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Are stakeholders only allowed to view Published dashboards?  We have several stakeholders and a user is trying to send them a url to a dashboard they created but they are unable to see it.  They have stakeholder licenses and correct permissions.  If it is only published dashboards is there a way to take the existing dashboard and copy it to a published dashboard?

We're excited to share our latest release focusing on stability and user experience improvements! Here's what we fixed:Financial Summary NavigationResolved navigation issue when drilling down from Master title to details pageDashboard SchedulingFixed timezone-related discrepancies in scheduled dashboards No more confusion with dates appearing a day off!Portfolio ManagementCorrected default Parent Portfolio assignment during creation Now properly follows category settingsLookup ListsImproved sorting functionality No more multiple attempts needed to sort your listsSecurity EnhancementsImplementation of various security fixes Strengthened authorization protocols Addressed system vulnerabilitiesFor detailed information about these updates, please visit our release notes: https://success.planview.com/Planview_PPM_Pro/Release_Information/New_Features_and_Release_Notes/2025_Release_Notes/What's_New_-_May_2025 Have you had a chance to check out these improvements? We'd love to hear your feedba

Do You Know How PPM Pro can impact your organizations for scoring projects and requests in order to Evaluate & prioritize your portfolio of work. determine how much new work you can take on, and evaluate resource gaps, shortfalls, and needs. Through this webinar our experienced practitioner Steve Richards will take you through the concept of scoring and how to utilize this feature to its full potential.  In this webinar you'll learn about: • Scoring Concepts – the Five Pillar Model • Categories & Criteria • Single or Multiple Scoring Profiles • Scoring for WSJF • Calculated Fields • Mapping scoring data from Requests to Projects Watch the exciting webinar now by clicking the link below Score to Win Webinar (planview.com)

Are you looking to transform your Project Management Office (PMO) into a strategic asset for your business? It’s time to evolve beyond traditional project management and become a Savvy PMO. Here’s how: Agility and Flexibility: Embrace organizational agility to adapt quickly to changes and align with business needs. Strategic Alignment: Focus on doing the right work that drives value, employing just enough governance to facilitate impactful execution. Data-Driven Insights: Become an advisor to the business, backed by insights from a central PPM tool, to prioritize projects that deliver the most business value1. Collaborative Approach: Support various work methodologies and empower project teams to innovate and deliver in alignment with strategy. By developing these competencies, your PMO can provide meaningful insights, manage performance, and drive business success. Ready to take the next step? Evolve into a multi-faceted strategic partner and set your course to become a Savvy PMO. Lea

 In today’s success story you will learn about how a medical services organization, Parkview Health, implemented structure and the right tools to establish effective Project Portfolio Management.   About the CompanyParkview Health is a nonprofit, community-based healthcare system based in Ft. Wayne, Indiana with 14,000 employees who service a population area of one million people. With more than 700 physicians and at least 2.5 million patient encounters per year in its 10 hospitals, Parkview Health is a fixture in the communities it serves.CHALLENGES :No processes in place for work intake, project prioritization, or resource allocation. Lack of visibility in the portfolio. Duplication of effort was rampant with multiple teams working on the same projects but creating different results.Good ideas were often lost, while projects that brought little value surged forward.SOLUTIONParkview Health knew they needed to take a different approach in order to gain control over and optimize its por

Did you know that you can configure recurring entries to automatically appear on future timesheets in PPM Pro? You can pin a timesheet entry so that it keeps the entry on all the timesheets after the one where pinning occurred. So now you don’t need to manually go and search projects and tasks every single time you enter the timesheets.Here is how it works. Step 1: For entering the time sheet entries go to timesheet from the side section and click on add new  Step 2: Select the project and add the all the time sheet details. Select the box for pinning the time sheet entry. Save the entry Step 3: Now while you are entering the timesheet on an upcoming week you can see the timesheet entry that has been pinned in the past.  

In the February PPM Pro product release webinar 3 new features were introduced.OData with R2D2  Multi currency in Reporting Warning for overallocation Watch the recording to learn more about these features and to get a quick demo. Follow Link: https://info.planview.com/gcc-PPM-Pro-Feb-24-release-webinar_prm_en_reg.htmlHas anyone of you tried the new features yet? Please comment to let us know what you think of them! 

Are you familiar with how PPM Pro’s ‘What If/PPA’ capabilities can help you make sure you are doing the right work at the right time? Watch this webinar recording to understand more about PPA and What if modules. In this webinar, our experienced practitioner Rob Gatch addresses some of the common challenges faced by many customers: Managing resource capacity vs. demand and understanding who is available to take on new work and when. Understanding what roles and/or skill sets to hire to fulfill stakeholder commitments. Ensuring that resources are working on the highest priority, most well aligned work items.The key takeaways from the webinar are: Prioritize your work for strategic alignment and best use of monetary and human resources.  Plan and replan your resources and work as priorities change.  Make sure your data is relevant and of high quality to allow for the best planning decision making.  Watch this exciting webinar now by clicking the link below. Watch the On-demand Webinar

Check out this upcoming PPM Pro Release Webinar where the PPM Pro product management team will describe and demo features and enhancements coming to PPM Pro and supporting platform capabilities, and answer questions during the Q&A portion of the event.Register for the webinar today!