Portfolios

I have a project in which an end user added resources into the Projects Rates tab only; not as an allocation in the plan and now wants to remove them.  As an Administrator I do not find a way to remove the resources.   Any help is greatly appreciated.

Are you utilizing skills in Portfolios to help identify skill gaps or overall proficiencies within a department or team?  At NASCO we have gone down the skills path once before and after loading all of the data it was never used. Now we have a department that is optimistic about it and we are starting to load data in the next couple of weeks, and now we are looking at reporting options.  They would like reports that show a harvey ball or pie/bar chart that identifies the proficiency within a team across select skills. Has anyone out there done this type of reporting?  Any aha moments or gotchas you could share? Thanks so much, Pam Sargent

In between true announcements, like upgrades and process/procedures, we try to keep things lighthearted in our announcement widget. One of my team members, Amanda Portzline, recently came up with the following to post in our announcement widget.  What are some ways that others are using the announcement widget? 🧩 Planview RiddleI help projects stay on track.I help leaders understand where effort is being spent.I show where capacity is being used.Yet many people don't think about me until Friday afternoon.What am I?👇Your timesheet! Don’t forget to submit at the end of the week!

I saw the new campaign in IdeaPlace for Portfolios, but did not read the detail (that it is for “Portfolios widgets in Planvew.Me”)  so I submitted two ideas for Portfolios (not PV.Me).  There are no delete options.  I started to open a case for it, but got a notice with ideas on how to resolve. This involved notifiying the moderator to ask them to delete them.  I cannot find the moderator any where.  When I click on the “Contact us” link, there is nothing there.   Does anyone know who the moderator is?  Is opening a ticket the best way to have my entries deleted?   Thank you,Sonia VarneyCommonwealth of Virginia (VITA), Planview Systems Administrator 

I am trying to determine a way track the financial costs and hours from multiple locations within a single project. Each location/project combination has a code associated with its financial system to associate with an account line item.  For instance, I may have Project A with Travel costs from Spain with account# ABCD and Travel Costs from India with account#1234.  I need to keep them distinct so that the accounting teams from the respective locations can upload and download their data into the same project without risk of overwriting each other.  I feel like I should be able to add a text field to the financial planning lines but can’t seem to figure out how.  It needs to be text and not an alternate structure as it will be different for every location/project combination.That is how I envision it.  If there is some other method or existing capability that I am missing, I am open to suggestions.  Thanks

Hi Open for the suggestion i want to create an Planview AI agent or AI chatbot for my organisation for daily or almost repetitive asks. For USers Daily or weekly announcements for timesheet filling and Timesheet approvals on Monday for RM’sDaily progression RunPowerBI Refreshetc…Rate card update(Rate update and start and end date update)Cost center update for contractors. 

Hello, In Portflios, is there a config setting for Logbook to automatically set the Risk issue to closed once transferred to an Issue? In Logbook, if the Risk is transferred, the status changes to Transferred, and appears as a duplicate. Even though it is not a duplicate the screen still shows two unnecessary entries.  In the native CRI entities, once we select transfer, there is an option to close the risk. Pretty simple. I have not found that for Logbook CRIs when transferring, Has anyone had success with this or can provide insight on your current processes related to transferring CRIs in Logbook? Thank you!

Users Struggling with Using Portfolios Plan Schedule Screen they are abandoning it and going back to MS ProjectDoes anyone have advice on how to tackle these issues?  🔴 Core Trust Problem (Executive Level)Users do not trust the schedule in Planview as a reliable source of truth Leadership cannot consistently determine: What is actually on track What has slipped What actions are needed 📅 Schedule Behavior / Date Movement Confusion Dates shift automatically with no clear explanation to users Users do not understand why dates moved Movement feels unpredictable Changing duration or dates can unintentionally break dependencies Users are unsure when they are impacting downstream tasks Requires manual rework → lowers confidence in the tool “Respect durations” behavior is not understood Users do not know: When it applies Why work shifts vs stays fixed Leads to inconsistent schedule outcomes across projects No clear indication when milestones are truly late vs still valid Hard

Need to see Project Schedule Finish date in Staffing ScreenWe can only see the Activity end date and we do not want to click into every project to know when it will be done

Is anyone else having issues with the Users Tile export file? In the past, it used to export as an html file in which I could open in excel, make changes and save it as an excel file. Now it exports as an excel file, takes forever to open then will give you the following error. I submitted a case for it. Hopefully it will get resolved soon.   

I’m curious whether other customers have run into this same limitation with timesheet cutoff dates.Today, when the cutoff date is reached, users lose visibility to past timesheets entirely. From what we’ve seen, the setting does not just prevent editing — it also prevents users from viewing their previously submitted timesheets.Our use case is that we would still like users to be able to view past timesheets in read-only mode after the cutoff date, while continuing to prevent any edits. Submitted timesheets are effectively permanent records, and users often need to reference them for historical review, reconciliation, or support questions.The current behavior creates some friction because:users cannot reference their own submitted timesheet history support questions increase when users need prior-period details the business need is usually to restrict edits, not visibilityHas anyone else run into this? If so:how are you handling it today? have you found any workaround that allows read-

How do you create a RAG Status that is compiling Baseline Effort vs Effort to date for example? Also in Planview.Me I cannot see custom columns. When will that be available? 

I would like to know what best we can serve to PM’s and RM’s and importantly to leadership using Planview.Me labs or in simple words can you suggest me the widgets, filters, and useful Dashboards to create. Also i am recently going to start the custom reporting to serve my business as per their needs.Like we face challenges getting calculated fields in Fastrack report hence need of custom report is needed where they can see the calculated field colums. Open for your response :)  

We expect that projects with "Respect Durations" setting on will push effort that is not tracked against to the future.BUT this doesn't seem to be working in the system - why?We a ticket several days ago to Customer Support asking WHY the "Progress Tasks and Allocations" has the “Respect Durations” option selected for projects BUT it is not moving the allocation end date forward, the effort is just piling up against the date. Is it because we aren't using requested start date? Do we need to import that date for every project? Separate issue: WHY are % utilization going over 300%? We have made that the max  

URGENT please - A basic requirement in Project Management from our project managers, effort and cost breakdown vs time? Using Portfolio Financial Plan, how can we see the roll-up cost at parent task levels…A typical WBS is as follows:ProjectWork stream 1     Cpy A        Task A.1        Task A.2    Cpy B       Task B1       Task B2Work stream 2     Cpy C        Task C1        Task C2    Cpy B       Task B1       Task B2The leaf level is Task.How can I see the rolled-up effort and cost per month in the financial plan for Work Stream and Cpy level?In the Financial plan/report, we would like to see (for labour cost and effort)                           Mth1          Mth2   ...Workstream 1     £55            £65    Cpy A              £30            £30        Task A.1      £10            £5        Task A.2      £20            £25    Cpy B              £25           £35       Task B1        £5             £20       Task B2        £20           £15 The Financial Plan only show the Effort and

I wanted to see whether other customers have run into the same limitation with column sets and dependent structures.In our environment, we use dependency logic across structures/attributes so that when a user selects one value, the next field is filtered appropriately. This works as expected in configured screens, where users are guided to valid combinations.However, we’ve found that the same dependency logic does not appear to be enforced when users edit those fields through a column set. Instead, users can see and select all available values, even if they would normally be filtered out on the screen.This creates a few challenges for us:users can select invalid combinations data entry behavior is inconsistent between screens and column views we may need to disable column editing entirely for those attributes, which reduces flexibility and makes updates less efficientFrom an admin perspective, it would be very helpful if column sets respected the same dependency behavior that already e

Hi Experts,I have a question around the “Apply Discounting” in Investment and Capacity Planning. When we create new scenario, there is the option of Apply Discounting and I can change it to say 50%. I want to plan a scenario, where I want to make it 50% of the demand cost and see if I can approve and thats why this modeling I need to perform.Can someone explain how this discounting works? I have a Financial SubTotals field (say Total Costs (WV)) with Apply Discounting enabled. 

Is it possible for admins to add Lifecycle Roles to Requests column sets (e.g., Exec Sponsor)?  It can be done for Work column sets, but I was told that it’s not available for Requests.

Microsoft Teams is a central part of our Technology Stack - how do we integrate it into the Planview Portfolios?We originally deployed ProjectPlace but it has been forsaken because Teams has the document storage, better chat functionality, recording of meetings etc.  

Currently, my team is experiencing Power BI refresh issues. I noticed it when we upgraded our sandbox to May 2026 release.Is anyone else experiencing this issue? 

Right now all meetings are in Microsoft Teams, Channel Chats, Individual Chats, documents are stored in Teams etc. How do other companies incorporate that Execution into the Planview Suite and their workflows? ​

Timesheet Auto Approval action for Resource Manager how can we set this up in Planview Portfolio based on the Managing group as we have multiple Managing Group.

Hi All, Do you know recent Deep Dive session is the same as Inner circle, or is Inner circle that has all different customers something different?

Does anyone have a good strategy for managing sandbox environments in a connected Planview setup?We’re interested in understanding how others use SB1, SB2, and SB3 for configuration, testing, training, and release validation before promoting changes into Production.If you have a process that works well, I’d especially love to hear: how you manage promotion and governance across environments how you handle sandbox refreshes, validation, and ownership how you think about cross-product or multi-database considerations any lessons learned from operating in a more controlled or highly governed environment Any examples or best practices would be greatly appreciated.

In PV Portfolios, for each of the RAG indicators displayed in the WRK14 report (wbs721 through to wbs726) I have updated the attribute’s Definition and the Display Name however the new name is not reflected when the report is generated.  What have I missed?