Portfolios

We're excited to introduce our new Planview Portfolios Administrator Certification, designed to help you maximize your expertise and showcase your proficiency with Planview Portfolios.This comprehensive certification includes nine specialized courses covering essential administrative functions, followed by an exam to validate your knowledge. Upon successful completion, you'll receive a professional certification that can be shared on LinkedIn and other business networks.Key areas covered in the certification program include: User Management Workflows Reporting Financial Management Platform Capabilities and more! Whether you're looking to advance your career or validate your skills, this certification demonstrates your abilities to successfully manage your organization’s needs in Portfolios. Register today to be part of this exciting Labs launch! 

I’m having an issue where a few projects are experiencing an issue with progression jobs changing their flags at the project level as well as the task level. After progression jobs run on Sunday night the project is changed back to Do Not Progress: Yes, when it was previously set as No. This happens only on a few projects. It also happens to a subset of tasks on these projects, but not all. The task will change back to Do Not Progress: Yes, when it was previously set as No. Has anyone been able to determine what might be causing this change to occur?

The new quarterly Portfolios customer enhancement campaigns have launched. Please visit PlanviewIdeas, select the product line for your idea, and submit your enhancement ideas.  Ideas submitted will be reviewed for the March 2026 planning cycle. As always you can find more information at the Planview IdeaPlace Campaign Headquarters. Thanks!

Dear Community, Has anyone else noticed anything strange when it comes to allocation details? Last year, one of our users reported that their name appeared in an allocation they couldn’t have created, they had no access to the resource or the project. After some analysis, we found out that the user wasn’t even logged into the system that day!We immediately opened a case with Customer Care, but so far, despite many attempts to prove that the issue is not on our side, we still don’t have a resolution and the data has been unreliable for more than a year!We even built a dataset from the allocation table to check for discrepancies between the created_by, requested_by, and approved_by columns. It turns out that in the requested_by column, there are cases where a person without the proper profile somehow managed to create a request for an allocation. They simply don’t have the right grants or role feature to perform the action.Customer Care suggested this might be related to copying project

Hi Community, I have a question about best practices for planning and profiling requirements/assignments. PMs very often profile requirements in our projects. However, it sometimes happens that activities need to be extended. In such a situation, extending the activity by changing the Schedule Finish or directly extending the Duration causes the profiling set by the PM to be completely disrupted, as the system itself tries to adjust the data to the new end date. The PM would like it to remain as originally set and to be able to profile additional days/months manually. Is there any functionality that I am not aware of that allows this? 

Hi everyone,I am looking for guidance on the native options inside Planview for calculating: CPI (Cost Performance Index) SPI (Schedule Performance Index) We are using Earned Value management within Planview, and we already have access to: Earned Value (EV) – predefined attribute Planned Value (PV) Actual Costs to Date Before choosing an approach, I would like to understand:1. Which Planview features can be used to calculate CPI and SPI internally?For example: Calculated Attributes Subtotal Attributes Custom Fields Scripted Dialogs (accumulator-based) Any other built-in EV configuration options  2. Are EV, PV, and Actual Cost fields available for use in those features?Or are there structure/visibility restrictions that prevent them from appearing in calculated fields or scripted dialog operands? 3. If other customers have implemented CPI or SPI within Planview (not external BI tools), which approach worked best in practice? 4. Are there any limitations or prerequisites (e

Dear Community, I’m reaching out to see if anyone has come across a similar challenge. We’re using Logbook data in several Power BI dashboards now. We also manage data quality across project, resource and logbook data. For project and resource datasets, we’ve built weekly trending snapshots showing how data quality changes over the last four weeks.Where we're struggling is the Logbook. The Logbook Quality dashboard itself works fine but since we can’t build our own dataset for Logbook (different OData connection and no DB access), all quality logic had to be built directly in Power BI. That means we currently don’t have a straightforward way to capture historical quality snapshots for Logbook items.Has anyone found a way to handle historical Logbook data quality or built something similar? Even a workaround or recommended approach would be really helpful.Thanks, Michal 

can we set up timesheet submission reminder notifications to the users like every Thursday EOD? 

We’re reviewing our process for tracking project financials once a project is no longer active.  From a project manager’s perspective, how are other organizations capturing or reporting financial data (e.g., final costs, accruals, or ongoing expenses) after a project has been closed or set to inactive in Planview?

Can you share the draft as to what and how the Timesheet Approval or rejection email look like and sent to RM to approve or reject or Users to fill in or their timesheet got rejected 

I am trying to add new life cycle Model under Work. I can do that but It not including in existing lifecycle. Is here anything I am missing? I am creating Model with prefix a number (eg: 1.0, 2.0, 3.0 etc). Can someone help?

In a previous version of Planview Portfolios, we could open a Work entity and simply click the “expand” arrow beside the Work Breakdown Structure section in the Work Detail tile to see where the entity was located within the primary work structure:Work Detail Tile - Work Breakdown Structure section expandedIn the latest version of Planview Portfolios, I’m trying to find that same information while in Work View. When I asked my administrator, they suggested a workaround: navigate to Work > Show All Work, search for the specific work item, and then click the hierarchy icon to view the full WBS path.This method works, but it requires several extra steps compared to the previous version, where the information was readily accessible with a single click.Is there a more efficient way to view the WBS location of a work entity in the current version?

I recently finished updating a report that has a tile. A subscription that was set with the old report still goes out as the old report even though the tile had been updated with the new report. We had to go and remove all the subscriptions that were set prior to updating that report. 

Have you had recent problems with PowerBI reporting using Logbook data?We successfully launched Logbooks back in March for 3 ‘light touch’ areas (Lessons Learned, Actions and Decisions) as a test & learn exercise before we tackled a more challenging transition for Risks, Issues, etc.We successfully built a Lessons Learned PowerBI dashboard using the OData links to a specific Log type, splicing the data with the Strategy information to produce outputs for each of our strategic areas of focus, much to the delight of of our user community.Then on 8 September the PBI reports just stopped refreshing.  Nothing had changed on either the Logbooks side, the PBI side or any of the associated strategy data.This was reported immediately but 6 weeks later we are no closer to identifying what the issue is or why the.  Apparently there’s some failure to connect. New Auth tokens make no difference. Attempting simple connections to the raw data fail.This is just bizarre and I can’t believe it’s onl

We are having to pull the implementation of logbook back because users are complaining they are not tell what projects logs are associated.  We would have to add a field and manually type this in.  In the past the CRIs always list the name of the project they were associated with.  We can do Items with in a project but do to standard templates every project can have something with the same name. And pull anything by Portfolio is not doable. has anyone found any work arounds for these. Users love the idea of logbook but these are show stoppers.  . 

In the Roadmaps tool, any configuration changes I’m making is no longer saving.  Has anyone experienced this?

When a task is copied over and pasted in a WBS, the paste option window opens up and there are several fields that are already preselected. We would like to have these fields to come deselected so that users can pause long enough to assess what it is they are copying over. Has anybody received feedback from users like this?  We think it would be helpful if they could change the default settings so that the checkboxes are deselected by default, but we’d be interested in other users’ thoughts.  

We utilize requirements for future year forecasting and budgets.  We attach specific resource types to requirements.  I cannot find any “out of the box” reports that pull the Requirements Criteria in.  Does anyone know of any reports that can pull this information?  Thank You,

Howdy,Does anyone know what table the Line # (Line_num) attribute is in? I cannot find it under the Field_info table 

ContextAt the end of the Planning phase, Program Managers build the full program schedule (stages, tasks, durations, dependencies) and take a single Planning & Scheduling Baseline. Current guidance allows only one such baseline at that point.ProblemWhen scope changes after planning (e.g., an Amendment / +Change to the original MSA ), there is no mechanism in Planview to:take an additional Planning & Scheduling Baseline, and associate that new baseline to the specific amendment/SOW it supports.This prevents clear traceability between contractual changes and the schedule state that was agreed at that time.ImpactAudit & Traceability gaps: Cannot prove which baseline aligns to which amendment / SOW Baseline integrity risk: Teams could overwrite or avoid baselines, losing historical comparators Reporting limitations: Portfolio and PMO reports cannot roll-up baseline deltas by amendmentProposed Solution (High Level)Enable multiple Planning & Scheduling Baselines, each explici

In a configured screen you are able to create a component that is an Internal Reference Link.  We have this today as in Internal Reference Link to Risk & Issues.  We are migrating our Risks and Issues to Logbook, and would like to replace that Internal Reference Link to Logbook.  I did not see this choice being available.  Will this be an option in the future?  Thank you...

We are trying to limit which users can utilize which attributes within the portfolio definition. We have restricted the “View” and “Edit” features of the attribute, but all users can still see the attributes we are trying to restrict to a specific group. Is there anyway to lock down the access to these attributes on the portfolio definition screen?

Hello Portfolios Community,This might have been a change within the last week or so as I did not notice this for the September release notes recently. Previously when navigating to release notes we’d navigate to Customer Success Center > Documentation > Portfolios> Product Releases > New Feature Upgrade Guide and be presented with a grid. The grid would have 3 columns, the major section (i.e General Updates, Work, Resources), the sub-section (i.e FastTrack Analytics, Data Sources) and then the list of updates and the date (month YYYY) in which they released. Clicking on a sub-section would then take you to a separate page for that sub-section with all the headings for release items as well as additional details and screenshots (similar to how we currently see them with the monthly releases). Currently when we navigate to New Feature Upgrade Guide we have a dropdown list with the major sections as collapsible but no navigation to the secondary sub-section page. This is makin

Hello everyone,I want our PMs to click on a custom action and fill in a text field with any successes they have had that week.The field will then create a post that will be attached to the current object and also go into the news feed and will also have the topic #Success attached to it.I’ve got everything working except for adding the topic!Can anyone assist with this please?Thanks in advance