Portfolios

Our resources are located all over the world and as a Project / Program Manager we need to be able to see in Portfolios when the resource and project calendars misalign.  We are looking to create an alert or flag to notify them when there is such a discrepancy that requires their intervention.   When searching CSC, I have not been able to locate articles or suggestions on how we can supply them with that without using “AdaptiveWork” which is not in the budget. 

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?

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

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

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,

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

Hello everyone,I'm looking for some technical documentation regarding the connection between Planview Portfolios and the Power BI Server when creating a Power BI Premium tile. I've checked the Planview Trust Center, but unfortunately, I haven't found any references to Power BI there.Does anyone know where I can find documentation that explains how this integration works under the hood? Any help would be greatly appreciated.Thanks in advance,Anna 

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...

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? 

Question:We have a custom field called Initiative Type with multiple options. One of the options is Minor Budget Request (MBR).When a user selects MBR under Initiative Type, we would like the Project Sub Type field to display only two specific options: Business Planning and Out of Cycle Initiative.If the user selects any other Initiative Type, the Project Sub Type field should display the usual/default set of options.Has anyone configured this kind of conditional dependency between fields in Planview? If so, what is the best way to achieve it?

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.  

Can you setup a field (or attribute) for URL’s / Hyperlinks (while viewing Work Portfolios) which link to individual JIRA Epics?  Thanks!

I have a number of tiles set up for specific individuals and/or roles.  For ease. I’d like to link to them directly, from Planview.Me.  IK can’t find any way to get the direct URL, and the browser URL does not change based on the tile selected.  Is there a way to do this?  Thank you.

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.  . 

The data point of Remaining Planned, on the timesheet, has been a big topic here at NASCO this year. There was an issue with it that was introduced in the December release and since then a few fixes with one or two modifications. I’m curious how other Planview customers expect this data point to work as I’d like to get additional perspectives to help broaden our thought process. I know we can get used to the way things used to work, but I still want to ensure it is something our end users can easily understand.My expectations would be:Remaining Planned in timesheets that are integrated should not change and should reflect what the remaining effort looked like at the time the timesheet was submitted. This helps with researching also. Today this data point changes and always matches what is on the current active timesheet. Remaining Planned would reflect the total overage ((total actual + un-progressed time) - approved effort) thus if over the last 3 weeks the resource continues to trac

We noticed this month our timesheets now default to the beginning of the month. Even if it has been signed and approved. I tested in one of our sandbox where we have the cutoff set for May 31st and the timesheets default to the beginning of June. Anyone else seeing this?

Hi All,Have anyone faced this issue? In one of the customer instance, the analyze tile does not do anything. I am an Admin and have use reporting/analytics permissions etc. I even tried with out any filters/formatting. Once I click Finish nothing happens. ThanksSakthi,.

Hi All,    Has anyone had any luck or experience developing a Mass Upload/Update tool on their own to interact with Portfolio’s open API’s? I heard someone mentioned in another forum that they knew of a few companies that got this to work. I know Planview utlizes a tool themselves to update attributes in Mass from an excel sheet (or at least it’s prepped in a custom excel sheet). It would really help out with support if we were able to make these changes to any attribute, structure, resource information.  Just curious if anyone had any luck incolving any of this.

Anyone else having issues after the July Release?  Our user base cannot view the entire Work Details screen. Our screen is configured to use Smart logic - Sections of the screen are visible based on work classification type. Our end users are not able to see sections based on work classifications, only the top section which is open to all. Strangely, admins cannot see this issue, which makes it difficult to troubleshoot. 

Our company was on the early release and trials for CoPilot with Portfolios.We asked our users for feedback on how AI could add value to our Planview Portfolios ecosystemOne of our users had the suggestion to use AI to auto test new releases. AI could analyse our database to understand our config and our user journeys so as then to learn what outcomes were expected from each user journey AI could then repeat these journeys in our sandbox on new releases and confirm which “user journey outcomes” were the same as before and “which were different”AI testing of upgrades would save Planview and the Clients much time - resulting in more clients being able to take on more regular upgrades and avoiding customer service impact for client and Planview in addressing bugs in our Production database.QsIs this idea feasible for Planview to trial - is Gen AI capable of this yet ? Do other customers like this idea Can we forsee any issues or risks with this approach I look forward to a good discussion

Hello,Do you know if it is possible to update the username for lifecycle roles using the REST API?I am able to update the lifecycle administrator with the following JSON:{"lifecycleAdminUser": {              "userName": "jsmith",        "isPrimary": true      }} However, I encounter issues when attempting to update other lifecycle roles. For example:{"LC_ROLE9065": {              "userName": "jsmith",        "isPrimary": true      }}I get this error:{  "meta": {    "errors": [      {        "code": 1012,        "codeDesc": "DeserializationFailed",        "message": "An error occurred while attempting to deserialize the request, Project Manager, {\r\n  \"userName\": \"jsmith\",\r\n  \"isPrimary\": true\r\n}"      }    ]  }}Any guidance you could provide would be greatly appreciated.Thank you!

I was advised via Planview case #00913891 to raise this enhancement request as it is currently a limitation that users can not change the Prices and Rates window layout. As shown in the screenshot, we want to keep only Billing Rates Regular Hour in this window and remove everything else as we don’t use them.I was told that it is not currently supported to change this layout through the profile section out of the box or via CSS. 

We are finding that when a person is allocated to a project, and that allocation completes the system (progression) is not always removing that project from the resources timesheet.  Is there some specific logic that progression uses that creates an exception to removing the proeject from “Select Work”?Unfortunately, we have found that in these cases - the resource allocation appears the person should not be time writing to the preject, but the system continue to allow the time writing.  Note this will show as negative on the person’s timesheet, but does not prevent time writing.Thanks,Joe

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

Hi Experts,I know how we can access the different financial versions and values present in them. I am interested in reading the Financial Subtotals value. I understand that they are virtual columns. Is there a way we can access through SQL Query?This is for Planview portfolios. ThanksSakthi.