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Portfolios

  • 178 Topics
  • 10 Replies
178 Topics
H
Bronze Active Participant
HappytoonBronze Active Participant
asked in Ask the community
How to show an associated strategy/outcome as a column in a work portfolio?

Hi, In Portfolio, we have the following associations: Work → Outcome → Strategy.I want to create a work portfolio that lists all the work associated with a particular strategy (same for outcome).Are there any ways to display the associated strategy (and outcome) in a work portfolio? Can I also use this column as a filter in the work portfolio definition?Please help and share your wisdom.Many thanksTony.

524
H
Bronze Active Participant
J
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?

1207
M
B
Bronze Active Participant
Bruce PorterBronze Active Participant
posted in Ask the community
Pv Clients with multiple Pv Products and multiple Client Product Owners

Hello everyoneThis is my first post in the Pv Community - so all guidance is very welcomeAs a client, we use 4 Planview Products for separate and unconnected Business departments in our client company.  Each product has a client product owner and unique set of stakeholders - all unconnected. There are only two topics in common between the products and product owners  1. The vendor (Planview)  2. The nature of the tool and stakeholders (involved in change management, with the product owner in a PMO type role). As a company we have evolved organically to this position and are now exploring if and how we can manage the products collectively, interface into the vendor (Planview) centrally and where the vendor and client may be able to add value through central oversight and management of 4 products and 4 separate support models/contracts. First question then is whether other clients have a similar experience to ours and if so, the second question is around if/how you have established some

391
partha.saha
Planview Falcons
J
Planview Partner
Jhon BorreroPlanview Partner
asked in Ask the community
shows actual/forecast subtotals

Hello, good afternoon, could you inform me what use or utility to see the current/forecast subtotals in the financial plan.We really don't know what information we need to have recorded financially for the financial plan to display totals with this option. 

421
partha.saha
Planview Falcons
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.

1034
M
Planview Falcons
L
Bronze Active Participant
Louise Goodsir
asked in Ask the community
How to capture Portfolio Level stand alone risks

Hi I’m interested in how users of the legacy CRI functionality are capturing their portfolio level risks, that are not connected to programmes or projects? We have a requirement to capture Portfolio level risks, which could be stand alone risks to the portfolio, and escalated risks from programmes and projects. Currently we're only using the legacy CRI functionality and keep portfolio level risks in an excel outside of Planview, which means that we need to manually collate the full portfolio risks.We’ve considered having a project entity that represents the portfolio, to allow us to capture risks but this doesn’t feel like a good long term solution. Has anyone else achieved this in Planview Portfolios? Many thanks

241
M
Planview Falcons
sakthi.ganesh
Gold Active Participant
sakthi.ganeshGold Active Participant
asked in Ask the community
Calculated Attribute using Date Fields

We have a requirement to do some calculation based on the date fields and set an attribute. How to achieve this in Portfolios?

293
pamela.sargent
Gold Community Mentor
J
Bronze Innovator
JWilliams24Bronze Innovator
asked in Ask the community
Logbook Assignee

What drives the assignee field in Logbook. Some people show up and some do not. I can not figure out where the list of people is coming from. 

212
pamela.sargent
Gold Community Mentor
pamela.sargent
Gold Community Mentor
pamela.sargentGold Community Mentor
asked in Ask the community
Making users aware of their PV License

We want to educate our users as to what license they have.  This would be value add when one person is trying to delegate permissions to another.  If the delegatee can see they have a Team Member (or Time Reporter Only) license they could then identify that they will not be able to perform RM or PM tasks...or we would educate them that they need to look at that first when trying to cross train. Just curious if anyone else has found a need/desire to inform their individual users of the license they have and how you may have done that.  Thanks,PamNASCO

371
mserafinowski
Silver Top Contributor
sakthi.ganesh
Gold Active Participant
sakthi.ganeshGold Active Participant
asked in Ask the community
Getting this error while creating dataset.

Has anyone faced this issue?

372
sakthi.ganesh
Gold Active Participant
S
swka
asked in Ask the community
Renaming Tabs in Main Project Menu for User Clarity

Hello Community,Our organization is currently undergoing a significant update and “cleanup” of Portfolio screens. Our goal is to shift towards primarily using tabs in the main project menu rather than on-screen anchored buttons for better navigation. This approach works well for most of our screens.However, we've hit a roadblock when trying to anchor the organization-specific screens. Due to the large number of these additional screens, administrators use either specific internal designations or very long descriptive names to differentiate them more easily. Unfortunately, these detailed names are not necessary for end-users and can make the main menu tabs look cluttered and confusing.The current system doesn't allow us to rename tabs in the same way we can rename on-screen anchored buttons. Has anyone else encountered a similar problem? If so, have you found any workarounds to display user-friendly names on the main menu while retaining the detailed internal names for administration? A

361
pawan.raju
Planview Falcons
J
Bronze Innovator
JWilliams24Bronze Innovator
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 

1648
mserafinowski
Silver Top Contributor
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?

311
mserafinowski
Silver Top Contributor
L
Bronze Active Participant
Louise Goodsir
asked in Ask the community
How do you structure Multi level Programs in Portfolios

Hi  We are using Strategy and Work structures to capture programs and projects.  We now have a need to capture a level between program and project, and I can’t think of a possible way to do this. The requirements are:  Large program - we need to capture attributes about the programme detail, including RAG status and financials, milestonesSub program - these make up elements of the the larger program and we need to capture attributes about the programme detail, including RAG status and financials, milestones.  The financials of the sub programmes will be rolled up from the projects associated to the sub programme, and will then roll up to the large program.Projects - projects will be associated to the sub programs, with the standard capture, plan, resource, financials etc. We know that we could create the “sub programmes” as program entities and use a portfolio view to view all the relevant grouped information, but this would not allow us to capture financials and milestones at the larg

442
L
Bronze Active Participant
D
Diane Ehleiter
asked in Ask the community
Clone or Copying a Project

Does anyone know if there is a way to clone a Portfolios Project of copy the project to save time with repetitive attribute population, creating a plan with requirements?

482
Mike.Walker
Planview Falcons
M
Malone
asked in Ask the community
Project plan dates to not change

We are trying out managing project details in portfolio and project place.  One issue the PMs run into is that the dates seem to randomly change.  Is there a document that shows how dates are affected in the workplan.  Or the best settings to not have items affect others.  I know this may not be best practice but we need the team to understand why their plans change. 

471
Mario.munoz
Bronze Innovator
Thbutler
Gold Product Expert
ThbutlerGold Product Expert
asked in Ask the community
Work Project Progression Defaults

Currently when we create a project the Progression Options for Allocations is set to “Respect Finish Dates”.  Based on the needs of our organization we have been setting this to “Expire Effort and Respect Finish Dates”.  Is there any way to make Expire Effort the “default” setting for when we create new work items?  Or do we have to remember to change it as part of our new project process? 

273
pamela.sargent
Gold Community Mentor
A
Bronze Active Participant
AizaBronze Active Participant
asked in Ask the community
Pre-Planning Hours

At Moffitt we are trying to find out how other organization are tracking their time for Pre-project planning. We want to create a standard process for this type of work.

274
A
Bronze Active Participant
P
Bronze Active Participant
prasadnknvBronze Active Participant
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. 

452
P
Bronze Active Participant
S
Scott Valentine
asked in Ask the community
Job Stream timeout error

Dear Community,We are having issues with Job Stream teking x25 longer than usual and timing out due to the following errors log in the log files.“Skipping Financial Plan. Reason = Error for field AltStructureKey: Execution Timeout Expired.  The timeout period elapsed prior to completion of the operation or the server is not responding. { Source Row='0';  }” Has anyone had this issue and know how to resolve? Kind regards

291
pamela.sargent
Gold Community Mentor
S
Scott Valentine
asked in Ask the community
Configure Screen, add component question

when configuring a new screen and selecting Add Component, the internal reference link an basic info are greyed out, why is this and what can I do to use them? 

241
pamela.sargent
Gold Community Mentor
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?

484
M
Planview Falcons
H
Bronze Active Participant
HappytoonBronze Active Participant
asked in Ask the community
Locking last month timesheets in Planview Portfolio?

Hi All, I am looking for you expertise - please help.We have weekly timesheet time periods. We submit and automatically approve our timesheet on Friday CoP or on the last day of the month. Progression runs automatically every Sunday night and at the end of month.Finance consolidates the timesheet actuals at the end of each month (extracting data from Planview).We want to lock timesheets so that they can no longer be disapproved/edited once the month is closed.We can disapprove/edit timesheets for the current and future months but not for last month.How can I do this in Portfolio please???How to you lock timesheet / cut off period etcI look forward to your help on this.Many thanks in advanceTony. 

772
H
Bronze Active Participant
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?

242
M
Planview Falcons
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

392
M
Planview Falcons
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