Portfolios

Hi all,has anyone on the April 2026 version seen any issues with dataset management? We’re unable to edit one of our data set due to the following error:  which seems a bit odd. When we download the .rsd file, the query is clearly there and the dataset refreshes fine for powerbi and other reports. Just wondering if anyone else has seen something similar in the Apr 2026 release.Best, Michal 

Can someone point to the details around OKR OData refresh interval? Is it refreshed automatically or do we need to manually refresh the OData anywhere? [Not talking about Portfolios OData, this is only about OKR Odata]. ThanksSakthi.

Hello -We are utilizing the plan/scheduling feature in Planview portfolios without any timekeeping involved. We are currently developing internal training for our project managers and I’m trying to outline the simplest path toward managing their schedules. We are expecting them to enter a project schedule at the start of the project and then maintain actual start and end dates for their phases and milestones as they are completed. We have relatively simple template set up that include successors and predecessors so the scheduling part of the process cascades accordingly when running the schedule.What is confusing me is that when we enter actual finish dates on a phase, I’m expecting to see the schedule for the next phase to reflect the actual finish date. For example, if the phase finished early, then the next phase should start earlier and the whole schedule should reflect an early finish. If the phase ended late, then the whole schedule should be pushed back. Is there a way to adjust

Hello All, The financials for our requirements are disappearing when the daily job runs, causing our forecasts to be off.  Is anyone else having issues with the financial forecast associated with requirements. The values for hours and FTEs remain but the financials disappear. 

Is anyone having issue with the Automart refreshing?  All of our dashboards are not refreshing. Jennifer 

I have a task upload written using a SOAP call to the ITaskService3 service. I can get it to create new tasks, but it loads them like they are at the PPL level. They have the Work prefix that displays and no indent sign (see screenshot). I did some searching in the backend and it seems like the exec_type field is being set on these tasks even if I use the option not to copy missing values from Planview. Anyone else have this working and can maybe help? 

Hey, all. I’m currently building the Project Manager persona view in Planview.Me and partnering closely with PMs across my organization to understand what visualizations, via the data visualization widget, would be most useful to them in their day-to-day work.Given the amount of available attributes, I’d love to tap into this community’s experience:Are there specific data visualization combinations that your PMs have found especially valuable or intuitive? Any home run visual setups that your PMs loved?Will be keeping insights at the work level, for now, but open to any type of chart available in the Data Visualization widget. Appreciate any examples or ideas! 

We upgraded to the February 2026 version and noticed that, in this release, the “Connection Graph” tab is now displayed. The Success Center documentation states that the Connection tab can be enabled through Menus & View Settings; however, there does not appear to be an option to hide or disable it once enabled—it only shows a green check mark. I currently have a support ticket submitted and am waiting to hear back. Just curious if anyone else is experiencing this same issue.

I’ve had a PowerBI report running in our sandbox, pulling our Logbook data.  It works, and then it doesn’t work.  We are implementing Logbook in production this week, so I have pulled up our report that is pointing to our sandbox, made a copy, and am trying to point the copy to production.  After numerous attempts at trying to make that work, I realized the sandbox connection isn’t working any longer. If I use “Basic” credentials, I can get the Portfolios OData data, but the logbook data throws this error: “Expression.Error: The 'Authorization' header is only supported when connecting anonymously. These headers can be used with all authentication types: Accept, Accept-Charset, Accept-Encoding, Accept-Language, Cache-Control, Content-Type, If-Modified-Since, Prefer, Range, Referer” If I change the Data Source Settings to use anonymous, and then refresh, I still get the Authorization error, plus I have the error on the Portfolios data “We couldn’t authenticate with the credentials provid

I know Planview suggests using Standard Activities for managing resources’ leave, however this does not prevent the resource from being allocated to work items during that time. Has anyone found another solution to manage leave?

We utilize Demand Managers to input Requirements into Projects.  Those requirements are “Assigned To” a Resource Manager / Supervisor.  Is there a way to prevent that Supervisor from “Over Allocating” to that requirement?  We see this when a Supervisor needs to “fill time” for one of their employees, and the often do this by Allocating that employee more that the project requirement needs.  

I would like to know if a resource is allocated let say 100 hrs on the task with 10% Tolerance so means he can book upto 110 hrs however he had book 150hrs which is now 40hrs over booking. So in that case should RM/PM go and update the -40 under the “Your revised column” or a resource has to put -40 hours.In a nutshell can someone help me understand the use case of that column with real time scenarion Thanks a lot in advance. 

We currently use a risk assessment scoring model to determine Project Type and overall risk. While helpful, it does not fully capture project complexity, which we need to better determine the appropriate PM role (Business vs. IT, level of experience, etc.). Technical complexity is one example.We are not looking to change our risk model, instead are exploring other ways within Planview Portfolios to capture and evaluate project complexity. Question: Is anyone using lifecycle workflows, review gates, or role-based reviews in Portfolios to assess different dimensions of project complexity? Are there specific data elements that trigger additional reviews or notifications?

We are analyzing the possibility of having projects and sub-projects inside Portfolios.This will provide a holistic view on the overall main project as well as individual project progress and other attributes Possibility of reporting if this structure supports

Our PMs work really hard to edit the Shift Screen in ICP, but then they have to go and push the schedules of every project after we publish. Is there a way to Publish ICP to update the schedules in work portfolio to Shift Schedules?Same question for the Balance function, we are not using that yet but it is so much double work to ask them to figure out the Plan in Planning ICP area, then go in and change every project is there something that can automate all that work once the decisions are published?

Last year I raised a post about the use of the various inter-project dependency management options available in Planview - Successor/predecessor relationships in plans, investment dependencies, CRI logs, Roadmaps - the options are extensive but they all had their limitations.  If you really need to create a ‘hard link’ between milestones in 2 projects, you only had one option - use the successor/predecessor relationships in the plan & leverage the Inter Projects Dependencies tile, accepting that this approach could result in cascading plan changes across the entire portfolio.I’m pleased to say that the latest Logbook release has provided a much more controllable solution - the Multiple Associations finally allows me to create a dependency record in a log, use this to hold the dependency context and create a ‘contract’ with my dependent project PM and link key milestones from both project plans without the risk on plan changes automatically cascading onto other projects.  Some smart

We are using Logbook’s “Other” category to log data (name, date, team, comments) on our projects. We would like to be able to have a view showing ALL comments in one place...rather than having to go to each project and open the Logbook tab to see if there are any comments.  I am using the Logbook Template V1.2.pbit to try and create a view showing all Work items that have a Logbook entry associated with them.   In Power BI I’m trying to create a Matrix where the Rows are the Work item data and Logbook entry “name” (EntityAssociations: EntityID & EntityAssociations:EntityName, LogbookItems: Name), the Columns are the CustomAttributesConfigs: Name and the Values are the CustomAttributes: Value.valueWhen I try to use the CustomAttributeConfigs fields with the EntityAssociations fields in the same visual, I get an error - “Can’t determine relationships between the fields”.  I get this error when I try to use these in the same visual.  I can put them in separate visuals (list projects i

We are implementing entity separation in Planview across two organizations (e.g., Company A and Company B) that collaborate on shared initiatives. A key requirement is that named resources from one entity must not be visible to users in the other entity, even when the project or initiative is owned or managed by the opposite entity.Have you implemented cross‑entity project ownership while masking named resources? How do you handle actuals posting where PMs can see effort and cost, but only at the role level? What Planview configurations or patterns did you use (resource masking, role‑based actuals, aggregated capacity, financial‑only access)? Were there trade‑offs or limitations, especially for PM roles or approvals?

Is project Rate override not working for anyone else. We have a team member who needs to have a different rate at the project level.  They are actually going to have a zero rate. We can not get any project level rate to save anymore.  Is anyone else seeing this. 

Has anyone created a BI report for Timesheet compliance??  We are trying to build one out via the automart and would like to see if other customers have also done this.  Thanks much 

Hello, We would like the ability to have a self-service option to enable/disable the AdaptiveWork Mobile App. There are gaps in functionality (e.g. configurations are not enforced) that allow users to do things that are undesired. Being able to at least disable the mobile app temporarily would give us a good stop-gap while those gaps are addressed.

The ‘replace resource’ functionality is really useful, but from a resource manager perspective it is hidden in a project screen. This functionality should be available from the capacity management screen for a resource manager to easily change one assigned resource for another. 

Hi All,We’re expanding timesheets into an area where there is a requirement to track the actual times that resources clock in and out each day.  After reading through the documentation, I have enabled the Time Log feature, and it captures the details that we need.  However, I cannot find any reports to extract this level of detail.  I have reviewed the FastTrack reports as well as the schema for the Automart.  Is anyone else using this feature and how do you access the data other than by reviewing individual timesheets? Thanks

We are evaluating the most cost effective way to manage our licenses so are currently defining an archive process based mostly on lack of use.  I’d also like to downgrade a Portfolio-R/W license to a View Only license if I could tell if the user has not made any data updates in the past three months or so.   Does anyone know a way to do this?We are also considering alternative solutions like report subscriptions to keep licensing costs down and wonder if others have pursued this or any other solutions?Thanks!

I’m interested to explore adding skills to our resource pools (ideally driven from information hosted in our central resource/training database, but not critical), exploiting the skills criteria for Requirements & Allocation but to also report on any skills hotspots through PowerBI reporting.Information on the best way to configure and use the Skills in Portfolios seems very limited - does anyone have experience of this and any best practice they can share?