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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!

499

3 days 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

4 days 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?

224

5 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.

375

12 days 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

191

13 days 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?

384

17 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

17 days 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?

344

18 days 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

274

21 days ago

mserafinowskiGold Active Participant

asked in Learn and Share

Missing Timesheets

Hello Planview Community,I’m reaching out to see if anyone here is tracking missing timesheets in their cases, specifically focusing on the number of unreported hours that will not be recharged.Currently, we rely on two tables: time_planned and time_reported. However, we're encountering some limitations:time_planned only shows the scheduled effort values per assignment and time reporting periods as they were prior to each progressing cycle. time_reported doesn’t display records if a resource has never submitted a timesheet, meaning we’re unable to track missing timesheets until the resource logs at least one timesheet.This also impacts the RES12 report, which has the same limitation. We've already reported this as a bug and, after a lengthy process, it was acknowledged as an issue. However, there’s no clear timeline for when this will be resolved.Is anyone else in a similar situation, where they need to assess the financial impact of missing timesheets? If so, we’d be very interested i

210

21 days ago

dmilamBronze Active Participant

asked in Ask the community

Is there a way to change the Warning message that pops up when work status changes?

We have a user that was canceling a work item. A pop up warning appeared saying “Confirm update - work status to completed”. We assumed it would say “Confirm update - work status to canceled”. Can we change the warning message or is it working as designed or do we need to open a PV support case?attaching a screenshot

183

23 days ago

AgrantPlatinum Active Participant

asked in Ask the community

Updating Lifecycel Roles in Bulk?

Is there a way to Bulk update a project’s Lifecycle Role for a # of projects within Portfolios? Trying to see how we can do this on our own without having to have Planview do it through RAS hours.

372

23 days ago

pamela.sargentBronze Product Expert

posted in Learn and Share

Do you connect to Tabular Models via Excel?

I’m curious if other customers have shown any of their users how to connect to a Tabular Model via Excel. If so, do you ever need to know who is accessing the TM in this manner?We currently do this and in order to understand who may need additional communication when there is an outage, or something has changed I feel there should be some way of capturing who has access the TM. Before I do an enhancement request I thought I would see if others have had a similar need.Thanks,Pam

194

23 days ago

pawan.rajuPlanview Falcons

published in Learn and Share

OKR Health Panel: Your One-Stop Shop for Progress TrackingTutorial

Do you ever wonder how your team's Objectives and Key Results (OKRs) are tracking? Are you hitting those ambitious goals, or falling behind? Let's dive into the OKR health panel and other resources available in Planview.OKR Health Panel: Your One-Stop Shop for Progress TrackingThe OKR health panel within Planview Portfolios provides a clear picture of your OKR status. This comprehensive view includes:OKR Progress: See if your objectives and key results are on track, ahead of schedule, or need some attention. Key Results Updates: Keep a pulse on how often key results are updated. Track activity over the past week, month, or quarter to identify areas requiring focus. Activities for Key Results: Monitor progress at the activity level. View the number of activities associated with your key results and their current status (Not Started, Started, Finished).This detailed information empowers you to identify potential roadblocks and adjust your approach as needed to ensure you achieve your go

180

27 days ago

pamela.sargentBronze Product Expert

posted in Learn and Share

FYI: Planview's OOB stored procedure

In case anyone is not aware….Planview has an OOB stored procedure called ip.psp_user_del_settings. This stored procedure is called/ran when: In configure users, if you click on "remove" instead of "deactivate" then psp_user_delete will be called, which, in turn, calls psp_user_del_settings for the user to be removed. It will not be called if they merely "deactivate" the user, which is the recommended action when a user leaves the company.Note: As this stored procedure is currently written it will delete all tile reports that were last updated by the person who may be getting deleted. If this is a PV Admin who has published or updated a tile report then that means if they leave the company and either the Admin removing them chooses remove vs deactivate, or if your company uses web services and calls this stored procedure for any recurring clean-up, then you could lose a lot of tile reports. Planview is aware of the concern of this process as we have a currently active case with them.

151

28 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

1 month ago

pawan.rajuPlanview Falcons

published in Learn and Share

Setting Up OKRs in Planview PortfoliosTutorial

Ready to take your organization to the next level with OKRs? Let's dive into the design and set up process.1. Define Your Organizational GoalsBefore setting OKRs, clarify your organization's mission, vision, and strategic priorities. This will help you align your goals with the bigger picture.2. Identify Key Areas of FocusPinpoint the areas where you want to make a significant impact. These could be areas like product development, customer satisfaction, or revenue growth.3. Set Ambitious ObjectivesCreate inspiring goals that challenge your team and drive innovation. Remember, OKRs should be ambitious but achievable.4. Define Measurable Key ResultsFor each objective, set specific, measurable, achievable, relevant, and time-bound (SMART) key results. These will help you track progress and stay accountable.5. Cascade OKRsEnsure everyone is aligned by cascading OKRs down to different levels of your organization. This creates a clear hierarchy of goals.6. Establish a Review ProcessRegularly

280

1 month 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.

270

1 month ago

MGMullenSilver Innovator

asked in Ask the community

Managing Attributes Across Different BU Implementations

For customers of large groups where you have multiple configurations across different BUs I am wondering if you have any best practices to share around creating new attributes vs sharing attributes between BUs.We have a few BUs that we know we want to do reporting on across the BUs so we are requiring some standard shared data elements. But there are other BUs that are very much stand alone. We are wondering with new configurations being created, do we just have all the new attributes be specific to that BU’s implementation?Interested in any other customer is struggling with this issue.

121

1 month ago

pawan.rajuPlanview Falcons

published in Learn and Share

OKRs: Your Secret Weapon for Achieving SuccessTutorial

Tired of setting vague goals that never seem to materialize? It's time to discover the power of Objectives and Key Results (OKRs). This proven framework can help your organization achieve its most ambitious goals with laser-sharp focus and accountability.What are OKRs?Think of OKRs as your organization's personal GPS. They provide a clear roadmap to success by:Defining your destination: Objectives set the course for where you want to go. Providing mile markers: Key Results are the measurable steps you'll take to get there.Why use OKRs?Alignment: Everyone knows where they're headed and how their work contributes to the bigger picture. Focus: Prioritize what matters most and eliminate distractions. Accountability: Everyone is held responsible for their part in achieving the goals. Transparency: Progress is visible to everyone, fostering collaboration and motivation.How to write effective OKRs:Make objectives ambitious but achievable. Define key results that are SMART (Specific, Measurabl

280

1 month 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!

190

1 month ago

agnidipta31Planview Falcons

published in Learn and Share

Unify Your Workflow: Effortless Portfolio Integration for Maximum Efficiency

Your software toolchain may be complex, but your integrations don’t have to be.Teams thrive when they’re empowered to use the tools they know and prefer, but that often comes at the cost of time-consuming, manual data entry to keep everything aligned across the organization.With Planview Hub’s enhanced integration, those wasted hours are a thing of the past. You can now automatically sync data across Portfolios, and your entire toolchain—freeing your teams to focus on what really matters.Not only that, but you’ll see improved productivity thanks to:A tangible connection from planning strategy all the way to execution at the team level, so you can measure the impact of software delivery A future-proof organization supported by an integration solution that grows and expands along with your toolchain A Universal Connector that you can use to bring those in-house or industry-specific solutions into the fold Easier audits and traceability thanks to automatic synchronization at the requireme

110

1 month ago

partha.sahaPlanview Falcons

published in Learn and Share

What should I use for a Plan screen Column set?

When determining the right column set for the Plan screen when you are building a schedule you need to consider your process .You want to put the most commonly used structures first. When setting up your schedule you will need to use Schedule Start, Schedule Finish and Schedule duration. You will use these three the most in determining your schedule.Schedule Start is the start date for the remainder of the work, Schedule Duration is the remainder of the duration. If the task is complete the Schedule columns will be blank. I have added in Actual/Schedule Start , Actual/Schedule Finish and Duration at complete. These three fields will show you the information on a project that has been started. If the Task has been started the Actual Start will show if it has not the Schedule Start and Actual Schedule Start will be the same. These Fields cannot be edited.Duration at complete is calculated for the entire duration of a task. For a task that is not complete it is from the Actual Start t

402

1 month ago

Whit AnthonyBronze Active Participant

asked in Ask the community

Moving work within the Primary Work Structure

Hey, new to Portfolios administration here. Is it possible to move PPL level work within the Work Structure? With Resources, we can cut/paste a resource to a new branch. However, with work there doesn’t seem to be a cut or copy option to move an entire project to another branch in the structure.

274

1 month ago

MGMullenSilver Innovator

asked in Ask the community

Order of column set rows and column set assignment to a tile

I’ve been doing alot of configuring of tiles and creating some new column sets to go along with them. I am finding that sometimes the column set specified in the tile definition doesn’t end up be the one shown. Similarly, I find if I have a personal column set defined with a specified order of columns, if I change the order of columns directly in the view that the column set often will not go back to the original order of the columns in the column set as it was originally specified. I am wondering if this is a caching sort of issue? Has anyone experienced this and/or have advice about how to manage? Thanks!

333

2 months ago

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