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  • 35 Topics
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35 Topics
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Planview Falcons
natienzaPlanview Falcons
asked in Learn and Share
How to grant temporary AdaptiveWork access

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

250
N
Planview Falcons
Sai Sravan
Planview Falcons
Sai SravanPlanview Falcons
published in Learn and Share
[Video] Turning Texts into Trends: Sentiment Analysis for Smarter Project ManagementProduct Release

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

180
Sai Sravan
Planview Falcons
Limori
Planview Falcons
LimoriPlanview Falcons
published in Learn and Share
Discover Two Powerful AI Features Now Available in AdaptiveWork!News

Exciting updates are here! 1. Copilot Text Assistant (Free & Available Now)Transform how teams communicate within AdaptiveWork with instant AI writing assistance.Key features and benefits:• Enhance any text across all text area / rich text area fields instantly• Create polished, professional content in seconds• Save time with AI-powered clarity and tone improvements• Seamlessly integrated - no additional tools needed2. Copilot for AdaptiveWork (Available by Request)Your AI project assistant that turns data into actionable insights.Key features and benefits:• Get instant answers from product and process documentation• Uncover project risks and patterns through natural language queries• Generate executive summaries with one click• Receive AI-powered recommendations for project successWant to know more?Check out the Customer Success CenterText Assistant | Copilot

250
Limori
Planview Falcons
Limori
Planview Falcons
LimoriPlanview Falcons
published in Learn and Share
🚀 SENTIMENT ANALYSIS on AdaptiveWork is now Available to all Customers 🚀News

What is it and how will it benefit customers?Sentiment Analysis provides an early warning system within status and project views to address potential risks and issues inhibiting the successful completion of projects and programs.Key features and benefits:Transform unstructured text data into actionable insights by automatically analyzing and classifying sentiments (positive, negative, or neutral) to help you identify potential risks and opportunities for faster, smarter decision-making Fully integrated within AdaptiveWork to provide real-time sentiment scoring powered by LLM technology (no third-party add-ons needed) Easily configurable to your organizational workflows through custom actions and scheduled rules  To know more, hit the Customer Success Center links below -What, Why and How to configure: AdaptiveWork Sentiment Analysis   Release Notes: February Release

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M
Bronze Active Participant
Gbradley
Planview Falcons
GbradleyPlanview Falcons
published in Learn and Share
Cognizant's Journey to Redefine Productivity with Planview CopilotWebinar

If you’re interested in Planview Copilot, our upcoming webinar may be of interest to you! Join us to explore how Cognizant is leveraging the power of AI to transform business operations. In this session, you will learn how Cognizant is leveraging Copilot’s AI on AdaptiveWork for:Reshaping workflows Empowering teams Unlocking new levels of efficiencyWhether you're exploring AI’s potential or ready to implement smarter solutions, we recommend joining this webinar for actionable knowledge to help your organization thrive in the age of innovation. Use the registration link below to register for the webinar:https://info.planview.com/gcc-Cognizant-Journey-with-Planview-Copilot-_webinar_prm_en_reg.html

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Gbradley
Planview Falcons
Gbradley
Planview Falcons
GbradleyPlanview Falcons
published in Learn and Share
AdaptiveWork Inner Circle: WorkPlanInner Circle

 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

360
Gbradley
Planview Falcons
Limori
Planview Falcons
LimoriPlanview Falcons
published in Learn and Share
AdaptiveWork 2024.R12 Release Notes availableRelease-Notes

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

440
Limori
Planview Falcons
Aayush
Planview Falcons
AayushCommunity Manager
published in Learn and Share
Master the Art of Tracking Your Goals EffectivelyE-Learning

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 

90
Aayush
Planview Falcons
bkrutiy
Bronze Product Expert
bkrutiyBronze Product Expert
asked in Learn and Share
Document Publisher Template formatting for URL Links

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

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bkrutiy
Bronze Product Expert
Niranjan Manohar
Planview Falcons
Niranjan ManoharCustomer success specialist
published in Learn and Share
Enhanced Resource Management: Retain Resource Capacity When Filtering ReportsNews

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

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Niranjan Manohar
Planview Falcons
C
Bronze Innovator
cpetrieBronze Innovator
asked in Learn and Share
Capacity Confusion for Part-Time Staff

Hello,We have many employees who are part-time and we have adjusted their work schedules in the individual calendar so that their capacity is less than 100%. For example, a resource that works 30 hours per week (out of 40 hours total) will have a capacity of 75%.Our users get very confused when reviewing the Resource Planning module/view and compare capacity and assignment when Units is selected. The capacity of the resource might be 75%, so our users think that all of the assignments should only total to 75% or less. Actually, the assignments should total to 100% or whatever the target utilization is for the resource. Unfortunately, our users consistently fail to remember this and we have to retrain them continuously.Does anyone have any suggestions for how to help users remain that assignments, when viewed in Units, can be more than the capacity of the resource if the resource is part-time?Thank you,Carey

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C
Bronze Innovator
M
Platinum Innovator
maria.moranPlatinum Innovator
asked in Learn and Share
Request Intake | Budget & Capacity Planning

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!

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M
Platinum Innovator
S
Planview Falcons
SomPlanview Falcons
published in Learn and Share
Exciting News for Microsoft Teams Users! 🚀News

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! 

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J
Platinum Innovator
E
Bronze Active Participant
estaceyBronze Active Participant
asked in Learn and Share
What to do when you aren't able to create a multi-select reference to object (Resource) field?

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.

453
E
Bronze Active Participant
G
Planview Falcons
Gaëlle TalPlanview Falcons
published in Learn and Share
Did Someone say Swimlane in AdaptiveWork?🚀News

We are pleased to announce the introduction of AdaptiveWork Swimlane support for Hybrid Card View, designed to enhance your project management experience.This functionality offers enhanced flexibility and organization of work items, designed to improve collaboration and expedite decision-making during team meetings.The Swimlane feature introduces an effective method for visually organizing Hybrid Card views. Users can now categorize and group project sub-projects, tasks, and milestones based on specific criteria such as Managers, Job Titles, Teams, or Resources. This enhancement increases the flexibility and usability of the Card view layout, simplifying the management and tracking of workflows.Key benefits for organizations and teams include:Enhanced Visualization: Swimlanes provide a powerful tool for comprehending the work associated with various teams. For instance, project managers can distinguish tasks by user groups, offering a clearer visualization of assignments.Improved Workf

933
Sai Sravan
Planview Falcons
gbulpitt
Planview Falcons
gbulpittPlanview Falcons
published in Learn and Share
Join the Inner Circle: Sentiment Analysis for AdaptiveWorkNews

Interested in identifying risk earlier? Join our exclusive Inner Circle discussion on Sentiment Analysis, a game-changing feature coming soon to AdaptiveWork.🚀Discover how Sentiment Analysis streamlines risk identification within your project updates and conversations. Imagine saving time and effort as quantifiable measures of risk are surfaced early, empowering portfolio, project, and resource managers to make informed decisions swiftly.You should only join this inner circle if you are looking to test the new Sentiment Analysis service within your environment and provide feedback to our product team.In our exclusive session, we’ll delve into:The fundamentals of sentiment analysis Its tailored application within AdaptiveWork Our exciting roadmap for ongoing development in this area Your insights are invaluable as we prepare for the launch and continue to refine this capability in the future. Don’t miss this opportunity to shape the future of project management with Sentiment Analysis

1000
gbulpitt
Planview Falcons
Gbradley
Planview Falcons
GbradleyPlanview Falcons
published in Learn and Share
Join the Inner Circle: Shape the Future of AdaptiveWork's Copilot!News

Be at the Forefront of AdaptiveWork Innovation!Exciting news, AdaptiveWork wizards! Get ready to be a part of something groundbreaking as we unveil Copilot, our revolutionary AdaptiveWork Generative AI capability!Launching later this year, Copilot is your personal assistant, ready to engage with your data through intuitive conversations. It leverages a state-of-the-art language model to provide invaluable insights and suggestions tailored to your project and soon, resource management needs.By joining our Inner Circle, you'll gain:Access to group and individual sessions with our dedicated team. The opportunity to provide crucial feedback on Copilot's interactions and responses before its official launch. The chance to shape the AdaptiveWork by guiding the development of this pivotal capability.Don't miss out on this unique opportunity to influence a groundbreaking capability in the AdaptiveWork roadmap! See you there!

800
Gbradley
Planview Falcons
Limori
Planview Falcons
LimoriPlanview Falcons
published in Learn and Share
Join the Discussion: Efficiently Run % Complete Projects with Financial Module InsightsNews

Greetings, AdaptiveWork wizards! 🚀An intriguing question from our recent Accelerate Conference has sparked a wave of curiosity, and we believe it's a perfect opportunity to tap into the collective wisdom of our community!How do we efficiently run a % complete project while tapping into the power of the financial module?We invite you to share your best practices or success stories to help our community excel in this area.For insights from our experts on this topic, don't miss our upcoming webinar series on Maximizing Value from AdaptiveWork. Register here to save your spot.Join the conversation and contribute to our shared success.

560
Limori
Planview Falcons
J
Platinum Innovator
JessO
asked in Learn and Share
URL field

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

602
J
Platinum Innovator
Limori
Planview Falcons
LimoriPlanview Falcons
published in Learn and Share
Link to AdaptiveWork Release Notes in CSCProduct Update

Dear Customers and Planviewers,Please look into our AdaptiveWork Release Notes that are stored in our Customer Success Center to get the latest updates and notices of what’s new with AdaptiveWork:https://success.planview.com/Planview_AdaptiveWork/00_AdaptiveWork_Release_NotesYour dedicated AdaptiveWork Product team😀

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J
Platinum Innovator
K
Platinum Innovator
kayla.schwarzPlatinum Innovator
asked in Learn and Share
Changing ?ERROR to value 0

Hello community,I’m wondering if anyone has figured out how to change any values that come up as ?ERROR to a 0 value instead for field calculations within a report? Much appreciated! 

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K
Platinum Innovator
K
Platinum Innovator
kayla.schwarzPlatinum Innovator
asked in Learn and Share
Multiple Calculated Fields for Highlights

Hello community, I’ve created a report with several calculated columns across multiple tabs for various capacity and billability metrics (i.e. 50% capacity calculation, 80% capacity calculation, screenshot below). Some of our resources have different billability targets hence “Billability from 100% capacity vs. Billability from 50% capacity” metrics.  I’d like to have an overall summary tab with a Highlight showing all the totaled capacity and billability. So a highlight totaling all the Green highlighted below fields and Yellow highlighted below fields. Is there a way to do this so the highlight pulls all the capacity fields from each tab and totals?  Tabs: 

751
Limori
Planview Falcons
Niranjan Manohar
Planview Falcons
Niranjan ManoharCustomer success specialist
published in Learn and Share
Enhance Project Efficiency: Utilizing Placeholder Resources in PlanningNews

As a project manager, you use placeholder resources during initial project planning. This means you can assign tasks to roles (like developers) instead of specific people. This is helpful because you might not know exactly who will be working on the project yet.Here are the benefits of using placeholder resources:See how much work is planned for each role on the project. Get a better estimate of the project costs. Easier to assign tasks to specific people once you know who will be working on the project.Activating Resource PlaceholdersBefore you begin, enable Placeholder Resources in System Settings under Resource Management.Note: After enabling this setting, you will not be able to disable it.On activating Placeholder Resources, you will be presented with instructions to update installed apps and review existing Configurations that may require modifications. This will ensure your rules continue to run only on relevant items and not encounter errors, once the Placeholder Resources feat

570
Niranjan Manohar
Planview Falcons
M
Platinum Innovator
maria.moranPlatinum Innovator
asked in Learn and Share
Capacity Planning | Staffing request automation

Hello everyone,I hope you're all doing well. I'm reaching out to our community to gather insights and advice on automating staffing requests within our system. Specifically, I'm exploring ways to streamline the process of filling staffing requests automatically, and I'd greatly appreciate your input and expertise on this matter.Here are some approaches I've tried so far: Custom Action: I attempted to create a custom action for staffing requests, but encountered difficulties when trying to link to time-phased data due to the presence of nested fields. Project Template: Another approach I explored was creating staffing requests from a project template. While this method successfully generated staffing requests, the values appeared incorrect or unusual. I'm eager to learn from your experiences and discover if there are alternative methods or best practices for achieving automated staffing request fulfillment. Have any of you successfully implemented automation in this area? If so, what

560
M
Platinum Innovator
Niranjan Manohar
Planview Falcons
Niranjan ManoharCustomer success specialist
published in Learn and Share
AdaptiveWork Important Update on Slide Publisher PPT Add-InNews

Attention Slide Publisher users!The old Clarizen Slide Publisher PPT add-in will soon be retired from the Microsoft Office Store. A new and improved version is available now under the Planview Microsoft Account.Here's how to get the new Slide Publisher PPT add-in:Remove the old Clarizen Slide Publisher PPT add-in:  Go to File > Options > Add-ins. Select Manage PowerPoint Add-ins and click Go. Find Clarizen Slide Publisher PPT add-in and click Remove. Install the new AdaptiveWork Slide Publisher PPT Add-In: Visit the Planview Microsoft Account and search for "Slide Publisher PPT Add-In". Click Add to install the add-in.  For more information click here Note - Please make sure to remove the old version before installing the new AdaptiveWork Slide Publisher PPT Add-In version.We welcome you to comment down the firsthand experience down below.

1100
Niranjan Manohar
Planview Falcons
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All Data Subject Access Requests (DSARs), and requests of “Do Not Sell My Personal Information” according to the CCPA, must be submitted through the Planview DSAR portal located here

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