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Portfolios

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MGMullenSilver 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

2 months ago

alejandro0807

asked in Ask the community

Mass upload of users to Portfolios using UI Path

Good Afternoon:When using development to massively load UI PATH users in the Ecopetrol Production environment, an error is occurring since it is not connecting to the browser as shown below: The instructions indicated directly on the portal https://success.planview.com/Planview_Portfolios/Fundamentals/Robotic_Process_Automation_(RPA)_Robot are followed, however it is not possible for the loading to be executed which can significantly optimize times. . user creation.

300

2 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

2 months ago

Jonah.HildebrandtBronze Active Participant

asked in Ask the community

Job Stream Scheduling Service Shutting down intermittently

315

2 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

421

2 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?

704

2 months ago

MGMullenSilver 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.

356

2 months ago

MGMullenSilver Innovator

asked in Ask the community

What best practice recommendations for archiving Work in Portfolios?

We were recently asked what are archiving process was and we were not sure why/when archiving makes sense? Does anyone have suggestions about what archiving criteria should be for projects and what the frequency should be?

321

2 months ago

MGMullenSilver Innovator

asked in Ask the community

What Sets Default Work Portfolio?

153

2 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

362

2 months ago

Himani

posted in Ask the community

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

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

120

2 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.

231

2 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

792

2 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

1200

2 months ago

ihuskicPlanview Falcons

published in Learn and Share

Unlock Seamless Project Management with Planview's Latest Integration!Product Update

Elevate your project management game with the new Planview Portfolios and ProjectPlace Connector!This powerful integration allows you to seamlessly connect your Planview Portfolios with ProjectPlace, streamlining your planning, tracking, and collaboration. Key Benefits:Effortless Syncing: Keep your plans and projects aligned with real-time updates. Enhanced Visibility: Gain comprehensive insights into your project performance. Streamlined Workflow: Reduce manual data entry and increase productivity.Don’t miss out on this opportunity to enhance your project management efficiency. Click the link to learn more and start optimizing your connected plans today!Explore the Connector

200

2 months ago

Kirsten CBronze Active Participant

asked in Ask the community

Planview Administration Guide

Hello - Many moons ago Planview used to publish an Administration Guide. Is there a comprehensive guide today that I can download? I struggle using Customer Success Center’s search capabilities.

1052

3 months ago

pawan.rajuPlanview Falcons

published in Learn and Share

Discover How NatWest Uses OKRs to Drive Strategic SuccessBlog

NatWest Group, formerly known as Royal Bank of Scotland, boasts a rich history spanning over 300 years and is headquartered in the UK, providing innovative financial products and services to various customer segments. Three years ago, under the leadership of Rachel Adams, NatWest adopted the Objectives and Key Results (OKR) framework to align over 4,000 projects and 400+ multi-year programs with strategic goals, ensuring measurable outcomes at each level. This transformation, driven by the need to simplify business operations amid emerging technologies and economic uncertainties, involves an annual investment of about $1B and quarterly reviews. Planview’s Strategic Portfolio Management solution is vital for tracking progress and maintaining a single source of truth. Key lessons include understanding that OKRs differ from KPIs, recognizing OKRs as a long-term strategy, and the importance of thorough training. Moving forward, NatWest aims to enhance the connection of OKRs across the comp

200

3 months ago

James BonfieldBronze Innovator

asked in Ask the community

ProjectPlace Sync

A couple of weeks ago, somebody managed to switch off the ‘Use ProjectPlace’ global setting which supports the syncing of PP cards with Portfolios (we’re still trying to work out how this happened...)That’s left us with 2 weeks worth of card updates which haven’t flowed through to Portfolios. Many of these cards are now closed so will never be touched again.Does anyone know - Is there a way to force-sync ProjectPlace cards to update Portfolios actions?

693

4 months ago

millertj2

asked in Ask the community

Best Product to Use

Hi Planview friends,Does anyone have a quick reference guide for their end users on when to use which product to use for what? We use Planview Portfolios, ProjectPlace, AgilePlace, IdeaPlace and Roadmaps. We are a large organization so we frequently are talking about “What is Planview”, “What Product should I use for my specific purpose”, “What is the difference between AgilePlace and ProjectPlace?”. Although I feel I have a good handle on explaining them, it does take a bit and I wondered if there was a good one pager or site to address these questions most efficiently.Thank you in advance for your help!

952

4 months ago

MGMullenSilver Innovator

asked in Ask the community

Frequency of Datamart Refresh

We are newly getting into PowerBI reporting and would like increase the datamart update frequency from once a day. Does anyone have experience with this? If so, what frequency is working for you? Thanks!

875

4 months ago

partha.sahaPlanview Falcons

published in Learn and Share

Now Available: OKRs are now available for Work items in PortfoliosTutorial

We are excited to announce a significant enhancement in our Portfolios product: OKRs (Objectives and Key Results) for work items are now generally available! This new feature empowers customers to create OKRs directly from work items, providing a robust framework for measuring the benefit realization of projects.What This Means for YouWith the introduction of OKRs for work items, customers can now seamlessly integrate objective setting and tracking into their project management processes. This feature includes all the powerful functionalities of OKRs currently present under Strategy [Portfolios] and Board [AgilePlace], along with additional capabilities such as connected OKRs and custom attributes. [Refer to the screenshot]Key Benefits 1. Define and Track ObjectivesCustomers can now set clear objectives for individual work items, ensuring that every task contributes to the overall project goals. This not only provides a structured approach to project management but also helps in align

260

4 months ago

RobinB

asked in Ask the community

Plan/Schedule "Template"

Does anyone use a “template” for their project Plan/Schedule? We use a very similar plan for a large number of our projects and it would be nice to have a template that these project plans could be built from and then dates and specifics just filled in. I don’t see a way to do that other than having a “Template” project in the system and having the PM go into that project and copy the Plan and paste it into their project. Is this the most efficient way to accomplish the task? Let me know if you have any other ideas.Thanks!!

541

4 months ago

sunasakPlatinum Top Contributor

asked in Ask the community

WalkMe and Portfolios

Has anyone tried using WalkMe with Portfolios? We looked into it a while back and found it not to be worth the effort, but that wasn’t recent. I’m wondering if it has improved. It seems to me that there was something about Portfolios that made it hard to get content associated with specific screens or parts of the UI. Knowing some pros and cons would be very helpful.Questions include:Is it cost prohibitive? Does it require specific skills to set up? How much work is involved in getting it up and running? Is the maintenance load heavy?Thanks!Sue Ann Kendall

562

4 months ago

Nick Derbyshire

asked in Ask the community

Managing Requirement, Reserve & Allocation

Whilst our PMs follow good discipline on the route of Require, Reserve, Allocate, and start with the best intentions, once the project is in full flow, on going management of those assignments tend to drop off. Does anyone know of a good training page / summary, perhaps, an equivalent call out diagram to the “Elements of the Timesheet Screen” in the success centre, which can help PMs manage their assignments on their Portfolios project?

1652

4 months ago

Bruce Porter

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

200

4 months ago

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