Events
Groups

Planview Connect - Live and In Person!

(Wed, 23 Apr, 1:00 pm)

Home
Forum Overview
Portfolios

Portfolios

98 Topics

Most replies

Most views

Newest first

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

280

4 months ago

SVarneyBronze Active Participant

asked in Ask the community

WRK14 Forecast to Complete calculation

We have added a Financial version called Actual Project Spend, where we are reporting "actuals" on projects, rather than using the Forecast Period date and letting Planview calculate the forecast / actuals based on that date. No forecast costs are entered in the Actual Project Spend version. We are creating a custom version of the WRK14 report and our use of the Actual Project Spend version (FM: Working Version used when generating the report) is causing the Forecast to Complete (and thus, the Forecast at Complete) to not calculate correctly. I don't see a way to remove these columns from this report. Is there a way we can change how they are calculated (or remove the columns completely) in the Financial Summary section of this report?

284

4 days ago

Craig Hedison

asked in Ask the community

Custom PowerPoint Template

Hi All,We like to create a report that can be downloaded into a PPT. However, instead of the standard blank PPT in Portfolios, we would like use a custom PPT template (company wide standard template).Does anyone know if this is possible?Thanks,Craig

171

15 days ago

clara_ia

asked in Ask the community

New actual expenditure - Invoice number

Hello,When entering new expenditures in the project plans, our users are required to enter the invoice number and the supplier. However, it happens that two different suppliers issue invoices with the same number, and we are therefore blocked by the tool, which does not accept two expenses with the same invoice number. How do you manage this situation?We are also considering the possibility of adding a prefix to the invoice number, but as the field is limited to 20 characters, we are hesitant to choose this solution.Thank you for your help!

211

16 days ago

santoalgeri

asked in Ask the community

Disappearing dependencies

Just wondering if anyone else is having an issue of predecessors being deleted when moving a task in Portfolios? Just moving or cut/past of task to any other location and the the link is gone.

321

16 days ago

Lucia Sanchez

asked in Ask the community

Inquiry about PV Portfolios Integration with AgilePlace

Hello,I am trying to integrate PV Portfolios with AgilePlace, specifically from a Project Container to a Work Item in AgilePlace, but I am unable to create the integration since AgilePlace does not have Project Containers. Could anyone let me know if it is possible to achieve this integration in some other way?Thank you in advance.

101

16 days ago

LaurentBronze Active Participant

asked in Ask the community

REST API filters - Any documentation?

Hello,We’re beginning our journey using Portfolios’ Rest API.While pretty straightforward in its use, there is one undocumented option that we are struggling with.Using the Work endpoint API, the /public-api/v1/work query has a ‘filters’ parameter that does not have more extended syntax documentation than what we found on the Success Center The single provided example for a work item (that is, a task below PPM) is: project.Id .eq 1906This is a little odd because when looking at the project data type, there is no Id attribute, instead we’d usually use projet.structureCode or project.shortNameWe tried applying a similar filter on those attributes but always got a HTTP 400 Bad Request response. Is someone aware of a more detailed documentation on the API system used by Portfolios that would describe the filter syntax used here? Or is there a specific Portfolios API documentation available somewhere (maybe from the inner circle group)? Thanks in advance and have a nice end of week.

712

16 days ago

pamela.sargentGold Product Expert

posted in Feedback and Ideas

Encourage all Portfolios users to review enhancement requests in IdeaPlace

I’m sure most people are aware of the enhancement request campaign in IdeaPlace for Portfolios. Curious how often do most go out and review what has been submitted or recently updated? There are a lot of great ideas out there, but in order to get them pushed up the Product team’s priority list we need to ensure we are voting on ones we feel are important to how our companies use the tool. I, personally, review the list at least twice a month so I can be sure to know what others are asking for to help push the votes of on the ones I feel are most beneficial to how we use the tool. Link to the campaign: https://e1.spigit.com/e1prmcontinuous/Page/ViewIdeas When I review the list I tend to sort it by “Modified” so I can see the ones that have been updated recently. Sometimes I’ll also switch my sort over to “Posted” to ensure I see any recently posted ones as well. This helps if older ones have had recent updates, which push the newly posted ones down the list.What are some of your best

301

17 days ago

alejandro0807Planview Partner

asked in Ask the community

Mass upload of users to Portfolios using UI Path

Good Afternoon:When using development to massively load UI PATH users in the Ecopetrol Production environment, an error is occurring since it is not connecting to the browser as shown below: The instructions indicated directly on the portal https://success.planview.com/Planview_Portfolios/Fundamentals/Robotic_Process_Automation_(RPA)_Robot are followed, however it is not possible for the loading to be executed which can significantly optimize times. . user creation.

411

17 days ago

Himani

posted in Ask the community

How is my project tracking against plan? (Actual $$ vs. Fcst/Budget etc.)

I wanted to understand how this project tracking works against planning/plan. Actual vs forecast/budget etc

211

24 days ago

margotrogersBronze Active Participant

posted in Ask the community

Would like to hear from Planview Customers who are currently tracking their AI Governance in Planview

Would like to hear from Planview Customers who are currently tracking their AI Governance in Planview? Are you using Portfolios only or ProjectPlace as well (need document storage) How do you make a workflow that is auditable? Best Practices Auditability is key

24 days ago

Mario.munozSilver Active Participant

asked in Ask the community

mobile acces

We were in the process of testing mobile access to portfolios in our sandbox environment. After the update last night, the option is gone to enable it and we can no longer access it. Does anyone know what happened to it? I looked through the October release slides and did not see any information about it.

599

26 days ago

MGMullenGold Innovator

asked in Ask the community

What best practice recommendations for archiving Work in Portfolios?

We were recently asked what are archiving process was and we were not sure why/when archiving makes sense? Does anyone have suggestions about what archiving criteria should be for projects and what the frequency should be?

553

26 days ago

mserafinowskiGold Active Participant

asked in Ask the community

Email Notifications

We have email notifications enabled in Planview, but currently only for timesheet users. This is because the overdue timesheet notification is also sent to people who aren’t timesheet users but have a resource associated with their account.We’d like to enable other notifications as well, but unfortunately, Planview once again proves to have very limited options in this area, as notifications cannot be configured based on roles.One workaround we’ve considered is setting up automatic timesheets for users who are not timesheet users but have a resource assigned to them. However, this feels like yet another awkward workaround.We’re curious if anyone has a better idea or uses custom notifications (if those even make sense in this context). Any advice or shared experiences would be appreciated!

538

29 days ago

Jacob LemosBronze Active Participant

asked in Ask the community

How to get Planview.Me and Planview Admin enabled?

We update our test environment to version May 2024 so we could start testing out Planview.Me & Planview Admin. I looked in the success center on how to enable it but can’t find anything. I also tried logging into https://id.planview.com but I am having no luck by resetting my password or using my credentials. Do I need to create a new ticket so this can be enabled? I am just curious if anyone else has had this issue.

1468

29 days ago

bkrutiyPlatinum Top Contributor

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

110

1 month ago

MGMullenGold Innovator

asked in Ask the community

Grouping Projects by an Attibute

We have had a few requests lately where a leader wants to see all the projects of a certain criteria - for example: every project using Artificial Intelligence or every project with compliance components. These projects could be across the whole enterprise. So far, we have been creating a new attribute on the project to enable this grouping via a portfolio. We are wondering if there is any other way to do this? The concern is that we will end up with quite a list of these types of attributes at the rate we are going. Thanks

193

1 month ago

MGMullenGold Innovator

asked in Ask the community

No Access Message

After getting an insufficient response through Customer Case, I thought I’d ask here. When someone tries the PV link and doesn’t have access, the error received says:“To request access to Planview, Please log a Help Desk incident. In the incident description, please include the following words: Please task this incident to the Planview support team. Your request will be forwarded to your manager and the Planview Administrator for approval.” I am wondering if this is the message all customers have displayed when access hasn’t been created yet? This message doesn’t really apply to our processes so would like to change it but were told it is not possible to change. This doesn’t make sense.Thanks .

266

1 month ago

mserafinowskiGold Active Participant

asked in Ask the community

RES12 - Pending Timesheetets

Hello everyone,Has anyone else noticed that the RES12 - Pending Timesheets report doesn’t display missing timesheets if a resource has never submitted a single timesheet?I’d love to hear if anyone has found alternative solutions (aside from using the "Resources Never Submitted Timesheets" tile). While that tile technically helps, it adds extra work and limits our use of the out-of-the-box report, which ideally should include this data.Has anyone else been forced to use a custom solution instead of the FastTrack report because of this issue? Would really appreciate any insights or workarounds that have worked for you!

619

1 month 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

270

1 month ago

ThbutlerBronze Product Expert

asked in Ask the community

Disabling CRIs

We are currently evaluating Logbook, and a question came up from one of our managers. Once Logbook goes live, is there a way to disable the current CRI module? Or do we have to remove permissions and disable tiles/reports?

354

1 month ago

RobinB

asked in Ask the community

Stage Gates

Our Governance team is looking to update to a more “gated” process. We have seen some information on the Success Center regarding Stage Gates in Portfolios and I see that there is a Gated Work Dashboard available however I do not see a lot of information on configuring Portfolios to support this type of configuration. I am curious if others are using stage gates and how you have set it up, if you have any documentation you can direct me to, etc. We have used phases as sort of “gates” in the past and can go with that option again, but if there is a better way, or a specific way of doing it in Planview we would like to pursue/understand that as well.Thanks!Robin

231

1 month ago

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?

424

1 month ago

rafal.likitarczukBronze Active Participant

asked in Ask the community

Exposing Outcomes structure from Portfolios to be used in AgilePlace

I'm trying to use AgilePlace to visualize lifecycle flow of digital products (applications) stored in Outcomes structure in Planview Portfolios. My idea was to use Portfolios connector in Planview Hub, however this connector doesn't support Outcomes. Do you know if Outcomes structure elements can be exposed from Portfolios in any way to synchronize Outcomes from Portfolios with cards in AgilePlace?

404

1 month ago

MusungaK

asked in Ask the community

JIRA and Portfolio integration

hello;Are we able to integrate directly between JIRA and Portfolios in a bidirectional manner? Has anyone established this connection and did you connect at the JIRA story or Feature level? Thanks

344

1 month ago

Page 1 / 4

Badge winners

swalter1has earned the badge Active Participant
Limorihas earned the badge Product expert
Matt Bureshas earned the badge Active Participant
Tammy B.has earned the badge Active Participant
Mario.munozhas earned the badge Top Contributor

Show all badges

Planview Customer Community

Already have an account? Login

Login with SSO

Username *

E-mail address *

Password *

I accept the terms & conditions

loginBox.register.email_repeat

Planview Customer Community

No account yet? Create an account

Login with SSO

Username or Email

Password

Remember me

Forgot password?

Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.

Enter your e-mail address

Back to overview

Scanning file for viruses.

Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.

This file cannot be downloaded

Sorry, our virus scanner detected that this file isn't safe to download.

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

Planview has appointed a Data Privacy Officer (DPO) to be responsible for overseeing our Privacy Management Program and related privacy compliance measures. DPO can be contacted at privacy@planview.com