Logbook Issuses - What Projects / Strategies are they associated with ???

​@JWilliams24 - Curiosity question, where are they reviewing their logs at?  Do you have a report that displays all log items?  We are still testing this functionality so trying to learn as much as I can of the pros/cons.

Thank you

Pam Sargent
NASCO

Hi ​@JWilliams24 , thanks for reaching out. Could you please share where are you checking these log items? Also, you can pull log items for a work portfolio - the Work Portfolio Dashboard can be set up to use the Logbook OData service.

We are also  interested in and trying to work through pulling all log items for a work Portfolio. It’s a show stopper for 2 of my Business Areas in utilizing Planview for work management.  It seems that the only consideration for the log book was at the work level ONLY

Hi ​@Mark Hoffmann , Logbook allows creation/management of information in the context of work and strategy entities. Portfolio is a filtered list of these entities and that’s why you won’t be able to create a log item against a portfolio today. But as per your comment above, your interest seems to be able to visualize log entries for all projects within a work portfolio. If this is the case, then you can achieve this using the ‘Work Portfolio Dashboard’ which can pull all Logbook entries from project/work entities from a particular work portfolio. A snapshot of the dashboard is attached here:

In this dashboard, you will be able to view Logbook entries by project/work.

Do let us know if this helped resolve your need.

Thanks!

Did you build a new report or is this available with a recent release?  We are on May 2025 release and I could not find in our PV instance.

You have to configure the Work Portfolio Dashboard

https://success.planview.com/Planview_Portfolios/Analytics_and_Reporting/Power_BI/020_Power_BI_Dashboards/Work_Portfolio_Dashboard

https://success.planview.com/Planview_Portfolios/Analytics_and_Reporting/Power_BI/020_Power_BI_Dashboards/Work_Portfolio_Dashboard/Setting_Up_the_Work_Portfolio_Dashboard

​@pamela.sargent I see you gave the report above. We were just looking for a list like you use to be able to get with Risks, in a tile. 

​@pamela.sargent Also log book is to be visible across products and areas. If I put a log in strategies and associate it with Work connected to the strategy, it does not show in that work’s log book.. Strategies seems to be disconnected from everything else. 

​@JWilliams24 - We are not currently utilizing Logbook so I don’t have insights on any reports. I was just curious where you were reviewing this information so i could learn as we look at the functionality. Looks like ​@sindhukashyap has insights on reporting. 

​@JWilliams24 Logbook data cannot be configured on a tile, there is no plan to implement this as we intend to build out widgets that can also be actionable. The PBI reports are easily configurable and available just like tiles. 
Also, Logs can be created at an entity level work/strategy, but it cannot be hierarchically visible yet - this is something we intend to build in future. When we implement this, we should be able to roll up/down logs from various levels in the strategic hierarchy.