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We want to bring your attention to an important upcoming change affecting the AdaptiveWork-Salesforce integration through our iHub platform.🔔 Critical Update Overview Salesforce has announced the end of support for Workflow Rules and Process Builder effective December 31, 2025. This change requires action from all customers using our Salesforce integration. 📋 What This Means for YouSalesforce will discontinue support for Workflow Rules and Process Builder after December 31, 2025 No customer support or bug fixes will be available for these features post-2025 All automation will need to migrate to Salesforce Flow Builder🛠️ Our Solution To ensure uninterrupted service, Planview is introducing a new feature in iHub that will:Automatically convert existing Workflow Rule-based events to Flow Builder Enable new iHub events to be created directly with Flow Builder Maintain all existing integration functionality through this transition🔄 How the Transition Works When the feature is enabled:E

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  

How to grant temporary Planview AdaptiveWork access Requirements:AdaptiveWork administrators need to enable system setting 1.10 'Grant Temporary Access' and decide if this button is available for 'All Users' or 'Admins only'. Purpose:If AdaptiveWork Customer Success team needs access to troubleshoot a support request If AdaptiveWork Admins need access to troubleshoot or test configurations Steps:1. Go to 'My Details' 2. Click 'Grant Temporary Access'*If the 'Grant Temporary Access' button is not available, it may not be available to “All Users”. In order to enable it for all users, please ask your AdaptiveWork Administrator to enable it according to the setting in the following link… (System Settings: 1.10 Grant temporary access)https://success.planview.com/Planview_AdaptiveWork/Global_Settings/Settings/System_Settings#1.Login_and_Password 3. Select accessibility period, click 'OK'4. Copy generated access link5. Send link to trusted users

In AdaptiveWork, projects often include text fields, such as comment boxes, where users can share their thoughts or observations.While this provides valuable insights, manually reviewing and evaluating these unstructured texts can be time-consuming. Sentiment analysis uses natural language processing (NLP) powered by a large language model to automatically assess the tone of these entries—categorizing them as positive, neutral, or negative.This automated analysis helps you quickly gauge the overall sentiment, serving as an early risk indicator. Negative sentiments can highlight potential bottlenecks, while positive feedback can confirm project health and progress.  For more details on the basics, setup, and current limitations of Sentiment Analysis, check out the Sentiment Analysis Release Notes

 As we are redesigning the WorkPlan experience in AdaptiveWork, we wanted to gather some inputs from you.In this session we will:Focus on the various facets of WorkPlan in AdaptiveWork Have dedicated discussions about each of these elements in WorkPlan Speak to our ongoing development plans in this area for the futureWe recommend everyone joining the session be familiar with Project Planning and the general concepts of WBS (Work Breakdown Structure), Gantt Charts, Dependencies and Constraints, and how they impact your organization so that you can make the most from the Inner Circle. These discussions will help us share and prioritize the WorkPlan design/development roadmap and keep you updated about our progress.Use the registration link below to join the session that better fits your time zone. Americas - https://info.planview.com/AdaptiveWork_WorkPlan_Americas-_user-group_prm_en_reg.htmlEMEA - https://info.planview.com/AdaptiveWork_WorkPlan_Europe-_user-group_prm_en_reg.html

Release date: December 8, 2024Our Release Notes include updates on:General Availability Features Controlled Availability Features Important AnnouncementsGeneral Availability Features Functional area Feature User Placeholders    User placeholders are entities in the application that you can configure and add to work entries to model work assignment needs in a project before assigning real resources.  Project Managers tend to do initial planning using predefined User placeholder resources, since the names of the user resources are not yet known. These placeholder are assigned to Tasks and Projects to see the impact of the planned work on resource capacity and to establish financial estimates for cost and revenue purposes. Learn more about User Placeholders Asset Placeholders    Asset placeholders are entities that you can add to work entries to model equipment or other needs in a project before assigning actual assets to it.  In Productio

I’m thrilled to share that University of Planview has launched AdaptiveWork Goal Management E-learning module, the first in a series of E-learning courses for AdaptiveWork users. The Goal Management course will help you understand and establish relationships between Objectives, Targets, and Contributions using AdaptiveWork. Additionally, they will help you gain the skills to create reports that effectively track progress toward achieving goals.Check it out here: AdaptiveWork: Goal Management 

Hello AW community, Another Document Publisher question to find the right way for this advanced configuration…Use Case:I have a DocPublisher template that requires links back to Project in four ways…Project Link - Link in Word docx that will allow the reader to link back to the Project details page. Roadmap Link - typically DocPub uses a format thumbnail that shows the roadmap within the word docx. However, I am looking for a basic URL link back to AdaptiveWork that will bring up the Roadmap view only Gantt Link - Same as Roadmap Link above.  Tasks Link - This is at the task table level that runs through and lists all tasks that meet the criteria for the current/next period, etc. Looking to set the Task name column as a url link back to the task in AdaptiveWork.  A possible secondary solution could be to have a static custom field that shows the task URL and pull that into a separate column with the caption “Task Link” or similar. However, I would likely run into the same issues as abo

We're excited to announce a significant improvement to our Resource Management feature! This enhancement addresses a long-awaited request from our community and will provide greater flexibility and accuracy in your resource planning and reporting.Selective Filtering:You now have the power to choose whether filters applied to Labor or Staff Time Phased Data fields should impact the displayed resources in your reports. This means you can opt to filter resources solely based on User/Capacity fields, ensuring that all relevant resources, even those without specific assignments, are included in your analysis.Consistent Capacity Visibility:Resource Capacity will now be displayed for all time periods, regardless of whether the resource is assigned to work items. This provides a comprehensive view of your team's availability, helping you make informed decisions about resource allocation and workload distribution.Advanced Filtering Precision:We've introduced two distinct Advanced Logic filter s

Hi everyone! I recently watched  the webinar “Maximizing Value from AdaptiveWork: Budget and Capacity Planning for Business Request Intake” and found it incredibly insightful. I’m particularly interested in exploring some of the functions and features discussed for our request intake process.Before diving in and potentially reinventing the wheel, could anyone share the configurations for the custom actions “Create Evaluation Project” and “Create Execution Project”?Thanks in advance!

The AdaptiveWork app now seamlessly integrates with Microsoft Teams, enhancing collaboration and streamlines communication within your project teams. Here's how Teams Integration can help:📊Connect Project Boards: Link your AdaptiveWork project boards directly to your Microsoft Teams channels for streamlined collaboration. AdaptiveWork Application in MS Teams Getting Started:🔐Admin Access Required: To set-up this powerful integration, ensure you're an Administrator or Owner in your AdaptiveWork account.👥AdaptiveWork License: Users will need an AdaptiveWork license to access the app within Microsoft Teams. The first-time login is quick and easy!👀Project Access: To view connected projects in Microsoft Teams, users must have access permissions in AdaptiveWork. Discover a new level of efficiency and enhanced collaboration like never before!To know more, 🖱️ here! 

I am trying to create a field that can be manually updated within a task with users, in the same way that ‘Resources’ can have users added. I am able to create a new field as ‘reference to object, user’ and this allows people to populate the field with a user name however it only allows a single user name. Is there a way to create a duplicate of the Resource field?I am not able to view the Resource field in configuration and have been advised this is intentional because of its field type.

Hello world, I created a custom URL type field, and it is pre-populated with two fields: one to enter the URL and another field to enter a Title. Is it possible to add a default name in the Title field? Thank you :)Jess