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Portfolios

  • 152 Topics
  • 1 Reply
149 Topics
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Diane Ehleiter
asked in Ask the community
Clone or Copying a Project

Does anyone know if there is a way to clone a Portfolios Project of copy the project to save time with repetitive attribute population, creating a plan with requirements?

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D
M
Malone
asked in Ask the community
Project plan dates to not change

We are trying out managing project details in portfolio and project place.  One issue the PMs run into is that the dates seem to randomly change.  Is there a document that shows how dates are affected in the workplan.  Or the best settings to not have items affect others.  I know this may not be best practice but we need the team to understand why their plans change. 

211
Mario.munoz
Platinum Active Participant
partha.saha
Planview Falcons
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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J
Bronze Active Participant
Thbutler
Gold Product Expert
ThbutlerGold Product Expert
asked in Ask the community
Work Project Progression Defaults

Currently when we create a project the Progression Options for Allocations is set to “Respect Finish Dates”.  Based on the needs of our organization we have been setting this to “Expire Effort and Respect Finish Dates”.  Is there any way to make Expire Effort the “default” setting for when we create new work items?  Or do we have to remember to change it as part of our new project process? 

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pamela.sargent
Silver Community Mentor
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Bronze Active Participant
HappytoonBronze Active Participant
asked in Ask the community
How to show an associated strategy/outcome as a column in a work portfolio?

Hi, In Portfolio, we have the following associations: Work → Outcome → Strategy.I want to create a work portfolio that lists all the work associated with a particular strategy (same for outcome).Are there any ways to display the associated strategy (and outcome) in a work portfolio? Can I also use this column as a filter in the work portfolio definition?Please help and share your wisdom.Many thanksTony.

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S
A
Bronze Active Participant
AizaBronze Active Participant
asked in Ask the community
Pre-Planning Hours

At Moffitt we are trying to find out how other organization are tracking their time for Pre-project planning. We want to create a standard process for this type of work.

224
A
Bronze Active Participant
P
Bronze Active Participant
prasadnknvBronze Active Participant
asked in Ask the community
Planview Portfolio - (Adding dataset folder and Enabling Planview.me)

Hello fellow community members,I have 2 questions.I want to add a folder under “Dataset Management”.  I have Planview.me under planview admin. I am trying to enable it in sandbox, which is already enabled in prod. I would request anyone to assist or guide me in fixing the above 2 issuesAppreciate your response. 

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P
Bronze Active Participant
S
Scott Valentine
asked in Ask the community
Job Stream timeout error

Dear Community,We are having issues with Job Stream teking x25 longer than usual and timing out due to the following errors log in the log files.“Skipping Financial Plan. Reason = Error for field AltStructureKey: Execution Timeout Expired.  The timeout period elapsed prior to completion of the operation or the server is not responding. { Source Row='0';  }” Has anyone had this issue and know how to resolve? Kind regards

221
pamela.sargent
Silver Community Mentor
S
Scott Valentine
asked in Ask the community
Configure Screen, add component question

when configuring a new screen and selecting Add Component, the internal reference link an basic info are greyed out, why is this and what can I do to use them? 

181
pamela.sargent
Silver Community Mentor
J
jkaschke
asked in Ask the community
Planview Portfolios Performance Issues?

Hi - we have our servers in the UK and have noticed horrible performance using Planview Portfolios. Anyone else suffering?

846
erik
Planview Falcons
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Scott Valentine
asked in Ask the community
Editing the secondary navigation bar in Portfolios?

Hi All,  I’ve been requested by my users if the secondary Navigation bar in the work view can be edited or reordered?  At least change the order across the bar?

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M
Planview Falcons
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Bronze Active Participant
HappytoonBronze Active Participant
asked in Ask the community
Locking last month timesheets in Planview Portfolio?

Hi All, I am looking for you expertise - please help.We have weekly timesheet time periods. We submit and automatically approve our timesheet on Friday CoP or on the last day of the month. Progression runs automatically every Sunday night and at the end of month.Finance consolidates the timesheet actuals at the end of each month (extracting data from Planview).We want to lock timesheets so that they can no longer be disapproved/edited once the month is closed.We can disapprove/edit timesheets for the current and future months but not for last month.How can I do this in Portfolio please???How to you lock timesheet / cut off period etcI look forward to your help on this.Many thanks in advanceTony. 

622
H
Bronze Active Participant
M
Machaela Milburn
asked in Ask the community
Does anybody use the Backlog function within Portfolio Plan for waterfall projects?

I am wondering whether anybody uses this Backlog functionality within Portfolios for waterfall projects or is this mainly used for Agile projects?

221
M
Planview Falcons
P
paigecarlson
asked in Ask the community
Notifications for Time Approvers

Looking for way to Emil time approvers based on the who is reports to field to get a notification when their employees have timesheets that need approved

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M
Planview Falcons
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Silver Innovator
James BonfieldSilver Innovator
asked in Ask the community
Inter-project Dependencies

We’re starting to look again at managing dependencies using successor/predecessor relationships across projects/work items.  In the past we’ve avoided this due to the risk that a single change from a predecessor project could have a ripple effect across the entire portfolio, impacting everyone’s plans with no control or obvious ‘root’ cause.  However I’ve recently been led to believe that there are global parameters which can be set to restrict this ability to reprofile downstream plans as a result of a planning violation without a direct confirmation from the owning Plans PM if dependencies fall out of line, instead some kind of warning or notification is launched.  Has anyone used, this? If so I’d be keen to see some support material & any downside impacts that such a constraint may have on, for example, progressing engine processes, wider plan scheduling or CPM

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M
Planview Falcons
C
Bronze Innovator
cwilliverBronze Innovator
asked in Ask the community
Log item create date not showing on the Logbook view in portfolios

When I export Logbook items to Excel or view them in Work Portfolio Dashboard I can view the ‘create date’. However when I view my Logbook items from the view in Portfolios I can’t see the ‘create date’  or ‘last updated date’ and see no option to add these fields to the view.  It seems like a fundamental requirement to have this data displayed.  Is there something I’m missing? or is this functionality not available?

221
ihuskic
Planview Falcons
S
Gold Active Participant
SVarneyGold Active Participant
asked in Ask the community
How to make report created with MS Report Builder recognize active Work Portfolio

I have created a report using Report Builder, but when I add it to a tile for a Work Portfolio, it does not recognize the active Work portfolio (all work items are pulled instead of just work within the current Work portfolio).  Does anyone know how I would make my report recognize the Work portfolio?  How about if I want to run it for a single Work entity/item?  I suspect it is in the Report Builder parameters, but I’m not sure how to code it.  Thank you in advance. 

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S
Gold Active Participant
M
Machaela Milburn
asked in Ask the community
Can you stop resources assigned within Ms Project being automatically approved within Planview Portfolio upon upload?

If we assign named resources to tasks within Ms Project and then upload the schedule back into PlanView Portfolio, it automatically approves the resource to the tasks and bypasses the resource manager requirement to approve. If we assign a resource role this take the correct route of requiring resource manager intervention just not a named resource.Is there any configuration that we can implement that stops this happening?

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pawan.raju
Planview Falcons
pawan.rajuPlanview Falcons
published in Learn and Share
Portfolios Inner Circle: Strategic Planning for a Dynamic WorldNews

Join us for an exclusive Inner Circle session where we’ll introduce our early vision for Dynamic Planning — a faster, more flexible, and accessible approach to strategic planning for all teams.Why it matters:Traditional planning struggles in today’s fast-changing world. Dynamic Planning focuses on: Scenario-based planning for faster decision-making. Lightweight prioritization to adapt quickly. Better visibility into impacts and dependencies. You’ll get an inside look at new concepts, share your planning challenges, and help shape the next generation of best practices — no perfect inputs or full tool adoption required.Who should join: Portfolio leaders and strategists. Teams dealing with inconsistent processes. Anyone connecting strategy to execution. Ready to rethink what planning can be?Sign up today! https://info.planview.com/strategic-planning-for-a-dynamic-world-_user-group_prm_en_reg.html

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pawan.raju
Planview Falcons
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Silver Active Participant
Whit AnthonySilver Active Participant
asked in Ask the community
Viewing Resource Capacity for a Work Portfolio

I’m looking for a report or resource view to identify overallocated resources working on a collection (portfolio) of projects.  The Staffing view for a single project (work) is perfect.  It shows remaining capacity and includes work both on the selected project as well as any other projects where those resources are allocated.  I’m looking for the same view, except I want to select a work portfolio to identify the resources to review.  WRK29 - Resource Utilization sort of does this, but it is a bit cumbersome.  Does anyone know of another report or screen that I’m missing?  I know I can get there with a custom Power BI report, but I’m hoping that there may be a simpler option.

381
Mario.munoz
Platinum Active Participant
C
Bronze Innovator
cwilliverBronze Innovator
asked in Ask the community
Creating a point in time snapshot of Project Assessment in Portfolios

Wondering if anyone can advise a way to create point in time snapshots of Project Assessments screen. Not sure what the default name is for the configured screen as we have changed it and I don’t know the history. But we have project achievements and the various RAG indicators etc. (Project Status Report).  I know I can print to pdf or similar however wondering if there is a way to snapshot and keep the history in the Planview portfolios system.Any suggestions or tips on what others are doing would be appreciated.

441
pawan.raju
Planview Falcons
C
Bronze Innovator
cwilliverBronze Innovator
asked in Ask the community
How to add a CUSTOM field to the ODATA stream

Looking to add a CUSTOM long text data field to the ODATA feed that I can use on my Power BI portfolio dashboard.  I’d like to add it to the Project Dimension but I cannot get the SQL working correctly.  I have tried this, isNull((select s.description    from ip.structure s    where s.structure_code=pv.overall_stat_comm), 'Unassigned') as [Overall Status Assessment] and I have tried this,(select STRING_AGG(CONVERT(NVARCHAR(max),line_text), '') within group (order by isnull(line_number, 1) asc)from ip.long_textwhere key1 = 'overall_stat_comm' and key2 = pv.ppl_code) as [Overall Status Commentary]As you can see, i’m feeling around in the dark here so any assistance greatly appreciated.

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C
Bronze Innovator
K
Bronze Active Participant
Kirsten CBronze Active Participant
asked in Ask the community
How to View all Work Portfolios

I am the Admin for our organization and I have a need to see who created a work Portfolio.  How do I go about seeing that information.

678
K
Bronze Active Participant
C
Bronze Innovator
cwilliverBronze Innovator
asked in Ask the community
Logbook issue with Power BI Portfolio Dashboard

We’ve recently implemented Logbook and configured it with our PowerBI dashboard. For the Risk type log we mimicked the values for Response Strategy and Escalation Level in both Planview Admin and also in Portfolios. Problem: On the Risk Matrix report page in PowerBI (on the bottom Table visualisation), Escalation Level values are populating however Response Strategy is not.   Strangely, on the ‘risk by Response Strategy’ Funnel visualisation, the values are appearing correctly (see below). I appreciate suggestions or help in troubleshooting. (I’m a PowerBI beginner)

241
C
Bronze Innovator
J
Silver Innovator
James BonfieldSilver Innovator
asked in Ask the community
Administering Large Resource Pools - Roles & Rates

I’d be keen to hear from any Planview customers who have particularly complex Role hierarchies and Rate cards to understand how you cope with all of the day to day maintenance.We have around 10,000 resources, split across 350+ roles with a constant demand for more to be added. Associated with this is a need for more accurate cost recovery, so an ever-increasing number of rate cards which would potentially run at an individual level or using multiple attributes which Portfolios doesn’t appear to support. Combined with a constant churn or individuals between roles and timing impacts of when individuals can move roles without impacting their timesheets, this is becoming a challenge which will ultimately be unsustainable.With the benefit of hindsight I think it’s fair to say we may have structured our resources differently to limit/standardise the number of roles and that’s currently under review, but what I can’t understand is how we can address the Role and Rate management in a way that

554
pamela.sargent
Silver Community Mentor
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