Skip to main content

Portfolios

  • 144 Topics
  • 0 Replies
142 Topics
J
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

202
J
Silver Innovator
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

101
pawan.raju
Planview Falcons
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?

91
pawan.raju
Planview Falcons
P
prasadnknv
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. 

120
P
S
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?

121
pamela.sargent
Silver Community Mentor
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?

151
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. 

527
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?

100
M
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

70
pawan.raju
Planview Falcons
W
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.

251
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.

401
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.

10610
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.

608
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)

211
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

484
pamela.sargent
Silver Community Mentor
pamela.sargent
Silver Community Mentor
pamela.sargentSilver Community Mentor
asked in Ask the community
Autogenerated PVMaster password

This is more directed specifically at Planview but good awareness for other customers as well. When utilizing SOAPUI calls there are some characters that cannot be passed. It is our understanding that per Planview's security rules that PVMaster password can no longer be something the customer identifies but instead an autogenerated password that Planview creates and then advises the customer on what that password is. When using this new password within SOAPUI calls it has to be wrapped in CDATA tag because of the characters needing to be passed.  Why would an autogenerated password be created that violates character rules?  Ideally this would exclude some characters so this additional step is not needed.I thought about adding this as an enhancement request but my assumption is that the number of participants within that campaign that understand this technical component would never allow it to reach the required number of votes to be reviewed further.  If that assumption is wrong and th

212
pamela.sargent
Silver Community Mentor
E
Bronze Active Participant
EnzeBronze Active Participant
asked in Ask the community
How to create a link to specific Work IDs, etc.

I am quite new to PV and I wonder what URL parameters are available in Planview. Explicitly I tried to create a link based on a Work ID. Unfortunately, it seems that only the Project Code (sc=12345) is used in the URLs. For the end-user, only the Work ID is know and available in our overviews. This makes it difficult to create direct links for example in automatically created reminder mails. Is there any documentation which parameters are available? As it might be a customized thing, I already asked my admin but he isn’t aware...maybe I asked the wrong question?Any hint is appreciated:) Thanks in advance.Example:xxxx.aspx?pt=PROJECT&sname=$Plan&sc=12345&mdl=1&ver=1#tab-STRATEGIES

743
J
J
Bronze Active Participant
JWilliams24Bronze Active Participant
asked in Ask the community
Turning off Timesheets for Active Resources

Hello All, We have a use case where a select number of users need to be able to be accounted for in capacity but we do not want them to have to do timesheets.  We want to know they exist and are available for work but not have to enter in timesheet with 00s on them or have to deal with the timesheet alerts.  The only way we have found to turn off timesheet is enter an end date, which then causes issues because we can not see them in reports as active - since they are “ended” Any thoughts or suggestions? Any one else have a similar use case 

687
L
Gold Active Participant
C
Bronze Innovator
cwilliverBronze Innovator
asked in Ask the community
Unable to update legacy configured screens

I currently have my CRI details (Risk Details, Issue Details, Change Details) configures screens all with the ‘Legacy Screen’ tick next to them. I understood that when I open these in Design mode that I should be prompted to upgraded them.  This isn’t the case and I’m not able find any info on how to trigger the upgrade of these configured screens.Any help appreciated

331
M
Planview Falcons
H
Bronze Active Participant
HaydnBronze Active Participant
asked in Ask the community
Update request to Database Schema: Planning_Entity

Hi Planview,Please can you update the data relating to ip.planning_entity as code27 marked as ‘depricated’. I have been informed this is not the case. Can you also add this back into the table, I have included the link below, thanks in advnace.https://success.planview.com/Planview_Portfolios/Analytics_and_Reporting/Database_Schema_Guide/055_Table_Descriptions_5#:~:text=Percentage%20share-,PLANNING_ENTITY,-This%20table%20containsRegards,Haydn

451
pawan.raju
Planview Falcons
mserafinowski
Platinum Active Participant
mserafinowskiPlatinum Active Participant
asked in Ask the community
Cbs1 - Insert Under

Dear Community Group,Due to changes in CBS1, we had to add a new layer. That's where the trouble began - we needed to modify the association of financial elements with CBS1. After quite the adventure, we successfully made the changes. Neither we nor CustomerCare can see any elements that still have financial data and running queries returns no results.However, when trying to use the Insert/Paste Under function, we get the following error:"Insert/Paste Under not allowed because Structure is used by financial planning."Has anyone encountered a similar issue? Financial data has been cleared, and all checks come back empty. If anyone has faced this and found a solution, we'd really appreciate your insights!CustomerCare hasn’t been very helpful beyond referring us to consulting, which, according to them, uses the same verification tools they do.Thanks in advance!Michal 

331
mserafinowski
Platinum Active Participant
W
Bronze Active Participant
wingor2Bronze Active Participant
asked in Ask the community
Controlling Adjustments to Already Submitted Time Sheets

We have a unique actual time billing process that requires us to pull actual time data from Planview Portfolios before the end of the month for some, but not all of our groups reporting time.  This is typically in the last week of the month.   We attempt to use the Cutoff Date to limit user’s ability to disapprove and edit timesheets that have already been billed.  Other groups however,  do not bill and would prefer to apply a different cutoff date,  typically further in the past.  We don’t see a way to adjust cutoff dates by Providing Org, Resource Node, or some other Resource Attribute.   Curious if anyone has a similar Use Case and/or ideas to solution this scenario.  

552
M
Planview Falcons
M
Platinum Innovator
MGMullenPlatinum Innovator
asked in Ask the community
What Roles Used for View Only Access in Portfolios

I am curious what other customer do to provide read/view only access in Portfolios.   We have two types of roles but neither is quite right.   We go between the Team member role but that roles doesn’t allow access to Strategy and Programs or a Requestor role but this role doesn’t allow the user to create/maintain portfolios.    We would love to use the Requestor license more but are worried about the administration of the portfolios that is needed to support this type of role.     Any thoughts appreciated.

1084
M
Platinum Innovator
J
Bronze Active Participant
Josh_AFGBronze Active Participant
asked in Ask the community
View of Costs - actuals and forecast

Hello.  My use case is that a) I need a means to pull financials (rates) being forecast for individual resources by activity / project.  I know I can leverage RES24 which you can total up costs and list the rate associated with resource (by activity / project) but the monthly view appears to only allow views for hours, days, and FTE.  I’d like to quickly see costs.   To that end, my second (and most important) use case is that on top of that I would also like to include actuals for months prior in the year.  Again, RES24 can do this but the actuals appear on another line on the report versus the same line which lists the work, prior hours, and future allocated hours.  Any way around all of this or perhaps a different report?  Thank you!!

312
J
Bronze Active Participant
nguyenh
nguyenh
asked in Ask the community
Restricting User Permissions for Task’s Planned Expenditure

Hi all,Has anyone successfully restricted users to only Add and Modify the Task’s Planned Expenditure without allowing them to Delete? We aim to enhance our security in this area, as deletions are impacting other integrated systems.Any insights would be greatly appreciated.Thank you!

111
Thbutler
Silver Product Expert
How to Earn Points and Badges

Badge winners

Show all badges
Terms of UseCookie settings
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