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Planview AdaptiveWork February 2025 Release

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bkrutiyBronze Product Expert

asked in Learn and Share

Passing variables in document publisher (Periodic Project Report)

Hello Community, I am trying to build a custom PPR that will send an docx report of a Project. Within the PPR template, there are some fields that I want to generate based on intake form variables I create within the custom action of the PPR. I know this can be done by creating custom fields and populating the variables within the fields but I do not want to use the custom field quota as its about 5 custom fields I would need. Is it possible to generate variables as part of the PPR intake form and pass them to the docx. If so, what is the comment reference format required within the PPR template? Here is an example of what I am using to generate the Doc Publisher but the variables in red and bold below are not populating. However, the File Name below in green, which uses variables from the custom action does work. I am certain my syntax in the template file are simply incorrect. Does anyone have any examples of how to populate the docx with variable data? GetCurrentIntegrationServerUrl

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3 months ago

partha.sahaPlanview Falcons

published in Learn and Share

Planview Portfolios: November 2024 Release HighlightsPRODUCT UPDATE

This release brings significant updates focused on performance, usability, and streamlined connectivity across Planview platforms.Performance Enhancements: Optimized data querying enhances, improved performances on key pages. Logbook Updates: Users now receive email notifications for assignments and due dates, can duplicate logs, edit attributes, and link logs across screens for greater flexibility. New Creation Source Attribute: Track where work originates with the new source attribute, enhancing lifecycle management. ProjectPlace Integration: The ProjectPlace Card action item now syncs updates only from ProjectPlace, simplifying data flow. Timesheet Improvements: Updates to the "Remaining Planned" column in timesheets help prevent time overlogging.In Analytics and Reporting, a new OAuth2 authentication for ProjectPlace OData service simplifies credential management, and report dashboard visualizations have been aligned.Coming SoonEnhanced Lifecycle Notifications: All work lifecycle e

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3 months ago

mserafinowskiGold Active Participant

asked in Learn and Share

Missing Timesheets

Hello Planview Community,I’m reaching out to see if anyone here is tracking missing timesheets in their cases, specifically focusing on the number of unreported hours that will not be recharged.Currently, we rely on two tables: time_planned and time_reported. However, we're encountering some limitations:time_planned only shows the scheduled effort values per assignment and time reporting periods as they were prior to each progressing cycle. time_reported doesn’t display records if a resource has never submitted a timesheet, meaning we’re unable to track missing timesheets until the resource logs at least one timesheet.This also impacts the RES12 report, which has the same limitation. We've already reported this as a bug and, after a lengthy process, it was acknowledged as an issue. However, there’s no clear timeline for when this will be resolved.Is anyone else in a similar situation, where they need to assess the financial impact of missing timesheets? If so, we’d be very interested i

260

3 months ago

pamela.sargentBronze Community Mentor

posted in Learn and Share

Do you connect to Tabular Models via Excel?

I’m curious if other customers have shown any of their users how to connect to a Tabular Model via Excel. If so, do you ever need to know who is accessing the TM in this manner?We currently do this and in order to understand who may need additional communication when there is an outage, or something has changed I feel there should be some way of capturing who has access the TM. Before I do an enhancement request I thought I would see if others have had a similar need.Thanks,Pam

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3 months ago

pawan.rajuPlanview Falcons

published in Learn and Share

OKR Health Panel: Your One-Stop Shop for Progress TrackingTutorial

Do you ever wonder how your team's Objectives and Key Results (OKRs) are tracking? Are you hitting those ambitious goals, or falling behind? Let's dive into the OKR health panel and other resources available in Planview.OKR Health Panel: Your One-Stop Shop for Progress TrackingThe OKR health panel within Planview Portfolios provides a clear picture of your OKR status. This comprehensive view includes:OKR Progress: See if your objectives and key results are on track, ahead of schedule, or need some attention. Key Results Updates: Keep a pulse on how often key results are updated. Track activity over the past week, month, or quarter to identify areas requiring focus. Activities for Key Results: Monitor progress at the activity level. View the number of activities associated with your key results and their current status (Not Started, Started, Finished).This detailed information empowers you to identify potential roadblocks and adjust your approach as needed to ensure you achieve your go

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3 months ago

pamela.sargentBronze Community Mentor

posted in Learn and Share

FYI: Planview's OOB stored procedure

In case anyone is not aware….Planview has an OOB stored procedure called ip.psp_user_del_settings. This stored procedure is called/ran when: In configure users, if you click on "remove" instead of "deactivate" then psp_user_delete will be called, which, in turn, calls psp_user_del_settings for the user to be removed. It will not be called if they merely "deactivate" the user, which is the recommended action when a user leaves the company.Note: As this stored procedure is currently written it will delete all tile reports that were last updated by the person who may be getting deleted. If this is a PV Admin who has published or updated a tile report then that means if they leave the company and either the Admin removing them chooses remove vs deactivate, or if your company uses web services and calls this stored procedure for any recurring clean-up, then you could lose a lot of tile reports. Planview is aware of the concern of this process as we have a currently active case with them.

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4 months ago

pawan.rajuPlanview Falcons

published in Learn and Share

Setting Up OKRs in Planview PortfoliosTutorial

Ready to take your organization to the next level with OKRs? Let's dive into the design and set up process.1. Define Your Organizational GoalsBefore setting OKRs, clarify your organization's mission, vision, and strategic priorities. This will help you align your goals with the bigger picture.2. Identify Key Areas of FocusPinpoint the areas where you want to make a significant impact. These could be areas like product development, customer satisfaction, or revenue growth.3. Set Ambitious ObjectivesCreate inspiring goals that challenge your team and drive innovation. Remember, OKRs should be ambitious but achievable.4. Define Measurable Key ResultsFor each objective, set specific, measurable, achievable, relevant, and time-bound (SMART) key results. These will help you track progress and stay accountable.5. Cascade OKRsEnsure everyone is aligned by cascading OKRs down to different levels of your organization. This creates a clear hierarchy of goals.6. Establish a Review ProcessRegularly

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4 months ago

maria.moranPlatinum Innovator

asked in Learn and Share

Project creation from template and Project Assignment

Hi everyone,I’m curious if the behavior we are experiencing is correct.We built templates for some of our projects, which are very detailed and include all the resources that should be involved for each task. We noticed that when creating a new project from the template, it duplicates the template. So far, so good—this is working as expected.However, if the template has any values assigned at the project level for any of the resources, we observe different behaviors when creating a project from it:In some cases, project assignment values for the resource are assigned after the project’s due date. In other cases, random project assignment values are entered for the resource.Has anyone experienced such behaviors? Is this normal?Thanks!

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4 months ago

pawan.rajuPlanview Falcons

published in Learn and Share

OKRs: Your Secret Weapon for Achieving SuccessTutorial

Tired of setting vague goals that never seem to materialize? It's time to discover the power of Objectives and Key Results (OKRs). This proven framework can help your organization achieve its most ambitious goals with laser-sharp focus and accountability.What are OKRs?Think of OKRs as your organization's personal GPS. They provide a clear roadmap to success by:Defining your destination: Objectives set the course for where you want to go. Providing mile markers: Key Results are the measurable steps you'll take to get there.Why use OKRs?Alignment: Everyone knows where they're headed and how their work contributes to the bigger picture. Focus: Prioritize what matters most and eliminate distractions. Accountability: Everyone is held responsible for their part in achieving the goals. Transparency: Progress is visible to everyone, fostering collaboration and motivation.How to write effective OKRs:Make objectives ambitious but achievable. Define key results that are SMART (Specific, Measurabl

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4 months ago

agnidipta31Planview Falcons

published in Learn and Share

Unify Your Workflow: Effortless Portfolio Integration for Maximum Efficiency

Your software toolchain may be complex, but your integrations don’t have to be.Teams thrive when they’re empowered to use the tools they know and prefer, but that often comes at the cost of time-consuming, manual data entry to keep everything aligned across the organization.With Planview Hub’s enhanced integration, those wasted hours are a thing of the past. You can now automatically sync data across Portfolios, and your entire toolchain—freeing your teams to focus on what really matters.Not only that, but you’ll see improved productivity thanks to:A tangible connection from planning strategy all the way to execution at the team level, so you can measure the impact of software delivery A future-proof organization supported by an integration solution that grows and expands along with your toolchain A Universal Connector that you can use to bring those in-house or industry-specific solutions into the fold Easier audits and traceability thanks to automatic synchronization at the requireme

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4 months ago

partha.sahaPlanview Falcons

published in Learn and Share

What should I use for a Plan screen Column set?

When determining the right column set for the Plan screen when you are building a schedule you need to consider your process .You want to put the most commonly used structures first. When setting up your schedule you will need to use Schedule Start, Schedule Finish and Schedule duration. You will use these three the most in determining your schedule.Schedule Start is the start date for the remainder of the work, Schedule Duration is the remainder of the duration. If the task is complete the Schedule columns will be blank. I have added in Actual/Schedule Start , Actual/Schedule Finish and Duration at complete. These three fields will show you the information on a project that has been started. If the Task has been started the Actual Start will show if it has not the Schedule Start and Actual Schedule Start will be the same. These Fields cannot be edited.Duration at complete is calculated for the entire duration of a task. For a task that is not complete it is from the Actual Start t

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4 months ago

pawan.rajuPlanview Falcons

published in Learn and Share

August 2024 Release Notes for Planview PortfoliosProduct Update

Hello everyone,We’re excited to share the August 2024 release notes for Planview Portfolios. This release brings several new features, updates, and resolved issues that we believe will enhance your experience with our product.New Features and Updates: Data Visualization Widget: This new widget allows users at the Planview.Me and Portfolio Overview levels to view work portfolio insights in a visual format that is quickly consumable, such as a chart or graph. User-defined Planview.Me views: Users can now create their own Planview.Me views in Planview Portfolios. These views can be based on existing views configured by administrators or entirely new views customized by the end user. Performance - Staffing: We’ve improved the resource profile query used on the Staffing screen for resource portfolios and work entities, reducing the query response time by 90-99%. Plan screen - Run Schedule logging: Planview Portfolios now logs when the Run Schedule option is executed and which user ran

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6 months ago

ihuskicPlanview Falcons

published in Learn and Share

Unlock Seamless Project Management with Planview's Latest Integration!Product Update

Elevate your project management game with the new Planview Portfolios and ProjectPlace Connector!This powerful integration allows you to seamlessly connect your Planview Portfolios with ProjectPlace, streamlining your planning, tracking, and collaboration. Key Benefits:Effortless Syncing: Keep your plans and projects aligned with real-time updates. Enhanced Visibility: Gain comprehensive insights into your project performance. Streamlined Workflow: Reduce manual data entry and increase productivity.Don’t miss out on this opportunity to enhance your project management efficiency. Click the link to learn more and start optimizing your connected plans today!Explore the Connector

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6 months ago

pawan.rajuPlanview Falcons

published in Learn and Share

Discover How NatWest Uses OKRs to Drive Strategic SuccessBlog

NatWest Group, formerly known as Royal Bank of Scotland, boasts a rich history spanning over 300 years and is headquartered in the UK, providing innovative financial products and services to various customer segments. Three years ago, under the leadership of Rachel Adams, NatWest adopted the Objectives and Key Results (OKR) framework to align over 4,000 projects and 400+ multi-year programs with strategic goals, ensuring measurable outcomes at each level. This transformation, driven by the need to simplify business operations amid emerging technologies and economic uncertainties, involves an annual investment of about $1B and quarterly reviews. Planview’s Strategic Portfolio Management solution is vital for tracking progress and maintaining a single source of truth. Key lessons include understanding that OKRs differ from KPIs, recognizing OKRs as a long-term strategy, and the importance of thorough training. Moving forward, NatWest aims to enhance the connection of OKRs across the comp

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6 months ago

partha.sahaPlanview Falcons

published in Learn and Share

Now Available: OKRs are now available for Work items in PortfoliosTutorial

We are excited to announce a significant enhancement in our Portfolios product: OKRs (Objectives and Key Results) for work items are now generally available! This new feature empowers customers to create OKRs directly from work items, providing a robust framework for measuring the benefit realization of projects.What This Means for YouWith the introduction of OKRs for work items, customers can now seamlessly integrate objective setting and tracking into their project management processes. This feature includes all the powerful functionalities of OKRs currently present under Strategy [Portfolios] and Board [AgilePlace], along with additional capabilities such as connected OKRs and custom attributes. [Refer to the screenshot]Key Benefits 1. Define and Track ObjectivesCustomers can now set clear objectives for individual work items, ensuring that every task contributes to the overall project goals. This not only provides a structured approach to project management but also helps in align

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7 months ago

partha.sahaPlanview Falcons

published in Learn and Share

How To Track Actuals and Forecast Financial DataTutorial

In Portfolio and Resource Management, the "Actuals/Forecast" version is almost universally present. It consolidates both "Actual" data, typically sourced from timesheets, and "Forecast" data, often derived from resource requirements, reserves, and project allocations. This amalgamation offers a comprehensive overview of the project, encompassing expenditures incurred to date alongside estimated future expenses....Data within each financial plan version is organized into monthly periods. Put simply, past months house actuals, while future months hold forecasts. The current month reflects actuals up to the latest financial load, transitioning to forecasts thereafter.You might ponder, how do we distinguish between actual and forecast data within the current month? Though many financial managers tend to focus solely on end-of-month information and seldom delve into mid-month statistics, there's a solution. The optimal approach involves completing a financial load for a separate financial v

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8 months ago

pamela.sargentBronze Community Mentor

posted in Learn and Share

Any lessons learned for migrating Portfolios to new AWS server

We are scheduled to migrate our Portfolios environment to the new AWS server. Just thought I would reach out and see if others have already gone through this process and if there are any lessons learned. Thanks in advancePam

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9 months ago

pawan.rajuPlanview Falcons

published in Learn and Share

Tips and Tricks Video: The Staffing Screen (formerly known as Resource Management & Assignments)Tips & Tricks

Planview Community,In this post and corresponding video, we will delve into various Resource Management tips and tricks that will empower you to leverage Planview's capabilities to their fullest potential. Let's dive in!Get the Most out of RMA by Using the Group By Pivot: By Pivot feature in RMA, resource management assignments can be efficiently managed by organizing data based on various criteria such as work name, resource name, or entity type. The sliding option allows for easy pivoting between different groups, while also enabling filtering by date range for a consolidated view Identifying Over- and Under-utilized Resources: By leveraging the Group By Pivot feature with criteria such as resource name and work name, users can analyze resource commitments versus capacity on a date-wise basis. This enables the identification of over-utilized resources facing excessive demand or under-utilized resources with capacity remaining unfulfilled What projects are my team working on: By pivot

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10 months ago

pawan.rajuPlanview Falcons

published in Learn and Share

From Spreadsheets to Speed: Learn how Global Logistics Giant Revamped Project Management using Planview Portfolios.CaseStudy

Imagine coordinating thousands of projects across nearly 2 million square meters of warehouse space and 155,000 employees worldwide. That's the challenge faced by the Supply Chain group of a leading delivery and logistics giant. They needed to overcome their outdated, spreadsheet-based project management system and adopt a more agile approach.The Problem:Lack of visibility into day-to-day project activities hampered global collaboration. Spreadsheet management grew cumbersome and error-prone with numerous projects and team members. Traditional methods couldn't keep pace with the dynamic nature of their work.The Solution:Enter Planview Portfolios and Planview ProjectPlace, a combined force for project portfolio and work management. This powerful duo delivered:Real-time visibility and mobile management: Teams gained instant access to project plans, progress updates, and communication via a user-friendly interface, even on the go. Effortless collaboration: Built-in chat features streamlin

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10 months ago

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

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10 months ago

pawan.rajuPlanview Falcons

published in Learn and Share

Unlocking Project Success: How OKRs and Planview Portfolios Work TogetherPost

Hey Everyone, Feeling overwhelmed by setting and tracking goals across your organization? We've all been there! But what if there was a way to seamlessly align your organization's OKRs with project and portfolio plans, track progress in real time, and empower your teams to achieve their full potential? Enter the powerful combination of OKRs (Objectives and Key Results) and Planview Portfolios!OKRs provide a clear roadmap, guiding your team towards ambitious, achievable goals. They can be implemented independently or integrated with various platforms, including Planview Portfolios. Planview Portfolios offer robust project and portfolio management functionalities. When used alongside OKRs, it provides a centralized platform to track progress, manage resources, and ensure everyone's aligned with the overall goals.Benefits:Clear Alignment: Everyone, from individual contributors to the entire organization, understands how their work contributes to the bigger picture. Precise Tracking: Monit

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11 months ago

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