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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

230

1 month 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

213

1 month 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.

392

1 month ago

pamela.sargentGold 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

214

1 month 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

280

1 month ago

pamela.sargentGold 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.

161

2 months 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

330

2 months ago

maria.moranPlatinum Innovator

asked in Learn and Share

Project creation from template and Project Assignment

Hi everyone,I’m curious if the behavior we are experiencing is correct.We built templates for some of our projects, which are very detailed and include all the resources that should be involved for each task. We noticed that when creating a new project from the template, it duplicates the template. So far, so good—this is working as expected.However, if the template has any values assigned at the project level for any of the resources, we observe different behaviors when creating a project from it:In some cases, project assignment values for the resource are assigned after the project’s due date. In other cases, random project assignment values are entered for the resource.Has anyone experienced such behaviors? Is this normal?Thanks!

120

2 months ago

MGMullenGold 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

2 months 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

300

2 months 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

130

2 months 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

422

2 months 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.

314

2 months ago

MGMullenGold 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!

483

3 months ago

MGMullenGold Innovator

asked in Ask the community

What Sets a Default Work Portfolio?

I am wondering what sets the default Work Portfolio. No matter what the last Work Portfolio I view, when I come back into Work, this one Work Portfolio always comes up. I no longer care about it so i guess I can delete it but I’m wondering what is causing it to always be my default.

323

3 months ago

Jonah.HildebrandtBronze Active Participant

asked in Ask the community

Job Stream Schedule/Service Shutting off intermittently

Over the last month, our Job Stream service has shut down twice over the weekend and not come back on. This is not accompanied by any error messages. This occurred first overnight August 3rd-4th, and most recently the night of August 28th-29th. Both times we’ve had to submit a Customer Care ticket to get the job schedule service back up and running. My questions are:Has anyone else experienced this issue? Does anyone know what might be causing this and how to prevent it? Is there a way to restart the service on our own?

291

3 months ago

Jonah.HildebrandtBronze Active Participant

asked in Ask the community

Job Stream Scheduling Service Shutting down intermittently

315

3 months ago

Himani

asked in Ask the community

How is my project tracking against plan? (Actual $$ vs. Fcst/Budget etc.)

I wanted to understand how this project tracking against plan works. Actual vs forecast/budget etc

611

3 months ago

rzb1qsBronze Active Participant

asked in Ask the community

Viewing remaining requirement effort in resource manager's staffing screen

In our resource management process, the requirement is created; and the supervisor (resource manager) allocates. After the allocation is created from the requirement, the supervisors often update the allocation. The issue is that in the staffing screen, the supervisor cannot see (or at least we have not determined how to view) what remains in that requirement. Therefore, supervisors are OFTEN over allocating to the requirement. Bottomline is there a way to display the requirement’s remaining effort?

714

3 months ago

MGMullenGold Innovator

asked in Ask the community

Using Changing Date in Analytics Reporting Tile

I am building a tile to show any projects opened in the last two weeks. Is there any way to do this in a tile? I am using a fixed date now but this will need to be manually updated every week. Any ideas appreciated.

376

3 months ago

MGMullenGold Innovator

asked in Ask the community

What Sets Default Work Portfolio?

153

3 months ago

Mario.munozSilver Active Participant

asked in Ask the community

schedule scenario planning

Is there a way to do scenario planning in a schedule without it messing up my actual schedule

382

3 months ago

Mario.munozSilver Active Participant

asked in Ask the community

Add Attribute parent level in a column

Is there a way to have an attributes parent level available to add as a column? I was hoping the Generate parent level fields would make that level available but it looks like that is only for the Primary structures.

251

3 months ago

James BonfieldBronze Innovator

asked in Ask the community

Strategy Planning - Forward view of resource impacts

Each year we run a cycle of annual planning, looking forward to the next 3 years or so, assessing existing and new candidate strategies and allocating budgets - an iterative approach which can take some months to complete, balancing off the ambition vs the budget. But this isn’t just about balancing the budget - Part of this exercise focuses on the resource capacity to manage the change, and whilst this should play a critical part in sequencing and ‘doability’ planning, we're finding this difficult to perform within Planview & keen to understand how others take resource capacity into account. I assume we could make use of the functionality on ICP, but to do this, we’d need to spec out all candidate projects - using planning best practice that would mean building representative WBS's for everything, even when solutions are unclear, then creating the requirements against the WBS. Alternatively we can come up with some resource planning line for the duration of the delivery and raise

812

3 months ago

pawan.rajuPlanview Falcons

published in Learn and Share

August 2024 Release Notes for Planview PortfoliosProduct Update

Hello everyone,We’re excited to share the August 2024 release notes for Planview Portfolios. This release brings several new features, updates, and resolved issues that we believe will enhance your experience with our product.New Features and Updates: Data Visualization Widget: This new widget allows users at the Planview.Me and Portfolio Overview levels to view work portfolio insights in a visual format that is quickly consumable, such as a chart or graph. User-defined Planview.Me views: Users can now create their own Planview.Me views in Planview Portfolios. These views can be based on existing views configured by administrators or entirely new views customized by the end user. Performance - Staffing: We’ve improved the resource profile query used on the Staffing screen for resource portfolios and work entities, reducing the query response time by 90-99%. Plan screen - Run Schedule logging: Planview Portfolios now logs when the Run Schedule option is executed and which user ran

1410

4 months ago

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