFailed",        "message": "An error occurred while attempting to deserialize the request, Project Manager, {\r\n  \"userName\": \"jsmith\",\r\n  \"isPrimary\": true\r\n}"      }    ]  }}Any guidance you could provide would be greatly appreciated.Thank you!

171
mserafinowski
Silver Top Contributor
M
Bronze Active Participant
millertj2Bronze Active Participant
asked in Ask the community
Planned Hours Remaining and Revised Estimate

Now that the Planned Hours Remaining field has been fixed, we turned it back on and noticed that there was an alert when a user has negative hours. This alert instructs users to enter a new estimate in the Revised Estimate column but we don’t have that column turned on as it does not alert the project manager who is usually not the resource manager that they need more hours.  How could we do one of the following?Update that message to instruct them to reach out to the project manager Turn off the alert when we don’t use the Revised Hours column Add Revised Estimates field as a reportable field either in an existing or new report or in a tile 

173
M
Bronze Active Participant
D
DianeY
asked in Ask the community
July Release Work Details Screen Not accessible

Anyone else having issues after the July Release?  Our user base cannot view the entire Work Details screen. Our screen is configured to use Smart logic - Sections of the screen are visible based on work classification type. Our end users are not able to see sections based on work classifications, only the top section which is open to all. Strangely, admins cannot see this issue, which makes it difficult to troubleshoot. 

241
Thbutler
Gold Product Expert
S
struddersm
asked in Ask the community
Forecast update dates

In Planview, Is it possible to see the date & time someone entered a resource forecast for a particular individual resource plus also any historical entries and when they changed? Trying to workout who entered a forecast first for a particular resource and when

497
A
Planview Falcons
Y
Planview Falcons
yarchillaPlanview Falcons
published in Learn and Share
Report Visualizer Widget (PBI) in Planview.MeNews

Planview PowerBI Report Visualizer Widget seamlessly integrates your PowerBI.com reports directly into Planview.Me, enabling data-driven decisions without platform switching. This powerful widget transforms how you access and visualize your organization's data.Learn more about PowerBI Report Visualizer Widget: Sign-up today!

110
Y
Planview Falcons
S
Gold Active Participant
SVarneyGold Active Participant
asked in 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.  

414
S
Gold Active Participant
J
Bronze Innovator
JWilliams24Bronze Innovator
asked in Ask the community
June Release and Resource and Timesheet Issues

Has anyone been seeing strange issues with their resources and or timesheet after upgrading to June. We are have time disappear and not being able to use the portfolio Timesheet functionality unless we do it on Fridays. We also had issues with costs for resource disappear out of our financial plans.  Anyone else having issues.. We went from March to June release. 

456
pamela.sargent
Silver Community Mentor
B
Bronze Active Participant
Bruce PorterBronze Active Participant
posted in Ask the community
Release Testing with Gen AI

Our company was on the early release and trials for CoPilot with Portfolios.We asked our users for feedback on how AI could add value to our Planview Portfolios ecosystemOne of our users had the suggestion to use AI to auto test new releases. AI could analyse our database to understand our config and our user journeys so as then to learn what outcomes were expected from each user journey AI could then repeat these journeys in our sandbox on new releases and confirm which “user journey outcomes” were the same as before and “which were different”AI testing of upgrades would save Planview and the Clients much time - resulting in more clients being able to take on more regular upgrades and avoiding customer service impact for client and Planview in addressing bugs in our Production database.QsIs this idea feasible for Planview to trial - is Gen AI capable of this yet ? Do other customers like this idea Can we forsee any issues or risks with this approach I look forward to a good discussion

130
B
Bronze Active Participant
AutumnC
Bronze Active Participant
AutumnCBronze Active Participant
asked in Learn and Share
Power Bi Dashboards for all users - what does it look like for all license types?

HelloWe are making headway with our Power Bi Work Dashboard however, I’d like to understand what this would look like for each license type (i.e. Executive vs Portfolio Lead)? What would we be able to leverage for each role type?

93
M
Planview Falcons
M
Platinum Innovator
MGMullenPlatinum Innovator
asked in Ask the community
Switch to Username for PV Admin

Is anyone using the new capability in PV admin for Sign In by Username?   We are confused as to what username this functionality defaults to.  Our initial test seem to use an email address which does not add any value.    Thanks!

22
M
Planview Falcons
S
Bronze Active Participant
sueann.kendallBronze Active Participant
asked in Ask the community
What happens to copied and pasted resource assignments?

I was asked this question by a user and I am not sure of the answer. If you copy WBS lines with requirements or allocations and paste them into a different project, and in the paste you do not deselect the option to bring along those resource assignments, do you now have two of each? Or does the original get deleted? Or does the assignment not come along?Forgive the beginner question. I was off for three months and forgot everything. :-) 

284
S
Bronze Active Participant
K
Silver Active Participant
Kirsten CSilver Active Participant
asked in Ask the community
Planview Timesheet Warning for May 30th – Expected 10 Hours Instead of 8

We ran into an odd issue with Planview on Monday, May 30th, which was the start of our workweek (we run Monday–Sunday). When submitting timesheets, the system flagged a warning expecting 10 hours to be reported for that day, even though everything seems to indicate it should be 8 hours.Here’s what I’ve checked so far:The calendar setup looks correct. Timesheet hours per week are set to 40 hours. Planned effort for that day was 8 hours.I can’t figure out where the 10-hour expectation is coming from. Has anyone else encountered this or have ideas on what might be causing it?

473
partha.saha
Planview Falcons
M
Bronze Active Participant
MartinLBronze Active Participant
asked in Ask the community
Planview.Me - how to seelct a portfolio for a visualisation

I’m trying to add some visualisations / visualizations to a Planview.Me screen.  I want to select a specific portfolio for users to see for that data view.  In the instructions, under ‘Available Functionality’, it shows how to select a portfolio for this purpose: Data Visualization widget - Planview Customer Success CenterI’m unable to see that icon (briefcase / portfolio).  Is there a different way to see this, or set the portfolio now?

202
M
Bronze Active Participant
M
Bronze Active Participant
MartinLBronze Active Participant
asked in Ask the community
Is there a specific area for Planview.Me questions?

After the excellent Planview Day UK in London yesterday, I’m trying again to get Planview.Me up and rolling.  Is there a specific place to ask questions on that?  I don’t see a group, category or tag.  Thanks.

92
M
Bronze Active Participant
H
Bronze Active Participant
HappytoonBronze Active Participant
asked in Ask the community
How to count Milestones and feed into OKR automatically?

Hi All, One of our KPI/OKRs is counting milestones of a certain type across all our projects.We have defined the Milestone Type and would like to have a metric that automatically counts the number of Milestones of “Type A” per quarter etc… Does anyone have experience with a similar set-up?  Can this be used with OKR?Previously, we’ve done it with a dedicated PowerBi reports but I would rather prefer to have it as OKR?Any experience with this?Please let me know. Thank you.Tony

211
partha.saha
Planview Falcons
H
Bronze Active Participant
HappytoonBronze Active Participant
asked in Ask the community
How to show an associated strategy/outcome as a column in a work portfolio?

Hi, In Portfolio, we have the following associations: Work → Outcome → Strategy.I want to create a work portfolio that lists all the work associated with a particular strategy (same for outcome).Are there any ways to display the associated strategy (and outcome) in a work portfolio? Can I also use this column as a filter in the work portfolio definition?Please help and share your wisdom.Many thanksTony.

474
H
Bronze Active Participant
J
jkaschke
asked in Ask the community
Planview Portfolios Performance Issues?

Hi - we have our servers in the UK and have noticed horrible performance using Planview Portfolios. Anyone else suffering?

1117
M
J
Bronze Innovator
JWilliams24Bronze Innovator
asked in 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.  . 

382
S
Planview Falcons
B
Bronze Active Participant
Bruce PorterBronze Active Participant
posted in Ask the community
Pv Clients with multiple Pv Products and multiple Client Product Owners

Hello everyoneThis is my first post in the Pv Community - so all guidance is very welcomeAs a client, we use 4 Planview Products for separate and unconnected Business departments in our client company.  Each product has a client product owner and unique set of stakeholders - all unconnected. There are only two topics in common between the products and product owners  1. The vendor (Planview)  2. The nature of the tool and stakeholders (involved in change management, with the product owner in a PMO type role). As a company we have evolved organically to this position and are now exploring if and how we can manage the products collectively, interface into the vendor (Planview) centrally and where the vendor and client may be able to add value through central oversight and management of 4 products and 4 separate support models/contracts. First question then is whether other clients have a similar experience to ours and if so, the second question is around if/how you have established some

371
partha.saha
Planview Falcons
J
Planview Partner
Jhon BorreroPlanview Partner
asked in Ask the community
shows actual/forecast subtotals

Hello, good afternoon, could you inform me what use or utility to see the current/forecast subtotals in the financial plan.We really don't know what information we need to have recorded financially for the financial plan to display totals with this option. 

421
partha.saha
Planview Falcons
C
Bronze Innovator
cwilliverBronze Innovator
asked in Ask the community
Creating a point in time snapshot of Project Assessment in Portfolios

Wondering if anyone can advise a way to create point in time snapshots of Project Assessments screen. Not sure what the default name is for the configured screen as we have changed it and I don’t know the history. But we have project achievements and the various RAG indicators etc. (Project Status Report).  I know I can print to pdf or similar however wondering if there is a way to snapshot and keep the history in the Planview portfolios system.Any suggestions or tips on what others are doing would be appreciated.

884
M
Planview Falcons
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